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 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.58K+ 4.65% |
$693K - $800K
|
170K
$18.4M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.54K+ 42.41% |
$690K - $797K
|
25.3K
$2.73M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.49KNew |
$686K - $791K
|
7.49K
$807K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.18K+ 8.03% |
$657K - $758K
|
96.5K
$10.4M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7.02KNew |
$643K - $742K
|
7.02K
$757K
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
6.99K+ 0.48% |
$639K - $738K
|
1.45M
$156M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
6.7K+ 46.37% |
$613K - $707K
|
21.1K
$2.28M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
6.68K+ 111400.0% |
$612K - $706K
|
6.69K
$721K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
6.66K+ 6.48% |
$609K - $703K
|
109K
$11.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6.58K+ 29.56% |
$602K - $695K
|
28.8K
$3.11M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.55KNew |
$599K - $692K
|
6.55K
$706K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
6.42K+ 23.17% |
$587K - $678K
|
34.1K
$3.68M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6.32K+ 23.72% |
$578K - $667K
|
32.9K
$3.55M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
6.31K+ 12.57% |
$578K - $667K
|
56.5K
$6.09M
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.29KNew |
$576K - $664K
|
6.29K
$678K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.21K+ 4.13% |
$569K - $656K
|
157K
$16.9M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
6.17K+ 937.08% |
$564K - $651K
|
6.82K
$735K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.14K+ 9.04% |
$562K - $648K
|
74K
$7.98M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.99KNew |
$548K - $633K
|
5.99K
$646K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.79K+ 38.52% |
$530K - $612K
|
20.8K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.77K+ 79.76% |
$528K - $610K
|
13K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.63K+ 5.78% |
$516K - $595K
|
103K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
5.63K+ 21.67% |
$515K - $595K
|
31.6K
$3.41M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.58K+ 19.9% |
$511K - $590K
|
33.6K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
5.56KNew |
$509K - $588K
|
5.56K
$599K
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5.54K+ 18.03% |
$507K - $585K
|
36.3K
$3.91M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.54K+ 8.96% |
$507K - $585K
|
67.4K
$7.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
5.5K+ 2.44% |
$503K - $581K
|
231K
$24.9M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.33K+ 11.75% |
$488K - $564K
|
50.7K
$5.47M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.16K+ 1.13% |
$473K - $545K
|
461K
$49.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.16KNew |
$472K - $545K
|
5.16K
$556K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
5.15KNew |
$472K - $544K
|
5.15K
$555K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.13KNew |
$469K - $542K
|
5.13K
$553K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
5.01K+ 122.17% |
$459K - $529K
|
9.11K
$982K
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
4.93K+ 12.01% |
$451K - $521K
|
46K
$4.96M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.93K+ 9.04% |
$451K - $521K
|
59.5K
$6.41M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.86K+ 13.39% |
$445K - $514K
|
41.2K
$4.44M
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
4.81KNew |
$440K - $508K
|
4.81K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.7K+ 38.81% |
$431K - $497K
|
16.8K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.69K+ 0.87% |
$429K - $495K
|
544K
$58.6M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.68KNew |
$428K - $494K
|
4.68K
$504K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.65K+ 12.85% |
$426K - $492K
|
40.9K
$4.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
4.65K+ 34.13% |
$426K - $491K
|
18.3K
$1.97M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.64K+ 42.37% |
$425K - $490K
|
15.6K
$1.68M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.57K+ 20.98% |
$419K - $483K
|
26.4K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.56KNew |
$417K - $481K
|
4.56K
$491K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.55K+ 2.36% |
$417K - $481K
|
198K
$21.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.5K+ 25.97% |
$412K - $476K
|
21.8K
$2.35M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.5K+ 7.05% |
$412K - $475K
|
68.3K
$7.36M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.49K+ 1.01% |
$411K - $474K
|
450K
$48.5M
|