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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
329+ 2.8% |
$28.6K - $34.2K
|
12.1K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
329+ 0.27% |
$28.6K - $34.2K
|
120K
$13.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
329+ 15.66% |
$28.6K - $34.2K
|
2.43K
$273K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
326+ 12.5% |
$28.3K - $33.9K
|
2.93K
$329K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
324+ 8.62% |
$28.1K - $33.6K
|
4.08K
$458K
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
320+ 0.56% |
$27.8K - $33.2K
|
58K
$6.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
317New |
$27.5K - $32.9K
|
317
$35.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
316+ 2.56% |
$27.4K - $32.8K
|
12.7K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
315+ 166.67% |
$27.3K - $32.7K
|
504
$56.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
BUY
|
- |
314+ 6.96% |
$27.3K - $32.6K
|
4.83K
$541K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
314+ 3.37% |
$27.3K - $32.6K
|
9.64K
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
307+ 1.34% |
$26.7K - $31.9K
|
23.2K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
303+ 2.75% |
$26.3K - $31.5K
|
11.3K
$1.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
300+ 1.49% |
$26K - $31.2K
|
20.4K
$2.29M
|
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
299+ 17.36% |
$26K - $31K
|
2.02K
$227K
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
295+ 1.84% |
$25.6K - $30.6K
|
16.4K
$1.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
285+ 31.84% |
$24.7K - $29.6K
|
1.18K
$132K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
283New |
$24.6K - $29.4K
|
283
$31.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
283+ 5.81% |
$24.6K - $29.4K
|
5.15K
$578K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
280+ 2.14% |
$24.3K - $29.1K
|
13.4K
$1.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
280+ 4.6% |
$24.3K - $29.1K
|
6.37K
$714K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
280New |
$24.3K - $29.1K
|
280
$31.4K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
278+ 12.48% |
$24.1K - $28.9K
|
2.51K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
277+ 1.05% |
$24K - $28.8K
|
26.6K
$2.99M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
276+ 1.75% |
$24K - $28.7K
|
16.1K
$1.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
271New |
$23.5K - $28.1K
|
271
$30.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
270+ 8.94% |
$23.4K - $28K
|
3.29K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
267New |
$23.2K - $27.7K
|
267
$29.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
264+ 0.44% |
$22.9K - $27.4K
|
60.5K
$6.79M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
264+ 2.6% |
$22.9K - $27.4K
|
10.4K
$1.17M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
262+ 1.07% |
$22.7K - $27.2K
|
24.8K
$2.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
254+ 1.9% |
$22.1K - $26.4K
|
13.6K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
253+ 6.97% |
$22K - $26.3K
|
3.88K
$436K
|
|
|
Feb 13, 2023
Q4 2022
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
252+ 9.93% |
$21.9K - $26.2K
|
2.79K
$313K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
250+ 1.26% |
$21.7K - $26K
|
20.1K
$2.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
250+ 103.73% |
$21.7K - $26K
|
491
$55.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
249+ 2.5% |
$21.6K - $25.9K
|
10.2K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
244+ 0.68% |
$21.2K - $25.3K
|
36K
$4.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
240+ 4.7% |
$20.8K - $24.9K
|
5.35K
$600K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
239+ 8.24% |
$20.7K - $24.8K
|
3.14K
$352K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
231+ 32.17% |
$20.1K - $24K
|
949
$106K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
231New |
$20.1K - $24K
|
231
$25.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
229+ 5.64% |
$19.9K - $23.8K
|
4.29K
$481K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
227+ 0.83% |
$19.7K - $23.6K
|
27.6K
$3.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
226+ 6.21% |
$19.6K - $23.5K
|
3.87K
$434K
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
225+ 0.18% |
$19.5K - $23.4K
|
128K
$14.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
225New |
$19.5K - $23.4K
|
225
$25.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
221+ 3.34% |
$19.2K - $22.9K
|
6.84K
$768K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
220+ 5.34% |
$19.1K - $22.8K
|
4.34K
$487K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
219+ 1.76% |
$19K - $22.7K
|
12.7K
$1.42M
|