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 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
40+ 1.85% |
$3.88K - $4.47K
|
2.2K
$238K
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
40+ 1.47% |
$3.88K - $4.47K
|
2.77K
$299K
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
40+ 0.95% |
$3.88K - $4.47K
|
4.26K
$461K
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
40New |
$3.88K - $4.47K
|
40
$4.33K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
39+ 0.56% |
$3.78K - $4.35K
|
7.02K
$760K
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
38+ 1.15% |
$3.69K - $4.24K
|
3.34K
$361K
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
37+ 0.92% |
$3.59K - $4.13K
|
4.06K
$439K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37+ 0.58% |
$3.59K - $4.13K
|
6.41K
$694K
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
37+ 1.22% |
$3.59K - $4.13K
|
3.07K
$332K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
36+ 5.2% |
$3.49K - $4.02K
|
728
$78.8K
|
|
May 09, 2022
Q1 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
35+ 0.35% |
$3.4K - $3.91K
|
10.1K
$1.09M
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
34+ 0.5% |
$3.3K - $3.8K
|
6.89K
$745K
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
34+ 0.47% |
$3.3K - $3.8K
|
7.33K
$794K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34+ 2.24% |
$3.3K - $3.8K
|
1.56K
$168K
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
33+ 0.84% |
$3.2K - $3.68K
|
3.97K
$430K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
33+ 5.96% |
$3.2K - $3.68K
|
587
$63.5K
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
BUY
|
- |
32+ 0.07% |
$3.11K - $3.57K
|
46.8K
$5.06M
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
32+ 19.05% |
$3.11K - $3.57K
|
200
$21.6K
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
32New |
$3.11K - $3.57K
|
32
$3.46K
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
32+ 0.36% |
$3.11K - $3.57K
|
8.86K
$959K
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
31+ 0.25% |
$3.01K - $3.46K
|
12.5K
$1.35M
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
30+ 40.0% |
$2.91K - $3.35K
|
105
$11.4K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
30+ 0.26% |
$2.91K - $3.35K
|
11.8K
$1.27M
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
30New |
$2.91K - $3.35K
|
30
$3.25K
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
29+ 0.12% |
$2.81K - $3.24K
|
24.7K
$2.67M
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
29+ 1.3% |
$2.81K - $3.24K
|
2.26K
$244K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
29+ 0.74% |
$2.81K - $3.24K
|
3.95K
$428K
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
29+ 0.78% |
$2.81K - $3.24K
|
3.76K
$407K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28+ 0.53% |
$2.72K - $3.13K
|
5.32K
$576K
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
27+ 1.25% |
$2.62K - $3.01K
|
2.19K
$237K
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
26+ 18.18% |
$2.52K - $2.9K
|
169
$18.3K
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.57% |
$2.52K - $2.9K
|
4.58K
$495K
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
BUY
|
- |
25+ 1.04% |
$2.43K - $2.79K
|
2.43K
$263K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24+ 0.44% |
$2.33K - $2.68K
|
5.5K
$595K
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
24New |
$2.33K - $2.68K
|
24
$2.6K
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
24+ 0.74% |
$2.33K - $2.68K
|
3.25K
$352K
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
23+ 0.93% |
$2.23K - $2.57K
|
2.5K
$271K
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
23+ 0.52% |
$2.23K - $2.57K
|
4.49K
$485K
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
22+ 4.04% |
$2.13K - $2.46K
|
566
$61.3K
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
21+ 0.75% |
$2.04K - $2.34K
|
2.8K
$303K
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
BUY
|
- |
20+ 0.47% |
$1.94K - $2.23K
|
4.25K
$459K
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
20+ 0.74% |
$1.94K - $2.23K
|
2.74K
$297K
|
|
May 09, 2022
Q1 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
20+ 0.46% |
$1.94K - $2.23K
|
4.39K
$476K
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
19+ 0.85% |
$1.84K - $2.12K
|
2.26K
$244K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
19+ 0.08% |
$1.84K - $2.12K
|
24.6K
$2.66M
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19+ 0.56% |
$1.84K - $2.12K
|
3.42K
$370K
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
19+ 0.52% |
$1.84K - $2.12K
|
3.64K
$394K
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
18+ 0.35% |
$1.75K - $2.01K
|
5.1K
$552K
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
17+ 2.87% |
$1.65K - $1.9K
|
609
$65.9K
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
17+ 0.26% |
$1.65K - $1.9K
|
6.53K
$707K
|