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 20, 2022
Q1 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-19- 0.06% |
$1.84K - $2.12K
|
29.6K
$3.21M
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-19- 0.41% |
$1.84K - $2.12K
|
4.56K
$494K
|
|
|
Apr 13, 2022
Q1 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-20- 0.23% |
$1.94K - $2.23K
|
8.55K
$925K
|
|
|
May 13, 2022
Q1 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-20- 0.38% |
$1.94K - $2.23K
|
5.29K
$573K
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.32% |
$1.94K - $2.23K
|
6.26K
$677K
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-20- 0.42% |
$1.94K - $2.23K
|
4.72K
$511K
|
|
|
Apr 27, 2022
Q1 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-23- 0.53% |
$2.23K - $2.57K
|
4.31K
$467K
|
|
|
May 09, 2022
Q1 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-24- 0.18% |
$2.33K - $2.68K
|
13.6K
$1.48M
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-25- 0.1% |
$2.43K - $2.79K
|
26K
$2.82M
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-27- 0.47% |
$2.62K - $3.01K
|
5.72K
$619K
|
|
|
May 16, 2022
Q1 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-27- 1.34% |
$2.62K - $3.01K
|
1.99K
$215K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-28- 0.4% |
$2.72K - $3.13K
|
7K
$757K
|
|
|
May 06, 2022
Q1 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-30- 0.09% |
$2.91K - $3.35K
|
33.6K
$3.64M
|
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-30- 0.81% |
$2.91K - $3.35K
|
3.65K
$395K
|
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
SELL
|
- |
-31- 1.61% |
$3.01K - $3.46K
|
1.9K
$206K
|
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-32- 0.71% |
$3.11K - $3.57K
|
4.5K
$487K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-32- 0.28% |
$3.11K - $3.57K
|
11.6K
$1.25M
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-33- 0.73% |
$3.2K - $3.68K
|
4.49K
$486K
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-33- 0.16% |
$3.2K - $3.68K
|
21.1K
$2.28M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-35- 1.94% |
$3.4K - $3.91K
|
1.77K
$191K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-35- 1.53% |
$3.4K - $3.91K
|
2.26K
$245K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-35- 2.26% |
$3.4K - $3.91K
|
1.51K
$164K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-37- 0.58% |
$3.59K - $4.13K
|
6.36K
$688K
|
|
|
Apr 04, 2022
Q1 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-40- 1.67% |
$3.88K - $4.47K
|
2.35K
$254K
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-40- 0.5% |
$3.88K - $4.47K
|
7.94K
$859K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-40- 41.24% |
$3.88K - $4.47K
|
57
$6.17K
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-42- 4.01% |
$4.08K - $4.69K
|
1.01K
$109K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-43Closed |
$4.17K - $4.8K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-43Closed |
$4.17K - $4.8K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-44- 0.4% |
$4.27K - $4.91K
|
10.9K
$1.18M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-47- 0.17% |
$4.56K - $5.25K
|
27.4K
$2.96M
|
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-48- 0.62% |
$4.66K - $5.36K
|
7.76K
$839K
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-49- 0.22% |
$4.75K - $5.47K
|
22.2K
$2.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-50- 2.2% |
$4.85K - $5.58K
|
2.22K
$240K
|
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-50- 0.36% |
$4.85K - $5.58K
|
14K
$1.51M
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-50- 0.72% |
$4.85K - $5.58K
|
6.93K
$750K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-52Closed |
$5.05K - $5.81K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-52- 2.07% |
$5.05K - $5.81K
|
2.46K
$266K
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-54- 2.76% |
$5.24K - $6.03K
|
1.9K
$206K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-54- 0.61% |
$5.24K - $6.03K
|
8.84K
$957K
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-55- 0.14% |
$5.34K - $6.14K
|
38.1K
$4.13M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-55- 0.64% |
$5.34K - $6.14K
|
8.58K
$929K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-55- 1.1% |
$5.34K - $6.14K
|
4.93K
$533K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-55- 0.4% |
$5.34K - $6.14K
|
13.7K
$1.48M
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-55- 2.31% |
$5.34K - $6.14K
|
2.33K
$252K
|
|
|
May 13, 2022
Q1 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-56- 0.28% |
$5.43K - $6.25K
|
19.9K
$2.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-58- 0.83% |
$5.63K - $6.48K
|
6.96K
$753K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-59- 0.95% |
$5.73K - $6.59K
|
6.18K
$669K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-62- 0.76% |
$6.02K - $6.92K
|
8.1K
$876K
|
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-67- 1.06% |
$6.5K - $7.48K
|
6.26K
$677K
|