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 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-133- 1.59% |
$12.9K - $14.9K
|
8.24K
$880K
|
|
|
May 16, 2022
Q1 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-133- 1.56% |
$12.9K - $14.9K
|
8.39K
$896K
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-134- 1.07% |
$13K - $15K
|
12.4K
$1.32M
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-134- 2.78% |
$13K - $15K
|
4.68K
$500K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-135- 0.88% |
$13.1K - $15.1K
|
15.1K
$1.62M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-135- 3.22% |
$13.1K - $15.1K
|
4.05K
$433K
|
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-137- 1.2% |
$13.3K - $15.3K
|
11.3K
$1.21M
|
|
|
Apr 26, 2022
Q1 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-140- 1.19% |
$13.6K - $15.6K
|
11.7K
$1.24M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-141- 2.76% |
$13.7K - $15.7K
|
4.96K
$530K
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-143- 4.54% |
$13.9K - $16K
|
3.01K
$321K
|
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-147- 3.25% |
$14.3K - $16.4K
|
4.37K
$467K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-148- 2.55% |
$14.4K - $16.5K
|
5.66K
$605K
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-148- 1.61% |
$14.4K - $16.5K
|
9.06K
$968K
|
|
|
May 06, 2022
Q1 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-149- 2.59% |
$14.5K - $16.6K
|
5.61K
$600K
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-150- 4.41% |
$14.6K - $16.7K
|
3.25K
$347K
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-150- 1.94% |
$14.6K - $16.7K
|
7.59K
$811K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150- 8.53% |
$14.6K - $16.7K
|
1.61K
$172K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-152- 4.46% |
$14.8K - $17K
|
3.26K
$348K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-153- 1.21% |
$14.8K - $17.1K
|
12.5K
$1.33M
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-161- 5.47% |
$15.6K - $18K
|
2.78K
$297K
|
|
|
May 10, 2022
Q1 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-161- 1.68% |
$15.6K - $18K
|
9.43K
$1.01M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-165- 32.04% |
$16K - $18.4K
|
350
$37.4K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-165- 5.2% |
$16K - $18.4K
|
3.01K
$321K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-166- 3.35% |
$16.1K - $18.5K
|
4.79K
$512K
|
|
|
May 10, 2022
Q1 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-167- 7.63% |
$16.2K - $18.6K
|
2.02K
$216K
|
|
|
May 12, 2022
Q1 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-168- 6.12% |
$16.3K - $18.8K
|
2.58K
$275K
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
SELL
|
- |
-169- 1.06% |
$16.4K - $18.9K
|
15.8K
$1.69M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-170- 1.89% |
$16.5K - $19K
|
8.85K
$945K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-171- 0.29% |
$16.6K - $19.1K
|
58.5K
$6.25M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-172- 1.95% |
$16.7K - $19.2K
|
8.66K
$925K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-172- 4.07% |
$16.7K - $19.2K
|
4.06K
$433K
|
|
|
May 13, 2022
Q1 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-173- 8.78% |
$16.8K - $19.3K
|
1.8K
$192K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-176- 0.73% |
$17.1K - $19.7K
|
24K
$2.56M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-178- 0.93% |
$17.3K - $19.9K
|
18.9K
$2.02M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-179- 32.25% |
$17.4K - $20K
|
376
$40.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-181- 3.95% |
$17.6K - $20.2K
|
4.4K
$470K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-185- 7.4% |
$18K - $20.7K
|
2.32K
$247K
|
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-187- 0.99% |
$18.1K - $20.9K
|
18.6K
$1.99M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-189- 0.52% |
$18.3K - $21.1K
|
36.1K
$3.86M
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-190- 6.85% |
$18.4K - $21.2K
|
2.58K
$276K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-191- 0.24% |
$18.5K - $21.3K
|
78.6K
$8.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
SELL
|
- |
-192- 2.23% |
$18.6K - $21.4K
|
8.42K
$899K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-194- 0.24% |
$18.8K - $21.7K
|
80.2K
$8.57M
|
|
|
Sep 18, 2023
Q1 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-195- 2.58% |
$18.9K - $21.8K
|
7.36K
$786K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-196Closed |
$19K - $21.9K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-197- 3.0% |
$19.1K - $22K
|
6.36K
$680K
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-198- 1.05% |
$19.2K - $22.1K
|
18.7K
$2M
|
|
|
Apr 05, 2022
Q1 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-200- 1.63% |
$19.4K - $22.3K
|
12.1K
$1.29M
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-200- 6.1% |
$19.4K - $22.3K
|
3.08K
$329K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-203- 3.55% |
$19.7K - $22.7K
|
5.52K
$590K
|