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 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-482- 16.94% |
$44.1K - $50.9K
|
2.36K
$262K
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-490- 1.6% |
$44.9K - $51.8K
|
30.1K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-493- 3.27% |
$45.1K - $52.1K
|
14.6K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-498- 1.46% |
$45.6K - $52.6K
|
33.6K
$3.72M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-499- 24.5% |
$45.7K - $52.7K
|
1.54K
$170K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-503- 16.26% |
$46K - $53.1K
|
2.59K
$287K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-510- 9.13% |
$46.7K - $53.9K
|
5.07K
$562K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-510Closed |
$46.7K - $53.9K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-516- 7.26% |
$47.2K - $54.5K
|
6.59K
$730K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-521- 17.76% |
$47.7K - $55K
|
2.41K
$267K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-522- 0.16% |
$47.8K - $55.1K
|
330K
$36.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-524- 6.33% |
$48K - $55.4K
|
7.75K
$859K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-526- 18.44% |
$48.2K - $55.6K
|
2.33K
$258K
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-527- 0.01% |
$48.2K - $55.7K
|
6.75M
$748M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-552- 14.27% |
$50.5K - $58.3K
|
3.32K
$367K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-562- 7.8% |
$51.5K - $59.4K
|
6.65K
$736K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-568- 6.31% |
$52K - $60K
|
8.43K
$934K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-570- 2.66% |
$52.2K - $60.2K
|
20.8K
$2.31M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-579- 7.29% |
$53K - $61.2K
|
7.37K
$816K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-593- 2.09% |
$54.3K - $62.7K
|
27.8K
$3.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-594- 1.74% |
$54.4K - $62.8K
|
33.5K
$3.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-600- 7.65% |
$54.9K - $63.4K
|
7.25K
$803K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-600- 5.98% |
$54.9K - $63.4K
|
9.44K
$1.05M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-600- 2.17% |
$54.9K - $63.4K
|
27.1K
$3M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-601- 1.8% |
$55K - $63.5K
|
32.8K
$3.64M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-609- 1.02% |
$55.8K - $64.3K
|
59.1K
$6.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-616- 2.93% |
$56.4K - $65.1K
|
20.4K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-618- 24.46% |
$56.6K - $65.3K
|
1.91K
$211K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-619- 4.72% |
$56.7K - $65.4K
|
12.5K
$1.38M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-623- 1.26% |
$57K - $65.8K
|
48.8K
$5.41M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-626- 1.29% |
$57.3K - $66.1K
|
47.8K
$5.3M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-634- 5.32% |
$58K - $67K
|
11.3K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-647- 3.35% |
$59.2K - $68.4K
|
18.7K
$2.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
SELL
|
- |
-654- 0.53% |
$59.9K - $69.1K
|
123K
$13.6M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-654- 2.04% |
$59.9K - $69.1K
|
31.4K
$3.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-656- 3.62% |
$60.1K - $69.3K
|
17.4K
$1.93M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-660- 28.18% |
$60.4K - $69.7K
|
1.68K
$186K
|
|
|
Sep 18, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-660- 9.52% |
$60.4K - $69.7K
|
6.28K
$695K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-667- 31.64% |
$61.1K - $70.5K
|
1.44K
$160K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-670- 3.42% |
$61.3K - $70.8K
|
18.9K
$2.09M
|
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-682- 1.06% |
$62.4K - $72.1K
|
63.5K
$7.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-685- 12.53% |
$62.7K - $72.4K
|
4.78K
$529K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-688- 1.38% |
$63K - $72.7K
|
49K
$5.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-695- 5.45% |
$63.6K - $73.4K
|
12K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-696- 1.68% |
$63.7K - $73.5K
|
40.8K
$4.52M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-702- 13.44% |
$64.3K - $74.2K
|
4.52K
$501K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-709- 21.63% |
$64.9K - $74.9K
|
2.57K
$285K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-726- 1.9% |
$66.5K - $76.7K
|
37.6K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-745- 11.78% |
$68.2K - $78.7K
|
5.58K
$618K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-751- 5.12% |
$68.8K - $79.3K
|
13.9K
$1.54M
|