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 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
490New |
$42.5K - $50.9K
|
490
$55.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
489+ 11.95% |
$42.5K - $50.8K
|
4.58K
$522K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
482+ 9.99% |
$41.8K - $50.1K
|
5.31K
$605K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
480+ 3.02% |
$41.7K - $49.8K
|
16.4K
$1.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
477+ 0.76% |
$41.4K - $49.5K
|
63.2K
$7.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
475+ 2.73% |
$41.2K - $49.3K
|
17.9K
$2.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
468+ 3.17% |
$40.6K - $48.6K
|
15.2K
$1.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
465+ 0.43% |
$40.4K - $48.3K
|
109K
$12.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
461+ 2.06% |
$40K - $47.9K
|
22.8K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
460+ 5.95% |
$39.9K - $47.8K
|
8.19K
$933K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
459+ 8.01% |
$39.9K - $47.7K
|
6.19K
$705K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
BUY
|
- |
458+ 0.93% |
$39.8K - $47.6K
|
49.6K
$5.65M
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
455+ 9.93% |
$39.5K - $47.2K
|
5.04K
$574K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
453+ 17.86% |
$39.3K - $47K
|
2.99K
$341K
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
450+ 24.5% |
$39.1K - $46.7K
|
2.29K
$261K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
443+ 9.39% |
$38.5K - $46K
|
5.16K
$588K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
439+ 4.45% |
$38.1K - $45.6K
|
10.3K
$1.17M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
433+ 12.63% |
$37.6K - $45K
|
3.86K
$440K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
433+ 53.26% |
$37.6K - $45K
|
1.25K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
428+ 2.49% |
$37.2K - $44.4K
|
17.6K
$2.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
417+ 2.96% |
$36.2K - $43.3K
|
14.5K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
416+ 2.69% |
$36.1K - $43.2K
|
15.9K
$1.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
415+ 0.85% |
$36K - $43.1K
|
49.4K
$5.63M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
415+ 1.92% |
$36K - $43.1K
|
22K
$2.51M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
412+ 1.53% |
$35.8K - $42.8K
|
27.4K
$3.12M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
410+ 9.01% |
$35.6K - $42.6K
|
4.96K
$566K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
409+ 0.6% |
$35.5K - $42.5K
|
68.7K
$7.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
408+ 3.22% |
$35.4K - $42.4K
|
13.1K
$1.49M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
405+ 7.32% |
$35.2K - $42.1K
|
5.94K
$677K
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
404New |
$35.1K - $42K
|
404
$46K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
400+ 14.57% |
$34.7K - $41.5K
|
3.15K
$358K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
400New |
$34.7K - $41.5K
|
400
$45.6K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
395New |
$34.3K - $41K
|
395
$45K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
387New |
$33.6K - $40.2K
|
387
$44.1K
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
385+ 14.84% |
$33.4K - $40K
|
2.98K
$340K
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
380+ 6.58% |
$33K - $39.5K
|
6.16K
$702K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
379+ 18.91% |
$32.9K - $39.4K
|
2.38K
$272K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
376+ 0.24% |
$32.6K - $39K
|
160K
$18.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
371New |
$32.2K - $38.5K
|
371
$42.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
352+ 2.13% |
$30.6K - $36.6K
|
16.9K
$1.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
350+ 3.74% |
$30.4K - $36.3K
|
9.71K
$1.11M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
342+ 5.87% |
$29.7K - $35.5K
|
6.16K
$702K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
341+ 14.99% |
$29.6K - $35.4K
|
2.62K
$298K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
339+ 1.33% |
$29.4K - $35.2K
|
25.9K
$2.95M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
339+ 7.3% |
$29.4K - $35.2K
|
4.98K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
339+ 4.1% |
$29.4K - $35.2K
|
8.62K
$982K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
336+ 3.56% |
$29.2K - $34.9K
|
9.78K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
333New |
$28.9K - $34.6K
|
333
$37.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
332+ 1.17% |
$28.8K - $34.5K
|
28.7K
$3.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
329+ 6.11% |
$28.6K - $34.2K
|
5.72K
$651K
|