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 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1K- 12.74% |
$86.8K - $104K
|
6.85K
$823K
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.02K- 12.87% |
$88.8K - $106K
|
6.92K
$832K
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.03K- 16.99% |
$89K - $106K
|
5.01K
$602K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.05K- 3.61% |
$91.1K - $109K
|
28K
$3.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.05K- 12.59% |
$91.2K - $109K
|
7.3K
$877K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.05K- 4.95% |
$91.5K - $109K
|
20.2K
$2.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-1.06K- 4.94% |
$91.7K - $110K
|
20.3K
$2.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.06K- 10.69% |
$91.9K - $110K
|
8.85K
$1.06M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.07K- 23.47% |
$93.2K - $111K
|
3.5K
$420K
|
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-1.08K- 32.87% |
$93.3K - $112K
|
2.2K
$264K
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.08K- 12.51% |
$94K - $112K
|
7.57K
$910K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.08K- 19.46% |
$94.1K - $113K
|
4.49K
$539K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.1K- 0.54% |
$95.1K - $114K
|
201K
$24.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.1K- 34.48% |
$95.5K - $114K
|
2.09K
$251K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-1.11K- 6.55% |
$96.6K - $116K
|
15.9K
$1.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.12K- 1.45% |
$97.1K - $116K
|
75.9K
$9.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.12K- 25.38% |
$97.4K - $117K
|
3.3K
$396K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.13K- 12.78% |
$98.1K - $117K
|
7.71K
$927K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.13K- 16.46% |
$98.5K - $118K
|
5.75K
$691K
|
|
|
Feb 07, 2023
Q4 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.14K- 5.43% |
$99.1K - $119K
|
19.9K
$2.39M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.15K- 36.85% |
$99.5K - $119K
|
1.96K
$236K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.18K- 9.57% |
$102K - $122K
|
11.1K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.2K- 5.43% |
$104K - $125K
|
20.9K
$2.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.21K- 7.04% |
$105K - $126K
|
16K
$1.92M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.22K- 15.98% |
$106K - $127K
|
6.42K
$771K
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.22K- 8.26% |
$106K - $127K
|
13.6K
$1.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.23K- 15.49% |
$106K - $127K
|
6.68K
$803K
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.24K- 13.45% |
$107K - $128K
|
7.96K
$956K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 37.17% |
$108K - $129K
|
2.1K
$252K
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.24K- 7.19% |
$108K - $129K
|
16K
$1.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.25K- 37.31% |
$108K - $129K
|
2.09K
$252K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.26K- 7.0% |
$109K - $130K
|
16.7K
$2M
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-1.27K- 32.67% |
$110K - $132K
|
2.62K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 10.58% |
$111K - $133K
|
10.9K
$1.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.3K- 2.84% |
$113K - $135K
|
44.5K
$5.35M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.3K- 2.84% |
$113K - $135K
|
44.5K
$5.35M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.32K- 32.74% |
$115K - $137K
|
2.72K
$327K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.35K- 6.97% |
$117K - $140K
|
18K
$2.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-1.35K- 16.76% |
$117K - $140K
|
6.69K
$804K
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.35K- 22.44% |
$117K - $140K
|
4.67K
$561K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.35K- 3.92% |
$117K - $140K
|
33.1K
$3.98M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.35K- 23.69% |
$117K - $140K
|
4.36K
$524K
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.4K- 1.01% |
$122K - $145K
|
137K
$16.4M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.41K- 18.25% |
$123K - $147K
|
6.34K
$761K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.42K- 7.57% |
$123K - $147K
|
17.3K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 91.74% |
$123K - $148K
|
128
$15.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.45K- 3.02% |
$126K - $150K
|
46.5K
$5.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.47K- 40.18% |
$128K - $153K
|
2.19K
$263K
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.48K- 5.42% |
$129K - $154K
|
25.8K
$3.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-1.49K- 27.16% |
$129K - $154K
|
3.99K
$479K
|