Purchases and Sales Made in Q1 2022 in Duke Energy Corp (DUK)

DUK Quotes by TradingView

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 26, 2022 Q1 2022
Kanawha Capital Management LLC

BUY
 -
93
+ 1.68%
$9.02K - $10.4K
5.63K $602K
May 16, 2022 Q1 2022
Schubert & CO

BUY
 -
93
+ 664.29%
$9.02K - $10.4K
107 $11.4K
May 09, 2022 Q1 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
92
+ 12.98%
$8.93K - $10.3K
801 $85.6K
Apr 27, 2022 Q1 2022
Tiedemann Advisors, LLC

BUY
 -
91
+ 3.65%
$8.83K - $10.2K
2.58K $276K
May 12, 2022 Q1 2022
Holderness Investments CO

Greensboro, NC
BUY
 -
91
+ 0.21%
$8.83K - $10.2K
42.6K $4.55M
Apr 21, 2022 Q1 2022
Live Oak Private Wealth LLC

BUY
 -
85
+ 0.31%
$8.25K - $9.49K
27.5K $2.94M
May 02, 2022 Q1 2022
Jfs Wealth Advisors, LLC

BUY
 -
85
+ 180.85%
$8.25K - $9.49K
132 $14.1K
Oct 25, 2024 Q1 2022
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
85
+ 1.04%
$8.25K - $9.49K
8.24K $880K
May 02, 2022 Q1 2022
Main Street Investment Advisors LLC

BUY
 -
84
+ 3.18%
$8.15K - $9.38K
2.73K $291K
Apr 12, 2022 Q1 2022
Old Port Advisors

BUY
 -
83
+ 1.43%
$8.05K - $9.27K
5.88K $628K
Apr 14, 2022 Q1 2022
Gateway Investment Advisers LLC

BUY
 -
81
+ 1.46%
$7.86K - $9.04K
5.64K $602K
May 16, 2022 Q1 2022
Mkt Advisors LLC

Escondido, CA
BUY
 -
81
+ 1.88%
$7.86K - $9.04K
4.38K $468K
May 09, 2022 Q1 2022
Signal Point Asset Management, LLC

BUY
 -
79
+ 1.79%
$7.67K - $8.82K
4.5K $480K
May 10, 2022 Q1 2022
Allen Capital Group, LLC

BUY
 -
79
+ 2.1%
$7.67K - $8.82K
3.85K $411K
May 10, 2022 Q1 2022
Ascent Group, LLC

BUY
 -
78
+ 0.31%
$7.57K - $8.71K
25.6K $2.73M
May 10, 2022 Q1 2022
Evoke Wealth, LLC

BUY
 -
77
+ 5.33%
$7.47K - $8.6K
1.52K $163K
Apr 28, 2022 Q1 2022
Tru Independence LLC

BUY
 -
77
+ 2.98%
$7.47K - $8.6K
2.66K $285K
May 13, 2022 Q1 2022
Doyle Wealth Management

St. Petersburg, FL
BUY
 -
76
+ 0.85%
$7.38K - $8.49K
8.97K $958K
May 11, 2022 Q1 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
71
+ 1.19%
$6.89K - $7.93K
6.03K $644K
Apr 21, 2022 Q1 2022
Lindbrook Capital, LLC

BUY
 -
70
+ 4.21%
$6.79K - $7.82K
1.73K $185K
Feb 27, 2023 Q1 2022
Financial Partners Capital Management LLC

New York, NY
BUY
 -
70
+ 0.56%
$6.79K - $7.82K
12.6K $1.34M
May 09, 2022 Q1 2022
Shufro Rose & CO LLC

BUY
 -
69
+ 3.03%
$6.7K - $7.7K
2.34K $250K
May 05, 2022 Q1 2022
1 St Source Bank

BUY
 -
69
+ 0.65%
$6.7K - $7.7K
10.7K $1.14M
May 04, 2022 Q1 2022
Legacy Financial Advisors, Inc.

BUY
 -
68
+ 1.74%
$6.6K - $7.59K
3.98K $425K
Apr 12, 2022 Q1 2022
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
68
New
$6.6K - $7.59K
68 $7.26K
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
64
+ 2.62%
$6.21K - $7.15K
2.5K $267K
May 04, 2022 Q1 2022
First City Capital Management, Inc.

BUY
 -
63
+ 0.4%
$6.11K - $7.03K
15.9K $1.7M
May 03, 2022 Q1 2022
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
63
+ 2.13%
$6.11K - $7.03K
3.02K $323K
Aug 23, 2022 Q1 2022
Glassman Wealth Services

BUY
 -
62
+ 3.54%
$6.02K - $6.92K
1.81K $194K
Aug 13, 2024 Q1 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
62
+ 0.89%
$6.02K - $6.92K
7.01K $749K
Apr 13, 2022 Q1 2022
Cerro Pacific Wealth Advisors LLC

BUY
 -
60
+ 0.62%
$5.82K - $6.7K
9.71K $1.04M
May 09, 2022 Q1 2022
Ulland Investment Advisors, LLC

BUY
 -
60
New
$5.82K - $6.7K
60 $6.41K
May 09, 2022 Q1 2022
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
60
+ 0.2%
$5.82K - $6.7K
29.8K $3.19M
May 10, 2022 Q1 2022
Wrapmanager Inc

BUY
 -
60
+ 1.06%
$5.82K - $6.7K
5.72K $611K
May 02, 2022 Q1 2022
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
60
+ 5.91%
$5.82K - $6.7K
1.08K $115K
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
60
+ 0.43%
$5.82K - $6.7K
14.1K $1.51M
May 12, 2022 Q1 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
59
+ 0.56%
$5.73K - $6.59K
10.5K $1.13M
May 11, 2022 Q1 2022
Red Cedar Capital, LLC

BUY
 -
58
New
$5.63K - $6.48K
58 $6.19K
May 02, 2022 Q1 2022
Personal Cfo Solutions, LLC

BUY
 -
50
+ 0.97%
$4.85K - $5.58K
5.2K $556K
May 09, 2022 Q1 2022
Mv Capital Management, Inc.

BUY
 -
49
+ 2.31%
$4.75K - $5.47K
2.17K $231K
Apr 21, 2022 Q1 2022
Successful Portfolios LLC

BUY
 -
47
+ 0.24%
$4.56K - $5.25K
19.8K $2.12M
Apr 12, 2022 Q1 2022
Brookstone Capital Management

BUY
 -
46
+ 0.24%
$4.46K - $5.14K
18.9K $2.02M
May 16, 2022 Q1 2022
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
46
+ 1.4%
$4.46K - $5.14K
3.33K $355K
May 16, 2022 Q1 2022
O'Rourke & Company, Inc

Boston, MA
BUY
 -
46
+ 1.08%
$4.46K - $5.14K
4.29K $459K
May 13, 2022 Q1 2022
Brighton Jones LLC

BUY
 -
45
+ 1.75%
$4.37K - $5.02K
2.62K $280K
Apr 29, 2022 Q1 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
42
+ 1.81%
$4.08K - $4.69K
2.36K $252K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
42
+ 0.38%
$4.08K - $4.69K
11K $1.17M
May 04, 2022 Q1 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
42
+ 5.06%
$4.08K - $4.69K
872 $93.1K
May 10, 2022 Q1 2022
Armor Investment Advisors, LLC

BUY
 -
41
+ 0.1%
$3.98K - $4.58K
39.5K $4.22M

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