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
|
Diligent Investors, LLC
|
BUY
|
- |
3.82KNew |
$331K - $396K
|
3.82K
$448K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.77K+ 7.3% |
$328K - $392K
|
55.5K
$6.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.77KNew |
$327K - $391K
|
3.77K
$442K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.75K+ 36.6% |
$325K - $389K
|
14K
$1.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
3.74K+ 19.48% |
$324K - $388K
|
22.9K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
3.72K+ 18.15% |
$323K - $386K
|
24.2K
$2.84M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.63K+ 44.44% |
$315K - $377K
|
11.8K
$1.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.62K+ 56.58% |
$315K - $376K
|
10K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.61K+ 61.76% |
$314K - $375K
|
9.47K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.61K+ 7.1% |
$314K - $375K
|
54.5K
$6.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.61K+ 15.11% |
$313K - $375K
|
27.5K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.6K+ 42.23% |
$312K - $374K
|
12.1K
$1.42M
|
|
|
Apr 07, 2023
Q4 2022
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
3.59KNew |
$312K - $373K
|
3.59K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.58K+ 10.98% |
$311K - $372K
|
36.2K
$4.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
3.54K+ 12.72% |
$307K - $367K
|
31.3K
$3.68M
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.53KNew |
$306K - $366K
|
3.53K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.52KNew |
$306K - $366K
|
3.52K
$413K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.51K+ 18.45% |
$304K - $364K
|
22.5K
$2.64M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.49K+ 10.82% |
$303K - $363K
|
35.7K
$4.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
3.44K+ 35.54% |
$298K - $357K
|
13.1K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.4K+ 3.19% |
$295K - $353K
|
110K
$12.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.37K+ 17.1% |
$292K - $350K
|
23.1K
$2.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.3K+ 0.85% |
$286K - $342K
|
392K
$46M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
3.29K+ 10.12% |
$285K - $341K
|
35.8K
$4.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.25K+ 13.84% |
$283K - $338K
|
26.8K
$3.14M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.2K+ 5.12% |
$278K - $332K
|
65.6K
$7.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.19K+ 28.66% |
$277K - $331K
|
14.3K
$1.68M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.17KNew |
$275K - $329K
|
3.17K
$372K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3.14KNew |
$272K - $326K
|
3.14K
$368K
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
3.11KNew |
$270K - $323K
|
3.11K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.1KNew |
$269K - $322K
|
3.1K
$364K
|
|
|
Feb 10, 2023
Q4 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
3.08KNew |
$267K - $319K
|
3.08K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.07K+ 104.39% |
$266K - $318K
|
6K
$704K
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3.06KNew |
$265K - $317K
|
3.06K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.03K+ 20.0% |
$263K - $314K
|
18.2K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3.02K+ 15.67% |
$262K - $313K
|
22.3K
$2.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.99K+ 6.38% |
$260K - $311K
|
49.8K
$5.85M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.93KNew |
$255K - $305K
|
2.93K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.93K+ 83.08% |
$255K - $304K
|
6.46K
$758K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.91K+ 10.99% |
$253K - $303K
|
29.4K
$3.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.91K+ 6.24% |
$253K - $302K
|
49.6K
$5.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.89KNew |
$251K - $301K
|
2.89K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.81KNew |
$244K - $292K
|
2.81K
$330K
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.81KNew |
$244K - $292K
|
2.81K
$329K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
2.8K+ 45.95% |
$243K - $291K
|
8.91K
$1.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
BUY
|
- |
2.78K+ 4.77% |
$241K - $288K
|
61K
$7.15M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.77KNew |
$240K - $288K
|
2.77K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
2.73K+ 11.16% |
$237K - $283K
|
27.2K
$3.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.71K+ 14.22% |
$235K - $281K
|
21.7K
$2.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.7KNew |
$234K - $280K
|
2.7K
$317K
|