Purchases and Sales Made in Q4 2022 in Duke Energy Corp (DUK)

DUK Quotes by TradingView

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
Claro Advisors LLC

Boston, MA
BUY
 -
1.46K
+ 40.64%
$126K - $151K
5.04K $565K
Dec 13, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.46K
+ 18.36%
$126K - $151K
9.39K $1.05M
Jul 24, 2024 Q4 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.4K
+ 14.53%
$122K - $146K
11.1K $1.24M
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.4K
+ 2.78%
$121K - $145K
51.6K $5.79M
Jan 26, 2023 Q4 2022
Girard Partners Ltd.

BUY
 -
1.38K
+ 37.3%
$120K - $143K
5.08K $570K
Jan 03, 2023 Q4 2022
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
1.37K
+ 24.06%
$119K - $142K
7.05K $791K
Jan 26, 2023 Q4 2022
Steph & CO

BUY
 -
1.37K
+ 24.64%
$119K - $142K
6.92K $776K
Feb 02, 2023 Q4 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
1.36K
+ 3.81%
$118K - $141K
37K $4.15M
Jan 17, 2023 Q4 2022
Diversified Trust CO

BUY
 -
1.35K
+ 11.15%
$117K - $140K
13.4K $1.51M
Jan 17, 2023 Q4 2022
Capital Advisors Inc

BUY
 -
1.34K
+ 19.28%
$116K - $139K
8.28K $929K
Jan 30, 2023 Q4 2022
Folger Nolan Fleming Douglas Capital Management, Inc

BUY
 -
1.33K
+ 10.0%
$115K - $138K
14.6K $1.64M
Feb 13, 2023 Q4 2022
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
1.33K
+ 54.16%
$115K - $138K
3.78K $424K
Feb 06, 2023 Q4 2022
Legacy Financial Advisors, Inc.

BUY
 -
1.32K
+ 29.5%
$115K - $137K
5.8K $650K
Feb 03, 2023 Q4 2022
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
1.31K
New
$113K - $136K
1.31K $146K
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
1.29K
+ 11.64%
$112K - $134K
12.4K $1.39M
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
1.29K
New
$112K - $134K
1.29K $144K
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
1.27K
+ 4.12%
$110K - $132K
32.1K $3.6M
Jan 31, 2023 Q4 2022
Capital Investment Counsel, Inc

BUY
 -
1.26K
+ 12.4%
$110K - $131K
11.4K $1.28M
Jan 10, 2023 Q4 2022
Glassy Mountain Advisors, Inc.

BUY
 -
1.25K
New
$108K - $129K
1.25K $140K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.24K
New
$108K - $129K
1.24K $139K
Jan 19, 2023 Q4 2022
Rothschild Investment Corp

BUY
 -
1.23K
+ 3.32%
$107K - $128K
38.3K $4.29M
Jan 19, 2023 Q4 2022
Quent Capital, LLC

BUY
 -
1.23K
+ 19.82%
$107K - $127K
7.42K $832K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
1.21K
+ 41.74%
$105K - $125K
4.1K $460K
Feb 10, 2023 Q4 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
1.21K
+ 23.95%
$105K - $125K
6.25K $701K
Feb 10, 2023 Q4 2022
South State Corp

BUY
 -
1.21K
+ 1.31%
$105K - $125K
93.2K $10.5M
Feb 15, 2023 Q4 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
1.21K
+ 17.26%
$105K - $125K
8.2K $920K
Feb 21, 2023 Q4 2022
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
1.21K
New
$105K - $125K
1.21K $135K
Feb 03, 2023 Q4 2022
Eagle Strategies LLC

New York, NY
BUY
 -
1.21K
+ 51.19%
$105K - $125K
3.56K $400K
Jan 23, 2023 Q4 2022
Center For Asset Management LLC

BUY
 -
1.21K
+ 15.46%
$105K - $125K
9K $1.01M
Jan 19, 2023 Q4 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
1.2K
+ 9.4%
$104K - $124K
13.9K $1.56M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.19K
+ 2.49%
$104K - $124K
49K $5.5M
Jan 30, 2023 Q4 2022
Vaughan Nelson Investment Management, L.P.

BUY
 -
1.18K
+ 3.3%
$102K - $122K
36.8K $4.13M
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
1.17K
New
$102K - $122K
1.17K $132K
Feb 14, 2023 Q4 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
1.14K
+ 44.56%
$99.1K - $119K
3.71K $416K
Feb 10, 2023 Q4 2022
Ci Investments Inc.

Toronto, A6
BUY
 -
1.13K
+ 109.57%
$98.5K - $118K
2.17K $243K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.13K
+ 20.0%
$98.4K - $118K
6.8K $762K
Jan 17, 2023 Q4 2022
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
1.13K
+ 7.51%
$98.1K - $117K
16.2K $1.81M
Jan 12, 2023 Q4 2022
Transform Wealth, LLC

BUY
 -
1.12K
+ 22.7%
$97.2K - $116K
6.05K $679K
Feb 06, 2023 Q4 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
1.09K
+ 27.21%
$95K - $114K
5.12K $574K
Feb 09, 2023 Q4 2022
Keene & Associates, Inc.

BUY
 -
1.09K
+ 3.59%
$94.7K - $113K
31.5K $3.53M
Feb 16, 2023 Q4 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.09K
+ 15.34%
$94.7K - $113K
8.2K $920K
Feb 03, 2023 Q4 2022
Archer Investment Corp

BUY
 -
1.08K
+ 17.05%
$93.4K - $112K
7.39K $828K
Feb 07, 2023 Q4 2022
First Fiduciary Investment Counsel, Inc.

BUY
 -
1.08K
+ 1.71%
$93.4K - $112K
64.1K $7.19M
Feb 10, 2023 Q4 2022
Nbt Bank N A

BUY
 -
1.08K
+ 22.8%
$93.3K - $112K
5.79K $649K
Feb 13, 2023 Q4 2022
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
1.07K
+ 14.48%
$93.1K - $111K
8.48K $951K
Jan 13, 2023 Q4 2022
Gateway Investment Advisers LLC

BUY
 -
1.06K
+ 23.82%
$91.9K - $110K
5.5K $617K
Feb 08, 2023 Q4 2022
Buckhead Capital Management LLC

BUY
 -
1.06K
+ 3.62%
$91.6K - $110K
30.2K $3.39M
Jan 31, 2023 Q4 2022
Kestra Private Wealth Services, LLC

BUY
 -
1.05K
+ 3.0%
$91.2K - $109K
36.1K $4.05M
Feb 14, 2023 Q4 2022
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
1.05K
+ 5.25%
$91.1K - $109K
21K $2.36M

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