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
|
Global Retirement Partners, LLC
|
BUY
|
- |
720+ 4.22% |
$62.5K - $74.8K
|
17.8K
$1.99M
|
|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
712+ 7.91% |
$61.8K - $73.9K
|
9.72K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
702+ 1.5% |
$60.9K - $72.9K
|
47.6K
$5.34M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
700+ 37.9% |
$60.8K - $72.7K
|
2.55K
$286K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
700+ 14.8% |
$60.8K - $72.7K
|
5.43K
$609K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
697New |
$60.5K - $72.4K
|
697
$78.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
690+ 0.77% |
$59.9K - $71.6K
|
90.2K
$10.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
666New |
$57.8K - $69.2K
|
666
$74.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
662+ 21.78% |
$57.5K - $68.7K
|
3.7K
$415K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
661+ 13.27% |
$57.4K - $68.6K
|
5.64K
$633K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
655+ 3.61% |
$56.9K - $68K
|
18.8K
$2.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
654+ 6.1% |
$56.8K - $67.9K
|
11.4K
$1.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
643+ 11.84% |
$55.8K - $66.8K
|
6.07K
$681K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
634+ 26.47% |
$55K - $65.8K
|
3.03K
$340K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
626+ 5.99% |
$54.3K - $65K
|
11.1K
$1.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
619+ 1.73% |
$53.7K - $64.3K
|
36.3K
$4.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
618+ 7.65% |
$53.7K - $64.2K
|
8.7K
$975K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
609+ 13.66% |
$52.9K - $63.2K
|
5.07K
$568K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
607+ 2.02% |
$52.7K - $63K
|
30.7K
$3.45M
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
607+ 15.71% |
$52.7K - $63K
|
4.47K
$502K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
600+ 16.66% |
$52.1K - $62.3K
|
4.2K
$471K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
599+ 2.21% |
$52K - $62.2K
|
27.7K
$3.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
597+ 3.8% |
$51.8K - $62K
|
16.3K
$1.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
595+ 12.21% |
$51.7K - $61.8K
|
5.47K
$613K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
589+ 22.34% |
$51.1K - $61.2K
|
3.23K
$362K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
584+ 10.52% |
$50.7K - $60.6K
|
6.14K
$688K
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
573+ 16.47% |
$49.7K - $59.5K
|
4.05K
$454K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
563+ 8.34% |
$48.9K - $58.5K
|
7.32K
$821K
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
559+ 7.64% |
$48.5K - $58K
|
7.88K
$884K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
555+ 5.78% |
$48.2K - $57.6K
|
10.2K
$1.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
551+ 16.51% |
$47.8K - $57.2K
|
3.89K
$436K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
550+ 17.6% |
$47.8K - $57.1K
|
3.68K
$412K
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
BUY
|
- |
548+ 11.11% |
$47.6K - $56.9K
|
5.48K
$615K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
544+ 3.5% |
$47.2K - $56.5K
|
16.1K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
543+ 1.89% |
$47.1K - $56.4K
|
29.3K
$3.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
540+ 274.11% |
$46.9K - $56.1K
|
737
$82.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
538+ 4.71% |
$46.7K - $55.9K
|
12K
$1.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
537+ 11.53% |
$46.6K - $55.8K
|
5.19K
$582K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
532+ 2.15% |
$46.2K - $55.2K
|
25.3K
$2.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
524+ 1.88% |
$45.5K - $54.4K
|
28.4K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
521New |
$45.2K - $54.1K
|
521
$58.4K
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
520+ 0.06% |
$45.1K - $54K
|
871K
$97.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
516+ 0.25% |
$44.8K - $53.6K
|
210K
$23.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
510+ 170.57% |
$44.3K - $53K
|
809
$90.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
510New |
$44.3K - $53K
|
510
$57.2K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
510New |
$44.3K - $53K
|
510
$57.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
509+ 1.57% |
$44.2K - $52.9K
|
32.9K
$3.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
505+ 22.7% |
$43.8K - $52.4K
|
2.73K
$306K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
502+ 15.3% |
$43.6K - $52.1K
|
3.78K
$424K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 1.01% |
$43.4K - $51.9K
|
49.8K
$5.59M
|