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 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
245+ 10.12% |
$23.8K - $27.4K
|
2.67K
$285K
|
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
241+ 5.47% |
$23.4K - $26.9K
|
4.64K
$496K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
241+ 11.77% |
$23.4K - $26.9K
|
2.29K
$244K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
241+ 1.11% |
$23.4K - $26.9K
|
21.9K
$2.34M
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
240+ 7.75% |
$23.3K - $26.8K
|
3.34K
$356K
|
|
|
May 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
240+ 7.28% |
$23.3K - $26.8K
|
3.54K
$378K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
240+ 8.9% |
$23.3K - $26.8K
|
2.94K
$314K
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
238+ 11.62% |
$23.1K - $26.6K
|
2.29K
$244K
|
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
236+ 0.52% |
$22.9K - $26.4K
|
45.5K
$4.85M
|
|
|
May 04, 2022
Q1 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
234+ 0.22% |
$22.7K - $26.1K
|
108K
$11.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
229+ 1.85% |
$22.2K - $25.6K
|
12.6K
$1.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
228+ 5.88% |
$22.1K - $25.5K
|
4.1K
$438K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
226+ 1.53% |
$21.9K - $25.2K
|
15K
$1.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
219+ 5.21% |
$21.3K - $24.5K
|
4.43K
$473K
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
219+ 10.18% |
$21.3K - $24.5K
|
2.37K
$253K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
219+ 2.03% |
$21.3K - $24.5K
|
11K
$1.18M
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
216+ 3.62% |
$21K - $24.1K
|
6.19K
$661K
|
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
216+ 4.22% |
$21K - $24.1K
|
5.34K
$570K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
213+ 4.46% |
$20.7K - $23.8K
|
4.99K
$533K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
212+ 1.29% |
$20.6K - $23.7K
|
16.7K
$1.78M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
208+ 11.64% |
$20.2K - $23.2K
|
2K
$213K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
208+ 1.39% |
$20.2K - $23.2K
|
15.2K
$1.62M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
205+ 2.56% |
$19.9K - $22.9K
|
8.21K
$876K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
204+ 0.22% |
$19.8K - $22.8K
|
93.9K
$10M
|
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
204+ 10.17% |
$19.8K - $22.8K
|
2.21K
$236K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
200+ 3.2% |
$19.4K - $22.3K
|
6.46K
$689K
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
200+ 2.5% |
$19.4K - $22.3K
|
8.2K
$876K
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
194+ 4.14% |
$18.8K - $21.7K
|
4.88K
$521K
|
|
|
May 02, 2022
Q1 2022
|
Trust Investment Advisors
|
BUY
|
- |
187+ 1.54% |
$18.1K - $20.9K
|
12.3K
$1.31M
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
187New |
$18.1K - $20.9K
|
187
$20K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
185+ 2.67% |
$18K - $20.7K
|
7.11K
$759K
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
184+ 2.92% |
$17.9K - $20.5K
|
6.49K
$693K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
178+ 7.57% |
$17.3K - $19.9K
|
2.53K
$270K
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
176+ 3.12% |
$17.1K - $19.7K
|
5.81K
$621K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
176+ 3.23% |
$17.1K - $19.7K
|
5.62K
$600K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
175+ 0.86% |
$17K - $19.5K
|
20.5K
$2.19M
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
173+ 0.96% |
$16.8K - $19.3K
|
18.3K
$1.95M
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
173+ 3.4% |
$16.8K - $19.3K
|
5.26K
$562K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
168+ 509.09% |
$16.3K - $18.8K
|
201
$21.5K
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
167+ 5.09% |
$16.2K - $18.6K
|
3.45K
$368K
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
166+ 6.17% |
$16.1K - $18.5K
|
2.86K
$305K
|
|
|
Apr 14, 2022
Q1 2022
|
Sky Investment Group LLC
|
BUY
|
- |
165+ 0.45% |
$16K - $18.4K
|
37K
$3.95M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
165+ 2.05% |
$16K - $18.4K
|
8.23K
$879K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
165+ 1.37% |
$16K - $18.4K
|
12.2K
$1.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
163+ 0.81% |
$15.8K - $18.2K
|
20.3K
$2.17M
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
160+ 1.63% |
$15.5K - $17.9K
|
9.95K
$1.06M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
155+ 1.88% |
$15K - $17.3K
|
8.39K
$896K
|
|
|
May 10, 2022
Q1 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
155+ 1.06% |
$15K - $17.3K
|
14.7K
$1.57M
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
153+ 4.03% |
$14.8K - $17.1K
|
3.95K
$422K
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
BUY
|
- |
152+ 6.18% |
$14.8K - $17K
|
2.61K
$279K
|