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 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
10+ 0.15% |
$978 - $1.15K
|
6.89K
$745K
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
10+ 0.09% |
$978 - $1.15K
|
11K
$1.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10+ 2.18% |
$978 - $1.15K
|
468
$50.7K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9+ 0.45% |
$880 - $1.04K
|
2.01K
$218K
|
|
|
Jul 19, 2022
Q2 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
9+ 0.22% |
$880 - $1.04K
|
4.09K
$442K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
9+ 0.7% |
$880 - $1.04K
|
1.3K
$141K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9+ 0.19% |
$880 - $1.04K
|
4.8K
$520K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
9+ 0.14% |
$880 - $1.04K
|
6.3K
$682K
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
9+ 0.36% |
$880 - $1.04K
|
2.52K
$272K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
8New |
$783 - $923
|
8
$866
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.52% |
$783 - $923
|
1.54K
$167K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
8+ 0.12% |
$783 - $923
|
6.71K
$726K
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8+ 0.03% |
$783 - $923
|
29.3K
$3.18M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
7+ 0.29% |
$685 - $808
|
2.39K
$258K
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7+ 0.27% |
$685 - $808
|
2.6K
$282K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
7+ 2.28% |
$685 - $808
|
314
$34K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7+ 0.11% |
$685 - $808
|
6.42K
$695K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
7+ 0.25% |
$685 - $808
|
2.81K
$304K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7+ 0.06% |
$685 - $808
|
11.7K
$1.27M
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
6+ 0.12% |
$587 - $693
|
4.92K
$533K
|
|
|
Jul 25, 2022
Q2 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.23% |
$489 - $577
|
2.17K
$235K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.59% |
$489 - $577
|
856
$92.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5+ 0.02% |
$489 - $577
|
21.4K
$2.32M
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4+ 0.09% |
$391 - $462
|
4.38K
$474K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.13% |
$391 - $462
|
3.01K
$326K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 0.46% |
$391 - $462
|
877
$94.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.06% |
$391 - $462
|
6.42K
$695K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.59% |
$293 - $346
|
513
$55.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
3+ 0.09% |
$293 - $346
|
3.2K
$346K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3+ 0.19% |
$293 - $346
|
1.61K
$174K
|
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3+ 0.14% |
$293 - $346
|
2.13K
$231K
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.08% |
$293 - $346
|
3.88K
$419K
|
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3+ 0.27% |
$293 - $346
|
1.12K
$122K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.74% |
$293 - $346
|
406
$43.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$196 - $231
|
2.02K
$219K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.06% |
$196 - $231
|
3.41K
$369K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$196 - $231
|
9.07K
$981K
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
2+ 0.01% |
$196 - $231
|
17.3K
$1.88M
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2+ 0.04% |
$196 - $231
|
5.28K
$572K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.25% |
$196 - $231
|
787
$85.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2+ 0.03% |
$196 - $231
|
6.18K
$668K
|
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2+ 0.1% |
$196 - $231
|
1.92K
$208K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 1.34% |
$196 - $231
|
151
$16.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2+ 0.06% |
$196 - $231
|
3.58K
$388K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.02% |
$196 - $231
|
8.29K
$897K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.09% |
$97.8 - $115
|
1.14K
$124K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.82% |
$97.8 - $115
|
123
$13.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.36% |
$97.8 - $115
|
275
$29.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.76% |
$97.8 - $115
|
132
$14.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.43% |
$97.8 - $115
|
231
$25K
|