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 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.8K+ 28.05% |
$563K - $648K
|
26.5K
$2.86M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
5.74K+ 153.15% |
$557K - $641K
|
9.48K
$1.02M
|
|
|
May 03, 2022
Q1 2022
|
Groesbeck Investment Management Corp
|
BUY
|
- |
5.73KNew |
$556K - $640K
|
5.73K
$618K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.69K+ 3.07% |
$552K - $635K
|
191K
$20.6M
|
|
|
May 13, 2022
Q1 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
5.61K+ 59.74% |
$544K - $626K
|
15K
$1.62M
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.49K+ 93.5% |
$533K - $613K
|
11.4K
$1.22M
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
5.49K+ 6.35% |
$533K - $613K
|
91.9K
$9.91M
|
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
5.45K+ 81.18% |
$528K - $608K
|
12.2K
$1.31M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.41K+ 5.77% |
$525K - $604K
|
99.2K
$10.7M
|
|
|
May 13, 2022
Q1 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
5.35KNew |
$519K - $597K
|
5.35K
$576K
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.27KNew |
$512K - $589K
|
5.27K
$568K
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
5.27K+ 2.96% |
$512K - $589K
|
184K
$19.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
5.24K+ 4.62% |
$509K - $585K
|
119K
$12.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
5.21K+ 11.85% |
$505K - $582K
|
49.2K
$5.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
5.19K+ 90.75% |
$504K - $580K
|
10.9K
$1.18M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.11K+ 16.01% |
$496K - $571K
|
37K
$3.99M
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.02KNew |
$488K - $561K
|
5.02K
$541K
|
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
5.01KNew |
$486K - $560K
|
5.01K
$540K
|
|
|
Apr 28, 2022
Q1 2022
|
Viking Fund Management LLC
|
BUY
|
- |
5K+ 33.33% |
$485K - $558K
|
20K
$2.16M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
4.88K+ 489.66% |
$473K - $545K
|
5.87K
$633K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.8K+ 58.33% |
$466K - $536K
|
13K
$1.4M
|
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
4.8K+ 10.17% |
$466K - $536K
|
52K
$5.6M
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.8KNew |
$466K - $536K
|
4.8K
$517K
|
|
|
May 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
4.75K+ 14.07% |
$461K - $530K
|
38.5K
$4.15M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.75K+ 10.15% |
$460K - $530K
|
51.5K
$5.55M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.69K+ 29.04% |
$455K - $523K
|
20.8K
$2.24M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.5K+ 3.44% |
$437K - $502K
|
135K
$14.6M
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
4.49KNew |
$435K - $501K
|
4.49K
$483K
|
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
4.49KNew |
$435K - $501K
|
4.49K
$483K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.47K+ 6.47% |
$433K - $499K
|
73.5K
$7.92M
|
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
BUY
|
- |
4.46K+ 89.95% |
$432K - $497K
|
9.41K
$1.01M
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4.45K+ 25.95% |
$432K - $497K
|
21.6K
$2.33M
|
|
|
May 12, 2022
Q1 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.45K+ 6.86% |
$432K - $497K
|
69.3K
$7.47M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
4.42K+ 11.77% |
$429K - $493K
|
42K
$4.52M
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.39K+ 23.27% |
$426K - $491K
|
23.3K
$2.51M
|
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.38K+ 191.86% |
$425K - $490K
|
6.67K
$719K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.36K+ 81.48% |
$423K - $487K
|
9.72K
$1.05M
|
|
|
May 03, 2022
Q1 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.35K+ 0.98% |
$422K - $486K
|
449K
$48.4M
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.26K+ 43.2% |
$414K - $476K
|
14.1K
$1.52M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.24K+ 4.48% |
$411K - $473K
|
98.9K
$10.7M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
4.22KNew |
$409K - $471K
|
4.22K
$454K
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4.2K+ 26.72% |
$407K - $469K
|
19.9K
$2.14M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
4.08K+ 151.15% |
$396K - $456K
|
6.79K
$731K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.08K+ 146.04% |
$396K - $455K
|
6.87K
$740K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.08K+ 146.04% |
$396K - $455K
|
6.87K
$740K
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.99K+ 40.22% |
$387K - $445K
|
13.9K
$1.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.93K+ 4.76% |
$382K - $439K
|
86.5K
$9.32M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.92K+ 5.85% |
$381K - $438K
|
71K
$7.65M
|
|
|
May 16, 2022
Q1 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3.89K+ 13.92% |
$377K - $434K
|
31.8K
$3.43M
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
3.83K+ 1.79% |
$371K - $427K
|
217K
$23.4M
|