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 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.12K- 15.35% |
$102K - $118K
|
6.16K
$657K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-1.12K- 6.03% |
$103K - $119K
|
17.5K
$1.87M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.12K- 14.13% |
$103K - $119K
|
6.83K
$730K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.14K- 5.36% |
$104K - $120K
|
20.1K
$2.15M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.17K- 19.18% |
$107K - $123K
|
4.91K
$524K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-1.17K- 5.55% |
$107K - $124K
|
20K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 36.04% |
$110K - $127K
|
2.13K
$228K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.21K- 25.25% |
$111K - $128K
|
3.57K
$382K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 2.85% |
$113K - $130K
|
41.9K
$4.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.23K- 7.7% |
$113K - $130K
|
14.8K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.24K- 32.77% |
$113K - $131K
|
2.54K
$272K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-1.25K- 6.17% |
$114K - $132K
|
19K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.25K- 28.22% |
$114K - $132K
|
3.18K
$340K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.27K- 18.99% |
$116K - $134K
|
5.42K
$579K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.29K- 0.2% |
$118K - $136K
|
630K
$67.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.29K- 5.78% |
$118K - $136K
|
21K
$2.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.32K- 11.57% |
$120K - $139K
|
10.1K
$1.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.33K- 33.23% |
$122K - $141K
|
2.68K
$286K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.34K- 2.6% |
$123K - $141K
|
50.2K
$5.36M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.36K- 8.14% |
$124K - $144K
|
15.3K
$1.64M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 2.13% |
$125K - $144K
|
62.5K
$6.68M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.37K- 41.71% |
$126K - $145K
|
1.92K
$205K
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 23.4% |
$127K - $146K
|
4.52K
$483K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.39K- 21.56% |
$128K - $147K
|
5.07K
$541K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.4K- 12.25% |
$128K - $148K
|
10K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.43K- 15.76% |
$131K - $151K
|
7.63K
$815K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.46K- 10.12% |
$133K - $154K
|
12.9K
$1.38M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.5K- 23.97% |
$137K - $158K
|
4.75K
$507K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.51K- 1.19% |
$139K - $160K
|
126K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.51K- 29.12% |
$139K - $160K
|
3.68K
$393K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.55K- 4.66% |
$141K - $163K
|
31.6K
$3.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.55K- 2.71% |
$142K - $164K
|
55.7K
$5.95M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.57K- 12.72% |
$144K - $166K
|
10.8K
$1.15M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.62K- 37.16% |
$148K - $171K
|
2.74K
$293K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.64K- 1.9% |
$150K - $173K
|
84.7K
$9.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.65K- 17.28% |
$151K - $174K
|
7.87K
$841K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-1.65K- 72.48% |
$151K - $174K
|
627
$67K
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.66K- 5.47% |
$152K - $176K
|
28.7K
$3.07M
|
|
|
May 05, 2023
Q1 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-1.67K- 10.64% |
$153K - $176K
|
14K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.67K- 6.91% |
$153K - $176K
|
22.5K
$2.4M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.69K- 20.08% |
$154K - $178K
|
6.71K
$717K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.73K- 49.01% |
$158K - $182K
|
1.8K
$192K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 98.36% |
$159K - $184K
|
29
$3.1K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.75K- 21.22% |
$160K - $185K
|
6.5K
$694K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-1.81K- 8.52% |
$166K - $191K
|
19.4K
$2.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.82K- 13.11% |
$166K - $192K
|
12K
$1.28M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.82K- 9.31% |
$166K - $192K
|
17.7K
$1.89M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.85K- 42.36% |
$169K - $195K
|
2.51K
$268K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.85K- 2.65% |
$169K - $195K
|
68K
$7.26M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.88K- 1.49% |
$172K - $198K
|
124K
$13.3M
|