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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
414+ 5.85% |
$40.2K - $46.2K
|
7.49K
$800K
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
414+ 17.57% |
$40.2K - $46.2K
|
2.77K
$296K
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
413New |
$40.1K - $46.1K
|
413
$44.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
408+ 5.08% |
$39.6K - $45.6K
|
8.45K
$902K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
406+ 4.93% |
$39.4K - $45.3K
|
8.65K
$924K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
403+ 18.16% |
$39.1K - $45K
|
2.62K
$280K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
400+ 32.44% |
$38.8K - $44.7K
|
1.63K
$174K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
400+ 0.19% |
$38.8K - $44.7K
|
211K
$22.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
400+ 23.81% |
$38.8K - $44.7K
|
2.08K
$222K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
399+ 4.97% |
$38.7K - $44.6K
|
8.43K
$900K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
399+ 28.4% |
$38.7K - $44.6K
|
1.8K
$193K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
399+ 0.72% |
$38.7K - $44.6K
|
55.5K
$5.93M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
398+ 13.19% |
$38.6K - $44.4K
|
3.42K
$365K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
396+ 7.45% |
$38.4K - $44.2K
|
5.71K
$610K
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
394+ 5.27% |
$38.2K - $44K
|
7.87K
$840K
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
393+ 6.27% |
$38.1K - $43.9K
|
6.66K
$711K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
380+ 43.68% |
$36.9K - $42.4K
|
1.25K
$134K
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
BUY
|
- |
375+ 5.13% |
$36.4K - $41.9K
|
7.68K
$820K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
374+ 1.24% |
$36.3K - $41.8K
|
30.6K
$3.27M
|
|
|
May 13, 2022
Q1 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
371+ 7.23% |
$36K - $41.4K
|
5.5K
$588K
|
|
|
Apr 27, 2022
Q1 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
368+ 9.62% |
$35.7K - $41.1K
|
4.19K
$448K
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
366+ 0.19% |
$35.5K - $40.9K
|
194K
$20.7M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
364+ 12.67% |
$35.3K - $40.6K
|
3.24K
$346K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
363+ 0.23% |
$35.2K - $40.5K
|
155K
$16.6M
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
362New |
$35.1K - $40.4K
|
362
$38.7K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
362New |
$35.1K - $40.4K
|
362
$38.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
361+ 1.88% |
$35K - $40.3K
|
19.6K
$2.09M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
361+ 5.79% |
$35K - $40.3K
|
6.59K
$704K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
360+ 6.01% |
$34.9K - $40.2K
|
6.35K
$678K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
358+ 0.58% |
$34.7K - $40K
|
62K
$6.62M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
357+ 5.41% |
$34.6K - $39.9K
|
6.96K
$743K
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
355+ 3.82% |
$34.4K - $39.6K
|
9.65K
$1.03M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
350+ 5.05% |
$34K - $39.1K
|
7.28K
$777K
|
|
|
Jun 15, 2022
Q1 2022
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
350+ 5.18% |
$34K - $39.1K
|
7.11K
$759K
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
349+ 8.19% |
$33.9K - $39K
|
4.61K
$493K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
349+ 0.67% |
$33.9K - $39K
|
52.4K
$5.6M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
349+ 6.87% |
$33.9K - $39K
|
5.43K
$580K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
348+ 7.89% |
$33.8K - $38.9K
|
4.76K
$508K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
345+ 4.63% |
$33.5K - $38.5K
|
7.8K
$834K
|
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
344+ 1.04% |
$33.4K - $38.4K
|
33.4K
$3.57M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
342+ 0.71% |
$33.2K - $38.2K
|
48.5K
$5.18M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
341+ 1.29% |
$33.1K - $38.1K
|
26.8K
$2.86M
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
339+ 3.4% |
$32.9K - $37.9K
|
10.3K
$1.1M
|
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
339+ 5.44% |
$32.9K - $37.9K
|
6.57K
$701K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
337+ 13.19% |
$32.7K - $37.6K
|
2.89K
$309K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
337New |
$32.7K - $37.6K
|
337
$36K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
332+ 0.43% |
$32.2K - $37.1K
|
76.9K
$8.22M
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
327+ 11.28% |
$31.7K - $36.5K
|
3.23K
$344K
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
324+ 10.7% |
$31.4K - $36.2K
|
3.35K
$358K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
322+ 2.02% |
$31.2K - $36K
|
16.3K
$1.74M
|