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 |
---|---|---|---|---|---|---|---|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.79K+ 7.81% |
$367K - $423K
|
52.2K
$5.63M
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.76K+ 7.4% |
$364K - $419K
|
54.5K
$5.87M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.74KNew |
$363K - $418K
|
3.74K
$403K
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
3.7K+ 5.81% |
$359K - $413K
|
67.4K
$7.26M
|
|
Apr 29, 2022
Q1 2022
|
Toews Corp
|
BUY
|
- |
3.7KNew |
$359K - $413K
|
3.7K
$399K
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
3.7K+ 11.59% |
$359K - $413K
|
35.6K
$3.84M
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.68K+ 3.91% |
$357K - $411K
|
97.8K
$10.5M
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.68K+ 19.03% |
$357K - $411K
|
23K
$2.48M
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.64K+ 17.28% |
$353K - $406K
|
24.7K
$2.66M
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.59K+ 13.53% |
$349K - $401K
|
30.2K
$3.25M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.58K+ 5.62% |
$347K - $400K
|
67.2K
$7.25M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.56K+ 8.9% |
$345K - $397K
|
43.6K
$4.69M
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
3.56KNew |
$345K - $397K
|
3.56K
$383K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.54KNew |
$343K - $395K
|
3.54K
$381K
|
|
May 10, 2022
Q1 2022
|
Oak Thistle LLC
|
BUY
|
- |
3.53K+ 158.66% |
$342K - $394K
|
5.75K
$620K
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
3.45K+ 2.19% |
$335K - $385K
|
161K
$17.4M
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
3.42K+ 40.89% |
$331K - $381K
|
11.8K
$1.27M
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
3.42K+ 141.12% |
$331K - $381K
|
5.84K
$629K
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.39K+ 11.38% |
$328K - $378K
|
33.1K
$3.57M
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.35KNew |
$325K - $374K
|
3.35K
$361K
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.32K+ 1.34% |
$322K - $371K
|
252K
$27.2M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.31K+ 9.02% |
$322K - $370K
|
40.1K
$4.32M
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.31K+ 19.18% |
$321K - $370K
|
20.6K
$2.22M
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.3K+ 28.52% |
$320K - $368K
|
14.9K
$1.6M
|
|
May 13, 2022
Q1 2022
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
3.19K+ 13.55% |
$310K - $356K
|
26.7K
$2.88M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.18K+ 14.35% |
$309K - $355K
|
25.3K
$2.73M
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
3.16KNew |
$307K - $353K
|
3.16K
$341K
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.16K+ 3.12% |
$306K - $352K
|
104K
$11.2M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.13K+ 5.36% |
$304K - $349K
|
61.5K
$6.63M
|
|
May 11, 2022
Q1 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.11K+ 157.07% |
$302K - $347K
|
5.09K
$549K
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
3.1K+ 108.32% |
$301K - $346K
|
5.96K
$642K
|
|
May 13, 2022
Q1 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.04KNew |
$295K - $339K
|
3.04K
$327K
|
|
Apr 12, 2022
Q1 2022
|
Keene & Associates, Inc.
|
BUY
|
- |
2.99K+ 10.95% |
$290K - $333K
|
30.2K
$3.26M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.98K+ 6.56% |
$289K - $332K
|
48.3K
$5.21M
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.96K+ 38.81% |
$288K - $331K
|
10.6K
$1.14M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.95K+ 9.71% |
$286K - $330K
|
33.3K
$3.59M
|
|
May 13, 2022
Q1 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.84K+ 18.93% |
$275K - $317K
|
17.8K
$1.92M
|
|
Apr 19, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.84K+ 796.63% |
$275K - $317K
|
3.19K
$344K
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.79K+ 6.08% |
$271K - $311K
|
48.7K
$5.24M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.78K+ 8.91% |
$269K - $310K
|
33.9K
$3.66M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.77K+ 8.11% |
$269K - $309K
|
36.9K
$3.97M
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.75K+ 9.49% |
$267K - $307K
|
31.8K
$3.42M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.75K+ 13.72% |
$266K - $307K
|
22.7K
$2.45M
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.72K+ 6.94% |
$264K - $304K
|
42K
$4.52M
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
2.72K+ 2.18% |
$264K - $304K
|
128K
$13.8M
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.71K+ 46.98% |
$262K - $302K
|
8.46K
$912K
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
BUY
|
- |
2.68K+ 8.1% |
$260K - $300K
|
35.8K
$3.86M
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$252K - $290K
|
2.6K
$280K
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.6K+ 7.16% |
$252K - $290K
|
38.9K
$4.19M
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.59K+ 5.57% |
$251K - $289K
|
49K
$5.28M
|