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
|
Benedict Financial Advisors Inc
|
BUY
|
- |
217+ 0.51% |
$18.8K - $22.5K
|
42.5K
$4.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
216+ 0.51% |
$18.8K - $22.4K
|
42.7K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
213+ 1.85% |
$18.5K - $22.1K
|
11.7K
$1.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
208+ 4.22% |
$18.1K - $21.6K
|
5.14K
$576K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
208+ 15.69% |
$18.1K - $21.6K
|
1.53K
$172K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
207+ 1.6% |
$18K - $21.5K
|
13.2K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
206+ 3.02% |
$17.9K - $21.4K
|
7.04K
$789K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
206+ 4.18% |
$17.9K - $21.4K
|
5.14K
$576K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
203+ 2.94% |
$17.6K - $21.1K
|
7.11K
$797K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
203+ 0.26% |
$17.6K - $21.1K
|
78.9K
$8.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
203+ 1.0% |
$17.6K - $21.1K
|
20.4K
$2.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Close Asset Management LTD
|
BUY
|
- |
200+ 0.53% |
$17.4K - $20.8K
|
38.1K
$4.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
199New |
$17.3K - $20.7K
|
199
$22.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
199New |
$17.3K - $20.7K
|
199
$22.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
198+ 0.58% |
$17.2K - $20.6K
|
34.1K
$3.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
196+ 9.41% |
$17K - $20.4K
|
2.28K
$256K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
194+ 6.22% |
$16.8K - $20.1K
|
3.32K
$372K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
194+ 2.14% |
$16.8K - $20.1K
|
9.26K
$1.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
193+ 9650.0% |
$16.8K - $20K
|
195
$21.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
192New |
$16.7K - $19.9K
|
192
$21.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
192New |
$16.7K - $19.9K
|
192
$21.5K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
191+ 21.2% |
$16.6K - $19.8K
|
1.09K
$122K
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
189+ 0.5% |
$16.4K - $19.6K
|
37.9K
$4.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
187+ 6.23% |
$16.2K - $19.4K
|
3.19K
$357K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
185+ 0.76% |
$16.1K - $19.2K
|
24.6K
$2.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
184+ 0.51% |
$16K - $19.1K
|
36.3K
$4.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
184+ 1.8% |
$16K - $19.1K
|
10.4K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
184+ 4.04% |
$16K - $19.1K
|
4.74K
$532K
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
178+ 0.86% |
$15.5K - $18.5K
|
20.8K
$2.34M
|
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
177+ 4.01% |
$15.4K - $18.4K
|
4.6K
$516K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
175+ 4.12% |
$15.2K - $18.2K
|
4.43K
$496K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
175+ 4.13% |
$15.2K - $18.2K
|
4.41K
$495K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
175+ 12.93% |
$15.2K - $18.2K
|
1.53K
$171K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
172New |
$14.9K - $17.9K
|
172
$19.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
171+ 0.82% |
$14.8K - $17.8K
|
21K
$2.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
168+ 7.64% |
$14.6K - $17.4K
|
2.37K
$266K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
168+ 5.07% |
$14.6K - $17.4K
|
3.48K
$390K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
166+ 1.52% |
$14.4K - $17.2K
|
11.1K
$1.25M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
160+ 53.33% |
$13.9K - $16.6K
|
460
$51.6K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
159New |
$13.8K - $16.5K
|
159
$17.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
157+ 0.8% |
$13.6K - $16.3K
|
19.8K
$2.23M
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
153+ 3.0% |
$13.3K - $15.9K
|
5.25K
$589K
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
153+ 1.87% |
$13.3K - $15.9K
|
8.33K
$934K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
152+ 1.26% |
$13.2K - $15.8K
|
12.3K
$1.38M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
151+ 2.99% |
$13.1K - $15.7K
|
5.2K
$583K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
150+ 1.89% |
$13K - $15.6K
|
8.09K
$907K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
149+ 1.59% |
$12.9K - $15.5K
|
9.5K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
148+ 2.92% |
$12.8K - $15.4K
|
5.22K
$585K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
146+ 3.32% |
$12.7K - $15.2K
|
4.55K
$510K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
145+ 1.91% |
$12.6K - $15.1K
|
7.73K
$867K
|