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 28, 2022
Q2 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
200+ 0.33% |
$19.6K - $23.1K
|
60.6K
$6.48M
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
200+ 4.14% |
$19.6K - $23.1K
|
5.03K
$538K
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
198+ 0.85% |
$19.4K - $22.9K
|
23.5K
$2.51M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
196+ 3.49% |
$19.2K - $22.6K
|
5.81K
$621K
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
195+ 1.43% |
$19.1K - $22.5K
|
13.8K
$1.48M
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
194+ 0.23% |
$19K - $22.4K
|
84.7K
$9.04M
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
BUY
|
- |
192+ 0.57% |
$18.8K - $22.2K
|
33.6K
$3.59M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
192+ 10.64% |
$18.8K - $22.2K
|
2K
$213K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
192+ 7.8% |
$18.8K - $22.2K
|
2.65K
$283K
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
190+ 4.77% |
$18.6K - $21.9K
|
4.17K
$446K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
188+ 3.64% |
$18.4K - $21.7K
|
5.36K
$572K
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
186+ 3.3% |
$18.2K - $21.5K
|
5.82K
$622K
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
182+ 3.94% |
$17.8K - $21K
|
4.81K
$513K
|
|
Jul 15, 2022
Q2 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
180+ 0.62% |
$17.6K - $20.8K
|
29.4K
$3.14M
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
177+ 16.45% |
$17.3K - $20.4K
|
1.25K
$134K
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
174+ 0.93% |
$17K - $20.1K
|
18.8K
$2.01M
|
|
Jul 08, 2022
Q2 2022
|
Baker Boyer National Bank
|
BUY
|
- |
163+ 5.34% |
$15.9K - $18.8K
|
3.22K
$344K
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
161+ 1.29% |
$15.7K - $18.6K
|
12.6K
$1.35M
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
158+ 3.14% |
$15.5K - $18.2K
|
5.19K
$555K
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
150+ 0.86% |
$14.7K - $17.3K
|
17.6K
$1.88M
|
|
Jul 19, 2022
Q2 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
148+ 6.8% |
$14.5K - $17.1K
|
2.32K
$248K
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
148+ 3.87% |
$14.5K - $17.1K
|
3.97K
$424K
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
148+ 5.41% |
$14.5K - $17.1K
|
2.88K
$308K
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
147+ 0.4% |
$14.4K - $17K
|
36.6K
$3.91M
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
145+ 3.66% |
$14.2K - $16.7K
|
4.11K
$438K
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
145+ 1.54% |
$14.2K - $16.7K
|
9.57K
$1.02M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
144New |
$14.1K - $16.6K
|
144
$15.4K
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
BUY
|
- |
143+ 0.18% |
$14K - $16.5K
|
78.8K
$8.41M
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
142+ 3.03% |
$13.9K - $16.4K
|
4.82K
$515K
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
BUY
|
- |
139+ 1.93% |
$13.6K - $16K
|
7.34K
$784K
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
138+ 0.37% |
$13.5K - $15.9K
|
37.2K
$3.97M
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
137+ 2.06% |
$13.4K - $15.8K
|
6.8K
$726K
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
137+ 6.57% |
$13.4K - $15.8K
|
2.22K
$237K
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
136+ 7.15% |
$13.3K - $15.7K
|
2.04K
$218K
|
|
Jul 21, 2022
Q2 2022
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
136+ 0.62% |
$13.3K - $15.7K
|
22.2K
$2.37M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
134+ 2.16% |
$13.1K - $15.5K
|
6.34K
$677K
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
134+ 1.25% |
$13.1K - $15.5K
|
10.8K
$1.16M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
130+ 20.06% |
$12.7K - $15K
|
778
$83.1K
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
129+ 2.14% |
$12.6K - $14.9K
|
6.16K
$658K
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
127+ 4.57% |
$12.4K - $14.7K
|
2.91K
$310K
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
122+ 0.97% |
$11.9K - $14.1K
|
12.7K
$1.36M
|
|
Aug 12, 2022
Q2 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
118+ 0.24% |
$11.5K - $13.6K
|
49.2K
$5.25M
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
116+ 1.63% |
$11.3K - $13.4K
|
7.22K
$771K
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
BUY
|
- |
116+ 0.16% |
$11.3K - $13.4K
|
72.5K
$7.75M
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
116+ 2.02% |
$11.3K - $13.4K
|
5.86K
$626K
|
|
Aug 15, 2022
Q2 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
115+ 0.42% |
$11.2K - $13.3K
|
27.3K
$2.92M
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
111+ 2.88% |
$10.9K - $12.8K
|
3.96K
$423K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
110+ 0.64% |
$10.8K - $12.7K
|
17.3K
$1.84M
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
110+ 0.71% |
$10.8K - $12.7K
|
15.6K
$1.67M
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
108+ 5.98% |
$10.6K - $12.5K
|
1.91K
$204K
|