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 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-414- 2.05% |
$35.9K - $43K
|
19.8K
$2.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-416- 6.21% |
$36.1K - $43.2K
|
6.28K
$705K
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-421- 0.39% |
$36.6K - $43.7K
|
107K
$12M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-428- 20.28% |
$37.2K - $44.4K
|
1.68K
$189K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-430- 12.18% |
$37.3K - $44.7K
|
3.1K
$348K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-434- 4.6% |
$37.7K - $45.1K
|
9K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-436- 1.04% |
$37.9K - $45.3K
|
41.5K
$4.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-440- 5.24% |
$38.2K - $45.7K
|
7.95K
$892K
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-445- 17.28% |
$38.6K - $46.2K
|
2.13K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-450- 0.33% |
$39.1K - $46.7K
|
137K
$15.4M
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
SELL
|
- |
-452- 6.02% |
$39.2K - $46.9K
|
7.05K
$791K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-454- 14.37% |
$39.4K - $47.1K
|
2.71K
$303K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-459- 22.72% |
$39.9K - $47.7K
|
1.56K
$175K
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-459- 1.66% |
$39.9K - $47.7K
|
27.2K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-461- 14.77% |
$40K - $47.9K
|
2.66K
$298K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-468- 1.43% |
$40.6K - $48.6K
|
32.3K
$3.63M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-479- 1.59% |
$41.6K - $49.7K
|
29.7K
$3.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-488- 7.94% |
$42.4K - $50.7K
|
5.66K
$635K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-492- 16.08% |
$42.7K - $51.1K
|
2.57K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-492- 8.0% |
$42.7K - $51.1K
|
5.66K
$634K
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-500- 11.68% |
$43.4K - $51.9K
|
3.78K
$424K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-500- 78.13% |
$43.4K - $51.9K
|
140
$15.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-500- 13.89% |
$43.4K - $51.9K
|
3.1K
$348K
|
|
|
Feb 15, 2023
Q4 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-502- 14.7% |
$43.6K - $52.1K
|
2.91K
$327K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-514- 8.96% |
$44.6K - $53.4K
|
5.23K
$586K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-516- 12.6% |
$44.8K - $53.6K
|
3.58K
$402K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-516- 0.38% |
$44.8K - $53.6K
|
137K
$15.3M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-520- 2.12% |
$45.1K - $54K
|
24K
$2.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-522- 7.17% |
$45.3K - $54.2K
|
6.76K
$758K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-525- 9.26% |
$45.6K - $54.5K
|
5.14K
$577K
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-534- 0.92% |
$46.4K - $55.5K
|
57.7K
$6.48M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-541- 2.81% |
$47K - $56.2K
|
18.7K
$2.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-544- 0.77% |
$47.2K - $56.5K
|
70.5K
$7.91M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-552- 1.38% |
$47.9K - $57.3K
|
39.3K
$4.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-562- 3.59% |
$48.8K - $58.4K
|
15.1K
$1.69M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-564- 7.57% |
$49K - $58.6K
|
6.88K
$772K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-564- 1.29% |
$49K - $58.6K
|
43.1K
$4.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-564- 0.26% |
$49K - $58.6K
|
214K
$24M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-566- 2.31% |
$49.1K - $58.8K
|
23.9K
$2.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-567- 0.32% |
$49.2K - $58.9K
|
177K
$19.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
SELL
|
- |
-569- 3.09% |
$49.4K - $59.1K
|
17.8K
$2M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-601- 5.37% |
$52.2K - $62.4K
|
10.6K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-614- 0.84% |
$53.3K - $63.8K
|
72.7K
$8.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-619- 3.1% |
$53.7K - $64.3K
|
19.3K
$2.17M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-629- 17.76% |
$54.6K - $65.3K
|
2.91K
$327K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-645- 0.5% |
$56K - $67K
|
127K
$14.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-645- 12.78% |
$56K - $67K
|
4.4K
$494K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-647- 0.53% |
$56.2K - $67.2K
|
122K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-654- 2.0% |
$56.8K - $67.9K
|
32K
$3.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-667- 0.72% |
$57.9K - $69.3K
|
91.5K
$10.3M
|