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 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-355- 54.53% |
$32.5K - $37.5K
|
296
$31.6K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-357- 2.72% |
$32.7K - $37.7K
|
12.7K
$1.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-362- 6.89% |
$33.1K - $38.2K
|
4.89K
$522K
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-364- 12.93% |
$33.3K - $38.5K
|
2.45K
$262K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-366- 8.16% |
$33.5K - $38.7K
|
4.12K
$440K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-366- 2.75% |
$33.5K - $38.7K
|
13K
$1.39M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-367- 1.49% |
$33.6K - $38.8K
|
24.2K
$2.59M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-367- 0.85% |
$33.6K - $38.8K
|
43K
$4.59M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-369- 3.29% |
$33.8K - $39K
|
10.8K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-371- 11.74% |
$34K - $39.2K
|
2.79K
$298K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-373- 5.11% |
$34.1K - $39.4K
|
6.93K
$740K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-378- 7.36% |
$34.6K - $39.9K
|
4.76K
$508K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-381- 2.56% |
$34.9K - $40.3K
|
14.5K
$1.55M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-384- 13.52% |
$35.2K - $40.6K
|
2.46K
$262K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-384- 7.51% |
$35.2K - $40.6K
|
4.73K
$505K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
SELL
|
- |
-385- 3.14% |
$35.2K - $40.7K
|
11.9K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-390- 8.41% |
$35.7K - $41.2K
|
4.25K
$454K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-391- 7.45% |
$35.8K - $41.3K
|
4.86K
$519K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-395- 3.68% |
$36.2K - $41.7K
|
10.3K
$1.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-395- 8.59% |
$36.2K - $41.7K
|
4.21K
$449K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-397- 7.29% |
$36.3K - $41.9K
|
5.05K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-397- 1.21% |
$36.3K - $41.9K
|
32.5K
$3.47M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-403- 2.38% |
$36.9K - $42.6K
|
16.5K
$1.76M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-405- 11.57% |
$37.1K - $42.8K
|
3.09K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-407- 3.86% |
$37.3K - $43K
|
10.1K
$1.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-408- 2.05% |
$37.4K - $43.1K
|
19.5K
$2.08M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-417- 5.41% |
$38.2K - $44.1K
|
7.3K
$779K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-422- 28.98% |
$38.6K - $44.6K
|
1.03K
$110K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-427- 0.82% |
$39.1K - $45.1K
|
51.9K
$5.54M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-429- 15.77% |
$39.3K - $45.3K
|
2.29K
$245K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-429- 3.73% |
$39.3K - $45.3K
|
11.1K
$1.18M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-430- 53.15% |
$39.4K - $45.4K
|
379
$40.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-435- 15.15% |
$39.8K - $46K
|
2.44K
$260K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-447- 5.42% |
$40.9K - $47.2K
|
7.8K
$833K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-450- 11.52% |
$41.2K - $47.5K
|
3.46K
$369K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-450- 10.62% |
$41.2K - $47.5K
|
3.79K
$405K
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-450- 11.11% |
$41.2K - $47.5K
|
3.6K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-454- 3.26% |
$41.6K - $48K
|
13.5K
$1.44M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-463- 9.33% |
$42.4K - $48.9K
|
4.5K
$481K
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-466- 13.77% |
$42.7K - $49.2K
|
2.92K
$312K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-466- 32.82% |
$42.7K - $49.2K
|
954
$102K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-469- 5.68% |
$42.9K - $49.5K
|
7.79K
$832K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-470- 0.57% |
$43K - $49.7K
|
81.8K
$8.74M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-470- 7.09% |
$43K - $49.7K
|
6.16K
$658K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-476- 5.41% |
$43.6K - $50.3K
|
8.32K
$888K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-478- 0.84% |
$43.8K - $50.5K
|
56.3K
$6.02M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-478- 6.78% |
$43.8K - $50.5K
|
6.58K
$702K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-478- 26.96% |
$43.8K - $50.5K
|
1.3K
$138K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-479- 11.59% |
$43.9K - $50.6K
|
3.65K
$390K
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-482- 16.94% |
$44.1K - $50.9K
|
2.36K
$252K
|