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 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.71K+ 17.62% |
$166K - $191K
|
11.4K
$1.23M
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.66K+ 24.64% |
$161K - $186K
|
8.41K
$906K
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.66K+ 3.94% |
$161K - $185K
|
43.7K
$4.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.64K+ 12.61% |
$159K - $183K
|
14.6K
$1.57M
|
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.61K+ 43.65% |
$156K - $180K
|
5.3K
$571K
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.6K+ 4.1% |
$155K - $179K
|
40.7K
$4.38M
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.6K+ 2.26% |
$155K - $178K
|
72.2K
$7.78M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.57K+ 7.98% |
$153K - $176K
|
21.3K
$2.29M
|
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.57K+ 11.57% |
$152K - $175K
|
15.1K
$1.63M
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
BUY
|
- |
1.55K+ 1.2% |
$151K - $173K
|
131K
$14.1M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 42.02% |
$150K - $173K
|
5.24K
$565K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.55K+ 21.77% |
$150K - $173K
|
8.65K
$933K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.54K+ 6.53% |
$149K - $172K
|
25.1K
$2.71M
|
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
BUY
|
- |
1.54K+ 2.26% |
$149K - $172K
|
69.5K
$7.49M
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.51K+ 50.03% |
$147K - $169K
|
4.54K
$489K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.5K+ 1.2% |
$146K - $168K
|
126K
$13.6M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.48KNew |
$143K - $165K
|
1.48K
$159K
|
|
|
Apr 18, 2022
Q1 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.47K+ 20.4% |
$142K - $164K
|
8.65K
$932K
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
1.45K+ 28.84% |
$141K - $162K
|
6.48K
$698K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.44K+ 1.7% |
$140K - $161K
|
86K
$9.27M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.43K+ 13.37% |
$139K - $160K
|
12.1K
$1.31M
|
|
|
May 16, 2022
Q1 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.43K+ 6.06% |
$139K - $160K
|
25K
$2.7M
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
1.39K+ 11.4% |
$135K - $155K
|
13.6K
$1.46M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.38K+ 21.25% |
$134K - $154K
|
7.88K
$849K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.38K+ 22.19% |
$134K - $154K
|
7.6K
$819K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
1.38K+ 2.86% |
$134K - $154K
|
49.7K
$5.35M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.36KNew |
$132K - $152K
|
1.36K
$146K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.35K+ 49.74% |
$131K - $151K
|
4.08K
$439K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.35K+ 4.11% |
$131K - $151K
|
34.2K
$3.69M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 12.84% |
$130K - $149K
|
11.7K
$1.27M
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.33K+ 0.42% |
$129K - $149K
|
315K
$34M
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.29K+ 217.11% |
$126K - $144K
|
1.89K
$204K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
1.29K+ 5.25% |
$125K - $144K
|
25.9K
$2.79M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.27K+ 84.6% |
$123K - $142K
|
2.77K
$298K
|
|
|
May 13, 2022
Q1 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.27K+ 3.18% |
$123K - $141K
|
41.1K
$4.43M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.26K+ 12.11% |
$122K - $140K
|
11.6K
$1.25M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.26K+ 1.15% |
$122K - $140K
|
110K
$11.9M
|
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.25K+ 37.37% |
$121K - $140K
|
4.6K
$495K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.25K+ 2.6% |
$121K - $139K
|
49.1K
$5.3M
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.23K+ 3.07% |
$119K - $137K
|
41.1K
$4.43M
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.22K+ 32.66% |
$119K - $137K
|
4.97K
$536K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.22K+ 5.22% |
$118K - $136K
|
24.6K
$2.65M
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.21K+ 11.77% |
$117K - $135K
|
11.5K
$1.24M
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.21K+ 9.93% |
$117K - $135K
|
13.4K
$1.44M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
1.21K+ 4.48% |
$117K - $135K
|
28.1K
$3.03M
|
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.19K+ 5.01% |
$116K - $133K
|
25K
$2.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
1.19K+ 23.77% |
$116K - $133K
|
6.21K
$669K
|
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.19K+ 45.86% |
$115K - $132K
|
3.77K
$406K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.18K+ 10.84% |
$114K - $132K
|
12K
$1.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.12KNew |
$109K - $125K
|
1.12K
$121K
|