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 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.56K- 18.55% |
$135K - $162K
|
6.85K
$768K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.57K- 93.85% |
$136K - $163K
|
103
$11.6K
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1.58K- 8.83% |
$137K - $164K
|
16.3K
$1.83M
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-1.6K- 19.73% |
$138K - $166K
|
6.49K
$728K
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.61K- 29.63% |
$140K - $167K
|
3.82K
$428K
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-1.66K- 20.87% |
$144K - $172K
|
6.27K
$704K
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.66K- 45.58% |
$144K - $172K
|
1.98K
$222K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.66K- 2.62% |
$144K - $172K
|
61.7K
$6.92M
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.66K- 0.31% |
$144K - $173K
|
530K
$59.4M
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.78K- 31.85% |
$154K - $184K
|
3.8K
$426K
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.78K- 58.54% |
$154K - $185K
|
1.26K
$141K
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.78K- 7.21% |
$155K - $185K
|
22.9K
$2.57M
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.82K- 8.35% |
$158K - $189K
|
19.9K
$2.23M
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.89K- 17.69% |
$164K - $196K
|
8.79K
$986K
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.9K- 8.2% |
$165K - $197K
|
21.3K
$2.38M
|
|
Feb 13, 2023
Q4 2022
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.94K- 0.99% |
$168K - $201K
|
194K
$21.8M
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1.94K- 35.58% |
$169K - $202K
|
3.52K
$395K
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.96K- 27.38% |
$170K - $203K
|
5.2K
$583K
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.99K- 24.05% |
$173K - $207K
|
6.28K
$704K
|
|
Jan 18, 2023
Q4 2022
|
Spirit Of America Management Corp
|
SELL
|
- |
-2K- 18.18% |
$174K - $208K
|
9K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2K- 25.04% |
$174K - $208K
|
5.99K
$671K
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.01K- 28.41% |
$175K - $209K
|
5.07K
$569K
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2.04K- 7.96% |
$177K - $212K
|
23.5K
$2.64M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.11K- 15.22% |
$183K - $219K
|
11.7K
$1.32M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-2.12K- 29.0% |
$184K - $220K
|
5.19K
$582K
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.18K- 4.12% |
$190K - $227K
|
50.8K
$5.7M
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.19K- 3.66% |
$190K - $227K
|
57.6K
$6.47M
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.2K- 1.08% |
$191K - $228K
|
200K
$22.5M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2.23K- 2.52% |
$194K - $232K
|
86.3K
$9.68M
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.46K- 2.38% |
$213K - $255K
|
101K
$11.3M
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.47K- 18.99% |
$214K - $256K
|
10.5K
$1.18M
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.5K- 23.27% |
$217K - $260K
|
8.25K
$925K
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-2.53K- 4.62% |
$220K - $263K
|
52.3K
$5.87M
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.6K- 6.61% |
$226K - $270K
|
36.8K
$4.12M
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
SELL
|
- |
-2.65K- 4.25% |
$230K - $275K
|
59.7K
$6.7M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-2.67K- 15.05% |
$232K - $277K
|
15.1K
$1.69M
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.69K- 45.95% |
$233K - $279K
|
3.16K
$355K
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.71K- 2.11% |
$236K - $282K
|
126K
$14.1M
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.75K- 51.78% |
$239K - $286K
|
2.57K
$288K
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.77K- 1.5% |
$241K - $288K
|
182K
$20.4M
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-2.8K- 4.41% |
$243K - $291K
|
60.8K
$6.83M
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.85K- 28.1% |
$248K - $296K
|
7.3K
$819K
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.98K- 7.35% |
$258K - $309K
|
37.5K
$4.21M
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3K- 40.4% |
$260K - $312K
|
4.43K
$496K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.06K- 8.43% |
$265K - $317K
|
33.2K
$3.72M
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-3.09K- 20.36% |
$268K - $321K
|
12.1K
$1.36M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.19K- 20.02% |
$277K - $331K
|
12.7K
$1.43M
|
|
Jan 24, 2023
Q4 2022
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3.2K- 4.43% |
$277K - $332K
|
68.9K
$7.73M
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.27K- 1.6% |
$284K - $339K
|
201K
$22.6M
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.27K- 1.6% |
$284K - $339K
|
201K
$22.6M
|