Purchases and Sales Made in Q2 2022 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.01K+ 3.29% |
$98.6K - $116K
|
31.6K
$3.38M
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.01K+ 45.83% |
$98.3K - $116K
|
3.2K
$342K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1K+ 3.73% |
$97.9K - $116K
|
27.9K
$2.97M
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
992+ 13.19% |
$97K - $115K
|
8.51K
$909K
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
990+ 22.71% |
$96.8K - $114K
|
5.35K
$571K
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
984+ 751.15% |
$96.3K - $114K
|
1.12K
$119K
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
982+ 43.94% |
$96.1K - $113K
|
3.22K
$344K
|
|
Aug 05, 2022
Q2 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
979+ 17.8% |
$95.8K - $113K
|
6.48K
$692K
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
973+ 20.53% |
$95.2K - $112K
|
5.71K
$610K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
972New |
$95.1K - $112K
|
972
$104K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
971+ 2.5% |
$95K - $112K
|
39.8K
$4.25M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
970+ 19.15% |
$94.9K - $112K
|
6.04K
$645K
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
961+ 5.09% |
$94K - $111K
|
19.8K
$2.12M
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
955+ 0.92% |
$93.4K - $110K
|
105K
$11.2M
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
894+ 4.35% |
$87.5K - $103K
|
21.5K
$2.29M
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
884+ 4.76% |
$86.5K - $102K
|
19.5K
$2.08M
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
883+ 15.45% |
$86.4K - $102K
|
6.6K
$705K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
879+ 4.79% |
$86K - $101K
|
19.2K
$2.05M
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
862+ 8.13% |
$84.3K - $99.5K
|
11.5K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
859+ 4.54% |
$84K - $99.2K
|
19.8K
$2.11M
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
855+ 15.18% |
$83.6K - $98.7K
|
6.49K
$693K
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
840+ 4.34% |
$82.2K - $97K
|
20.2K
$2.16M
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
839+ 10.37% |
$82.1K - $96.8K
|
8.93K
$954K
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
839+ 5.74% |
$82.1K - $96.8K
|
15.5K
$1.65M
|
|
Oct 09, 2024
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
836+ 36.54% |
$81.8K - $96.5K
|
3.12K
$334K
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
834+ 17.75% |
$81.6K - $96.3K
|
5.53K
$591K
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
821+ 6.07% |
$80.3K - $94.8K
|
14.3K
$1.53M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
814+ 4.61% |
$79.6K - $94K
|
18.5K
$1.97M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
813+ 5.38% |
$79.5K - $93.8K
|
15.9K
$1.7M
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
800+ 25.76% |
$78.3K - $92.3K
|
3.91K
$417K
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
800+ 6.65% |
$78.3K - $92.3K
|
12.8K
$1.37M
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
798+ 43.58% |
$78.1K - $92.1K
|
2.63K
$281K
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
792+ 75.07% |
$77.5K - $91.4K
|
1.85K
$197K
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
780+ 20.97% |
$76.3K - $90K
|
4.5K
$481K
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
778+ 12.3% |
$76.1K - $89.8K
|
7.1K
$759K
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
BUY
|
- |
777+ 21.09% |
$76K - $89.7K
|
4.46K
$476K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
776+ 5.66% |
$75.9K - $89.6K
|
14.5K
$1.55M
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
772+ 3.39% |
$75.5K - $89.1K
|
23.5K
$2.51M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
763New |
$74.6K - $88.1K
|
763
$81.5K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
745+ 2.23% |
$72.9K - $86K
|
34.1K
$3.64M
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
744+ 9.49% |
$72.8K - $85.9K
|
8.58K
$917K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
735+ 18.03% |
$71.9K - $84.8K
|
4.81K
$514K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
730+ 14.51% |
$71.4K - $84.3K
|
5.76K
$615K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
721+ 1.16% |
$70.5K - $83.2K
|
62.7K
$6.7M
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
BUY
|
- |
720+ 8.74% |
$70.4K - $83.1K
|
8.96K
$957K
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
715+ 30.89% |
$69.9K - $82.5K
|
3.03K
$324K
|
|
Aug 09, 2022
Q2 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
715+ 23.46% |
$69.9K - $82.5K
|
3.76K
$402K
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
BUY
|
- |
709+ 2.33% |
$69.4K - $81.8K
|
31.2K
$3.33M
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
706+ 8.96% |
$69.1K - $81.5K
|
8.59K
$917K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
702+ 4.55% |
$68.7K - $81K
|
16.1K
$1.72M
|