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 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-206- 3.31% |
$20K - $23K
|
6.02K
$642K
|
|
|
Apr 26, 2022
Q1 2022
|
Lipe & Dalton
|
SELL
|
- |
-208- 46.12% |
$20.2K - $23.2K
|
243
$26K
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-209- 1.9% |
$20.3K - $23.3K
|
10.8K
$1.15M
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-210- 3.74% |
$20.4K - $23.4K
|
5.41K
$577K
|
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-215- 9.87% |
$20.9K - $24K
|
1.96K
$210K
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-217- 3.83% |
$21.1K - $24.2K
|
5.44K
$581K
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-225- 1.04% |
$21.8K - $25.1K
|
21.5K
$2.3M
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-229- 4.11% |
$22.2K - $25.6K
|
5.35K
$571K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-230- 6.32% |
$22.3K - $25.7K
|
3.41K
$364K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-231- 4.41% |
$22.4K - $25.8K
|
5.01K
$535K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-232- 2.27% |
$22.5K - $25.9K
|
10K
$1.07M
|
|
|
May 12, 2022
Q1 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-233- 2.8% |
$22.6K - $26K
|
8.09K
$864K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-238- 10.41% |
$23.1K - $26.6K
|
2.05K
$219K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-238- 1.06% |
$23.1K - $26.6K
|
22.3K
$2.38M
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-247- 1.13% |
$24K - $27.6K
|
21.6K
$2.31M
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-249- 0.17% |
$24.2K - $27.8K
|
144K
$15.4M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-250- 12.11% |
$24.3K - $27.9K
|
1.81K
$194K
|
|
|
May 12, 2022
Q1 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-250- 3.02% |
$24.3K - $27.9K
|
8.03K
$858K
|
|
|
Apr 22, 2022
Q1 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-250- 1.25% |
$24.3K - $27.9K
|
19.7K
$2.1M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-252- 1.56% |
$24.5K - $28.1K
|
16K
$1.7M
|
|
|
May 12, 2022
Q1 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-255- 1.73% |
$24.7K - $28.5K
|
14.4K
$1.54M
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-257- 6.86% |
$24.9K - $28.7K
|
3.49K
$373K
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-259- 1.79% |
$25.1K - $28.9K
|
14.2K
$1.51M
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-259- 7.23% |
$25.1K - $28.9K
|
3.32K
$355K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-261- 6.64% |
$25.3K - $29.1K
|
3.67K
$392K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-262- 2.4% |
$25.4K - $29.3K
|
10.7K
$1.14M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-263- 5.5% |
$25.5K - $29.4K
|
4.52K
$483K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-266- 4.76% |
$25.8K - $29.7K
|
5.32K
$569K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-269Closed |
$26.1K - $30K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-270- 2.33% |
$26.2K - $30.1K
|
11.3K
$1.21M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-271- 60.63% |
$26.3K - $30.3K
|
176
$18.8K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-274- 17.28% |
$26.6K - $30.6K
|
1.31K
$140K
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-275- 1.79% |
$26.7K - $30.7K
|
15.1K
$1.61M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-276- 1.6% |
$26.8K - $30.8K
|
17K
$1.81M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-280- 3.63% |
$27.2K - $31.3K
|
7.43K
$794K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-280- 4.24% |
$27.2K - $31.3K
|
6.32K
$675K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-285- 46.19% |
$27.7K - $31.8K
|
332
$35.5K
|
|
|
May 16, 2022
Q1 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-290- 8.73% |
$28.1K - $32.4K
|
3.03K
$324K
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-300- 9.39% |
$29.1K - $33.5K
|
2.9K
$309K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-300- 8.97% |
$29.1K - $33.5K
|
3.05K
$325K
|
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-300- 6.36% |
$29.1K - $33.5K
|
4.42K
$472K
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-301- 4.78% |
$29.2K - $33.6K
|
6K
$641K
|
|
|
May 10, 2022
Q1 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-307- 2.39% |
$29.8K - $34.3K
|
12.5K
$1.34M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-309Closed |
$30K - $34.5K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-310Closed |
$30.1K - $34.6K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-316- 0.65% |
$30.7K - $35.3K
|
48.2K
$5.15M
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-317- 10.05% |
$30.8K - $35.4K
|
2.84K
$303K
|
|
|
May 09, 2022
Q1 2022
|
United Bank
|
SELL
|
- |
-322- 2.12% |
$31.2K - $36K
|
14.9K
$1.59M
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-324- 5.02% |
$31.4K - $36.2K
|
6.13K
$655K
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-325- 5.55% |
$31.5K - $36.3K
|
5.54K
$591K
|