Purchases and Sales Made in Q1 2023 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q1 2023. The information is specifically focused on institutions that hold shares of Duke Energy CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-130- 44.22% |
$11.9K - $13.7K
|
164
$17.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-130- 1.03% |
$11.9K - $13.7K
|
12.5K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-133- 0.35% |
$12.2K - $14.1K
|
38.4K
$4.1M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-135- 4.64% |
$12.4K - $14.3K
|
2.78K
$297K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-136- 14.39% |
$12.5K - $14.4K
|
809
$86.4K
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-142- 1.56% |
$13K - $15K
|
8.95K
$956K
|
|
|
May 15, 2023
Q1 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-142- 0.73% |
$13K - $15K
|
19.4K
$2.07M
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-146- 1.64% |
$13.4K - $15.4K
|
8.77K
$936K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-147- 73.87% |
$13.5K - $15.5K
|
52
$5.55K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-150- 3.9% |
$13.7K - $15.8K
|
3.69K
$394K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-150- 6.47% |
$13.7K - $15.8K
|
2.17K
$232K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-150- 1.73% |
$13.7K - $15.8K
|
8.55K
$913K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-151- 1.22% |
$13.8K - $16K
|
12.3K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-151- 2.69% |
$13.8K - $16K
|
5.46K
$583K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-152- 0.1% |
$13.9K - $16.1K
|
147K
$15.8M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-155- 20.67% |
$14.2K - $16.4K
|
595
$63.6K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-158- 1.33% |
$14.5K - $16.7K
|
11.7K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-160- 3.69% |
$14.6K - $16.9K
|
4.18K
$446K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-161- 2.95% |
$14.7K - $17K
|
5.29K
$565K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-164- 4.21% |
$15K - $17.3K
|
3.73K
$399K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-166- 0.8% |
$15.2K - $17.5K
|
20.5K
$2.19M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-166- 6.78% |
$15.2K - $17.5K
|
2.28K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-166- 2.46% |
$15.2K - $17.5K
|
6.58K
$703K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-168- 0.29% |
$15.4K - $17.7K
|
57.6K
$6.15M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-168- 1.01% |
$15.4K - $17.7K
|
16.5K
$1.76M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-175- 0.87% |
$16K - $18.5K
|
19.9K
$2.13M
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-176- 0.89% |
$16.1K - $18.6K
|
19.7K
$2.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-180- 13.67% |
$16.5K - $19K
|
1.14K
$121K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-181- 1.13% |
$16.6K - $19.1K
|
15.8K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-185- 3.12% |
$16.9K - $19.5K
|
5.74K
$613K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-187- 1.34% |
$17.1K - $19.8K
|
13.7K
$1.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-192- 1.16% |
$17.6K - $20.3K
|
16.4K
$1.75M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-194- 40.67% |
$17.8K - $20.5K
|
283
$30.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-195- 2.41% |
$17.9K - $20.6K
|
7.89K
$843K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-195- 0.71% |
$17.9K - $20.6K
|
27.4K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-198- 3.16% |
$18.1K - $20.9K
|
6.07K
$649K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-199- 5.34% |
$18.2K - $21K
|
3.53K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-199- 1.45% |
$18.2K - $21K
|
13.6K
$1.45M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-200- 7.85% |
$18.3K - $21.1K
|
2.35K
$251K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-200- 1.69% |
$18.3K - $21.1K
|
11.6K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-200- 2.89% |
$18.3K - $21.1K
|
6.72K
$718K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-203- 0.99% |
$18.6K - $21.4K
|
20.2K
$2.16M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-204- 0.73% |
$18.7K - $21.6K
|
27.7K
$2.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-205- 2.94% |
$18.8K - $21.7K
|
6.77K
$723K
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-206- 11.62% |
$18.9K - $21.8K
|
1.57K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-214- 5.56% |
$19.6K - $22.6K
|
3.64K
$388K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-216- 8.26% |
$19.8K - $22.8K
|
2.4K
$256K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-219- 9.4% |
$20K - $23.1K
|
2.11K
$226K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-219- 3.09% |
$20K - $23.1K
|
6.87K
$733K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-220- 3.1% |
$20.1K - $23.2K
|
6.87K
$734K
|