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 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.3K+ 6.15% |
$1.15M - $1.38M
|
229K
$25.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13.2KNew |
$1.14M - $1.37M
|
13.2K
$1.48M
|
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
13KNew |
$1.13M - $1.35M
|
13K
$1.45M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8K+ 2.27% |
$1.11M - $1.33M
|
575K
$64.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
12.6K+ 8.4% |
$1.1M - $1.31M
|
163K
$18.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12.6KNew |
$1.09M - $1.31M
|
12.6K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
12.5KNew |
$1.09M - $1.3M
|
12.5K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 48.42% |
$1.08M - $1.29M
|
38K
$4.26M
|
|
|
Sep 30, 2024
Q4 2022
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
12.3K+ 21.37% |
$1.07M - $1.28M
|
69.9K
$7.84M
|
|
|
Oct 02, 2024
Q4 2022
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
12.3K+ 21.37% |
$1.07M - $1.28M
|
69.9K
$7.84M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.2K+ 172.7% |
$1.06M - $1.27M
|
19.3K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
11KNew |
$959K - $1.15M
|
11K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10.9K+ 4.2% |
$948K - $1.13M
|
271K
$30.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
10.9K+ 19.24% |
$942K - $1.13M
|
67.3K
$7.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10.5KNew |
$915K - $1.09M
|
10.5K
$1.18M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.5K+ 8.46% |
$912K - $1.09M
|
135K
$15.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
10.4KNew |
$902K - $1.08M
|
10.4K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
10.4K+ 26.77% |
$901K - $1.08M
|
49.1K
$5.51M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.3K+ 26.7% |
$896K - $1.07M
|
49K
$5.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
10.3K+ 11.14% |
$894K - $1.07M
|
103K
$11.5M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
10.3KNew |
$891K - $1.07M
|
10.3K
$1.15M
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
10.2K+ 40.7% |
$888K - $1.06M
|
35.4K
$3.97M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
10.1K+ 29.33% |
$877K - $1.05M
|
44.5K
$5M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
10.1K+ 16.89% |
$875K - $1.05M
|
69.8K
$7.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
10K+ 5.6% |
$868K - $1.04M
|
189K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
9.7KNew |
$842K - $1.01M
|
9.7K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.63K+ 8.7% |
$836K - $1M
|
120K
$13.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.55K+ 16.06% |
$829K - $991K
|
69K
$7.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
9.46K+ 34.17% |
$822K - $983K
|
37.2K
$4.17M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.11K+ 13.63% |
$791K - $946K
|
76K
$8.52M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.07K+ 86.77% |
$787K - $942K
|
19.5K
$2.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.03K+ 17.11% |
$784K - $938K
|
61.8K
$6.93M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.98K+ 12.26% |
$780K - $933K
|
82.3K
$9.23M
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
8.96K+ 15.58% |
$778K - $930K
|
66.4K
$7.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.87K+ 19.72% |
$770K - $921K
|
53.8K
$6.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
8.86K+ 4.8% |
$769K - $920K
|
193K
$21.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.72K+ 25.17% |
$757K - $905K
|
43.4K
$4.86M
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
8.6K+ 26.27% |
$747K - $893K
|
41.3K
$4.64M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.58K+ 1.96% |
$745K - $891K
|
447K
$50.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.57K+ 121.22% |
$744K - $890K
|
15.6K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.39K+ 109.83% |
$728K - $871K
|
16K
$1.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.34K+ 23.84% |
$724K - $866K
|
43.3K
$4.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
8.25KNew |
$716K - $856K
|
8.25K
$925K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.22K+ 14.58% |
$714K - $854K
|
64.6K
$7.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
8.21K+ 145.83% |
$713K - $853K
|
13.8K
$1.55M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
8.12K+ 0.68% |
$705K - $843K
|
1.2M
$134M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.04K+ 20.6% |
$698K - $835K
|
47.1K
$5.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
8K+ 14.96% |
$695K - $831K
|
61.5K
$6.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
7.78KNew |
$676K - $808K
|
7.78K
$873K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
7.73KNew |
$671K - $802K
|
7.73K
$867K
|