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 11, 2023
Q1 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
23.6KNew |
$2.16M - $2.49M
|
23.6K
$2.54M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
23.2K+ 45.75% |
$2.12M - $2.45M
|
73.8K
$7.95M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
23.1K+ 4.49% |
$2.11M - $2.44M
|
536K
$57.8M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23.1K+ 4.49% |
$2.11M - $2.44M
|
536K
$57.8M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
22.6K+ 0.3% |
$2.07M - $2.38M
|
7.51M
$810M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.5K+ 4.09% |
$1.87M - $2.16M
|
520K
$56.1M
|
|
|
May 05, 2023
Q1 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
20KNew |
$1.83M - $2.11M
|
20K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
19.9KNew |
$1.82M - $2.1M
|
19.9K
$2.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Capital Management CO
|
BUY
|
- |
19.7K+ 47.61% |
$1.8M - $2.08M
|
61.1K
$6.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$1.78M - $2.05M
|
19.4K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.1KNew |
$1.75M - $2.02M
|
19.1K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
19.1KNew |
$1.75M - $2.01M
|
19.1K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
18.3KNew |
$1.67M - $1.93M
|
18.3K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.9K+ 36.44% |
$1.64M - $1.89M
|
66.9K
$7.21M
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
17.8K+ 49.43% |
$1.63M - $1.88M
|
53.7K
$5.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
17.7K+ 3.96% |
$1.62M - $1.87M
|
464K
$50M
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
17.3K+ 8.16% |
$1.58M - $1.82M
|
229K
$24.7M
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
17K+ 10.26% |
$1.56M - $1.8M
|
183K
$19.7M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16.5K+ 1.2% |
$1.51M - $1.74M
|
1.39M
$150M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
16.5KNew |
$1.51M - $1.74M
|
16.5K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
16.4KNew |
$1.51M - $1.74M
|
16.4K
$1.77M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
16.2K+ 46.7% |
$1.48M - $1.71M
|
50.8K
$5.47M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16K+ 133.68% |
$1.46M - $1.69M
|
28K
$3.01M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
15.7K+ 1.17% |
$1.44M - $1.66M
|
1.36M
$147M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
15.4K+ 1236.04% |
$1.41M - $1.63M
|
16.6K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
15.1K+ 15.0% |
$1.38M - $1.6M
|
116K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
15.1KNew |
$1.38M - $1.59M
|
15.1K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
15K+ 1007.39% |
$1.37M - $1.58M
|
16.5K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
14.9K+ 85.03% |
$1.36M - $1.57M
|
32.4K
$3.49M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
14.7K+ 22.38% |
$1.34M - $1.55M
|
80.3K
$8.66M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$1.33M - $1.54M
|
14.6K
$1.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.4K+ 0.88% |
$1.32M - $1.52M
|
1.66M
$179M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
14.4K+ 45.77% |
$1.32M - $1.52M
|
45.8K
$4.94M
|
|
|
May 05, 2023
Q1 2023
|
Guardian Investment Management
|
BUY
|
- |
14.2K+ 249.62% |
$1.3M - $1.5M
|
19.9K
$2.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
14.2K+ 2.29% |
$1.3M - $1.5M
|
634K
$68.4M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.1K+ 1.49% |
$1.29M - $1.48M
|
955K
$103M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 6.77% |
$1.24M - $1.44M
|
214K
$23.1M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
13.5K+ 21.17% |
$1.24M - $1.43M
|
77.4K
$8.34M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
13.5KNew |
$1.23M - $1.42M
|
13.5K
$1.45M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.3K+ 19.21% |
$1.22M - $1.4M
|
82.4K
$8.88M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
13.2K+ 39.64% |
$1.21M - $1.39M
|
46.4K
$5M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
12.9K+ 8.17% |
$1.18M - $1.37M
|
171K
$18.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.9K+ 2.25% |
$1.18M - $1.36M
|
588K
$63.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
12.9K+ 96.1% |
$1.18M - $1.36M
|
26.3K
$2.84M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
12.9K+ 3.25% |
$1.18M - $1.36M
|
409K
$44M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
12.8KNew |
$1.17M - $1.35M
|
12.8K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
12.8KNew |
$1.17M - $1.35M
|
12.8K
$1.38M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.6KNew |
$1.16M - $1.33M
|
12.6K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
12.4KNew |
$1.13M - $1.31M
|
12.4K
$1.33M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
12.4KNew |
$1.13M - $1.31M
|
12.4K
$1.33M
|