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 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-68- 0.58% |
$6.6K - $7.59K
|
11.7K
$1.27M
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-75- 1.03% |
$7.28K - $8.37K
|
7.2K
$779K
|
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-75- 3.04% |
$7.28K - $8.37K
|
2.39K
$259K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-79- 3.59% |
$7.67K - $8.82K
|
2.12K
$230K
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-80- 1.35% |
$7.76K - $8.93K
|
5.86K
$634K
|
|
|
May 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-83- 1.13% |
$8.05K - $9.27K
|
7.28K
$788K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-84- 0.89% |
$8.15K - $9.38K
|
9.34K
$1.01M
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-84- 4.89% |
$8.15K - $9.38K
|
1.63K
$177K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-84- 2.18% |
$8.15K - $9.38K
|
3.77K
$408K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-85- 0.32% |
$8.25K - $9.49K
|
26.5K
$2.87M
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-86- 2.01% |
$8.35K - $9.6K
|
4.19K
$454K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-87- 0.8% |
$8.44K - $9.71K
|
10.8K
$1.17M
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-90- 12.78% |
$8.73K - $10K
|
614
$66.5K
|
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-92- 3.75% |
$8.93K - $10.3K
|
2.36K
$256K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-94- 1.18% |
$9.12K - $10.5K
|
7.84K
$849K
|
|
|
Apr 25, 2022
Q1 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-95- 1.94% |
$9.22K - $10.6K
|
4.8K
$519K
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-95- 1.3% |
$9.22K - $10.6K
|
7.23K
$783K
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-95- 0.66% |
$9.22K - $10.6K
|
14.3K
$1.54M
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-97- 13.45% |
$9.41K - $10.8K
|
624
$67.5K
|
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-97- 0.52% |
$9.41K - $10.8K
|
18.6K
$2.01M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-98- 1.86% |
$9.51K - $10.9K
|
5.17K
$560K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-100- 0.82% |
$9.7K - $11.2K
|
12K
$1.3M
|
|
|
Apr 06, 2022
Q1 2022
|
Meyer Handelman CO
|
SELL
|
- |
-100- 0.08% |
$9.7K - $11.2K
|
123K
$13.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-100- 3.36% |
$9.7K - $11.2K
|
2.87K
$311K
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 6.43% |
$9.7K - $11.2K
|
1.46K
$157K
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 1.2% |
$9.7K - $11.2K
|
8.24K
$892K
|
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-100- 3.89% |
$9.7K - $11.2K
|
2.47K
$267K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-100- 36.5% |
$9.7K - $11.2K
|
174
$18.8K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-101- 3.08% |
$9.8K - $11.3K
|
3.18K
$344K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-104- 8.35% |
$10.1K - $11.6K
|
1.14K
$124K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-107- 4.34% |
$10.4K - $11.9K
|
2.36K
$255K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-108- 12.3% |
$10.5K - $12.1K
|
770
$83.3K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-111- 0.03% |
$10.8K - $12.4K
|
392K
$42.5M
|
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-111- 4.61% |
$10.8K - $12.4K
|
2.3K
$249K
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-112- 0.48% |
$10.9K - $12.5K
|
23.3K
$2.53M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-114- 2.02% |
$11.1K - $12.7K
|
5.53K
$599K
|
|
|
May 06, 2022
Q1 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-115- 1.67% |
$11.2K - $12.8K
|
6.77K
$733K
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-115- 1.94% |
$11.2K - $12.8K
|
5.8K
$628K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-119- 2.91% |
$11.5K - $13.3K
|
3.97K
$430K
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-120- 0.24% |
$11.6K - $13.4K
|
50.3K
$5.44M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-122- 4.8% |
$11.8K - $13.6K
|
2.42K
$262K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-123- 5.92% |
$11.9K - $13.7K
|
1.95K
$211K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-125- 27.29% |
$12.1K - $14K
|
333
$36K
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-127- 5.38% |
$12.3K - $14.2K
|
2.23K
$242K
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-128- 3.18% |
$12.4K - $14.3K
|
3.9K
$422K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-130- 3.59% |
$12.6K - $14.5K
|
3.49K
$377K
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-131- 5.62% |
$12.7K - $14.6K
|
2.2K
$238K
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-131- 1.23% |
$12.7K - $14.6K
|
10.5K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-131- 2.9% |
$12.7K - $14.6K
|
4.39K
$475K
|
|
|
May 12, 2022
Q1 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-132- 5.72% |
$12.8K - $14.7K
|
2.18K
$235K
|