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 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.9K- 11.93% |
$174K - $200K
|
14K
$1.49M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-1.93K- 1.33% |
$176K - $204K
|
143K
$15.3M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.94K- 2.99% |
$178K - $205K
|
63K
$6.73M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.96KClosed |
$179K - $207K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.96K- 5.31% |
$180K - $207K
|
35K
$3.74M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.97K- 7.98% |
$180K - $208K
|
22.7K
$2.43M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.98K- 23.12% |
$182K - $210K
|
6.6K
$704K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.98K- 1.61% |
$182K - $210K
|
121K
$12.9M
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2K- 5.16% |
$183K - $211K
|
36.7K
$3.92M
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.02K- 38.83% |
$185K - $213K
|
3.18K
$339K
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.03K- 0.83% |
$186K - $214K
|
242K
$25.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.06K- 18.28% |
$188K - $217K
|
9.2K
$983K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.09K- 1.26% |
$191K - $221K
|
164K
$17.6M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-2.18K- 54.59% |
$199K - $230K
|
1.81K
$193K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.25K- 3.23% |
$206K - $237K
|
67.3K
$7.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-2.32K- 0.92% |
$212K - $245K
|
250K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.39K- 0.45% |
$219K - $253K
|
527K
$56.3M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.39K- 1.01% |
$219K - $253K
|
234K
$25M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.4K- 1.19% |
$219K - $253K
|
199K
$21.2M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.49K- 37.64% |
$228K - $263K
|
4.12K
$440K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.51K- 15.36% |
$230K - $266K
|
13.9K
$1.48M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-2.54K- 8.86% |
$233K - $268K
|
26.1K
$2.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.54K- 11.26% |
$233K - $269K
|
20K
$2.14M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.59K- 48.0% |
$237K - $274K
|
2.81K
$300K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-2.62K- 3.34% |
$240K - $277K
|
75.7K
$8.09M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.68K- 23.3% |
$245K - $283K
|
8.83K
$943K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.68K- 3.69% |
$246K - $284K
|
70K
$7.48M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.8K- 6.56% |
$256K - $296K
|
39.9K
$4.26M
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.87K- 7.59% |
$263K - $303K
|
35K
$3.73M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.91K- 9.03% |
$267K - $308K
|
29.4K
$3.14M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.98K- 29.0% |
$272K - $314K
|
7.29K
$778K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-3.11K- 2.55% |
$284K - $328K
|
119K
$12.7M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.11K- 7.98% |
$284K - $328K
|
35.8K
$3.83M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.15K- 38.42% |
$288K - $333K
|
5.05K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-3.15K- 3.58% |
$288K - $333K
|
84.9K
$9.07M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3.17K- 16.08% |
$290K - $335K
|
16.6K
$1.77M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-3.23K- 3.47% |
$296K - $341K
|
90K
$9.61M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-3.27K- 36.87% |
$299K - $345K
|
5.6K
$598K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-3.31K- 34.95% |
$303K - $349K
|
6.16K
$658K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.42K- 3.37% |
$313K - $361K
|
97.8K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-3.45K- 40.28% |
$316K - $364K
|
5.11K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-3.45K- 1.77% |
$316K - $365K
|
192K
$20.5M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.49K- 72.48% |
$319K - $369K
|
1.33K
$142K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3.54K- 28.13% |
$324K - $374K
|
9.05K
$966K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.6KClosed |
$329K - $380K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3.62K- 1.69% |
$331K - $382K
|
210K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-3.63K- 2.65% |
$333K - $384K
|
133K
$14.2M
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-3.67K- 11.33% |
$336K - $387K
|
28.7K
$3.06M
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-3.77K- 61.27% |
$345K - $399K
|
2.39K
$255K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.82K- 6.1% |
$350K - $404K
|
58.8K
$6.28M
|