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 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
7.61KNew |
$661K - $790K
|
7.61K
$854K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.59K+ 4.09% |
$659K - $788K
|
193K
$21.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
7.53K+ 202.07% |
$654K - $782K
|
11.3K
$1.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
7.48K+ 104.77% |
$649K - $776K
|
14.6K
$1.64M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
7.43K+ 3.87% |
$645K - $772K
|
200K
$22.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
7.41K+ 90.93% |
$643K - $769K
|
15.6K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.38KNew |
$641K - $766K
|
7.38K
$828K
|
|
|
Feb 09, 2023
Q4 2022
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
7.2KNew |
$625K - $748K
|
7.2K
$808K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
7.19K+ 5.21% |
$624K - $746K
|
145K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7.11KNew |
$617K - $738K
|
7.11K
$797K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.05K+ 12.18% |
$612K - $732K
|
65K
$7.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
7KNew |
$608K - $727K
|
7K
$786K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.81K+ 164.13% |
$591K - $707K
|
11K
$1.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6.79K+ 161.78% |
$590K - $705K
|
11K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
6.77K+ 15.12% |
$588K - $703K
|
51.6K
$5.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
6.7KNew |
$582K - $696K
|
6.7K
$752K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.67K+ 13.74% |
$579K - $693K
|
55.2K
$6.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.67KNew |
$579K - $693K
|
6.67K
$748K
|
|
|
Feb 14, 2023
Q4 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
6.6K+ 13.24% |
$573K - $685K
|
56.5K
$6.33M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.58K+ 58.81% |
$571K - $683K
|
17.8K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.56K+ 32.38% |
$569K - $681K
|
26.8K
$3.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.51K+ 72.38% |
$565K - $676K
|
15.5K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.32K+ 6.66% |
$549K - $656K
|
101K
$11.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
6.31KNew |
$548K - $655K
|
6.31K
$708K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.29K+ 16.33% |
$546K - $653K
|
44.8K
$5.02M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
6.25K+ 0.72% |
$543K - $649K
|
872K
$97.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.23K+ 1.42% |
$541K - $647K
|
445K
$49.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
6.15K+ 99.4% |
$534K - $638K
|
12.3K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.08KNew |
$528K - $631K
|
6.08K
$682K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.97K+ 10.33% |
$518K - $620K
|
63.8K
$7.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
5.94KNew |
$515K - $616K
|
5.94K
$666K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.93KNew |
$515K - $616K
|
5.93K
$665K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.88K+ 21.8% |
$511K - $611K
|
32.9K
$3.69M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5.79K+ 129.47% |
$503K - $601K
|
10.3K
$1.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5.77K+ 13.14% |
$501K - $599K
|
49.7K
$5.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.71K+ 25.43% |
$496K - $593K
|
28.2K
$3.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
5.67K+ 71.69% |
$493K - $589K
|
13.6K
$1.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
5.66K+ 4.19% |
$492K - $588K
|
141K
$15.8M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
5.63KNew |
$489K - $585K
|
5.63K
$631K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.57KNew |
$483K - $578K
|
5.57K
$624K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
5.54KNew |
$481K - $575K
|
5.54K
$621K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.54K+ 1.04% |
$481K - $575K
|
539K
$60.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.53KNew |
$480K - $574K
|
5.53K
$620K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.49K+ 8.8% |
$477K - $570K
|
67.9K
$7.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
5.48K+ 61.11% |
$476K - $569K
|
14.4K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.45K+ 32.39% |
$473K - $565K
|
22.3K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.4KNew |
$469K - $561K
|
5.4K
$606K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
5.35K+ 33.72% |
$464K - $555K
|
21.2K
$2.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
5.27K+ 4.08% |
$458K - $547K
|
134K
$15.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.25KNew |
$456K - $545K
|
5.25K
$589K
|