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 03, 2022
Q2 2022
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.04% |
$97.8 - $115
|
2.57K
$278K
|
|
|
Aug 04, 2022
Q2 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1+ 0.01% |
$97.8 - $115
|
13.8K
$1.49M
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1+ 0.01% |
$97.8 - $115
|
10.8K
$1.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1+ 0.05% |
$97.8 - $115
|
2.21K
$239K
|
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.02% |
$97.8 - $115
|
6.09K
$659K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.52% |
$97.8 - $115
|
67
$7.25K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.09% |
$97.8 - $115
|
1.09K
$118K
|
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.02% |
$97.8 - $115
|
5K
$541K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 1.3% |
$97.8 - $115
|
78
$8.44K
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.13% |
$97.8 - $115
|
747
$80.8K
|
|
|
Aug 18, 2022
Q2 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
1+ 0.0% |
$97.8 - $115
|
55.4K
$5.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-1- 0.03% |
$97.8 - $115
|
3.2K
$346K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1- 0.04% |
$97.8 - $115
|
2.26K
$244K
|
|
|
Aug 12, 2022
Q2 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1- 3.7% |
$97.8 - $115
|
26
$2.81K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1- 0.03% |
$97.8 - $115
|
3.42K
$370K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 1.05% |
$97.8 - $115
|
94
$10.2K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.06% |
$196 - $231
|
3.08K
$334K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-2- 0.1% |
$196 - $231
|
2K
$217K
|
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-3- 0.16% |
$293 - $346
|
1.91K
$206K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3- 0.01% |
$293 - $346
|
52.4K
$5.67M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3- 0.07% |
$293 - $346
|
4.39K
$475K
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4- 0.03% |
$391 - $462
|
11.5K
$1.24M
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5- 0.23% |
$489 - $577
|
2.19K
$237K
|
|
|
Aug 09, 2022
Q2 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-6- 0.18% |
$587 - $693
|
3.27K
$354K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-7- 0.04% |
$685 - $808
|
19.6K
$2.12M
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 1.15% |
$685 - $808
|
602
$65.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7- 0.03% |
$685 - $808
|
22.5K
$2.44M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-9- 0.29% |
$880 - $1.04K
|
3.06K
$331K
|
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-11- 0.06% |
$1.08K - $1.27K
|
18.7K
$2.02M
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-12- 0.01% |
$1.17K - $1.39K
|
80.2K
$8.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-12- 0.25% |
$1.17K - $1.39K
|
4.87K
$527K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-12- 2.65% |
$1.17K - $1.39K
|
440
$47.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
SELL
|
- |
-13- 0.68% |
$1.27K - $1.5K
|
1.89K
$204K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-13- 1.57% |
$1.27K - $1.5K
|
813
$88K
|
|
|
Aug 11, 2022
Q2 2022
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-13- 0.08% |
$1.27K - $1.5K
|
16.5K
$1.79M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-13- 0.72% |
$1.27K - $1.5K
|
1.79K
$194K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-16- 7.37% |
$1.57K - $1.85K
|
201
$21.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-16Closed |
$1.57K - $1.85K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-17- 0.22% |
$1.66K - $1.96K
|
7.78K
$842K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-17- 0.06% |
$1.66K - $1.96K
|
30.8K
$3.33M
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
SELL
|
- |
-18- 2.93% |
$1.76K - $2.08K
|
596
$64.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-20- 0.68% |
$1.96K - $2.31K
|
2.9K
$314K
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-20- 0.6% |
$1.96K - $2.31K
|
3.32K
$360K
|
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.5% |
$2.25K - $2.65K
|
4.62K
$500K
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-23- 0.42% |
$2.25K - $2.65K
|
5.51K
$596K
|
|
|
Jun 07, 2022
Q2 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-24Closed |
$2.35K - $2.77K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.34% |
$2.45K - $2.89K
|
1.85K
$200K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-25- 1.15% |
$2.45K - $2.89K
|
2.14K
$232K
|