Purchases and Sales Made in Q1 2023 in Duke Energy Corp (DUK)

DUK Quotes by TradingView

This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q1 2023. 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
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
870
+ 13.04%
$79.6K - $91.9K
7.54K $867K
Apr 27, 2023 Q1 2023
Hartford Funds Management CO LLC

Wayne, PA
BUY
 -
869
+ 17.57%
$79.6K - $91.8K
5.82K $669K
May 15, 2023 Q1 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
866
+ 6.66%
$79.3K - $91.5K
13.9K $1.59M
May 12, 2023 Q1 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
863
+ 10.18%
$79K - $91.2K
9.34K $1.07M
May 11, 2023 Q1 2023
Mount Yale Investment Advisors, LLC

BUY
 -
843
+ 10.93%
$77.2K - $89.1K
8.56K $984K
Oct 09, 2024 Q1 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
836
+ 36.54%
$76.5K - $88.3K
3.12K $359K
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
835
+ 6.6%
$76.4K - $88.2K
13.5K $1.55M
Apr 14, 2023 Q1 2023
Green Square Capital Advisors LLC

BUY
 -
835
+ 3.89%
$76.4K - $88.2K
22.3K $2.56M
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
823
+ 12.21%
$75.3K - $86.9K
7.56K $869K
May 12, 2023 Q1 2023
Cibc Asset Management Inc

Toronto, A6
BUY
 -
813
+ 0.34%
$74.4K - $85.9K
242K $27.8M
Apr 21, 2023 Q1 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
805
+ 35.49%
$73.7K - $85K
3.07K $353K
May 03, 2023 Q1 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
802
+ 38.43%
$73.4K - $84.7K
2.89K $332K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
802
+ 1.16%
$73.4K - $84.7K
69.8K $8.03M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
798
+ 21.18%
$73.1K - $84.3K
4.57K $525K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
795
+ 7.02%
$72.8K - $84K
12.1K $1.39M
Apr 21, 2023 Q1 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
793
+ 5.2%
$72.6K - $83.8K
16K $1.84M
Apr 17, 2023 Q1 2023
Mjp Associates Inc

BUY
 -
777
+ 12.66%
$71.1K - $82.1K
6.91K $795K
May 03, 2023 Q1 2023
Dt Investment Partners, LLC

BUY
 -
775
+ 7.44%
$71K - $81.9K
11.2K $1.29M
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
766
+ 15.11%
$70.1K - $80.9K
5.83K $671K
Apr 21, 2023 Q1 2023
Rnc Capital Management LLC

BUY
 -
762
+ 31.9%
$69.8K - $80.5K
3.15K $362K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
762
+ 2.11%
$69.8K - $80.5K
36.9K $4.24M
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
762
+ 1.57%
$69.8K - $80.5K
49.2K $5.65M
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
748
+ 1.07%
$68.5K - $79K
70.7K $8.13M
Apr 24, 2023 Q1 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
741
+ 4.73%
$67.8K - $78.3K
16.4K $1.89M
May 12, 2023 Q1 2023
American International Group, Inc.

New York, NY
BUY
 -
736
+ 0.37%
$67.4K - $77.8K
201K $23.1M
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

BUY
 -
725
+ 6.45%
$66.4K - $76.6K
12K $1.38M
May 05, 2023 Q1 2023
Virginia Wealth Management Group, Inc.

Virginia Beach, VA
BUY
 -
725
+ 2.67%
$66.4K - $76.6K
27.9K $3.21M
May 12, 2023 Q1 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
722
+ 3.2%
$66.1K - $76.3K
23.3K $2.67M
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
719
+ 8.36%
$65.8K - $76K
9.32K $1.07M
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
717
+ 1.01%
$65.6K - $75.8K
71.6K $8.23M
May 15, 2023 Q1 2023
Hodges Capital Management Inc.

BUY
 -
703
+ 9.29%
$64.4K - $74.3K
8.27K $951K
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
688
+ 13.35%
$63K - $72.7K
5.84K $672K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
687
+ 4.36%
$62.9K - $72.6K
16.4K $1.89M
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
680
+ 12.72%
$62.3K - $71.8K
6.03K $693K
Apr 18, 2023 Q1 2023
Keudell

BUY
 -
674
+ 7.12%
$61.7K - $71.2K
10.1K $1.17M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
667
+ 2.71%
$61.1K - $70.5K
25.3K $2.9M
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
657
+ 2.99%
$60.1K - $69.4K
22.6K $2.6M
May 03, 2023 Q1 2023
North Rock Partners, LLC

BUY
 -
651
+ 10.28%
$59.6K - $68.8K
6.99K $803K
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
651
+ 3.09%
$59.6K - $68.8K
21.8K $2.5M
May 25, 2023 Q1 2023
Cypress Asset Management Inc

Houston, TX
BUY
 -
650
+ 15.44%
$59.5K - $68.7K
4.86K $559K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
649
+ 7.72%
$59.4K - $68.6K
9.05K $1.04M
Apr 10, 2023 Q1 2023
Royal Fund Management, LLC

BUY
 -
644
+ 1.78%
$59K - $68K
36.9K $4.24M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
642
+ 0.32%
$58.8K - $67.8K
201K $23.1M
Apr 26, 2023 Q1 2023
Concord Wealth Partners

BUY
 -
636
+ 12.25%
$58.2K - $67.2K
5.83K $670K
Apr 18, 2023 Q1 2023
D.B. Root & Company, LLC

BUY
 -
632
+ 5.7%
$57.9K - $66.8K
11.7K $1.35M
May 04, 2023 Q1 2023
Oregon Public Employees Retirement Fund

BUY
 -
631
+ 1.07%
$57.8K - $66.7K
59.7K $6.87M
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
619
+ 105.81%
$56.7K - $65.4K
1.2K $138K
May 15, 2023 Q1 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
614
+ 16.57%
$56.2K - $64.9K
4.32K $497K
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
606
+ 9.26%
$55.5K - $64K
7.15K $822K

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