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 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
150+ 4.6% |
$14.6K - $16.7K
|
3.41K
$365K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
149+ 1.41% |
$14.5K - $16.6K
|
10.8K
$1.15M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
149+ 4.44% |
$14.5K - $16.6K
|
3.51K
$374K
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
148+ 5.42% |
$14.4K - $16.5K
|
2.88K
$308K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
147+ 0.96% |
$14.3K - $16.4K
|
15.4K
$1.65M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
144+ 1.07% |
$14K - $16.1K
|
13.6K
$1.46M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
143+ 0.03% |
$13.9K - $16K
|
467K
$49.9M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
142+ 5.62% |
$13.8K - $15.9K
|
2.67K
$285K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
141+ 7.56% |
$13.7K - $15.7K
|
2.01K
$214K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
139+ 0.92% |
$13.5K - $15.5K
|
15.2K
$1.63M
|
|
|
Apr 25, 2022
Q1 2022
|
Tufton Capital Management
|
BUY
|
- |
138+ 0.19% |
$13.4K - $15.4K
|
72.4K
$7.74M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
138+ 8.56% |
$13.4K - $15.4K
|
1.75K
$187K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
135+ 21.23% |
$13.1K - $15.1K
|
771
$82.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
134+ 0.28% |
$13K - $15K
|
47.5K
$5.07M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
133+ 2.27% |
$12.9K - $14.9K
|
6K
$641K
|
|
|
May 03, 2022
Q1 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
133+ 2.92% |
$12.9K - $14.9K
|
4.69K
$501K
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
132+ 3.37% |
$12.8K - $14.7K
|
4.05K
$432K
|
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
131+ 2.63% |
$12.7K - $14.6K
|
5.11K
$546K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
128+ 2.2% |
$12.4K - $14.3K
|
5.96K
$636K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
126+ 4.36% |
$12.2K - $14.1K
|
3.02K
$322K
|
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
125+ 1.56% |
$12.1K - $14K
|
8.12K
$867K
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
122+ 2.82% |
$11.8K - $13.6K
|
4.45K
$475K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
122+ 1.76% |
$11.8K - $13.6K
|
7.07K
$755K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
122+ 13.08% |
$11.8K - $13.6K
|
1.06K
$113K
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
118+ 2.72% |
$11.5K - $13.2K
|
4.46K
$476K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
117+ 1.49% |
$11.4K - $13.1K
|
7.97K
$851K
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
117+ 2.4% |
$11.4K - $13.1K
|
5K
$534K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
116+ 1.02% |
$11.3K - $13K
|
11.5K
$1.23M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
115+ 4.07% |
$11.2K - $12.8K
|
2.94K
$314K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
114+ 0.39% |
$11.1K - $12.7K
|
29K
$3.1M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
114+ 4.65% |
$11.1K - $12.7K
|
2.57K
$274K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
111New |
$10.8K - $12.4K
|
111
$11.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
110+ 1.01% |
$10.7K - $12.3K
|
11K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
110+ 1.7% |
$10.7K - $12.3K
|
6.56K
$701K
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
108+ 0.87% |
$10.5K - $12.1K
|
12.5K
$1.33M
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
107+ 1.44% |
$10.4K - $11.9K
|
7.52K
$803K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
106+ 1.48% |
$10.3K - $11.8K
|
7.29K
$779K
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
106+ 0.45% |
$10.3K - $11.8K
|
23.6K
$2.52M
|
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
105+ 3.57% |
$10.2K - $11.7K
|
3.05K
$326K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
104+ 2.92% |
$10.1K - $11.6K
|
3.67K
$392K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
104+ 92.04% |
$10.1K - $11.6K
|
217
$23.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
104New |
$10.1K - $11.6K
|
104
$11.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
100New |
$9.7K - $11.2K
|
100
$10.7K
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
100+ 3.66% |
$9.7K - $11.2K
|
2.84K
$303K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 1.09% |
$9.7K - $11.2K
|
9.29K
$992K
|
|
|
May 11, 2022
Q1 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
100+ 5.02% |
$9.7K - $11.2K
|
2.09K
$224K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
100+ 2.29% |
$9.7K - $11.2K
|
4.47K
$478K
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
95+ 3.14% |
$9.22K - $10.6K
|
3.12K
$333K
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
94New |
$9.12K - $10.5K
|
94
$10K
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
94+ 0.45% |
$9.12K - $10.5K
|
20.8K
$2.23M
|