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 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
39+ 1.78% |
$3.39K - $4.05K
|
2.23K
$258K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
34+ 0.47% |
$2.95K - $3.53K
|
7.27K
$841K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
33+ 51.56% |
$2.87K - $3.43K
|
97
$11.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.38% |
$2.87K - $3.43K
|
2.43K
$281K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
32+ 3.92% |
$2.78K - $3.32K
|
848
$98K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
32+ 0.35% |
$2.78K - $3.32K
|
9.21K
$1.06M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
30+ 1.02% |
$2.6K - $3.12K
|
2.98K
$344K
|
|
|
Jan 19, 2023
Q4 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
30+ 0.1% |
$2.6K - $3.12K
|
29.4K
$3.4M
|
|
|
Feb 28, 2023
Q4 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
30+ 0.2% |
$2.6K - $3.12K
|
14.8K
$1.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
29New |
$2.52K - $3.01K
|
29
$3.35K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
28+ 1.36% |
$2.43K - $2.91K
|
2.08K
$241K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
27+ 0.19% |
$2.34K - $2.8K
|
14.1K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
26+ 0.11% |
$2.26K - $2.7K
|
24K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 0.83% |
$2.26K - $2.7K
|
3.16K
$365K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
25+ 0.98% |
$2.17K - $2.6K
|
2.58K
$298K
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
25+ 1.0% |
$2.17K - $2.6K
|
2.52K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
24+ 0.88% |
$2.08K - $2.49K
|
2.74K
$316K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
23+ 85.19% |
$2K - $2.39K
|
50
$5.78K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
23+ 0.28% |
$2K - $2.39K
|
8.1K
$936K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
23New |
$2K - $2.39K
|
23
$2.66K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
22+ 0.02% |
$1.91K - $2.28K
|
134K
$15.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
21+ 0.35% |
$1.82K - $2.18K
|
5.95K
$688K
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
20+ 0.12% |
$1.74K - $2.08K
|
17.1K
$1.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
20+ 0.45% |
$1.74K - $2.08K
|
4.42K
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
20+ 0.89% |
$1.74K - $2.08K
|
2.27K
$262K
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
19+ 0.36% |
$1.65K - $1.97K
|
5.25K
$606K
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
BUY
|
- |
19+ 0.16% |
$1.65K - $1.97K
|
11.6K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
19+ 0.25% |
$1.65K - $1.97K
|
7.72K
$892K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18+ 0.32% |
$1.56K - $1.87K
|
5.61K
$649K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
18+ 0.67% |
$1.56K - $1.87K
|
2.7K
$312K
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
17+ 0.53% |
$1.48K - $1.77K
|
3.24K
$375K
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
17+ 0.57% |
$1.48K - $1.77K
|
2.99K
$346K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
17+ 0.44% |
$1.48K - $1.77K
|
3.9K
$451K
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
15+ 0.05% |
$1.3K - $1.56K
|
27.7K
$3.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
15+ 0.25% |
$1.3K - $1.56K
|
5.94K
$687K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
14New |
$1.22K - $1.45K
|
14
$1.62K
|
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
BUY
|
- |
14+ 0.54% |
$1.22K - $1.45K
|
2.62K
$303K
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
14+ 0.58% |
$1.22K - $1.45K
|
2.43K
$281K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
13+ 1.06% |
$1.13K - $1.35K
|
1.24K
$143K
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
13+ 0.47% |
$1.13K - $1.35K
|
2.77K
$320K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
12+ 0.06% |
$1.04K - $1.25K
|
19.3K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12+ 0.14% |
$1.04K - $1.25K
|
8.6K
$994K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
12+ 1.07% |
$1.04K - $1.25K
|
1.13K
$131K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
11+ 0.04% |
$955 - $1.14K
|
24.6K
$2.84M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
11+ 11.0% |
$955 - $1.14K
|
111
$12.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10+ 0.38% |
$868 - $1.04K
|
2.61K
$302K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10+ 1.3% |
$868 - $1.04K
|
780
$90.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10+ 0.22% |
$868 - $1.04K
|
4.6K
$532K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 1.01% |
$781 - $935
|
898
$104K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9New |
$781 - $935
|
9
$1.04K
|