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 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-91- 0.7% |
$7.9K - $9.45K
|
12.9K
$1.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-93- 3.9% |
$8.07K - $9.66K
|
2.29K
$257K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-95- 0.15% |
$8.25K - $9.86K
|
63.9K
$7.17M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-97- 57.4% |
$8.42K - $10.1K
|
72
$8.08K
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-97- 2.3% |
$8.42K - $10.1K
|
4.13K
$463K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-97- 6.53% |
$8.42K - $10.1K
|
1.39K
$156K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-100- 1.14% |
$8.68K - $10.4K
|
8.64K
$969K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.75% |
$8.68K - $10.4K
|
5.6K
$628K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-100- 13.14% |
$8.68K - $10.4K
|
661
$74.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 12.97% |
$8.68K - $10.4K
|
671
$75.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 0.93% |
$8.68K - $10.4K
|
10.7K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-100- 0.76% |
$8.68K - $10.4K
|
13K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-100- 3.54% |
$8.68K - $10.4K
|
2.72K
$306K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-101- 1.6% |
$8.77K - $10.5K
|
6.2K
$695K
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
SELL
|
- |
-101- 0.87% |
$8.77K - $10.5K
|
11.5K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-101- 0.72% |
$8.77K - $10.5K
|
13.8K
$1.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-105- 3.66% |
$9.12K - $10.9K
|
2.76K
$310K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-105- 4.81% |
$9.12K - $10.9K
|
2.08K
$233K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-105- 1.23% |
$9.12K - $10.9K
|
8.4K
$943K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-105- 1.5% |
$9.12K - $10.9K
|
6.88K
$771K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-106- 1.14% |
$9.2K - $11K
|
9.17K
$1.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-109- 4.98% |
$9.46K - $11.3K
|
2.08K
$233K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-111- 4.19% |
$9.64K - $11.5K
|
2.54K
$284K
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-112- 2.86% |
$9.72K - $11.6K
|
3.81K
$427K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-113- 1.23% |
$9.81K - $11.7K
|
9.06K
$1.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-113- 3.88% |
$9.81K - $11.7K
|
2.8K
$314K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-115- 4.66% |
$9.98K - $11.9K
|
2.35K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-115- 0.65% |
$9.98K - $11.9K
|
17.5K
$1.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-117- 0.73% |
$10.2K - $12.1K
|
16K
$1.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-120- 3.47% |
$10.4K - $12.5K
|
3.34K
$375K
|
|
|
Feb 06, 2023
Q4 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-125- 0.32% |
$10.9K - $13K
|
39.2K
$4.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-125- 2.38% |
$10.9K - $13K
|
5.13K
$575K
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-126- 2.91% |
$10.9K - $13.1K
|
4.21K
$472K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-129- 8.54% |
$11.2K - $13.4K
|
1.38K
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-129- 2.0% |
$11.2K - $13.4K
|
6.32K
$709K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-130- 2.88% |
$11.3K - $13.5K
|
4.39K
$492K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-131- 0.39% |
$11.4K - $13.6K
|
33.2K
$3.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-132- 1.66% |
$11.5K - $13.7K
|
7.83K
$878K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-132- 11.03% |
$11.5K - $13.7K
|
1.07K
$119K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-134- 4.88% |
$11.6K - $13.9K
|
2.61K
$293K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-136- 0.36% |
$11.8K - $14.1K
|
37.8K
$4.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-141- 1.06% |
$12.2K - $14.6K
|
13.1K
$1.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-141- 5.45% |
$12.2K - $14.6K
|
2.45K
$275K
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-143- 2.07% |
$12.4K - $14.8K
|
6.76K
$758K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-147- 1.62% |
$12.8K - $15.3K
|
8.93K
$1M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-148- 3.89% |
$12.8K - $15.4K
|
3.66K
$410K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-148- 2.38% |
$12.8K - $15.4K
|
6.07K
$681K
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
SELL
|
- |
-149- 1.24% |
$12.9K - $15.5K
|
11.8K
$1.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-150- 1.68% |
$13K - $15.6K
|
8.77K
$984K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-150- 50.0% |
$13K - $15.6K
|
150
$16.8K
|