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 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
17+ 0.1% |
$1.65K - $1.9K
|
16.2K
$1.76M
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
16+ 0.81% |
$1.55K - $1.79K
|
2K
$217K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
16New |
$1.55K - $1.79K
|
16
$1.73K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
15New |
$1.46K - $1.67K
|
15
$1.62K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 5.54% |
$1.46K - $1.67K
|
286
$31K
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
14+ 0.05% |
$1.36K - $1.56K
|
27.8K
$3.01M
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
14+ 0.53% |
$1.36K - $1.56K
|
2.64K
$286K
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
13+ 0.33% |
$1.26K - $1.45K
|
3.99K
$432K
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
13+ 0.63% |
$1.26K - $1.45K
|
2.08K
$226K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
13+ 0.34% |
$1.26K - $1.45K
|
3.87K
$419K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
12+ 0.14% |
$1.16K - $1.34K
|
8.33K
$902K
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
12+ 0.12% |
$1.16K - $1.34K
|
9.92K
$1.07M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
12+ 0.07% |
$1.16K - $1.34K
|
16.3K
$1.76M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12+ 0.25% |
$1.16K - $1.34K
|
4.88K
$528K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12+ 0.36% |
$1.16K - $1.34K
|
3.32K
$360K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11+ 0.1% |
$1.07K - $1.23K
|
10.7K
$1.16M
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10+ 0.41% |
$970 - $1.12K
|
2.47K
$267K
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
10+ 10.99% |
$970 - $1.12K
|
101
$10.9K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
9+ 0.45% |
$873 - $1K
|
1.99K
$215K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8+ 0.18% |
$776 - $893
|
4.54K
$491K
|
|
|
Apr 19, 2022
Q1 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
8+ 0.2% |
$776 - $893
|
4.08K
$441K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
8+ 0.62% |
$776 - $893
|
1.29K
$140K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.52% |
$776 - $893
|
1.54K
$166K
|
|
|
Apr 26, 2022
Q1 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
8+ 0.73% |
$776 - $893
|
1.1K
$119K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
8+ 0.13% |
$776 - $893
|
6.29K
$681K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
8+ 0.16% |
$776 - $893
|
5.03K
$545K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8+ 0.27% |
$776 - $893
|
2.94K
$318K
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
8+ 0.32% |
$776 - $893
|
2.51K
$271K
|
|
|
May 12, 2022
Q1 2022
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
7+ 0.03% |
$679 - $782
|
22.1K
$2.39M
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
7+ 0.3% |
$679 - $782
|
2.37K
$256K
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7+ 0.22% |
$679 - $782
|
3.12K
$338K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7+ 0.51% |
$679 - $782
|
1.38K
$149K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.12% |
$679 - $782
|
6.06K
$656K
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
6+ 0.23% |
$582 - $670
|
2.6K
$281K
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
6+ 0.21% |
$582 - $670
|
2.9K
$314K
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
6+ 1.99% |
$582 - $670
|
307
$33.2K
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6+ 0.15% |
$582 - $670
|
3.88K
$420K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
6+ 0.25% |
$582 - $670
|
2.42K
$262K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
BUY
|
- |
6+ 0.01% |
$582 - $670
|
68.2K
$7.38M
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6+ 0.25% |
$582 - $670
|
2.44K
$264K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5+ 0.58% |
$485 - $558
|
873
$94.5K
|
|
|
May 04, 2022
Q1 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.23% |
$485 - $558
|
2.17K
$235K
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
5+ 0.05% |
$485 - $558
|
10.2K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.02% |
$485 - $558
|
31.3K
$3.39M
|
|
|
May 10, 2022
Q1 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
4+ 0.17% |
$388 - $447
|
2.32K
$251K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.47% |
$388 - $447
|
851
$92.1K
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$388 - $447
|
4.9K
$530K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3+ 0.04% |
$291 - $335
|
7.8K
$844K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.59% |
$291 - $335
|
510
$55.2K
|
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
3+ 0.15% |
$291 - $335
|
2.07K
$224K
|