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 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
3.05K+ 44.45% |
$279K - $322K
|
9.91K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3K+ 36.65% |
$275K - $317K
|
11.2K
$1.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.94K+ 14.85% |
$269K - $311K
|
22.7K
$2.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2.91K+ 36.87% |
$266K - $307K
|
10.8K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.89KNew |
$264K - $305K
|
2.89K
$311K
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.88K+ 4.97% |
$264K - $305K
|
60.9K
$6.56M
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
2.88K+ 7.79% |
$264K - $305K
|
39.9K
$4.3M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.87K+ 1.67% |
$263K - $304K
|
175K
$18.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
2.87K+ 3.23% |
$263K - $303K
|
91.8K
$9.89M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.86K+ 10.65% |
$261K - $302K
|
29.7K
$3.2M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.85K+ 17.6% |
$261K - $301K
|
19K
$2.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.84K+ 11.51% |
$260K - $300K
|
27.5K
$2.96M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.79K+ 6.5% |
$255K - $294K
|
45.6K
$4.92M
|
|
|
May 10, 2023
Q1 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.79K+ 28.72% |
$255K - $294K
|
12.5K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.78K+ 131.13% |
$255K - $294K
|
4.9K
$528K
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
2.72K+ 13.66% |
$249K - $288K
|
22.6K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.7KNew |
$247K - $285K
|
2.7K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.7KNew |
$247K - $285K
|
2.7K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.7K+ 17.98% |
$247K - $285K
|
17.7K
$1.91M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.7KNew |
$247K - $285K
|
2.7K
$291K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.7K+ 43.7% |
$247K - $285K
|
8.87K
$956K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.68KNew |
$245K - $283K
|
2.68K
$289K
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
BUY
|
- |
2.65K+ 4.35% |
$243K - $280K
|
63.6K
$6.86M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
2.65KNew |
$243K - $280K
|
2.65K
$286K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.63K+ 4.89% |
$241K - $278K
|
56.5K
$6.09M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.62K+ 32.96% |
$240K - $277K
|
10.6K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.61K+ 5.29% |
$239K - $275K
|
51.9K
$5.59M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.59K+ 6.97% |
$237K - $274K
|
39.8K
$4.28M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
2.56KNew |
$234K - $270K
|
2.56K
$276K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.53K+ 0.96% |
$232K - $267K
|
265K
$28.6M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.52K+ 8.91% |
$230K - $266K
|
30.8K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.5K+ 0.42% |
$229K - $264K
|
603K
$65M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.48K+ 2.06% |
$227K - $262K
|
123K
$13.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.48K+ 3.49% |
$227K - $262K
|
73.6K
$7.93M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.47KNew |
$226K - $261K
|
2.47K
$267K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
2.46K+ 1.75% |
$225K - $260K
|
143K
$15.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2.46KNew |
$225K - $260K
|
2.46K
$265K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.43KNew |
$222K - $257K
|
2.43K
$262K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.42K+ 42.83% |
$221K - $255K
|
8.06K
$869K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.4K+ 74.29% |
$219K - $253K
|
5.62K
$606K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.39K+ 0.71% |
$219K - $253K
|
337K
$36.3M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.39K+ 8.25% |
$218K - $252K
|
31.3K
$3.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.38K+ 2.71% |
$218K - $252K
|
90.3K
$9.74M
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
2.36KNew |
$216K - $249K
|
2.36K
$254K
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.36KNew |
$216K - $249K
|
2.36K
$254K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.36KNew |
$216K - $249K
|
2.36K
$254K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.33KNew |
$213K - $246K
|
2.33K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.32K+ 33.91% |
$213K - $245K
|
9.17K
$988K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
2.3K+ 31.49% |
$211K - $243K
|
9.62K
$1.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.3KNew |
$210K - $243K
|
2.3K
$248K
|