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
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
322+ 5.21% |
$31.2K - $36K
|
6.51K
$695K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
321+ 28.51% |
$31.1K - $35.8K
|
1.45K
$155K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
320+ 11.49% |
$31.1K - $35.7K
|
3.11K
$332K
|
|
|
Apr 18, 2022
Q1 2022
|
Insight Folios Inc
|
BUY
|
- |
318+ 0.61% |
$30.9K - $35.5K
|
52.5K
$5.61M
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
314+ 5.55% |
$30.5K - $35.1K
|
5.97K
$638K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
312+ 2.06% |
$30.3K - $34.8K
|
15.5K
$1.65M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
312+ 5.79% |
$30.3K - $34.8K
|
5.7K
$609K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
310+ 5.73% |
$30.1K - $34.6K
|
5.72K
$611K
|
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
309+ 2.74% |
$30K - $34.5K
|
11.6K
$1.24M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
308+ 6.52% |
$29.9K - $34.4K
|
5.03K
$537K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
302+ 38.57% |
$29.3K - $33.7K
|
1.09K
$116K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
301+ 4.16% |
$29.2K - $33.6K
|
7.53K
$805K
|
|
|
Apr 08, 2022
Q1 2022
|
Corsicana & Co.
|
BUY
|
- |
300+ 5.07% |
$29.1K - $33.5K
|
6.22K
$664K
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.62% |
$29.1K - $33.5K
|
48.5K
$5.18M
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
300+ 3.53% |
$29.1K - $33.5K
|
8.81K
$940K
|
|
|
May 04, 2022
Q1 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
300New |
$29.1K - $33.5K
|
300
$32K
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
300+ 4.61% |
$29.1K - $33.5K
|
6.81K
$727K
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300+ 6.36% |
$29.1K - $33.5K
|
5.02K
$536K
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
300+ 14.05% |
$29.1K - $33.5K
|
2.44K
$260K
|
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
297+ 6.98% |
$28.8K - $33.2K
|
4.55K
$486K
|
|
|
May 04, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
294New |
$28.5K - $32.8K
|
294
$31.4K
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
290+ 1.75% |
$28.1K - $32.4K
|
16.8K
$1.8M
|
|
|
May 05, 2022
Q1 2022
|
Sws Partners
|
BUY
|
- |
289+ 1.46% |
$28K - $32.3K
|
20.1K
$2.14M
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
289+ 3.0% |
$28K - $32.3K
|
9.93K
$1.06M
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
288+ 1.68% |
$27.9K - $32.2K
|
17.4K
$1.86M
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
286+ 14.17% |
$27.8K - $31.9K
|
2.31K
$246K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
284+ 1.17% |
$27.6K - $31.7K
|
24.6K
$2.63M
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
284+ 1.09% |
$27.6K - $31.7K
|
26.3K
$2.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
283+ 1.48% |
$27.5K - $31.6K
|
19.5K
$2.08M
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
282+ 5.64% |
$27.4K - $31.5K
|
5.28K
$564K
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
281+ 14.74% |
$27.3K - $31.4K
|
2.19K
$234K
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
280+ 3.68% |
$27.2K - $31.3K
|
7.9K
$843K
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
276+ 0.55% |
$26.8K - $30.8K
|
50.4K
$5.38M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
272+ 2.79% |
$26.4K - $30.4K
|
10K
$1.07M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
270+ 10.68% |
$26.2K - $30.1K
|
2.8K
$299K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
268+ 31.46% |
$26K - $29.9K
|
1.12K
$120K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
267+ 5.8% |
$25.9K - $29.8K
|
4.87K
$520K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
263+ 1.38% |
$25.5K - $29.4K
|
19.4K
$2.07M
|
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
BUY
|
- |
261+ 9.76% |
$25.3K - $29.1K
|
2.94K
$313K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
260+ 2.86% |
$25.2K - $29K
|
9.35K
$999K
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
259+ 10.77% |
$25.1K - $28.9K
|
2.66K
$285K
|
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
259+ 2.83% |
$25.1K - $28.9K
|
9.43K
$1.01M
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
258+ 1.22% |
$25K - $28.8K
|
21.4K
$2.29M
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
255+ 2.88% |
$24.7K - $28.5K
|
9.1K
$972K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
253+ 3.82% |
$24.6K - $28.2K
|
6.88K
$735K
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
253+ 5.71% |
$24.6K - $28.2K
|
4.68K
$500K
|
|
|
Apr 25, 2022
Q1 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
250+ 4.81% |
$24.3K - $27.9K
|
5.44K
$581K
|
|
|
Apr 11, 2022
Q1 2022
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
249+ 5.56% |
$24.2K - $27.8K
|
4.72K
$505K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
248+ 3.21% |
$24.1K - $27.7K
|
7.98K
$853K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
248+ 3.13% |
$24.1K - $27.7K
|
8.16K
$872K
|