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 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-764- 7.97% |
$69.9K - $80.7K
|
8.83K
$978K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-773- 8.47% |
$70.8K - $81.7K
|
8.36K
$926K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-780- 8.92% |
$71.4K - $82.4K
|
7.97K
$883K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-784- 3.42% |
$71.8K - $82.8K
|
22.2K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-792- 1.7% |
$72.5K - $83.7K
|
45.7K
$5.06M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-794- 2.12% |
$72.7K - $83.9K
|
36.7K
$4.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-800- 27.51% |
$73.2K - $84.5K
|
2.11K
$234K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-802- 20.63% |
$73.4K - $84.7K
|
3.09K
$342K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-820- 2.73% |
$75.1K - $86.6K
|
29.2K
$3.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-821- 9.19% |
$75.2K - $86.7K
|
8.11K
$899K
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-822- 11.74% |
$75.3K - $86.8K
|
6.18K
$685K
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-822- 3.91% |
$75.3K - $86.8K
|
20.2K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-828- 20.19% |
$75.8K - $87.5K
|
3.27K
$363K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-829- 0.96% |
$75.9K - $87.6K
|
85.3K
$9.45M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-840- 12.36% |
$76.9K - $88.7K
|
5.96K
$660K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-842- 1.38% |
$77.1K - $89K
|
60K
$6.65M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-843- 2.69% |
$77.2K - $89.1K
|
30.5K
$3.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-851- 8.04% |
$77.9K - $89.9K
|
9.74K
$1.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-858- 1.23% |
$78.5K - $90.6K
|
68.9K
$7.63M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-867- 4.47% |
$79.4K - $91.6K
|
18.5K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-878- 17.03% |
$80.4K - $92.8K
|
4.28K
$474K
|
|
|
May 12, 2023
Q1 2023
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-881- 0.34% |
$80.7K - $93.1K
|
260K
$28.8M
|
|
|
May 12, 2023
Q1 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-882- 3.25% |
$80.7K - $93.2K
|
26.3K
$2.91M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-883- 4.7% |
$80.8K - $93.3K
|
17.9K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-887- 88.0% |
$81.2K - $93.7K
|
121
$13.4K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-896- 12.28% |
$82K - $94.7K
|
6.4K
$709K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-898- 3.78% |
$82.2K - $94.9K
|
22.9K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-900- 25.03% |
$82.4K - $95.1K
|
2.7K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-905- 13.66% |
$82.9K - $95.6K
|
5.72K
$634K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-916- 12.11% |
$83.9K - $96.8K
|
6.65K
$736K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-917- 4.4% |
$84K - $96.9K
|
19.9K
$2.21M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-958- 12.97% |
$87.7K - $101K
|
6.43K
$712K
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-959- 15.06% |
$87.8K - $101K
|
5.41K
$599K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-969- 10.81% |
$88.7K - $102K
|
8K
$886K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-981- 7.97% |
$89.8K - $104K
|
11.3K
$1.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-984- 1.33% |
$90.1K - $104K
|
73.3K
$8.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-998- 11.55% |
$91.4K - $105K
|
7.64K
$846K
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1K- 22.73% |
$91.6K - $106K
|
3.4K
$377K
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-1K- 17.45% |
$91.6K - $106K
|
4.73K
$524K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.01K- 2.29% |
$92K - $106K
|
42.8K
$4.74M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.02K- 29.27% |
$93.3K - $108K
|
2.46K
$273K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 2.94% |
$93.6K - $108K
|
33.7K
$3.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.03K- 23.84% |
$93.9K - $108K
|
3.28K
$363K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.03K- 1.33% |
$94.6K - $109K
|
76.9K
$8.51M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.04K- 20.05% |
$95.5K - $110K
|
4.16K
$461K
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.05K- 7.16% |
$95.9K - $111K
|
13.6K
$1.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.09K- 31.67% |
$99.4K - $115K
|
2.34K
$260K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.09K- 3.15% |
$99.5K - $115K
|
33.4K
$3.7M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.1K- 2.99% |
$101K - $116K
|
35.7K
$3.95M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.1K- 14.91% |
$101K - $116K
|
6.28K
$696K
|