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 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31+ 1.24% |
$3.03K - $3.58K
|
2.54K
$271K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
31+ 0.78% |
$3.03K - $3.58K
|
3.98K
$425K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
31+ 0.63% |
$3.03K - $3.58K
|
4.96K
$530K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
31+ 0.93% |
$3.03K - $3.58K
|
3.37K
$360K
|
|
|
Aug 04, 2022
Q2 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
30+ 1.38% |
$2.93K - $3.46K
|
2.2K
$235K
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
30+ 0.9% |
$2.93K - $3.46K
|
3.37K
$359K
|
|
|
Jul 18, 2022
Q2 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
29+ 1.56% |
$2.84K - $3.35K
|
1.89K
$202K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
28+ 0.32% |
$2.74K - $3.23K
|
8.68K
$927K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
27+ 0.49% |
$2.64K - $3.12K
|
5.53K
$590K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
27+ 0.77% |
$2.64K - $3.12K
|
3.51K
$375K
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.59% |
$2.64K - $3.12K
|
4.61K
$492K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.43% |
$2.64K - $3.12K
|
6.28K
$671K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
26+ 3.57% |
$2.54K - $3K
|
754
$80.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
25+ 1.0% |
$2.45K - $2.89K
|
2.53K
$270K
|
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
25+ 0.77% |
$2.45K - $2.89K
|
3.28K
$350K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
24+ 0.9% |
$2.35K - $2.77K
|
2.69K
$287K
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
23+ 0.95% |
$2.25K - $2.65K
|
2.44K
$261K
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
23+ 0.97% |
$2.25K - $2.65K
|
2.39K
$255K
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
22+ 0.08% |
$2.15K - $2.54K
|
27.9K
$2.98M
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
22+ 13.02% |
$2.15K - $2.54K
|
191
$20.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
22+ 0.4% |
$2.15K - $2.54K
|
5.52K
$590K
|
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
21+ 0.95% |
$2.05K - $2.42K
|
2.24K
$239K
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
20+ 0.5% |
$1.96K - $2.31K
|
3.99K
$426K
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
BUY
|
- |
20+ 0.69% |
$1.96K - $2.31K
|
2.92K
$312K
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
BUY
|
- |
20+ 0.73% |
$1.96K - $2.31K
|
2.76K
$295K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20+ 27.78% |
$1.96K - $2.31K
|
92
$9.83K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 6.99% |
$1.96K - $2.31K
|
306
$32.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20+ 0.55% |
$1.96K - $2.31K
|
3.66K
$391K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20+ 0.45% |
$1.96K - $2.31K
|
4.49K
$480K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 1.29% |
$1.96K - $2.31K
|
1.58K
$168K
|
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
20+ 0.29% |
$1.96K - $2.31K
|
6.92K
$739K
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
19+ 0.29% |
$1.86K - $2.19K
|
6.55K
$700K
|
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
17+ 0.53% |
$1.66K - $1.96K
|
3.21K
$343K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
17+ 0.37% |
$1.66K - $1.96K
|
4.63K
$494K
|
|
|
Aug 11, 2022
Q2 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
17+ 0.17% |
$1.66K - $1.96K
|
10.1K
$1.08M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
17New |
$1.66K - $1.96K
|
17
$1.82K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 1.73% |
$1.47K - $1.73K
|
881
$94.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
14+ 0.53% |
$1.37K - $1.62K
|
2.66K
$284K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
14+ 0.2% |
$1.37K - $1.62K
|
6.97K
$745K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
14New |
$1.37K - $1.62K
|
14
$1.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
13+ 0.62% |
$1.27K - $1.5K
|
2.12K
$227K
|
|
|
Aug 10, 2022
Q2 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
13+ 0.48% |
$1.27K - $1.5K
|
2.74K
$293K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13New |
$1.27K - $1.5K
|
13
$1.39K
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
12+ 0.27% |
$1.17K - $1.39K
|
4.39K
$469K
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
12+ 0.58% |
$1.17K - $1.39K
|
2.08K
$222K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
12+ 0.2% |
$1.17K - $1.39K
|
6.14K
$656K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
12+ 0.16% |
$1.17K - $1.39K
|
7.66K
$818K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
11+ 0.12% |
$1.08K - $1.27K
|
9.11K
$973K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
11+ 0.43% |
$1.08K - $1.27K
|
2.58K
$275K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
10+ 0.15% |
$978 - $1.15K
|
6.89K
$736K
|