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
|
Byrne Asset Management LLC
|
SELL
|
- |
-150- 11.38% |
$13K - $15.6K
|
1.17K
$131K
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-150- 0.9% |
$13K - $15.6K
|
16.6K
$1.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-150- 1.48% |
$13K - $15.6K
|
9.95K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-150- 1.62% |
$13K - $15.6K
|
9.12K
$1.02M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-152- 2.21% |
$13.2K - $15.8K
|
6.74K
$756K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-152- 4.21% |
$13.2K - $15.8K
|
3.46K
$388K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-153- 0.38% |
$13.3K - $15.9K
|
40.4K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-154- 15.56% |
$13.4K - $16K
|
836
$93.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-155- 2.46% |
$13.5K - $16.1K
|
6.16K
$691K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-158- 0.76% |
$13.7K - $16.4K
|
20.6K
$2.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-161- 4.7% |
$14K - $16.7K
|
3.27K
$366K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-164- 4.81% |
$14.2K - $17K
|
3.24K
$364K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
SELL
|
- |
-165- 3.67% |
$14.3K - $17.1K
|
4.33K
$485K
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-170- 6.52% |
$14.8K - $17.7K
|
2.44K
$273K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-172- 0.03% |
$14.9K - $17.9K
|
513K
$57.6M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-172- 0.03% |
$14.9K - $17.9K
|
513K
$57.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-174- 5.35% |
$15.1K - $18.1K
|
3.08K
$345K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-175- 2.19% |
$15.2K - $18.2K
|
7.8K
$875K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-177- 89.85% |
$15.4K - $18.4K
|
20
$2.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-178- 4.23% |
$15.5K - $18.5K
|
4.03K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-183- 1.67% |
$15.9K - $19K
|
10.7K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-183- 3.03% |
$15.9K - $19K
|
5.85K
$656K
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
SELL
|
- |
-185- 0.58% |
$16.1K - $19.2K
|
31.6K
$3.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-188- 7.43% |
$16.3K - $19.5K
|
2.34K
$263K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-189- 7.92% |
$16.4K - $19.6K
|
2.2K
$246K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-189- 0.72% |
$16.4K - $19.6K
|
25.9K
$2.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-190- 7.71% |
$16.5K - $19.7K
|
2.27K
$255K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-191- 7.83% |
$16.6K - $19.8K
|
2.25K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-191- 1.86% |
$16.6K - $19.8K
|
10.1K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-192- 1.67% |
$16.7K - $19.9K
|
11.3K
$1.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-195- 6.79% |
$16.9K - $20.2K
|
2.68K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-197- 7.67% |
$17.1K - $20.5K
|
2.37K
$266K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-198- 6.52% |
$17.2K - $20.6K
|
2.84K
$319K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-204- 7.0% |
$17.7K - $21.2K
|
2.71K
$304K
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-207- 0.09% |
$18K - $21.5K
|
225K
$25.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-208- 0.11% |
$18.1K - $21.6K
|
181K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-208- 2.25% |
$18.1K - $21.6K
|
9.05K
$1.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-209- 2.25% |
$18.1K - $21.7K
|
9.09K
$1.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-212- 0.37% |
$18.4K - $22K
|
57.2K
$6.42M
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-216- 1.68% |
$18.8K - $22.4K
|
12.7K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-216- 4.57% |
$18.8K - $22.4K
|
4.52K
$506K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
SELL
|
- |
-217- 1.34% |
$18.8K - $22.5K
|
15.9K
$1.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-217- 3.38% |
$18.8K - $22.5K
|
6.21K
$696K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-225- 18.07% |
$19.5K - $23.4K
|
1.02K
$114K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-227- 4.69% |
$19.7K - $23.6K
|
4.62K
$518K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-230- 0.46% |
$20K - $23.9K
|
49.7K
$5.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-230- 6.19% |
$20K - $23.9K
|
3.48K
$391K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-232- 7.69% |
$20.1K - $24.1K
|
2.79K
$313K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-237- 1.84% |
$20.6K - $24.6K
|
12.6K
$1.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-238- 2.02% |
$20.7K - $24.7K
|
11.5K
$1.29M
|