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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.27K- 1.6% |
$284K - $339K
|
201K
$22.6M
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-3.3K- 30.28% |
$287K - $343K
|
7.6K
$852K
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.44K- 6.6% |
$299K - $358K
|
48.7K
$5.47M
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.61K- 9.81% |
$314K - $375K
|
33.2K
$3.73M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.81K- 3.85% |
$331K - $396K
|
95K
$10.7M
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-3.87K- 4.71% |
$336K - $402K
|
78.3K
$8.79M
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-3.91K- 23.63% |
$340K - $406K
|
12.6K
$1.42M
|
|
Feb 14, 2023
Q4 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-3.91K- 16.92% |
$340K - $406K
|
19.2K
$2.16M
|
|
Feb 13, 2023
Q4 2022
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-3.98K- 9.16% |
$346K - $414K
|
39.5K
$4.43M
|
|
Feb 06, 2023
Q4 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-4.38K- 1.02% |
$380K - $454K
|
425K
$47.7M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4.46K- 15.61% |
$387K - $463K
|
24.1K
$2.71M
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.49K- 33.32% |
$389K - $466K
|
8.98K
$1.01M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-4.79K- 23.18% |
$416K - $497K
|
15.9K
$1.78M
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-4.88K- 40.29% |
$423K - $506K
|
7.23K
$811K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-4.91K- 8.45% |
$426K - $510K
|
53.2K
$5.96M
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
SELL
|
- |
-5.01K- 6.25% |
$435K - $520K
|
75.1K
$8.43M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.12K- 11.05% |
$445K - $532K
|
41.2K
$4.63M
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-5.22K- 68.15% |
$453K - $542K
|
2.44K
$274K
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.23K- 5.02% |
$454K - $543K
|
99.1K
$11.1M
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.24K- 51.22% |
$455K - $544K
|
4.99K
$559K
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.3K- 35.33% |
$460K - $551K
|
9.71K
$1.09M
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.4K- 47.79% |
$468K - $560K
|
5.9K
$661K
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-5.42K- 45.04% |
$470K - $562K
|
6.61K
$741K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.66K- 19.85% |
$492K - $588K
|
22.9K
$2.57M
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.67K- 45.23% |
$492K - $589K
|
6.86K
$770K
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-5.72K- 6.55% |
$497K - $594K
|
81.6K
$9.15M
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.78K- 10.63% |
$501K - $600K
|
48.6K
$5.45M
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-6.16K- 15.12% |
$535K - $640K
|
34.6K
$3.88M
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-6.17K- 4.99% |
$536K - $641K
|
118K
$13.2M
|
|
Feb 14, 2023
Q4 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-6.5K- 54.62% |
$564K - $675K
|
5.4K
$606K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-6.52K- 19.05% |
$566K - $677K
|
27.7K
$3.11M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.84K- 1.0% |
$594K - $710K
|
675K
$75.7M
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.96K- 5.95% |
$605K - $723K
|
110K
$12.3M
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-7.02K- 16.36% |
$609K - $729K
|
35.9K
$4.02M
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-7.03K- 44.28% |
$611K - $730K
|
8.85K
$993K
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-7.17K- 2.65% |
$622K - $745K
|
263K
$29.5M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-7.33K- 49.07% |
$636K - $761K
|
7.61K
$854K
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-7.53K- 3.03% |
$654K - $782K
|
241K
$27.1M
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7.65K- 9.74% |
$664K - $794K
|
70.8K
$7.95M
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-7.79K- 0.28% |
$676K - $808K
|
2.74M
$307M
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-7.85K- 10.3% |
$681K - $815K
|
68.3K
$7.66M
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-8.21K- 47.71% |
$713K - $853K
|
9K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-8.27K- 41.45% |
$718K - $859K
|
11.7K
$1.31M
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.37K- 68.3% |
$727K - $869K
|
3.89K
$436K
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.47K- 55.75% |
$735K - $880K
|
6.72K
$754K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-8.58K- 2.53% |
$745K - $891K
|
330K
$37M
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-8.66K- 49.14% |
$752K - $899K
|
8.97K
$1.01M
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8.74K- 56.94% |
$759K - $908K
|
6.61K
$742K
|
|
Feb 06, 2023
Q4 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-9.05K- 3.54% |
$785K - $939K
|
247K
$27.7M
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.07KClosed |
$787K - $941K
|
0
$0
|