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 |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-224- 0.74% |
$20.5K - $23.7K
|
30.1K
$3.22M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-227- 2.49% |
$20.8K - $24K
|
8.89K
$950K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-232- 24.45% |
$21.2K - $24.5K
|
717
$76.6K
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-232- 1.85% |
$21.2K - $24.5K
|
12.3K
$1.32M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-237- 4.53% |
$21.7K - $25K
|
5K
$534K
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-239- 23.29% |
$21.9K - $25.3K
|
787
$84.1K
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-241- 2.94% |
$22.1K - $25.5K
|
7.95K
$850K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-241- 7.68% |
$22.1K - $25.5K
|
2.9K
$310K
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-242- 3.51% |
$22.2K - $25.6K
|
6.66K
$711K
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-243- 0.83% |
$22.2K - $25.7K
|
29.2K
$3.11M
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-244- 29.54% |
$22.3K - $25.8K
|
582
$62.2K
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-247- 0.5% |
$22.6K - $26.1K
|
49.5K
$5.29M
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-250- 5.28% |
$22.9K - $26.4K
|
4.48K
$479K
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-251- 3.23% |
$23K - $26.5K
|
7.53K
$804K
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-252- 0.14% |
$23.1K - $26.6K
|
177K
$18.9M
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-252- 3.78% |
$23.1K - $26.6K
|
6.41K
$685K
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-254- 7.97% |
$23.3K - $26.8K
|
2.93K
$313K
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-254- 5.92% |
$23.3K - $26.8K
|
4.04K
$431K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-257- 1.18% |
$23.5K - $27.2K
|
21.5K
$2.3M
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-257- 0.56% |
$23.5K - $27.2K
|
45.7K
$4.88M
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-260- 5.21% |
$23.8K - $27.5K
|
4.73K
$505K
|
|
Apr 14, 2023
Q1 2023
|
Nepsis Inc.
|
SELL
|
- |
-264- 1.94% |
$24.2K - $27.9K
|
13.4K
$1.43M
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-266- 2.6% |
$24.4K - $28.1K
|
9.95K
$1.06M
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-267- 6.65% |
$24.4K - $28.2K
|
3.75K
$400K
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-270- 2.51% |
$24.7K - $28.5K
|
10.5K
$1.12M
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-277- 17.75% |
$25.4K - $29.3K
|
1.28K
$137K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-284- 1.41% |
$26K - $30K
|
19.9K
$2.13M
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-288- 8.73% |
$26.4K - $30.4K
|
3.01K
$321K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-290- 3.7% |
$26.5K - $30.6K
|
7.54K
$805K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-291- 1.28% |
$26.6K - $30.7K
|
22.5K
$2.4M
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-293- 3.06% |
$26.8K - $31K
|
9.28K
$991K
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-300- 1.16% |
$27.5K - $31.7K
|
25.6K
$2.73M
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-300- 11.09% |
$27.5K - $31.7K
|
2.41K
$257K
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 4.81% |
$27.5K - $31.7K
|
5.93K
$634K
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-302- 0.84% |
$27.6K - $31.9K
|
35.6K
$3.8M
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-304- 2.92% |
$27.8K - $32.1K
|
10.1K
$1.08M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-304- 1.67% |
$27.8K - $32.1K
|
17.9K
$1.91M
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-309- 11.81% |
$28.3K - $32.6K
|
2.31K
$246K
|
|
Apr 19, 2023
Q1 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-313- 0.99% |
$28.7K - $33.1K
|
31.1K
$3.33M
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-318- 10.06% |
$29.1K - $33.6K
|
2.84K
$304K
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-320- 2.68% |
$29.3K - $33.8K
|
11.6K
$1.24M
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-322- 9.38% |
$29.5K - $34K
|
3.11K
$332K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-322- 3.81% |
$29.5K - $34K
|
8.14K
$869K
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-323- 1.27% |
$29.6K - $34.1K
|
25.1K
$2.69M
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-326- 4.4% |
$29.8K - $34.4K
|
7.08K
$756K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-326- 5.01% |
$29.8K - $34.4K
|
6.18K
$660K
|
|
May 11, 2023
Q1 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-330- 5.36% |
$30.2K - $34.9K
|
5.83K
$622K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-348- 0.51% |
$31.9K - $36.8K
|
68.4K
$7.31M
|
|
May 02, 2023
Q1 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-350- 0.08% |
$32K - $37K
|
425K
$45.4M
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-355- 14.9% |
$32.5K - $37.5K
|
2.03K
$217K
|