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 |
|---|---|---|---|---|---|---|---|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
12.4K+ 50.7% |
$1.13M - $1.31M
|
36.7K
$3.96M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.3K+ 44.81% |
$1.13M - $1.3M
|
39.8K
$4.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12.3K+ 24.19% |
$1.13M - $1.3M
|
63.1K
$6.8M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
12.3KNew |
$1.13M - $1.3M
|
12.3K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
12.2K+ 18.07% |
$1.11M - $1.28M
|
79.4K
$8.56M
|
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
12KNew |
$1.09M - $1.26M
|
12K
$1.29M
|
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
11.8KNew |
$1.08M - $1.25M
|
11.8K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
11.8KNew |
$1.08M - $1.25M
|
11.8K
$1.28M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
11.8K+ 292.78% |
$1.08M - $1.25M
|
15.9K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
11.8K+ 31.63% |
$1.08M - $1.24M
|
49K
$5.28M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.8K+ 127.81% |
$1.08M - $1.24M
|
21K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$1.07M - $1.24M
|
11.7K
$1.26M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.5K+ 262.97% |
$1.05M - $1.22M
|
15.9K
$1.71M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
11.3K+ 4.75% |
$1.04M - $1.2M
|
250K
$27M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.9K+ 9.25% |
$995K - $1.15M
|
128K
$13.8M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
10.5K+ 11.89% |
$957K - $1.1M
|
98.4K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
10.3K+ 912.61% |
$947K - $1.09M
|
11.5K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
10.2K+ 15.34% |
$933K - $1.08M
|
76.6K
$8.26M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
10.2KNew |
$932K - $1.08M
|
10.2K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
10.2K+ 1.68% |
$931K - $1.07M
|
614K
$66.2M
|
|
|
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
10.1K+ 0.82% |
$927K - $1.07M
|
1.24M
$134M
|
|
|
May 12, 2023
Q1 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
9.6K+ 17.01% |
$879K - $1.01M
|
66.1K
$7.12M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.44K+ 28.67% |
$865K - $998K
|
42.4K
$4.57M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.44K+ 1.67% |
$864K - $997K
|
574K
$61.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
9.35K+ 45.75% |
$856K - $987K
|
29.8K
$3.21M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
9.3KNew |
$851K - $982K
|
9.3K
$1M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.14K+ 15.87% |
$836K - $965K
|
66.7K
$7.19M
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
9.13KNew |
$836K - $964K
|
9.13K
$984K
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
9.08K+ 16.26% |
$832K - $960K
|
65K
$7M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.03K+ 3.33% |
$826K - $954K
|
280K
$30.2M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.78KNew |
$804K - $928K
|
8.78K
$946K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
8.7K+ 6.03% |
$796K - $919K
|
153K
$16.5M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.67K+ 12.8% |
$794K - $916K
|
76.4K
$8.23M
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
8.63KNew |
$790K - $911K
|
8.63K
$930K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8.51K+ 25.63% |
$779K - $899K
|
41.7K
$4.5M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
8.36KNew |
$765K - $883K
|
8.36K
$901K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.34K+ 165.47% |
$763K - $881K
|
13.4K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.29KNew |
$759K - $876K
|
8.29K
$894K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
8.2KNew |
$751K - $866K
|
8.2K
$884K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
8.17K+ 123.59% |
$748K - $863K
|
14.8K
$1.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
8.16K+ 13.35% |
$747K - $863K
|
69.3K
$7.47M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
8.15K+ 90.57% |
$746K - $861K
|
17.2K
$1.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
8.13KNew |
$744K - $859K
|
8.13K
$876K
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
8.12K+ 50.78% |
$743K - $857K
|
24.1K
$2.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
8.04K+ 9.85% |
$736K - $849K
|
89.7K
$9.66M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.04K+ 9.77% |
$736K - $849K
|
90.3K
$9.73M
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
8KNew |
$732K - $845K
|
8K
$862K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.99K+ 16.96% |
$731K - $844K
|
55.1K
$5.94M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.92K+ 5.88% |
$725K - $836K
|
143K
$15.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.88K+ 5.27% |
$721K - $832K
|
157K
$17M
|