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 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-735- 3.0% |
$71.3K - $82.1K
|
23.8K
$2.54M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-740- 0.79% |
$71.8K - $82.6K
|
93.1K
$9.94M
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-749- 80.62% |
$72.7K - $83.6K
|
180
$19.2K
|
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
SELL
|
- |
-759- 17.08% |
$73.7K - $84.7K
|
3.68K
$393K
|
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-775- 4.25% |
$75.2K - $86.5K
|
17.5K
$1.87M
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-776- 3.59% |
$75.3K - $86.6K
|
20.8K
$2.22M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-778- 3.25% |
$75.5K - $86.9K
|
23.1K
$2.47M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-785- 6.12% |
$76.2K - $87.7K
|
12K
$1.29M
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-800- 10.14% |
$77.6K - $89.3K
|
7.09K
$757K
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-805- 21.6% |
$78.1K - $89.9K
|
2.92K
$312K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-837- 28.28% |
$81.2K - $93.5K
|
2.12K
$227K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-840Closed |
$81.5K - $93.8K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-842- 5.33% |
$81.7K - $94K
|
15K
$1.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-853- 21.66% |
$82.8K - $95.2K
|
3.09K
$330K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-874- 3.97% |
$84.8K - $97.6K
|
21.1K
$2.26M
|
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-889- 87.16% |
$86.3K - $99.3K
|
131
$14K
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-892- 29.7% |
$86.6K - $99.6K
|
2.11K
$225K
|
|
|
May 10, 2022
Q1 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-893- 33.5% |
$86.7K - $99.7K
|
1.77K
$189K
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-910- 5.52% |
$88.3K - $102K
|
15.6K
$1.66M
|
|
|
Oct 01, 2024
Q1 2022
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-919- 1.6% |
$89.2K - $103K
|
56.6K
$6.05M
|
|
|
Oct 02, 2024
Q1 2022
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-919- 1.6% |
$89.2K - $103K
|
56.6K
$6.05M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-925- 23.1% |
$89.8K - $103K
|
3.08K
$329K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-942- 25.61% |
$91.4K - $105K
|
2.74K
$292K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-975- 3.16% |
$94.6K - $109K
|
29.9K
$3.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-976- 9.12% |
$94.7K - $109K
|
9.73K
$1.04M
|
|
|
May 13, 2022
Q1 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-1K- 7.81% |
$97K - $112K
|
11.8K
$1.26M
|
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-1K- 13.97% |
$97.1K - $112K
|
6.17K
$658K
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.01K- 7.83% |
$97.9K - $113K
|
11.9K
$1.27M
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.01K- 91.43% |
$98.3K - $113K
|
95
$10.1K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
SELL
|
- |
-1.02K- 1.44% |
$98.8K - $114K
|
69.5K
$7.43M
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
SELL
|
- |
-1.04K- 33.98% |
$101K - $116K
|
2.01K
$215K
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.05K- 10.54% |
$102K - $117K
|
8.9K
$950K
|
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.06K- 2.62% |
$103K - $119K
|
39.6K
$4.23M
|
|
|
Apr 27, 2022
Q1 2022
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.07K- 34.45% |
$104K - $119K
|
2.03K
$217K
|
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.1K- 27.75% |
$106K - $122K
|
2.85K
$305K
|
|
|
Apr 15, 2022
Q1 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-1.1K- 26.49% |
$107K - $123K
|
3.05K
$326K
|
|
|
May 12, 2022
Q1 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.1K- 2.84% |
$107K - $123K
|
37.7K
$4.02M
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.11K- 2.95% |
$107K - $124K
|
36.5K
$3.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-1.12K- 32.6% |
$109K - $125K
|
2.31K
$247K
|
|
|
May 04, 2022
Q1 2022
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-1.16K- 2.01% |
$113K - $130K
|
56.5K
$6.03M
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.17KClosed |
$114K - $131K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 7.24% |
$115K - $132K
|
15.1K
$1.62M
|
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.18K- 20.73% |
$115K - $132K
|
4.52K
$483K
|
|
|
Apr 29, 2022
Q1 2022
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.19K- 1.94% |
$116K - $133K
|
60.4K
$6.46M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.19K- 4.38% |
$116K - $133K
|
26K
$2.78M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.22K- 14.69% |
$119K - $137K
|
7.11K
$759K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.25K- 75.55% |
$121K - $139K
|
403
$43K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.25K- 21.04% |
$121K - $140K
|
4.7K
$502K
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.26K- 3.35% |
$122K - $141K
|
36.4K
$3.89M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.26K- 0.3% |
$122K - $141K
|
420K
$44.8M
|