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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
702+ 24.1% |
$68.7K - $81K
|
3.62K
$386K
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
695+ 12.98% |
$68K - $80.2K
|
6.05K
$646K
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
693+ 11.68% |
$67.8K - $80K
|
6.62K
$708K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
690+ 2.14% |
$67.5K - $79.6K
|
32.9K
$3.52M
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
689+ 4.14% |
$67.4K - $79.5K
|
17.3K
$1.85M
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
687+ 4.56% |
$67.2K - $79.3K
|
15.7K
$1.68M
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
686+ 5.83% |
$67.1K - $79.2K
|
12.4K
$1.33M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
683+ 4.28% |
$66.8K - $78.8K
|
16.6K
$1.78M
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
BUY
|
- |
681+ 4.31% |
$66.6K - $78.6K
|
16.5K
$1.76M
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
679+ 14.27% |
$66.4K - $78.4K
|
5.44K
$581K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
671+ 508.33% |
$65.6K - $77.5K
|
803
$85.8K
|
|
Jul 28, 2022
Q2 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
670+ 1.64% |
$65.5K - $77.3K
|
41.5K
$4.43M
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
667+ 13.09% |
$65.2K - $77K
|
5.76K
$616K
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
664+ 3.86% |
$65K - $76.6K
|
17.9K
$1.91M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
647+ 7.5% |
$63.3K - $74.7K
|
9.27K
$991K
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
640+ 25.33% |
$62.6K - $73.9K
|
3.17K
$338K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
637+ 16.34% |
$62.3K - $73.5K
|
4.54K
$484K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
623+ 19.57% |
$60.9K - $71.9K
|
3.81K
$407K
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
622+ 19.29% |
$60.8K - $71.8K
|
3.85K
$411K
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
620+ 25.46% |
$60.6K - $71.6K
|
3.06K
$326K
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
617+ 0.48% |
$60.4K - $71.2K
|
129K
$13.8M
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
613+ 4.52% |
$60K - $70.8K
|
14.2K
$1.52M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
611+ 4.01% |
$59.8K - $70.5K
|
15.8K
$1.69M
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
600+ 5.85% |
$58.7K - $69.3K
|
10.9K
$1.16M
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
598New |
$58.5K - $69K
|
598
$63.9K
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
595+ 4.0% |
$58.2K - $68.7K
|
15.5K
$1.65M
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
586+ 24.82% |
$57.3K - $67.6K
|
2.95K
$315K
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
586+ 0.96% |
$57.3K - $67.6K
|
61.5K
$6.57M
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
580+ 5.87% |
$56.7K - $66.9K
|
10.5K
$1.12M
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
566+ 6.05% |
$55.4K - $65.3K
|
9.92K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
558+ 3.97% |
$54.6K - $64.4K
|
14.6K
$1.56M
|
|
Aug 17, 2022
Q2 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
557+ 2.83% |
$54.5K - $64.3K
|
20.3K
$2.16M
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
554+ 97.36% |
$54.2K - $63.9K
|
1.12K
$120K
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
549+ 10.13% |
$53.7K - $63.4K
|
5.97K
$638K
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
549+ 26.59% |
$53.7K - $63.4K
|
2.61K
$279K
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
546+ 10.69% |
$53.4K - $63K
|
5.66K
$604K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
541+ 7.18% |
$52.9K - $62.4K
|
8.07K
$862K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
530New |
$51.8K - $61.2K
|
530
$56.6K
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
525+ 2.09% |
$51.4K - $60.6K
|
25.7K
$2.74M
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
524+ 27.02% |
$51.3K - $60.5K
|
2.46K
$263K
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
BUY
|
- |
524+ 20.08% |
$51.3K - $60.5K
|
3.13K
$335K
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
521+ 5.64% |
$51K - $60.1K
|
9.76K
$1.04M
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
508+ 619.51% |
$49.7K - $58.6K
|
590
$63K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
504+ 5.0% |
$49.3K - $58.2K
|
10.6K
$1.13M
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
503+ 1.66% |
$49.2K - $58.1K
|
30.8K
$3.29M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
494+ 2.69% |
$48.3K - $57K
|
18.8K
$2.01M
|
|
Oct 25, 2024
Q2 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
494+ 6.0% |
$48.3K - $57K
|
8.73K
$932K
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
BUY
|
- |
490+ 14.94% |
$47.9K - $56.6K
|
3.77K
$403K
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
488+ 13.99% |
$47.7K - $56.3K
|
3.98K
$425K
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
485+ 7.57% |
$47.4K - $56K
|
6.89K
$736K
|