Purchases and Sales Made in Q1 2022 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.12K+ 13.36% |
$109K - $125K
|
9.51K
$1.02M
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.12KNew |
$109K - $125K
|
1.12K
$120K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.11K+ 1.34% |
$108K - $124K
|
84.5K
$9.02M
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.1K+ 8.51% |
$107K - $123K
|
14.1K
$1.5M
|
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.1K+ 38.55% |
$107K - $123K
|
3.96K
$423K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.1K+ 2.72% |
$106K - $122K
|
41.3K
$4.41M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.09K+ 51.46% |
$106K - $122K
|
3.21K
$343K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.09K+ 17.25% |
$106K - $122K
|
7.42K
$792K
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.09K+ 1.07% |
$106K - $121K
|
103K
$11M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.09K+ 1.2% |
$105K - $121K
|
91.4K
$9.76M
|
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.08K+ 18.32% |
$104K - $120K
|
6.95K
$742K
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.06K+ 1.29% |
$103K - $118K
|
83.3K
$8.9M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 12.8% |
$102K - $118K
|
9.3K
$994K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.05K+ 0.32% |
$102K - $117K
|
335K
$35.7M
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.05K+ 17.02% |
$102K - $117K
|
7.22K
$771K
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.04K+ 5.65% |
$101K - $116K
|
19.5K
$2.08M
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.03K+ 281.74% |
$100K - $115K
|
1.4K
$150K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.03K+ 447.83% |
$100K - $115K
|
1.26K
$135K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.03K+ 1.62% |
$99.9K - $115K
|
64.4K
$6.88M
|
|
|
Apr 20, 2022
Q1 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.02K+ 4.41% |
$98.8K - $114K
|
24.1K
$2.57M
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.01K+ 3.16% |
$98.1K - $113K
|
33K
$3.53M
|
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
BUY
|
- |
1.01K+ 0.56% |
$98.1K - $113K
|
183K
$19.5M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1K+ 0.28% |
$97.4K - $112K
|
357K
$38.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
BUY
|
- |
1K+ 10.52% |
$97K - $112K
|
10.5K
$1.12M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
999+ 5.66% |
$96.9K - $112K
|
18.6K
$1.99M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
962+ 11.06% |
$93.4K - $107K
|
9.66K
$1.03M
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
962+ 9.14% |
$93.4K - $107K
|
11.5K
$1.23M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
961+ 5.51% |
$93.3K - $107K
|
18.4K
$1.97M
|
|
|
May 04, 2022
Q1 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
960+ 2.14% |
$93.2K - $107K
|
45.7K
$4.89M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
921+ 10.79% |
$89.4K - $103K
|
9.46K
$1.01M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
920+ 10.26% |
$89.3K - $103K
|
9.88K
$1.06M
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
915New |
$88.8K - $102K
|
915
$97.7K
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
900+ 7.92% |
$87.3K - $100K
|
12.3K
$1.31M
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
890+ 90.17% |
$86.4K - $99.4K
|
1.88K
$200K
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
885+ 4.23% |
$85.9K - $98.8K
|
21.8K
$2.33M
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
883New |
$85.7K - $98.6K
|
883
$94.3K
|
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
875+ 4.66% |
$84.9K - $97.7K
|
19.7K
$2.1M
|
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
872+ 1.49% |
$84.6K - $97.4K
|
59.6K
$6.36M
|
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
863+ 3.82% |
$83.7K - $96.4K
|
23.5K
$2.51M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
855+ 7.67% |
$83K - $95.5K
|
12K
$1.28M
|
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
851+ 3.24% |
$82.6K - $95K
|
27.1K
$2.9M
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
843+ 82.73% |
$81.8K - $94.1K
|
1.86K
$199K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
840+ 6.67% |
$81.5K - $93.8K
|
13.4K
$1.43M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
828+ 12.63% |
$80.3K - $92.5K
|
7.39K
$789K
|
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
818+ 0.25% |
$79.4K - $91.3K
|
328K
$35M
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
817+ 26.64% |
$79.3K - $91.2K
|
3.88K
$415K
|
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
800+ 6.85% |
$77.6K - $89.3K
|
12.5K
$1.33M
|
|
|
May 13, 2022
Q1 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
800+ 3.25% |
$77.6K - $89.3K
|
25.4K
$2.71M
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
798+ 6.39% |
$77.4K - $89.1K
|
13.3K
$1.42M
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
791+ 58.16% |
$76.8K - $88.3K
|
2.15K
$230K
|