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
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.75K+ 8.87% |
$160K - $185K
|
21.5K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 3.17% |
$160K - $184K
|
56.7K
$6.12M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.73K+ 2.53% |
$158K - $182K
|
69.9K
$7.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 30.91% |
$158K - $182K
|
7.29K
$786K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.72K+ 19.44% |
$157K - $182K
|
10.6K
$1.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.72K+ 0.93% |
$157K - $182K
|
187K
$20.2M
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.72K+ 2.26% |
$157K - $182K
|
77.7K
$8.37M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.7K+ 32.93% |
$156K - $180K
|
6.87K
$741K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.7K+ 26.89% |
$155K - $179K
|
8K
$862K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.69K+ 22.81% |
$155K - $179K
|
9.11K
$982K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.68K+ 3.75% |
$154K - $178K
|
46.5K
$5.01M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.67KNew |
$153K - $177K
|
1.67K
$180K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.67K+ 62.59% |
$152K - $176K
|
4.33K
$466K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.66K+ 27.97% |
$152K - $175K
|
7.59K
$818K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.66K+ 3.82% |
$152K - $175K
|
45K
$4.85M
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.65K+ 3.87% |
$151K - $174K
|
44.1K
$4.76M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.63K+ 4.32% |
$149K - $172K
|
39.3K
$4.24M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.6K+ 14.41% |
$146K - $169K
|
12.7K
$1.37M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
1.58K+ 15.72% |
$145K - $167K
|
11.6K
$1.25M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 16.43% |
$143K - $165K
|
11.1K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.55KNew |
$142K - $164K
|
1.55K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.53K+ 1.0% |
$140K - $162K
|
155K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.53K+ 9.53% |
$140K - $161K
|
17.6K
$1.89M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.52K+ 6.37% |
$139K - $160K
|
25.3K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 21.99% |
$138K - $160K
|
8.39K
$904K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.51K+ 3.83% |
$138K - $160K
|
41K
$4.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.5K+ 12.15% |
$137K - $159K
|
13.9K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.5K+ 17.31% |
$137K - $158K
|
10.1K
$1.09M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.45K+ 8.52% |
$133K - $153K
|
18.5K
$1.99M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.44K+ 114.06% |
$131K - $152K
|
2.7K
$290K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.42K+ 58.06% |
$130K - $150K
|
3.86K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.41K+ 33.6% |
$129K - $149K
|
5.61K
$605K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.41KNew |
$129K - $149K
|
1.41K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.41K+ 5.97% |
$129K - $148K
|
25K
$2.69M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
1.4K+ 10.42% |
$128K - $148K
|
14.8K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.36K+ 10.38% |
$124K - $144K
|
14.5K
$1.56M
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
1.35K+ 15.0% |
$124K - $143K
|
10.4K
$1.12M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.34K+ 19.98% |
$123K - $142K
|
8.07K
$869K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.33KNew |
$121K - $140K
|
1.33K
$143K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.32K+ 63.51% |
$121K - $140K
|
3.4K
$367K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.31KNew |
$120K - $139K
|
1.31K
$142K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
1.31K+ 4.51% |
$120K - $138K
|
30.3K
$3.26M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.27K+ 2.38% |
$116K - $134K
|
54.4K
$5.87M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.27K+ 45.02% |
$116K - $134K
|
4.08K
$439K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.25K+ 1.31% |
$114K - $132K
|
96.2K
$10.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.25K+ 28.78% |
$114K - $132K
|
5.57K
$600K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.24K+ 1.58% |
$114K - $131K
|
80.1K
$8.63M
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.24K+ 2.5% |
$113K - $131K
|
50.9K
$5.48M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.22K+ 3.7% |
$112K - $129K
|
34.3K
$3.69M
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.22K+ 15.42% |
$111K - $129K
|
9.11K
$982K
|