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
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.27KNew |
$208K - $240K
|
2.27K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.27KNew |
$208K - $240K
|
2.27K
$245K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
2.24K+ 31.02% |
$205K - $237K
|
9.47K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.24K+ 3.65% |
$205K - $237K
|
63.5K
$6.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
2.23K+ 25.01% |
$204K - $235K
|
11.1K
$1.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.21KNew |
$202K - $234K
|
2.21K
$238K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.2KNew |
$202K - $233K
|
2.2K
$237K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
2.2K+ 1.05% |
$201K - $232K
|
211K
$22.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.2K+ 101.67% |
$201K - $232K
|
4.36K
$470K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2.18KNew |
$199K - $230K
|
2.18K
$235K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
2.18KNew |
$199K - $230K
|
2.18K
$235K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.16KNew |
$198K - $228K
|
2.16K
$233K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
2.15K+ 18.38% |
$197K - $227K
|
13.8K
$1.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
2.14K+ 30.45% |
$196K - $226K
|
9.18K
$989K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.12KNew |
$194K - $224K
|
2.12K
$229K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.12KNew |
$194K - $224K
|
2.12K
$228K
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.12KNew |
$194K - $223K
|
2.12K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.11KNew |
$193K - $223K
|
2.11K
$227K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.11KNew |
$193K - $222K
|
2.11K
$227K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.11K+ 7.86% |
$193K - $222K
|
28.9K
$3.11M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.08KNew |
$191K - $220K
|
2.08K
$224K
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.08KNew |
$190K - $220K
|
2.08K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.08K+ 74.49% |
$190K - $220K
|
4.87K
$525K
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$190K - $219K
|
2.08K
$224K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.04K+ 12.86% |
$187K - $216K
|
17.9K
$1.93M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.02K+ 3.09% |
$185K - $213K
|
67.2K
$7.25M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.02K+ 7.15% |
$185K - $213K
|
30.2K
$3.25M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.01K+ 29.71% |
$184K - $212K
|
8.77K
$945K
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2K+ 36.08% |
$183K - $211K
|
7.54K
$813K
|
|
|
May 16, 2023
Q1 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
2K+ 33.41% |
$183K - $211K
|
7.99K
$861K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.99K+ 9.22% |
$182K - $211K
|
23.6K
$2.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.99K+ 16.91% |
$182K - $211K
|
13.8K
$1.49M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.98K+ 0.99% |
$182K - $210K
|
202K
$21.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.98K+ 99.95% |
$181K - $209K
|
3.96K
$426K
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
1.96K+ 5.31% |
$180K - $207K
|
39K
$4.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.94K+ 44.32% |
$177K - $205K
|
6.31K
$680K
|
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.93K+ 14.95% |
$177K - $204K
|
14.9K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.93K+ 7.15% |
$177K - $204K
|
28.9K
$3.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.92KNew |
$176K - $203K
|
1.92K
$207K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.83K+ 57.73% |
$168K - $193K
|
5K
$539K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
1.82K+ 15.06% |
$167K - $192K
|
13.9K
$1.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.8K+ 2.76% |
$165K - $190K
|
67K
$7.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.8K+ 4.1% |
$165K - $190K
|
45.8K
$4.93M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.8K+ 8.6% |
$165K - $190K
|
22.7K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.8K+ 799.56% |
$165K - $190K
|
2.02K
$218K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.79KNew |
$164K - $189K
|
1.79K
$193K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.79K+ 2.76% |
$163K - $189K
|
66.4K
$7.16M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.78K+ 67.76% |
$163K - $188K
|
4.41K
$475K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.77K+ 22.87% |
$162K - $186K
|
9.48K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.76K+ 14.71% |
$161K - $186K
|
13.8K
$1.48M
|