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 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.04K+ 1.55% |
$90.6K - $108K
|
68.2K
$7.65M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.04K+ 21.94% |
$90.1K - $108K
|
5.77K
$647K
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.04K+ 1.74% |
$89.9K - $108K
|
60.6K
$6.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.03K+ 21.86% |
$89.3K - $107K
|
5.73K
$643K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.03KNew |
$89.1K - $107K
|
1.03K
$115K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.02KNew |
$88.8K - $106K
|
1.02K
$115K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.02K+ 4.94% |
$88.4K - $106K
|
21.6K
$2.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.01K+ 3.16% |
$87.9K - $105K
|
33K
$3.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.01K+ 7.06% |
$87.6K - $105K
|
15.3K
$1.72M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.01K+ 16.33% |
$87.6K - $105K
|
7.19K
$806K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
989+ 3.44% |
$85.9K - $103K
|
29.8K
$3.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
988+ 0.65% |
$85.8K - $103K
|
154K
$17.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
940+ 1.1% |
$81.6K - $97.6K
|
86.4K
$9.69M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
938+ 18.45% |
$81.4K - $97.4K
|
6.02K
$675K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
938+ 5.31% |
$81.4K - $97.4K
|
18.6K
$2.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
908+ 4.42% |
$78.8K - $94.3K
|
21.5K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
901+ 33.43% |
$78.2K - $93.6K
|
3.6K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
897+ 1.58% |
$77.9K - $93.1K
|
57.6K
$6.46M
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
885+ 12.63% |
$76.8K - $91.9K
|
7.89K
$885K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
879+ 3.14% |
$76.3K - $91.3K
|
28.9K
$3.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
878+ 4.34% |
$76.2K - $91.2K
|
21.1K
$2.37M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
877+ 2.61% |
$76.1K - $91.1K
|
34.5K
$3.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
842+ 8.0% |
$73.1K - $87.4K
|
11.4K
$1.28M
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
835+ 7.51% |
$72.5K - $86.7K
|
12K
$1.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
829+ 6.58% |
$72K - $86.1K
|
13.4K
$1.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
823+ 17.73% |
$71.5K - $85.5K
|
5.47K
$613K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
823+ 33.13% |
$71.5K - $85.5K
|
3.31K
$371K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
822+ 8.57% |
$71.4K - $85.4K
|
10.4K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
822+ 14.07% |
$71.4K - $85.4K
|
6.66K
$748K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
811+ 20.9% |
$70.4K - $84.2K
|
4.69K
$526K
|
|
|
Jan 18, 2023
Q4 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
810+ 0.73% |
$70.3K - $84.1K
|
111K
$12.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
808+ 3.03% |
$70.2K - $83.9K
|
27.5K
$3.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
803+ 2.75% |
$69.7K - $83.4K
|
30K
$3.36M
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
800+ 0.38% |
$69.5K - $83.1K
|
209K
$23.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
794+ 3.99% |
$68.9K - $82.4K
|
20.7K
$2.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
792+ 1.13% |
$68.8K - $82.2K
|
71.1K
$7.98M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
788+ 4.7% |
$68.4K - $81.8K
|
17.5K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
786+ 3.81% |
$68.2K - $81.6K
|
21.4K
$2.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
778+ 1.77% |
$67.5K - $80.8K
|
44.6K
$5.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
771+ 5.38% |
$66.9K - $80.1K
|
15.1K
$1.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
770+ 3.5% |
$66.9K - $80K
|
22.8K
$2.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
763+ 8.77% |
$66.2K - $79.2K
|
9.47K
$1.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
BUY
|
- |
761+ 2.55% |
$66.1K - $79K
|
30.6K
$3.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
758+ 8.36% |
$65.8K - $78.7K
|
9.82K
$1.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
752+ 8.53% |
$65.3K - $78.1K
|
9.57K
$1.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
752+ 10.8% |
$65.3K - $78.1K
|
7.72K
$866K
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
750+ 195.31% |
$65.1K - $77.9K
|
1.13K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
737New |
$64K - $76.5K
|
737
$82.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
731+ 20.48% |
$63.5K - $75.9K
|
4.3K
$482K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
723+ 6.18% |
$62.8K - $75.1K
|
12.4K
$1.39M
|