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 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.16KNew |
$188K - $224K
|
2.16K
$253K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
2.16KNew |
$187K - $224K
|
2.16K
$253K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
2.15KNew |
$186K - $223K
|
2.15K
$252K
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
2.14KNew |
$185K - $222K
|
2.14K
$250K
|
|
|
Feb 08, 2023
Q4 2022
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.13K+ 9.97% |
$185K - $221K
|
23.5K
$2.76M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.13KNew |
$185K - $221K
|
2.13K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.12KNew |
$184K - $221K
|
2.12K
$249K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.12K+ 52.93% |
$184K - $220K
|
6.13K
$719K
|
|
|
Feb 10, 2023
Q4 2022
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.12KNew |
$184K - $220K
|
2.12K
$249K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
2.12K+ 6.21% |
$184K - $220K
|
36.2K
$4.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.11K+ 2.46% |
$183K - $219K
|
88K
$10.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
2.1KNew |
$183K - $218K
|
2.1K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.09KNew |
$182K - $217K
|
2.09K
$245K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.08K+ 15.35% |
$181K - $216K
|
15.7K
$1.84M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.08KNew |
$181K - $216K
|
2.08K
$244K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.08K+ 66.2% |
$181K - $216K
|
5.23K
$614K
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.08KNew |
$180K - $216K
|
2.08K
$244K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.08KNew |
$180K - $216K
|
2.08K
$244K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.07KNew |
$180K - $215K
|
2.07K
$243K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.07KNew |
$180K - $215K
|
2.07K
$243K
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
2.07KNew |
$180K - $215K
|
2.07K
$243K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.06K+ 16.82% |
$179K - $214K
|
14.3K
$1.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.06K+ 16.95% |
$179K - $214K
|
14.2K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.06K+ 14.19% |
$178K - $213K
|
16.5K
$1.94M
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.05KNew |
$178K - $213K
|
2.05K
$240K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
2.05KNew |
$178K - $213K
|
2.05K
$240K
|
|
|
Feb 06, 2023
Q4 2022
|
Absher Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$177K - $212K
|
2.04K
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.04KNew |
$177K - $212K
|
2.04K
$239K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.04KNew |
$177K - $212K
|
2.04K
$239K
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.03KNew |
$177K - $211K
|
2.03K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
2.03KNew |
$176K - $211K
|
2.03K
$238K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
2.03KNew |
$176K - $211K
|
2.03K
$238K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.03KNew |
$176K - $210K
|
2.03K
$238K
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
2.03KNew |
$176K - $210K
|
2.03K
$238K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
2.02KNew |
$176K - $210K
|
2.02K
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
2.02KNew |
$176K - $210K
|
2.02K
$237K
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.02KNew |
$175K - $210K
|
2.02K
$237K
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
2.02K+ 9.66% |
$175K - $210K
|
22.9K
$2.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
2.01KNew |
$174K - $209K
|
2.01K
$236K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.01KNew |
$174K - $208K
|
2.01K
$235K
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2KNew |
$174K - $208K
|
2K
$235K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
2KNew |
$174K - $208K
|
2K
$235K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2KNew |
$174K - $208K
|
2K
$235K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2K+ 40.19% |
$174K - $208K
|
6.98K
$818K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.99KNew |
$173K - $207K
|
1.99K
$234K
|
|
|
Feb 09, 2023
Q4 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.99KNew |
$173K - $207K
|
1.99K
$234K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.99KNew |
$173K - $207K
|
1.99K
$233K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
1.99KNew |
$173K - $206K
|
1.99K
$233K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.98KNew |
$172K - $205K
|
1.98K
$232K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
1.97KNew |
$171K - $204K
|
1.97K
$231K
|