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
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.03KNew |
$197K - $226K
|
2.03K
$252K
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.02K+ 21.98% |
$196K - $226K
|
11.2K
$1.4M
|
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.02K+ 2.45% |
$196K - $226K
|
84.5K
$10.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.02K+ 7.28% |
$196K - $225K
|
29.7K
$3.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
BUY
|
- |
2.01K+ 0.77% |
$195K - $224K
|
264K
$32.9M
|
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
2.01KNew |
$195K - $224K
|
2.01K
$250K
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
BUY
|
- |
2K+ 2.76% |
$194K - $223K
|
74.5K
$9.27M
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.98KNew |
$192K - $221K
|
1.98K
$246K
|
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.97KNew |
$192K - $220K
|
1.97K
$246K
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.96KNew |
$190K - $219K
|
1.96K
$244K
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.94K+ 22.34% |
$188K - $216K
|
10.6K
$1.32M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.93K+ 9.15% |
$187K - $216K
|
23.1K
$2.87M
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
1.92KNew |
$186K - $214K
|
1.92K
$238K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.91KNew |
$186K - $214K
|
1.91K
$238K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.91K+ 7.35% |
$186K - $213K
|
27.9K
$3.48M
|
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.91KNew |
$185K - $213K
|
1.91K
$238K
|
|
|
May 05, 2025
Q1 2022
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1.91KNew |
$185K - $213K
|
1.91K
$237K
|
|
|
Apr 18, 2022
Q1 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.9KNew |
$184K - $212K
|
1.9K
$236K
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.89KNew |
$184K - $211K
|
1.89K
$236K
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.88KNew |
$183K - $210K
|
1.88K
$234K
|
|
|
May 12, 2022
Q1 2022
|
Diamant Asset Management, Inc.
|
BUY
|
- |
1.88KNew |
$182K - $210K
|
1.88K
$234K
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
1.88KNew |
$182K - $209K
|
1.88K
$233K
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.87K+ 53.78% |
$182K - $209K
|
5.35K
$666K
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
1.87KNew |
$182K - $209K
|
1.87K
$233K
|
|
|
Apr 13, 2022
Q1 2022
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
1.86KNew |
$181K - $208K
|
1.86K
$232K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.86KNew |
$181K - $208K
|
1.86K
$232K
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.86KNew |
$180K - $208K
|
1.86K
$232K
|
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.86KNew |
$180K - $207K
|
1.86K
$231K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1.86KNew |
$180K - $207K
|
1.86K
$231K
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.85KNew |
$179K - $206K
|
1.85K
$230K
|
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.85KNew |
$179K - $206K
|
1.85K
$230K
|
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
1.84KNew |
$178K - $205K
|
1.84K
$229K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.84KNew |
$178K - $205K
|
1.84K
$228K
|
|
|
May 13, 2022
Q1 2022
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
1.83KNew |
$178K - $205K
|
1.83K
$228K
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.83KNew |
$178K - $205K
|
1.83K
$228K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.83KNew |
$178K - $204K
|
1.83K
$228K
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
1.83KNew |
$177K - $204K
|
1.83K
$228K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.81K+ 1.29% |
$176K - $202K
|
142K
$17.7M
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.81KNew |
$176K - $202K
|
1.81K
$226K
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.81KNew |
$176K - $202K
|
1.81K
$226K
|
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.81KNew |
$175K - $202K
|
1.81K
$225K
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.81KNew |
$175K - $202K
|
1.81K
$225K
|
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.81KNew |
$175K - $202K
|
1.81K
$225K
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
BUY
|
- |
1.8K+ 12.61% |
$175K - $201K
|
16.1K
$2M
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.8KNew |
$175K - $201K
|
1.8K
$224K
|
|
|
May 12, 2022
Q1 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
1.8K+ 17.04% |
$175K - $201K
|
12.4K
$1.54M
|
|
|
Apr 21, 2022
Q1 2022
|
Benin Management Corp
|
BUY
|
- |
1.79KNew |
$174K - $200K
|
1.79K
$223K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.78K+ 54.14% |
$173K - $199K
|
5.07K
$630K
|
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
BUY
|
- |
1.77K+ 51.47% |
$172K - $198K
|
5.21K
$648K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
1.75K+ 100.63% |
$170K - $195K
|
3.49K
$434K
|