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 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.43K+ 16.0% |
$405K - $468K
|
32.1K
$3.46M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
4.4K+ 8.27% |
$403K - $465K
|
57.6K
$6.21M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.35K+ 308.45% |
$398K - $459K
|
5.76K
$620K
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.35KNew |
$398K - $459K
|
4.35K
$468K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.34K+ 24.96% |
$397K - $458K
|
21.7K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
4.26K+ 18.14% |
$390K - $450K
|
27.7K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.24K+ 27.13% |
$388K - $448K
|
19.9K
$2.14M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.21KNew |
$385K - $444K
|
4.21K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.16KNew |
$381K - $439K
|
4.16K
$448K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.11K+ 0.81% |
$376K - $434K
|
508K
$54.8M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.11K+ 0.81% |
$376K - $434K
|
508K
$54.8M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
4.05KNew |
$371K - $428K
|
4.05K
$437K
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3.97K+ 7.99% |
$363K - $419K
|
53.7K
$5.78M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.94K+ 4.65% |
$361K - $417K
|
88.8K
$9.57M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.9K+ 1.18% |
$357K - $412K
|
335K
$36.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3.75KNew |
$343K - $396K
|
3.75K
$404K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.72K+ 17.58% |
$340K - $393K
|
24.9K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.69K+ 13.65% |
$338K - $390K
|
30.8K
$3.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.67K+ 12.35% |
$336K - $387K
|
33.4K
$3.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.67K+ 59.78% |
$336K - $387K
|
9.8K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.65K+ 37.35% |
$334K - $386K
|
13.4K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.65KNew |
$334K - $386K
|
3.65K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.61KNew |
$331K - $382K
|
3.61K
$390K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.61K+ 2.17% |
$330K - $381K
|
170K
$18.3M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.6K+ 0.71% |
$330K - $381K
|
512K
$55.2M
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.59K+ 92.25% |
$329K - $380K
|
7.49K
$807K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
3.58K+ 8.44% |
$328K - $378K
|
46K
$4.96M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.58K+ 1.35% |
$327K - $378K
|
268K
$28.9M
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
3.57KNew |
$327K - $378K
|
3.57K
$385K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.57K+ 14.37% |
$327K - $377K
|
28.4K
$3.06M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.57K+ 4.79% |
$327K - $377K
|
78K
$8.41M
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.56KNew |
$326K - $376K
|
3.56K
$383K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
3.55K+ 12.71% |
$325K - $375K
|
31.5K
$3.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
3.55K+ 1.96% |
$325K - $375K
|
185K
$19.9M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.54KNew |
$324K - $374K
|
3.54K
$382K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.49KNew |
$320K - $369K
|
3.49K
$377K
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
3.49KNew |
$319K - $369K
|
3.49K
$376K
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.46K+ 15.91% |
$317K - $365K
|
25.2K
$2.72M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
3.46KNew |
$317K - $365K
|
3.46K
$373K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
3.39KNew |
$310K - $358K
|
3.39K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.34K+ 55.72% |
$306K - $353K
|
9.35K
$1.01M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.34K+ 2.96% |
$306K - $353K
|
116K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.32K+ 74.79% |
$304K - $350K
|
7.75K
$835K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
3.27K+ 58.39% |
$299K - $345K
|
8.87K
$956K
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3.26KNew |
$298K - $344K
|
3.26K
$351K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.24KNew |
$297K - $343K
|
3.24K
$349K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.23K+ 2.02% |
$296K - $342K
|
163K
$17.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
3.2K+ 21.9% |
$293K - $338K
|
17.8K
$1.92M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.17KNew |
$290K - $335K
|
3.17K
$342K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.1K+ 8.26% |
$284K - $327K
|
40.6K
$4.37M
|