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 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.21K+ 8.16% |
$452K - $541K
|
69K
$7.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.17KNew |
$449K - $537K
|
5.17K
$595K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
5.05K+ 26.27% |
$439K - $525K
|
24.3K
$2.79M
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
4.95KNew |
$429K - $514K
|
4.95K
$569K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.94K+ 60.55% |
$429K - $513K
|
13.1K
$1.51M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.9KNew |
$425K - $509K
|
4.9K
$563K
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.77K+ 1.46% |
$414K - $495K
|
331K
$38.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
4.73K+ 15.15% |
$410K - $491K
|
35.9K
$4.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.72K+ 32.31% |
$410K - $490K
|
19.3K
$2.22M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.7K+ 12.31% |
$408K - $488K
|
42.9K
$4.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4.67K+ 3.35% |
$406K - $485K
|
144K
$16.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.58K+ 6.25% |
$398K - $476K
|
77.9K
$8.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
4.56KNew |
$396K - $474K
|
4.56K
$525K
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
4.56K+ 39.94% |
$396K - $474K
|
16K
$1.84M
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
BUY
|
- |
4.52KNew |
$392K - $469K
|
4.52K
$520K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
4.52KNew |
$392K - $469K
|
4.52K
$519K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
4.5K+ 189.55% |
$391K - $467K
|
6.87K
$790K
|
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
BUY
|
- |
4.5K+ 2.19% |
$391K - $467K
|
210K
$24.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.49K+ 17.83% |
$390K - $466K
|
29.7K
$3.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
4.48K+ 5.76% |
$389K - $466K
|
82.3K
$9.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.41K+ 5.48% |
$383K - $458K
|
84.9K
$9.76M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.39KNew |
$381K - $456K
|
4.39K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.38KNew |
$380K - $454K
|
4.38K
$503K
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
4.37KNew |
$379K - $454K
|
4.37K
$503K
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.34KNew |
$377K - $451K
|
4.34K
$499K
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.3KNew |
$373K - $446K
|
4.3K
$494K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.28K+ 0.86% |
$372K - $444K
|
500K
$57.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.26K+ 1.29% |
$370K - $442K
|
335K
$38.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.2K+ 177.75% |
$365K - $436K
|
6.57K
$755K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
4.19KNew |
$364K - $435K
|
4.19K
$482K
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.19KNew |
$364K - $435K
|
4.19K
$482K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
4.16K+ 8.48% |
$361K - $432K
|
53.2K
$6.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.14K+ 166.6% |
$359K - $430K
|
6.63K
$762K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.12K+ 34.7% |
$358K - $428K
|
16K
$1.84M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.1K+ 6.28% |
$356K - $426K
|
69.3K
$7.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.1K+ 14.21% |
$356K - $425K
|
32.9K
$3.79M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.05K+ 56.7% |
$351K - $420K
|
11.2K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.04K+ 48.5% |
$350K - $419K
|
12.4K
$1.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.02K+ 9.58% |
$349K - $417K
|
46K
$5.28M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.01KNew |
$348K - $416K
|
4.01K
$461K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.01KNew |
$348K - $416K
|
4.01K
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.01KNew |
$348K - $416K
|
4.01K
$461K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
4K+ 10.04% |
$347K - $415K
|
43.8K
$5.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.97K+ 1.71% |
$345K - $413K
|
236K
$27.2M
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
3.94KNew |
$342K - $409K
|
3.94K
$453K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
3.94K+ 22.87% |
$342K - $409K
|
21.1K
$2.43M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
3.93K+ 14.3% |
$342K - $409K
|
31.4K
$3.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.88K+ 21.87% |
$337K - $402K
|
21.6K
$2.48M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.86KNew |
$335K - $400K
|
3.86K
$443K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.85K+ 18.17% |
$334K - $400K
|
25K
$2.88M
|