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 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1- 0.04% |
$86.8 - $104
|
2.33K
$261K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 0.03% |
$86.8 - $104
|
3.48K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1- 0.01% |
$86.8 - $104
|
9.48K
$1.06M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1- 0.02% |
$86.8 - $104
|
4.92K
$552K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2- -0.0% |
$174 - $208
|
67.7K
$7.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.93% |
$260 - $312
|
319
$35.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.87% |
$260 - $312
|
342
$38.4K
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-4- 0.77% |
$347 - $415
|
518
$58.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6- 0.12% |
$521 - $623
|
4.8K
$538K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-6- 0.17% |
$521 - $623
|
3.44K
$386K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-6- 0.06% |
$521 - $623
|
9.59K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-7- 0.14% |
$608 - $727
|
5.07K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7- 1.45% |
$608 - $727
|
477
$53.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-7- 1.75% |
$608 - $727
|
392
$44K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
SELL
|
- |
-8- 0.29% |
$695 - $831
|
2.72K
$305K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-8- 0.07% |
$695 - $831
|
10.8K
$1.21M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-8- 1.36% |
$695 - $831
|
582
$65.3K
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-10- 0.24% |
$868 - $1.04K
|
4.21K
$472K
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-11- 0.25% |
$955 - $1.14K
|
4.34K
$486K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-11- 0.07% |
$955 - $1.14K
|
16.9K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-11- 0.35% |
$955 - $1.14K
|
3.14K
$352K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-13- 1.36% |
$1.13K - $1.35K
|
945
$106K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-13- 0.07% |
$1.13K - $1.35K
|
18.6K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-13- 0.28% |
$1.13K - $1.35K
|
4.68K
$525K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-14- 0.7% |
$1.22K - $1.45K
|
1.99K
$223K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-14- 0.19% |
$1.22K - $1.45K
|
7.53K
$844K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-16- 0.12% |
$1.39K - $1.66K
|
13K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17- 0.14% |
$1.48K - $1.77K
|
12.2K
$1.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-18- 0.49% |
$1.56K - $1.87K
|
3.66K
$411K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-19- 0.51% |
$1.65K - $1.97K
|
3.72K
$418K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-19- 3.19% |
$1.65K - $1.97K
|
577
$64.7K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-20- 2.54% |
$1.74K - $2.08K
|
767
$86K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.86% |
$1.82K - $2.18K
|
2.42K
$271K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-21- 3.49% |
$1.82K - $2.18K
|
580
$65.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-21- 0.19% |
$1.82K - $2.18K
|
10.8K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-22- 0.89% |
$1.91K - $2.28K
|
2.45K
$275K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-23- 6.05% |
$2K - $2.39K
|
357
$40K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-23- 16.91% |
$2K - $2.39K
|
113
$12.7K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-25- 1.1% |
$2.17K - $2.6K
|
2.24K
$251K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-25- 0.64% |
$2.17K - $2.6K
|
3.85K
$432K
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-30- 0.95% |
$2.6K - $3.12K
|
3.12K
$349K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-30- 1.31% |
$2.6K - $3.12K
|
2.26K
$254K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-31- 0.3% |
$2.69K - $3.22K
|
10.3K
$1.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-31- 2.3% |
$2.69K - $3.22K
|
1.32K
$148K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-32- 0.28% |
$2.78K - $3.32K
|
11.6K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-33- 0.36% |
$2.87K - $3.43K
|
9.12K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-33- 0.63% |
$2.87K - $3.43K
|
5.21K
$584K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-33- 0.71% |
$2.87K - $3.43K
|
4.63K
$520K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-34- 1.13% |
$2.95K - $3.53K
|
2.98K
$334K
|