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 05, 2022
Q2 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
60+ 1.16% |
$5.87K - $6.93K
|
5.23K
$558K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
60+ 4.36% |
$5.87K - $6.93K
|
1.44K
$153K
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
59+ 0.27% |
$5.77K - $6.81K
|
21.5K
$2.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
59New |
$5.77K - $6.81K
|
59
$6.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
59+ 1.4% |
$5.77K - $6.81K
|
4.29K
$458K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
59+ 3.26% |
$5.77K - $6.81K
|
1.87K
$200K
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
57+ 0.68% |
$5.58K - $6.58K
|
8.47K
$905K
|
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
57+ 1.53% |
$5.58K - $6.58K
|
3.78K
$403K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
55+ 0.66% |
$5.38K - $6.35K
|
8.44K
$902K
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
54+ 2.09% |
$5.28K - $6.23K
|
2.64K
$282K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
54+ 0.44% |
$5.28K - $6.23K
|
12.5K
$1.33M
|
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
53+ 0.19% |
$5.18K - $6.12K
|
27.6K
$2.94M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
52+ 0.56% |
$5.09K - $6K
|
9.4K
$1M
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
52+ 0.74% |
$5.09K - $6K
|
7.05K
$753K
|
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
51+ 0.62% |
$4.99K - $5.89K
|
8.21K
$877K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
51+ 1.86% |
$4.99K - $5.89K
|
2.8K
$299K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
50+ 1.64% |
$4.89K - $5.77K
|
3.1K
$331K
|
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
50+ 2.22% |
$4.89K - $5.77K
|
2.31K
$246K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50+ 9.28% |
$4.89K - $5.77K
|
589
$62.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
48+ 2.41% |
$4.7K - $5.54K
|
2.04K
$218K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
48+ 3.18% |
$4.7K - $5.54K
|
1.56K
$167K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
48+ 3.32% |
$4.7K - $5.54K
|
1.5K
$160K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
47+ 0.2% |
$4.6K - $5.43K
|
23.9K
$2.56M
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
47+ 1.33% |
$4.6K - $5.43K
|
3.59K
$384K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
46+ 1.38% |
$4.5K - $5.31K
|
3.38K
$361K
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
45+ 1.59% |
$4.4K - $5.19K
|
2.88K
$308K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadinha & CO LLC
|
BUY
|
- |
45+ 1.53% |
$4.4K - $5.19K
|
2.98K
$318K
|
|
|
Aug 15, 2022
Q2 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
44+ 0.57% |
$4.3K - $5.08K
|
7.8K
$833K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
43+ 1.42% |
$4.21K - $4.96K
|
3.06K
$327K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
42+ 0.76% |
$4.11K - $4.85K
|
5.57K
$595K
|
|
|
Jul 27, 2022
Q2 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
42+ 0.15% |
$4.11K - $4.85K
|
27.2K
$2.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
40New |
$3.91K - $4.62K
|
40
$4.27K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
40+ 0.99% |
$3.91K - $4.62K
|
4.1K
$438K
|
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
40+ 1.62% |
$3.91K - $4.62K
|
2.51K
$268K
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
40+ 2.15% |
$3.91K - $4.62K
|
1.9K
$203K
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
40+ 0.73% |
$3.91K - $4.62K
|
5.48K
$586K
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
39+ 0.61% |
$3.81K - $4.5K
|
6.4K
$684K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
39+ 19.5% |
$3.81K - $4.5K
|
239
$25.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
37+ 0.16% |
$3.62K - $4.27K
|
23.1K
$2.46M
|
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
36+ 8.72% |
$3.52K - $4.16K
|
449
$48K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
36+ 0.18% |
$3.52K - $4.16K
|
20.6K
$2.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
35+ 0.02% |
$3.42K - $4.04K
|
184K
$19.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
34+ 0.29% |
$3.33K - $3.92K
|
11.6K
$1.24M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
34+ 1.0% |
$3.33K - $3.92K
|
3.42K
$365K
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
34+ 1.48% |
$3.33K - $3.92K
|
2.33K
$249K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
33+ 30.84% |
$3.23K - $3.81K
|
140
$15K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
33+ 0.62% |
$3.23K - $3.81K
|
5.36K
$572K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
33+ 0.78% |
$3.23K - $3.81K
|
4.25K
$454K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
BUY
|
- |
32+ 3.19% |
$3.13K - $3.69K
|
1.04K
$111K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
32+ 8.51% |
$3.13K - $3.69K
|
408
$43.6K
|