Purchases and Sales Made in Q4 2022 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.97K+ 3.32% |
$171K - $204K
|
61.3K
$6.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.97K+ 3.63% |
$171K - $204K
|
56.2K
$6.31M
|
|
|
Feb 06, 2023
Q4 2022
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
1.97KNew |
$171K - $204K
|
1.97K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.97K+ 4.23% |
$171K - $204K
|
48.5K
$5.44M
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.96KNew |
$170K - $203K
|
1.96K
$219K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1.95KNew |
$170K - $203K
|
1.95K
$219K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
1.95KNew |
$169K - $203K
|
1.95K
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.95K+ 17.22% |
$169K - $202K
|
13.3K
$1.49M
|
|
|
Jan 18, 2023
Q4 2022
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
1.94KNew |
$169K - $202K
|
1.94K
$218K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.94KNew |
$169K - $202K
|
1.94K
$218K
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.94K+ 4.63% |
$168K - $201K
|
43.8K
$4.91M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.93KNew |
$167K - $200K
|
1.93K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.92K+ 7.63% |
$167K - $199K
|
27.1K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
1.92KNew |
$167K - $199K
|
1.92K
$215K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.91K+ 5.29% |
$166K - $198K
|
38K
$4.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Patrizia Pty LTD
Barton, C3 |
BUY
|
- |
1.89K+ 4.83% |
$164K - $196K
|
40.9K
$4.59M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.88K+ 12.09% |
$163K - $195K
|
17.4K
$1.95M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.87K+ 8.31% |
$163K - $194K
|
24.4K
$2.74M
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.86K+ 8.05% |
$161K - $193K
|
24.9K
$2.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.85K+ 5.0% |
$161K - $192K
|
38.9K
$4.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.84K+ 74.96% |
$160K - $191K
|
4.3K
$483K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.83K+ 5545.45% |
$159K - $190K
|
1.86K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.8K+ 0.74% |
$157K - $187K
|
245K
$27.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.79K+ 6.65% |
$155K - $186K
|
28.7K
$3.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.77KNew |
$154K - $184K
|
1.77K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.75K+ 17.12% |
$152K - $182K
|
12K
$1.34M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.74K+ 25.35% |
$151K - $181K
|
8.61K
$965K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.73K+ 44.27% |
$150K - $179K
|
5.63K
$631K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.73K+ 15.9% |
$150K - $179K
|
12.6K
$1.41M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.72K+ 8.93% |
$150K - $179K
|
21K
$2.36M
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
1.7K+ 20.43% |
$148K - $177K
|
10K
$1.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.7K+ 7.44% |
$148K - $177K
|
24.6K
$2.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.67K+ 10.3% |
$145K - $174K
|
17.9K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.66K+ 1.93% |
$144K - $173K
|
87.9K
$9.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.65K+ 26.68% |
$144K - $172K
|
7.85K
$880K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.65K+ 60.77% |
$143K - $171K
|
4.37K
$490K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.64K+ 29.22% |
$142K - $170K
|
7.23K
$811K
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.63KNew |
$142K - $169K
|
1.63K
$183K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.63K+ 16.92% |
$141K - $169K
|
11.2K
$1.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.57K+ 29.79% |
$137K - $163K
|
6.86K
$769K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.57K+ 8.46% |
$136K - $163K
|
20.1K
$2.26M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.56K+ 27.8% |
$135K - $161K
|
7.15K
$802K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
1.54K+ 4.82% |
$134K - $160K
|
33.4K
$3.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.52K+ 14.61% |
$132K - $158K
|
11.9K
$1.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.52K+ 4.2% |
$132K - $158K
|
37.7K
$4.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.51K+ 7.53% |
$131K - $157K
|
21.6K
$2.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.49KNew |
$129K - $155K
|
1.49K
$167K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.49K+ 18.43% |
$129K - $154K
|
9.54K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.46K+ 25.98% |
$127K - $152K
|
7.08K
$795K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.46K+ 18.36% |
$126K - $151K
|
9.39K
$1.05M
|