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 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
791+ 58.16% |
$76.8K - $88.3K
|
2.15K
$238K
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
788+ 1876.19% |
$76.5K - $88K
|
830
$91.9K
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
787+ 4.02% |
$76.4K - $87.9K
|
20.4K
$2.25M
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
777+ 1.98% |
$75.4K - $86.8K
|
40K
$4.43M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
773+ 25.11% |
$75K - $86.3K
|
3.85K
$427K
|
|
May 16, 2022
Q1 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
772+ 0.63% |
$74.9K - $86.2K
|
124K
$13.8M
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
764+ 11.1% |
$74.1K - $85.3K
|
7.65K
$847K
|
|
May 05, 2022
Q1 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
760+ 7.8% |
$73.8K - $84.9K
|
10.5K
$1.16M
|
|
Apr 11, 2022
Q1 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
751+ 1.64% |
$72.9K - $83.9K
|
46.7K
$5.17M
|
|
Apr 26, 2022
Q1 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
750+ 35.58% |
$72.8K - $83.7K
|
2.86K
$317K
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
750+ 1.52% |
$72.8K - $83.7K
|
50.2K
$5.56M
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
747+ 4.74% |
$72.5K - $83.4K
|
16.5K
$1.83M
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
739+ 37.1% |
$71.7K - $82.5K
|
2.73K
$303K
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
734+ 4.35% |
$71.2K - $82K
|
17.6K
$1.95M
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
724+ 0.98% |
$70.3K - $80.8K
|
74.4K
$8.24M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
721+ 3.7% |
$70K - $80.5K
|
20.2K
$2.24M
|
|
Apr 26, 2022
Q1 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
708+ 2.67% |
$68.7K - $79.1K
|
27.2K
$3.01M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
703+ 0.64% |
$68.2K - $78.5K
|
111K
$12.3M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
703+ 16.82% |
$68.2K - $78.5K
|
4.88K
$541K
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
699+ 17.06% |
$67.8K - $78.1K
|
4.8K
$531K
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
696+ 1.73% |
$67.5K - $77.7K
|
40.8K
$4.52M
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
688+ 44.47% |
$66.8K - $76.8K
|
2.24K
$248K
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
676+ 4.24% |
$65.6K - $75.5K
|
16.6K
$1.84M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
673+ 18.16% |
$65.3K - $75.1K
|
4.38K
$485K
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
672+ 2.78% |
$65.2K - $75K
|
24.9K
$2.76M
|
|
May 10, 2022
Q1 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
668+ 4.04% |
$64.8K - $74.6K
|
17.2K
$1.9M
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
666+ 5.24% |
$64.6K - $74.4K
|
13.4K
$1.48M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
662+ 3.85% |
$64.2K - $73.9K
|
17.9K
$1.98M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
661+ 3.74% |
$64.1K - $73.8K
|
18.3K
$2.03M
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
657+ 5.03% |
$63.8K - $73.4K
|
13.7K
$1.52M
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
653+ 3.04% |
$63.4K - $72.9K
|
22.1K
$2.45M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
653+ 6.07% |
$63.4K - $72.9K
|
11.4K
$1.26M
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
649New |
$63K - $72.5K
|
649
$71.9K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
648New |
$62.9K - $72.4K
|
648
$71.8K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
647+ 20.21% |
$62.8K - $72.2K
|
3.85K
$426K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
639+ 31.85% |
$62K - $71.4K
|
2.65K
$293K
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
635+ 11.01% |
$61.6K - $70.9K
|
6.41K
$709K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
632+ 1.61% |
$61.3K - $70.6K
|
39.9K
$4.42M
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
628+ 6.89% |
$60.9K - $70.1K
|
9.75K
$1.08M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
615+ 2.04% |
$59.7K - $68.7K
|
30.8K
$3.41M
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
615+ 16.64% |
$59.7K - $68.7K
|
4.31K
$478K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
613+ 3.46% |
$59.5K - $68.4K
|
18.3K
$2.03M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
609+ 30.03% |
$59.1K - $68K
|
2.64K
$292K
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
607+ 6.04% |
$58.9K - $67.8K
|
10.7K
$1.18M
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
602+ 1.0% |
$58.4K - $67.2K
|
60.9K
$6.75M
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
600+ 300.0% |
$58.2K - $67K
|
800
$88.6K
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
599+ 6.05% |
$58.1K - $66.9K
|
10.5K
$1.16M
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
592+ 7.03% |
$57.4K - $66.1K
|
9.01K
$998K
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
588+ 9.02% |
$57.1K - $65.7K
|
7.11K
$787K
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
586+ 25.18% |
$56.9K - $65.4K
|
2.91K
$323K
|