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 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-669- 7.5% |
$58.1K - $69.5K
|
8.26K
$926K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-671- 1.62% |
$58.3K - $69.7K
|
40.7K
$4.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-677- 0.4% |
$58.8K - $70.3K
|
166K
$18.7M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-679- 11.78% |
$59K - $70.5K
|
5.09K
$570K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-681- 7.24% |
$59.1K - $70.7K
|
8.72K
$978K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-687- 10.56% |
$59.6K - $71.3K
|
5.82K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-699- 6.88% |
$60.7K - $72.6K
|
9.45K
$1.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-703- 8.5% |
$61K - $73K
|
7.57K
$849K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-710- 13.37% |
$61.6K - $73.7K
|
4.6K
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-732- 0.64% |
$63.6K - $76K
|
113K
$12.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-740- 9.96% |
$64.2K - $76.8K
|
6.69K
$751K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-741- 24.84% |
$64.3K - $76.9K
|
2.24K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-754- 1.6% |
$65.5K - $78.3K
|
46.5K
$5.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-766- 12.52% |
$66.5K - $79.5K
|
5.35K
$601K
|
|
|
Feb 13, 2023
Q4 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-781- 17.92% |
$67.8K - $81.1K
|
3.58K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-792- 9.06% |
$68.8K - $82.2K
|
7.95K
$891K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-795- 11.2% |
$69K - $82.6K
|
6.3K
$707K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-797- 21.84% |
$69.2K - $82.8K
|
2.85K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-798- 5.26% |
$69.3K - $82.9K
|
14.4K
$1.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-809- 23.01% |
$70.2K - $84K
|
2.71K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-810- 24.55% |
$70.3K - $84.1K
|
2.49K
$279K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-830- 28.95% |
$72.1K - $86.2K
|
2.04K
$228K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-831- 24.75% |
$72.1K - $86.3K
|
2.53K
$283K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-849- 74.28% |
$73.7K - $88.2K
|
294
$33K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-851- 2.22% |
$73.9K - $88.4K
|
37.5K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-858- 8.82% |
$74.5K - $89.1K
|
8.87K
$995K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-861- 29.21% |
$74.8K - $89.4K
|
2.09K
$234K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-863- 3.23% |
$74.9K - $89.6K
|
25.9K
$2.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-871- 12.13% |
$75.6K - $90.4K
|
6.31K
$708K
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-875- 0.2% |
$76K - $90.9K
|
432K
$48.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-881- 1.7% |
$76.5K - $91.5K
|
51K
$5.73M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-887- 1.34% |
$77K - $92.1K
|
65.2K
$7.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-897- 3.95% |
$77.9K - $93.1K
|
21.8K
$2.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-899- 22.93% |
$78.1K - $93.4K
|
3.02K
$339K
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-916- 1.59% |
$79.5K - $95.1K
|
56.8K
$6.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-916- 0.62% |
$79.5K - $95.1K
|
148K
$16.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-921- 2.38% |
$80K - $95.6K
|
37.8K
$4.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-923- 28.56% |
$80.1K - $95.8K
|
2.31K
$259K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-928- 21.65% |
$80.6K - $96.4K
|
3.36K
$377K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-944- 25.05% |
$82K - $98K
|
2.83K
$317K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-953- 16.47% |
$82.7K - $99K
|
4.84K
$542K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-954- 10.5% |
$82.8K - $99.1K
|
8.13K
$912K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-956- 3.34% |
$83K - $99.3K
|
27.7K
$3.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-967- 17.45% |
$84K - $100K
|
4.58K
$513K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-969- 4.72% |
$84.1K - $101K
|
19.6K
$2.2M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1K- 9.11% |
$86.8K - $104K
|
9.98K
$1.12M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1K- 12.74% |
$86.8K - $104K
|
6.85K
$768K
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.02K- 12.87% |
$88.8K - $106K
|
6.92K
$777K
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.03K- 16.99% |
$89K - $106K
|
5.01K
$562K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.05K- 3.61% |
$91.1K - $109K
|
28K
$3.15M
|