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 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-34- 1.07% |
$2.95K - $3.53K
|
3.13K
$351K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-34- 4.42% |
$2.95K - $3.53K
|
735
$82.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-35- 0.66% |
$3.04K - $3.63K
|
5.28K
$592K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-35- 0.19% |
$3.04K - $3.63K
|
18.3K
$2.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-38- 0.23% |
$3.3K - $3.95K
|
16.3K
$1.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-39- 2.21% |
$3.39K - $4.05K
|
1.73K
$194K
|
|
|
Feb 07, 2023
Q4 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-40- 0.52% |
$3.47K - $4.15K
|
7.73K
$867K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-41- 1.02% |
$3.56K - $4.26K
|
3.99K
$447K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-42- 17.57% |
$3.65K - $4.36K
|
197
$22.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-43- 0.89% |
$3.73K - $4.47K
|
4.78K
$537K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-44- 1.32% |
$3.82K - $4.57K
|
3.28K
$368K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-44- 10.73% |
$3.82K - $4.57K
|
366
$41.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-46- 3.06% |
$3.99K - $4.78K
|
1.46K
$163K
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-48- 0.09% |
$4.17K - $4.98K
|
52.5K
$5.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-48- 1.45% |
$4.17K - $4.98K
|
3.26K
$366K
|
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-49- 2.11% |
$4.25K - $5.09K
|
2.27K
$255K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-49- 0.29% |
$4.25K - $5.09K
|
17K
$1.91M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-51- 1.46% |
$4.43K - $5.3K
|
3.43K
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-51- 0.62% |
$4.43K - $5.3K
|
8.15K
$914K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-54- 2.71% |
$4.69K - $5.61K
|
1.94K
$218K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-54- 46.55% |
$4.69K - $5.61K
|
62
$6.95K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 3.02% |
$4.69K - $5.61K
|
1.73K
$194K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-55- 0.57% |
$4.78K - $5.71K
|
9.52K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-55- 1.58% |
$4.78K - $5.71K
|
3.43K
$385K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-56- 0.08% |
$4.86K - $5.82K
|
68.3K
$7.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-56- 0.96% |
$4.86K - $5.82K
|
5.76K
$646K
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-56- 1.46% |
$4.86K - $5.82K
|
3.78K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-56- 2.46% |
$4.86K - $5.82K
|
2.22K
$249K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-57- 0.22% |
$4.95K - $5.92K
|
25.3K
$2.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-58- 1.56% |
$5.04K - $6.02K
|
3.65K
$410K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-59- 1.94% |
$5.12K - $6.13K
|
2.98K
$334K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-59- 1.87% |
$5.12K - $6.13K
|
3.09K
$347K
|
|
|
Jan 30, 2023
Q4 2022
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-60- 0.11% |
$5.21K - $6.23K
|
56.1K
$6.29M
|
|
|
Jan 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-60- 0.67% |
$5.21K - $6.23K
|
8.91K
$1M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-61- 15.37% |
$5.3K - $6.33K
|
336
$37.7K
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-64- 2.11% |
$5.56K - $6.65K
|
2.98K
$334K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-66- 0.96% |
$5.73K - $6.85K
|
6.79K
$762K
|
|
|
Jan 30, 2023
Q4 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-68- 1.7% |
$5.9K - $7.06K
|
3.93K
$440K
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-68- 1.3% |
$5.9K - $7.06K
|
5.16K
$578K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-69- 0.44% |
$5.99K - $7.16K
|
15.8K
$1.77M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-72- 1.3% |
$6.25K - $7.48K
|
5.45K
$612K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-75- 0.48% |
$6.51K - $7.79K
|
15.6K
$1.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-78- 3.1% |
$6.77K - $8.1K
|
2.44K
$274K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-80- 0.91% |
$6.95K - $8.31K
|
8.75K
$981K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-80- 0.23% |
$6.95K - $8.31K
|
34.1K
$3.82M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-81- 3.28% |
$7.03K - $8.41K
|
2.39K
$268K
|
|
|
Jan 17, 2023
Q4 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-81- 1.72% |
$7.03K - $8.41K
|
4.62K
$518K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-84- 1.17% |
$7.29K - $8.72K
|
7.11K
$797K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-87- 1.32% |
$7.55K - $9.03K
|
6.5K
$729K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-88- 0.78% |
$7.64K - $9.14K
|
11.1K
$1.25M
|