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
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
145+ 4.66% |
$12.6K - $15.1K
|
3.26K
$366K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
144New |
$12.5K - $15K
|
144
$16.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
143+ 2.37% |
$12.4K - $14.8K
|
6.17K
$692K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
142+ 0.48% |
$12.3K - $14.7K
|
30K
$3.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
138+ 17.47% |
$12K - $14.3K
|
928
$104K
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
135+ 1.59% |
$11.7K - $14K
|
8.64K
$969K
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
133+ 2.46% |
$11.5K - $13.8K
|
5.54K
$622K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
132+ 7.19% |
$11.5K - $13.7K
|
1.97K
$221K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
132+ 3.44% |
$11.5K - $13.7K
|
3.97K
$446K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
131+ 0.96% |
$11.4K - $13.6K
|
13.8K
$1.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
129+ 3.64% |
$11.2K - $13.4K
|
3.68K
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
129+ 5.78% |
$11.2K - $13.4K
|
2.36K
$265K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
129+ 992.31% |
$11.2K - $13.4K
|
142
$15.9K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
127+ 3.23% |
$11K - $13.2K
|
4.06K
$455K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
125+ 2.98% |
$10.9K - $13K
|
4.33K
$485K
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
125+ 0.21% |
$10.9K - $13K
|
59.1K
$6.63M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
124+ 4.86% |
$10.8K - $12.9K
|
2.67K
$300K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
120New |
$10.4K - $12.5K
|
120
$13.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
120+ 2.64% |
$10.4K - $12.5K
|
4.67K
$524K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
116+ 2.21% |
$10.1K - $12K
|
5.36K
$601K
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
115+ 0.31% |
$9.98K - $11.9K
|
37K
$4.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
115+ 1.06% |
$9.98K - $11.9K
|
11K
$1.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
115+ 1.62% |
$9.98K - $11.9K
|
7.2K
$807K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
114+ 0.13% |
$9.9K - $11.8K
|
88.1K
$9.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
113+ 11.41% |
$9.81K - $11.7K
|
1.1K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
113+ 1.14% |
$9.81K - $11.7K
|
10K
$1.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
110+ 2.56% |
$9.55K - $11.4K
|
4.41K
$495K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
110+ 0.8% |
$9.55K - $11.4K
|
13.9K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
108+ 2.6% |
$9.38K - $11.2K
|
4.27K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
107+ 0.91% |
$9.29K - $11.1K
|
11.9K
$1.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
106+ 84.8% |
$9.2K - $11K
|
231
$25.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
105+ 2.19% |
$9.12K - $10.9K
|
4.91K
$551K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
104+ 1.46% |
$9.03K - $10.8K
|
7.21K
$809K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
104+ 3.59% |
$9.03K - $10.8K
|
3K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
104+ 0.6% |
$9.03K - $10.8K
|
17.5K
$1.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
103+ 0.23% |
$8.94K - $10.7K
|
44K
$4.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
102+ 1.22% |
$8.86K - $10.6K
|
8.46K
$949K
|
|
|
Feb 03, 2023
Q4 2022
|
Lipe & Dalton
|
BUY
|
- |
100+ 41.15% |
$8.68K - $10.4K
|
343
$38.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
100+ 1.72% |
$8.68K - $10.4K
|
5.93K
$665K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
100+ 0.99% |
$8.68K - $10.4K
|
10.2K
$1.15M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
98+ 3.28% |
$8.51K - $10.2K
|
3.09K
$346K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
98+ 0.19% |
$8.51K - $10.2K
|
51.5K
$5.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
98+ 2.9% |
$8.51K - $10.2K
|
3.48K
$390K
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
97+ 0.32% |
$8.42K - $10.1K
|
30.4K
$3.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
96+ 1.07% |
$8.33K - $9.97K
|
9.1K
$1.02M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
95+ 3.07% |
$8.25K - $9.86K
|
3.19K
$358K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
93New |
$8.07K - $9.66K
|
93
$10.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
91New |
$7.9K - $9.45K
|
91
$10.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
87+ 1.46% |
$7.55K - $9.03K
|
6.05K
$679K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
87+ 3.33% |
$7.55K - $9.03K
|
2.7K
$303K
|