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 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.54K+ 1.21% |
$246K - $283K
|
212K
$22.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.53K+ 20.79% |
$246K - $282K
|
14.7K
$1.58M
|
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.52K+ 3.42% |
$244K - $281K
|
76K
$8.2M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.52K+ 8.6% |
$244K - $281K
|
31.8K
$3.42M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.51K+ 15.28% |
$243K - $280K
|
18.9K
$2.04M
|
|
|
May 10, 2022
Q1 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.51KNew |
$243K - $280K
|
2.51K
$270K
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.51KNew |
$243K - $280K
|
2.51K
$270K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.5K+ 19.4% |
$242K - $279K
|
15.4K
$1.66M
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.48K+ 953.85% |
$241K - $277K
|
2.74K
$295K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.46KNew |
$239K - $275K
|
2.46K
$265K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.42K+ 8.67% |
$235K - $271K
|
30.4K
$3.27M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.4K+ 20.77% |
$233K - $268K
|
14K
$1.51M
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
2.4KNew |
$233K - $268K
|
2.4K
$258K
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.38K+ 32.03% |
$231K - $265K
|
9.8K
$1.06M
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.37K+ 11.64% |
$230K - $264K
|
22.7K
$2.45M
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
2.33KNew |
$226K - $260K
|
2.33K
$251K
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.32KNew |
$225K - $258K
|
2.32K
$250K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.31K+ 18.96% |
$224K - $258K
|
14.5K
$1.56M
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.28K+ 5.06% |
$221K - $255K
|
47.4K
$5.11M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.28KNew |
$221K - $255K
|
2.28K
$246K
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.28KNew |
$221K - $255K
|
2.28K
$246K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.28K+ 0.86% |
$221K - $254K
|
267K
$28.8M
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.25KNew |
$219K - $252K
|
2.25K
$243K
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.25KNew |
$218K - $251K
|
2.25K
$242K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.24K+ 1.55% |
$217K - $250K
|
146K
$15.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
BUY
|
- |
2.23KNew |
$216K - $249K
|
2.23K
$240K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.23K+ 7.01% |
$216K - $249K
|
34K
$3.66M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.22K+ 29.53% |
$216K - $248K
|
9.75K
$1.05M
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.22KNew |
$215K - $247K
|
2.22K
$239K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.21K+ 2.96% |
$214K - $246K
|
76.6K
$8.26M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2.2KNew |
$213K - $246K
|
2.2K
$237K
|
|
|
Apr 28, 2022
Q1 2022
|
M. Kraus & CO
|
BUY
|
- |
2.2KNew |
$213K - $245K
|
2.2K
$237K
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.2K+ 20.54% |
$213K - $245K
|
12.9K
$1.39M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2.17K+ 12.59% |
$211K - $243K
|
19.4K
$2.1M
|
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.17KNew |
$211K - $243K
|
2.17K
$234K
|
|
|
May 03, 2022
Q1 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
2.14KNew |
$208K - $239K
|
2.14K
$231K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.14K+ 14.9% |
$208K - $239K
|
16.5K
$1.78M
|
|
|
Apr 22, 2022
Q1 2022
|
Blossom Wealth Management
|
BUY
|
- |
2.13KNew |
$207K - $238K
|
2.13K
$230K
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.13KNew |
$207K - $238K
|
2.13K
$230K
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.13KNew |
$207K - $238K
|
2.13K
$229K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.11K+ 34.4% |
$205K - $236K
|
8.26K
$890K
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.11KNew |
$205K - $235K
|
2.11K
$227K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
2.1K+ 10.01% |
$204K - $235K
|
23.1K
$2.49M
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.1KNew |
$204K - $235K
|
2.1K
$227K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.1K+ 16.56% |
$203K - $234K
|
14.8K
$1.59M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.07KNew |
$200K - $231K
|
2.07K
$223K
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
2.04K+ 61.83% |
$198K - $228K
|
5.34K
$576K
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.04KNew |
$197K - $227K
|
2.04K
$219K
|
|
|
May 03, 2022
Q1 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
2.03K+ 20.75% |
$197K - $226K
|
11.8K
$1.27M
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.03KNew |
$197K - $226K
|
2.03K
$218K
|