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 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
2.68K+ 10.62% |
$233K - $279K
|
28K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
2.68K+ 2.16% |
$233K - $278K
|
127K
$14.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.68K+ 14.5% |
$232K - $278K
|
21.1K
$2.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.67K+ 5.11% |
$232K - $278K
|
55K
$6.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.66KNew |
$231K - $276K
|
2.66K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.66K+ 3.19% |
$231K - $276K
|
86.1K
$9.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 46.34% |
$230K - $275K
|
8.37K
$938K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.64K+ 15.02% |
$229K - $274K
|
20.2K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
2.61K+ 7.4% |
$226K - $271K
|
37.8K
$4.24M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.6KNew |
$226K - $270K
|
2.6K
$292K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.6K+ 29.17% |
$226K - $270K
|
11.5K
$1.29M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.59K+ 2.99% |
$225K - $269K
|
89.4K
$10M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.59K+ 20.76% |
$225K - $269K
|
15.1K
$1.69M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.59K+ 90.55% |
$225K - $269K
|
5.44K
$611K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.58K+ 9.12% |
$224K - $268K
|
30.9K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.58K+ 12.13% |
$224K - $267K
|
23.8K
$2.67M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.57KNew |
$223K - $267K
|
2.57K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$221K - $264K
|
2.54K
$285K
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.53KNew |
$220K - $263K
|
2.53K
$284K
|
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.53KNew |
$219K - $262K
|
2.53K
$283K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.51K+ 8.42% |
$218K - $260K
|
32.3K
$3.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.5K+ 14.54% |
$217K - $260K
|
19.7K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.5KNew |
$217K - $260K
|
2.5K
$281K
|
|
|
Feb 14, 2024
Q4 2022
|
Kbc Group Nv
|
BUY
|
- |
2.5K+ 6.25% |
$217K - $259K
|
42.4K
$4.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
2.44KNew |
$212K - $254K
|
2.44K
$274K
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2.42KNew |
$210K - $251K
|
2.42K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.41K+ 26.55% |
$209K - $251K
|
11.5K
$1.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.41K+ 12.18% |
$209K - $250K
|
22.2K
$2.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.41KNew |
$209K - $250K
|
2.41K
$270K
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.4KNew |
$208K - $249K
|
2.4K
$269K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.4K+ 12.94% |
$208K - $249K
|
20.9K
$2.35M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.4K+ 1.21% |
$208K - $249K
|
201K
$22.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.39KNew |
$207K - $248K
|
2.39K
$268K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.38K+ 14.82% |
$207K - $248K
|
18.5K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.36KNew |
$204K - $245K
|
2.36K
$264K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.32KNew |
$201K - $240K
|
2.32K
$260K
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.3K+ 25.2% |
$200K - $239K
|
11.4K
$1.28M
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
2.26KNew |
$196K - $235K
|
2.26K
$254K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.25K+ 9.38% |
$195K - $233K
|
26.2K
$2.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2.24K+ 78.57% |
$194K - $232K
|
5.08K
$570K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.23K+ 4.31% |
$193K - $231K
|
53.9K
$6.04M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.22K+ 0.44% |
$193K - $231K
|
504K
$56.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.21K+ 10.08% |
$192K - $230K
|
24.2K
$2.71M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.19K+ 1.6% |
$190K - $228K
|
139K
$15.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.19KNew |
$190K - $228K
|
2.19K
$246K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.19KNew |
$190K - $227K
|
2.19K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.18KNew |
$189K - $226K
|
2.18K
$244K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
2.17K+ 11.7% |
$189K - $226K
|
20.7K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2.17KNew |
$188K - $225K
|
2.17K
$243K
|
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
2.16KNew |
$188K - $225K
|
2.16K
$243K
|