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
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
3+ 0.09% |
$291 - $335
|
3.28K
$355K
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3+ 0.15% |
$291 - $335
|
1.96K
$212K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.08% |
$194 - $223
|
2.63K
$284K
|
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$194 - $223
|
6.18K
$669K
|
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.1% |
$194 - $223
|
1.99K
$215K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.26% |
$194 - $223
|
785
$85K
|
|
|
May 13, 2022
Q1 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.02% |
$194 - $223
|
8.29K
$897K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.44% |
$194 - $223
|
452
$48.9K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$97 - $112
|
6.06K
$656K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.83% |
$97 - $112
|
122
$13.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$97 - $112
|
274
$29.7K
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.04% |
$97 - $112
|
2.59K
$280K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.77% |
$97 - $112
|
131
$14.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.65% |
$97 - $112
|
154
$16.7K
|
|
|
May 02, 2022
Q1 2022
|
Beck Bode, LLC
|
BUY
|
- |
1+ 0.04% |
$97 - $112
|
2.49K
$270K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
1+ 0.08% |
$97 - $112
|
1.28K
$138K
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1+ 0.03% |
$97 - $112
|
3.72K
$403K
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1+ 0.05% |
$97 - $112
|
2.02K
$219K
|
|
|
May 11, 2022
Q1 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.02% |
$97 - $112
|
6.09K
$659K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$97 - $112
|
19.3K
$2.09M
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.05% |
$97 - $112
|
1.92K
$208K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.68% |
$97 - $112
|
149
$16.1K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.13% |
$97 - $112
|
746
$80.7K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.02% |
$97 - $112
|
4.62K
$500K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1- 0.01% |
$97 - $112
|
7.74K
$838K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$97 - $112
|
4K
$433K
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1- 0.03% |
$97 - $112
|
3.34K
$361K
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-1Closed |
$97 - $112
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1- 0.03% |
$97 - $112
|
3.49K
$377K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$97 - $112
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1- 1.49% |
$97 - $112
|
66
$7.14K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.24% |
$194 - $223
|
826
$89.4K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.08% |
$194 - $223
|
2.52K
$273K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2- 0.01% |
$194 - $223
|
19.3K
$2.09M
|
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-5- 0.07% |
$485 - $558
|
6.96K
$753K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-5- 0.13% |
$485 - $558
|
3.87K
$419K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-5- 0.33% |
$485 - $558
|
1.5K
$162K
|
|
|
Apr 27, 2022
Q1 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-6- 0.24% |
$582 - $670
|
2.55K
$276K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-6Closed |
$582 - $670
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-6- 0.19% |
$582 - $670
|
3.2K
$346K
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-9- 0.42% |
$873 - $1K
|
2.11K
$228K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 0.1% |
$873 - $1K
|
8.81K
$953K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-10- 0.17% |
$970 - $1.12K
|
5.95K
$644K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-10- 2.14% |
$970 - $1.12K
|
458
$49.6K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11- 0.07% |
$1.07K - $1.23K
|
15.1K
$1.63M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-13- 0.62% |
$1.26K - $1.45K
|
2.09K
$226K
|
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-15- 0.29% |
$1.46K - $1.67K
|
5.17K
$559K
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-16- 0.01% |
$1.55K - $1.79K
|
255K
$27.6M
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-17- 0.1% |
$1.65K - $1.9K
|
17.7K
$1.92M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-17- 0.25% |
$1.65K - $1.9K
|
6.91K
$748K
|