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 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-241- 5.16% |
$20.9K - $25K
|
4.43K
$497K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-243- 10.58% |
$21.1K - $25.2K
|
2.05K
$230K
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-245- 2.42% |
$21.3K - $25.4K
|
9.88K
$1.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-250- 6.88% |
$21.7K - $26K
|
3.38K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-250- 6.99% |
$21.7K - $26K
|
3.33K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-252- 3.46% |
$21.9K - $26.2K
|
7.02K
$788K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-253- 2.8% |
$22K - $26.3K
|
8.78K
$985K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-256- 1.28% |
$22.2K - $26.6K
|
19.7K
$2.21M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-256- 0.6% |
$22.2K - $26.6K
|
42.6K
$4.78M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-266- 10.8% |
$23.1K - $27.6K
|
2.2K
$246K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-266- 0.38% |
$23.1K - $27.6K
|
69.1K
$7.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-270- 0.77% |
$23.4K - $28K
|
34.7K
$3.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-271- 25.42% |
$23.5K - $28.1K
|
795
$89.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-278- 1.54% |
$24.1K - $28.9K
|
17.8K
$2M
|
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-279- 9.17% |
$24.2K - $29K
|
2.76K
$310K
|
|
|
Sep 18, 2023
Q4 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-285- 3.95% |
$24.7K - $29.6K
|
6.94K
$778K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-288- 4.21% |
$25K - $29.9K
|
6.55K
$735K
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-288- 15.08% |
$25K - $29.9K
|
1.62K
$182K
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-293- 5.86% |
$25.4K - $30.4K
|
4.7K
$528K
|
|
|
Jan 25, 2023
Q4 2022
|
Nepsis Inc.
|
SELL
|
- |
-296- 2.13% |
$25.7K - $30.7K
|
13.6K
$1.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-298- 1.96% |
$25.9K - $30.9K
|
14.9K
$1.67M
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-300- 2.45% |
$26K - $31.2K
|
11.9K
$1.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-301- 0.32% |
$26.1K - $31.3K
|
94.9K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-313- 4.06% |
$27.2K - $32.5K
|
7.4K
$831K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-314- 7.3% |
$27.3K - $32.6K
|
3.99K
$447K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-316- 4.79% |
$27.4K - $32.8K
|
6.28K
$704K
|
|
|
Feb 07, 2023
Q4 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-316- 3.71% |
$27.4K - $32.8K
|
8.2K
$919K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-322- 1.41% |
$28K - $33.4K
|
22.6K
$2.53M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-322- 4.63% |
$28K - $33.4K
|
6.63K
$744K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-327- 1.48% |
$28.4K - $34K
|
21.8K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-335- 9.52% |
$29.1K - $34.8K
|
3.18K
$357K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-337- 11.5% |
$29.3K - $35K
|
2.59K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-341- 1.54% |
$29.6K - $35.4K
|
21.8K
$2.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-348- 3.03% |
$30.2K - $36.1K
|
11.1K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-348- 6.23% |
$30.2K - $36.1K
|
5.23K
$587K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-350- 8.47% |
$30.4K - $36.3K
|
3.78K
$424K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-351- 1.66% |
$30.5K - $36.4K
|
20.8K
$2.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-353- 4.55% |
$30.6K - $36.7K
|
7.4K
$831K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-362- 18.29% |
$31.4K - $37.6K
|
1.62K
$181K
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-363- 1.07% |
$31.5K - $37.7K
|
33.4K
$3.75M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-363- 5.88% |
$31.5K - $37.7K
|
5.81K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-368- 9.25% |
$31.9K - $38.2K
|
3.61K
$405K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-369- 18.4% |
$32K - $38.3K
|
1.64K
$184K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-381- 13.57% |
$33.1K - $39.6K
|
2.43K
$272K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-388- 13.28% |
$33.7K - $40.3K
|
2.53K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-396- 3.26% |
$34.4K - $41.1K
|
11.7K
$1.32M
|
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-400- 9.64% |
$34.7K - $41.5K
|
3.75K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-404- 1.01% |
$35.1K - $42K
|
39.4K
$4.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-406- 9.31% |
$35.2K - $42.2K
|
3.96K
$444K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-407- 3.14% |
$35.3K - $42.3K
|
12.6K
$1.41M
|