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 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.84K- 27.07% |
$352K - $406K
|
10.4K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-3.85K- 97.37% |
$352K - $406K
|
104
$11.1K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.86KClosed |
$353K - $407K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.91K- 25.59% |
$358K - $413K
|
11.4K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-3.94K- 62.4% |
$361K - $416K
|
2.37K
$253K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.98K- 43.99% |
$365K - $421K
|
5.07K
$542K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.03K- 40.38% |
$369K - $426K
|
5.95K
$635K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.03K- 37.14% |
$369K - $426K
|
6.82K
$729K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.11K- 3.07% |
$376K - $434K
|
130K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-4.13K- 60.07% |
$378K - $436K
|
2.75K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.29K- 62.43% |
$392K - $453K
|
2.58K
$275K
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-4.34K- 49.84% |
$397K - $458K
|
4.36K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.57K- 8.86% |
$419K - $483K
|
47.1K
$5.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.63K- 20.59% |
$424K - $489K
|
17.9K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-4.66K- 37.72% |
$427K - $493K
|
7.7K
$822K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.74K- 40.44% |
$434K - $501K
|
6.99K
$746K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-4.96K- 31.11% |
$454K - $524K
|
11K
$1.17M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.05K- 61.58% |
$462K - $534K
|
3.15K
$337K
|
|
|
May 10, 2023
Q1 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-5.26K- 69.13% |
$482K - $556K
|
2.35K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-5.28K- 3.93% |
$483K - $558K
|
129K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.31K- 19.35% |
$486K - $561K
|
22.1K
$2.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.36K- 0.73% |
$490K - $566K
|
724K
$77.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.48K- 17.73% |
$502K - $579K
|
25.4K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.62K- 0.54% |
$514K - $593K
|
1.03M
$110M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.69K- 9.23% |
$521K - $601K
|
56K
$5.98M
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-5.72K- 15.53% |
$523K - $604K
|
31.1K
$3.32M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.96K- 0.68% |
$545K - $629K
|
866K
$92.5M
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-6.13K- 41.97% |
$561K - $648K
|
8.48K
$906K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.29K- 40.54% |
$576K - $664K
|
9.22K
$985K
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-6.32K- 20.02% |
$579K - $668K
|
25.2K
$2.7M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-6.33K- 19.21% |
$580K - $669K
|
26.6K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-6.36K- 90.63% |
$582K - $672K
|
658
$70.3K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.53K- 36.75% |
$598K - $690K
|
11.2K
$1.2M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-6.69K- 99.91% |
$612K - $706K
|
6
$641
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.72K- 7.78% |
$615K - $710K
|
79.7K
$8.51M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.79K- 8.94% |
$622K - $718K
|
69.2K
$7.39M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.84K- 16.59% |
$626K - $723K
|
34.4K
$3.67M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.9K- 11.98% |
$632K - $729K
|
50.7K
$5.42M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7.03K- 0.3% |
$643K - $742K
|
2.3M
$246M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.4K- 32.29% |
$678K - $782K
|
15.5K
$1.66M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.42K- 5.34% |
$679K - $783K
|
132K
$14M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.64K- 23.8% |
$700K - $808K
|
24.5K
$2.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-7.8K- 20.61% |
$714K - $824K
|
30K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-7.9K- 2.65% |
$723K - $834K
|
290K
$31M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.01K- 10.29% |
$733K - $846K
|
69.8K
$7.46M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-8.1K- 13.18% |
$742K - $856K
|
53.4K
$5.7M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.2K- 21.6% |
$751K - $866K
|
29.8K
$3.18M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.58K- 2.5% |
$785K - $906K
|
334K
$35.7M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.69K- 3.93% |
$796K - $918K
|
212K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.79K- 9.61% |
$805K - $929K
|
82.7K
$8.83M
|