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 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-25- 0.13% |
$2.45K - $2.89K
|
19.8K
$2.14M
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-26- 1.86% |
$2.54K - $3K
|
1.38K
$149K
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-27- 0.94% |
$2.64K - $3.12K
|
2.85K
$309K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-28- 18.18% |
$2.74K - $3.23K
|
126
$13.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-29- 0.64% |
$2.84K - $3.35K
|
4.47K
$484K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-29- 26.61% |
$2.84K - $3.35K
|
80
$8.66K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-30Closed |
$2.93K - $3.46K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-31- 0.66% |
$3.03K - $3.58K
|
4.7K
$508K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-31- 2.46% |
$3.03K - $3.58K
|
1.23K
$133K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-31- 1.66% |
$3.03K - $3.58K
|
1.84K
$199K
|
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-32- 0.59% |
$3.13K - $3.69K
|
5.41K
$586K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-32- 0.16% |
$3.13K - $3.69K
|
20.2K
$2.19M
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-32- 0.95% |
$3.13K - $3.69K
|
3.33K
$361K
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-33- 0.28% |
$3.23K - $3.81K
|
11.8K
$1.28M
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-33- 2.34% |
$3.23K - $3.81K
|
1.38K
$149K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-33- 0.63% |
$3.23K - $3.81K
|
5.17K
$560K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-34- 0.22% |
$3.33K - $3.92K
|
15.4K
$1.66M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-36- 1.59% |
$3.52K - $4.16K
|
2.22K
$241K
|
|
|
Aug 12, 2022
Q2 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-36- 0.68% |
$3.52K - $4.16K
|
5.26K
$569K
|
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-36- 1.14% |
$3.52K - $4.16K
|
3.12K
$338K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
SELL
|
- |
-37- 0.02% |
$3.62K - $4.27K
|
211K
$22.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-37- 0.4% |
$3.62K - $4.27K
|
9.14K
$989K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-40- 2.67% |
$3.91K - $4.62K
|
1.46K
$158K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-40Closed |
$3.91K - $4.62K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-41- 1.0% |
$4.01K - $4.73K
|
4.06K
$440K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-42- 0.5% |
$4.11K - $4.85K
|
8.4K
$909K
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-42- 0.69% |
$4.11K - $4.85K
|
6.02K
$652K
|
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-43- 1.28% |
$4.21K - $4.96K
|
3.31K
$358K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-44- 0.27% |
$4.3K - $5.08K
|
16.2K
$1.75M
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-44- 1.24% |
$4.3K - $5.08K
|
3.49K
$378K
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-44- 1.37% |
$4.3K - $5.08K
|
3.16K
$342K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-46- 0.52% |
$4.5K - $5.31K
|
8.88K
$961K
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-47- 2.23% |
$4.6K - $5.43K
|
2.06K
$223K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-47- 2.05% |
$4.6K - $5.43K
|
2.24K
$243K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-48- 1.71% |
$4.7K - $5.54K
|
2.75K
$298K
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-50- 2.16% |
$4.89K - $5.77K
|
2.27K
$245K
|
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-50- 1.25% |
$4.89K - $5.77K
|
3.94K
$426K
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-50- 0.79% |
$4.89K - $5.77K
|
6.27K
$679K
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 1.06% |
$4.89K - $5.77K
|
4.67K
$505K
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-50- 1.62% |
$4.89K - $5.77K
|
3.03K
$328K
|
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-51- 0.26% |
$4.99K - $5.89K
|
19.6K
$2.12M
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-52- 0.88% |
$5.09K - $6K
|
5.83K
$631K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-52- 1.69% |
$5.09K - $6K
|
3.02K
$327K
|
|
|
Jul 12, 2022
Q2 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-54- 1.55% |
$5.28K - $6.23K
|
3.42K
$370K
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-55- 2.16% |
$5.38K - $6.35K
|
2.49K
$270K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-55- 1.24% |
$5.38K - $6.35K
|
4.36K
$472K
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-58- 0.81% |
$5.67K - $6.69K
|
7.13K
$772K
|
|
|
Jul 21, 2022
Q2 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-58- 1.64% |
$5.67K - $6.69K
|
3.48K
$376K
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-60- 0.49% |
$5.87K - $6.93K
|
12.2K
$1.32M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-61- 0.08% |
$5.97K - $7.04K
|
73.8K
$7.99M
|