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 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
105+ 4.66% |
$10.3K - $12.1K
|
2.36K
$252K
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
105+ 5.82% |
$10.3K - $12.1K
|
1.91K
$204K
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
104+ 3.75% |
$10.2K - $12K
|
2.87K
$307K
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
104+ 0.33% |
$10.2K - $12K
|
31.9K
$3.4M
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
103+ 2.26% |
$10.1K - $11.9K
|
4.66K
$497K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
103+ 109.57% |
$10.1K - $11.9K
|
197
$21K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
102+ 3.53% |
$9.98K - $11.8K
|
2.99K
$320K
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
101+ 5.23% |
$9.88K - $11.7K
|
2.03K
$217K
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
100+ 15.13% |
$9.78K - $11.5K
|
761
$81.3K
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
100+ 2.58% |
$9.78K - $11.5K
|
3.98K
$425K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
100+ 4.24% |
$9.78K - $11.5K
|
2.46K
$263K
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 0.51% |
$9.78K - $11.5K
|
19.6K
$2.09M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100+ 2.13% |
$9.78K - $11.5K
|
4.79K
$511K
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
97+ 3.83% |
$9.49K - $11.2K
|
2.63K
$281K
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
90+ 4.59% |
$8.8K - $10.4K
|
2.05K
$219K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
89+ 3.39% |
$8.71K - $10.3K
|
2.72K
$290K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
86New |
$8.41K - $9.93K
|
86
$9.19K
|
|
Jul 29, 2022
Q2 2022
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
86+ 3.14% |
$8.41K - $9.93K
|
2.83K
$302K
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
84+ 3.35% |
$8.22K - $9.7K
|
2.59K
$277K
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
BUY
|
- |
83+ 1.04% |
$8.12K - $9.58K
|
8.07K
$862K
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
82+ 6.03% |
$8.02K - $9.47K
|
1.44K
$154K
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
82+ 1.38% |
$8.02K - $9.47K
|
6.04K
$645K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
81+ 3.47% |
$7.92K - $9.35K
|
2.41K
$258K
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
80+ 0.75% |
$7.83K - $9.23K
|
10.7K
$1.15M
|
|
Aug 11, 2022
Q2 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
80+ 0.21% |
$7.83K - $9.23K
|
37.8K
$4.03M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
78+ 0.23% |
$7.63K - $9K
|
34K
$3.63M
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
75+ 9.04% |
$7.34K - $8.66K
|
905
$96.7K
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
75+ 2.81% |
$7.34K - $8.66K
|
2.74K
$293K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
75+ 1.51% |
$7.34K - $8.66K
|
5.04K
$538K
|
|
Mar 28, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
75+ 4.18% |
$7.34K - $8.66K
|
1.87K
$200K
|
|
Aug 10, 2022
Q2 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
74+ 0.25% |
$7.24K - $8.54K
|
29.9K
$3.19M
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
74+ 1.29% |
$7.24K - $8.54K
|
5.8K
$619K
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
73+ 2.43% |
$7.14K - $8.43K
|
3.08K
$329K
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
73+ 2.18% |
$7.14K - $8.43K
|
3.43K
$366K
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
71+ 295.83% |
$6.95K - $8.2K
|
95
$10.1K
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
BUY
|
- |
71+ 0.15% |
$6.95K - $8.2K
|
46.9K
$5.01M
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
71+ 2.91% |
$6.95K - $8.2K
|
2.51K
$268K
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
69+ 1.19% |
$6.75K - $7.96K
|
5.88K
$628K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
68+ 5.18% |
$6.65K - $7.85K
|
1.38K
$147K
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
67+ 2.18% |
$6.55K - $7.73K
|
3.15K
$336K
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
66+ 4.19% |
$6.46K - $7.62K
|
1.64K
$175K
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
65+ 0.65% |
$6.36K - $7.5K
|
10K
$1.07M
|
|
Aug 02, 2022
Q2 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
65+ 0.82% |
$6.36K - $7.5K
|
7.96K
$850K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
63+ 5.42% |
$6.16K - $7.27K
|
1.23K
$131K
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
62+ 0.02% |
$6.06K - $7.16K
|
286K
$30.6M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
62+ 1.16% |
$6.06K - $7.16K
|
5.42K
$579K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
62+ 0.7% |
$6.06K - $7.16K
|
8.87K
$947K
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
61+ 0.88% |
$5.97K - $7.04K
|
6.96K
$743K
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
61+ 0.94% |
$5.97K - $7.04K
|
6.57K
$701K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
60New |
$5.87K - $6.93K
|
60
$6.41K
|