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 13, 2022
Q2 2022
|
Rockland Trust CO
|
BUY
|
- |
490+ 14.94% |
$47.9K - $56.6K
|
3.77K
$442K
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
488+ 13.99% |
$47.7K - $56.3K
|
3.98K
$466K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
485+ 7.57% |
$47.4K - $56K
|
6.89K
$807K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
479+ 6.26% |
$46.9K - $55.3K
|
8.13K
$952K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
476+ 5.03% |
$46.6K - $54.9K
|
9.93K
$1.16M
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
476+ 13.58% |
$46.6K - $54.9K
|
3.98K
$466K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
474+ 0.76% |
$46.4K - $54.7K
|
63.1K
$7.39M
|
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
BUY
|
- |
465+ 6.71% |
$45.5K - $53.7K
|
7.4K
$867K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
464+ 3.08% |
$45.4K - $53.6K
|
15.5K
$1.82M
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
452+ 5.85% |
$44.2K - $52.2K
|
8.17K
$958K
|
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
448+ 0.31% |
$43.8K - $51.7K
|
144K
$16.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
447+ 0.21% |
$43.7K - $51.6K
|
212K
$24.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
433+ 3.97% |
$42.4K - $50K
|
11.3K
$1.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
427+ 3.95% |
$41.8K - $49.3K
|
11.2K
$1.32M
|
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
425+ 1.05% |
$41.6K - $49.1K
|
41.1K
$4.81M
|
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
424+ 3.41% |
$41.5K - $48.9K
|
12.9K
$1.51M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
423+ 9.93% |
$41.4K - $48.8K
|
4.68K
$548K
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
422+ 19.12% |
$41.3K - $48.7K
|
2.63K
$308K
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
419+ 17.68% |
$41K - $48.4K
|
2.79K
$327K
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
BUY
|
- |
415+ 19.29% |
$40.6K - $47.9K
|
2.57K
$301K
|
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
BUY
|
- |
410+ 15.23% |
$40.1K - $47.3K
|
3.1K
$363K
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
408+ 3.52% |
$39.9K - $47.1K
|
12K
$1.41M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
408+ 4.08% |
$39.9K - $47.1K
|
10.4K
$1.22M
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
401+ 20.46% |
$39.2K - $46.3K
|
2.36K
$277K
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
401+ 5.82% |
$39.2K - $46.3K
|
7.29K
$854K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
400+ 10.42% |
$39.1K - $46.2K
|
4.24K
$497K
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
BUY
|
- |
397+ 1.23% |
$38.8K - $45.8K
|
32.8K
$3.84M
|
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
397+ 12.39% |
$38.8K - $45.8K
|
3.6K
$422K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
383+ 4.91% |
$37.5K - $44.2K
|
8.19K
$959K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
380+ 10.9% |
$37.2K - $43.9K
|
3.87K
$453K
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
380+ 3.94% |
$37.2K - $43.9K
|
10K
$1.17M
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
378+ 18.45% |
$37K - $43.6K
|
2.43K
$284K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
377+ 0.53% |
$36.9K - $43.5K
|
71.4K
$8.36M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
373+ 1.88% |
$36.5K - $43.1K
|
20.3K
$2.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
372+ 13.58% |
$36.4K - $42.9K
|
3.11K
$365K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
370+ 46.48% |
$36.2K - $42.7K
|
1.17K
$137K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
368+ 4.54% |
$36K - $42.5K
|
8.47K
$992K
|
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
365+ 0.14% |
$35.7K - $42.1K
|
255K
$29.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
363+ 14.99% |
$35.5K - $41.9K
|
2.79K
$326K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
358+ 3.62% |
$35K - $41.3K
|
10.2K
$1.2M
|
|
|
Jul 08, 2022
Q2 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
350+ 14.9% |
$34.2K - $40.4K
|
2.7K
$316K
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
350+ 6.34% |
$34.2K - $40.4K
|
5.87K
$688K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
349+ 15.52% |
$34.1K - $40.3K
|
2.6K
$304K
|
|
|
Jul 26, 2022
Q2 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
349+ 1.72% |
$34.1K - $40.3K
|
20.6K
$2.42M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
349+ 7.15% |
$34.1K - $40.3K
|
5.23K
$613K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
348+ 4.02% |
$34K - $40.2K
|
9K
$1.05M
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
BUY
|
- |
345+ 1.6% |
$33.7K - $39.8K
|
21.9K
$2.57M
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
344+ 7.61% |
$33.7K - $39.7K
|
4.87K
$570K
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
342+ 2.29% |
$33.5K - $39.5K
|
15.3K
$1.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
342+ 1.39% |
$33.5K - $39.5K
|
24.9K
$2.92M
|