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 |
---|---|---|---|---|---|---|---|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-61- 0.08% |
$5.97K - $7.04K
|
73.8K
$7.99M
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-62- 0.87% |
$6.06K - $7.16K
|
7.05K
$763K
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-63- 2.69% |
$6.16K - $7.27K
|
2.28K
$247K
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-64- 1.41% |
$6.26K - $7.39K
|
4.48K
$484K
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-64- 2.35% |
$6.26K - $7.39K
|
2.66K
$288K
|
|
Aug 15, 2022
Q2 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-64- 0.25% |
$6.26K - $7.39K
|
25.3K
$2.74M
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-65- 2.95% |
$6.36K - $7.5K
|
2.14K
$231K
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-67- 2.94% |
$6.55K - $7.73K
|
2.21K
$240K
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-67- 10.74% |
$6.55K - $7.73K
|
557
$60.3K
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-68- 0.08% |
$6.65K - $7.85K
|
83.3K
$9.01M
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-68Closed |
$6.65K - $7.85K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-70- 16.79% |
$6.85K - $8.08K
|
347
$37.6K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-71- 3.81% |
$6.95K - $8.2K
|
1.79K
$194K
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-72- 1.82% |
$7.04K - $8.31K
|
3.89K
$421K
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-73- 0.55% |
$7.14K - $8.43K
|
13.3K
$1.44M
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-74- 1.26% |
$7.24K - $8.54K
|
5.79K
$626K
|
|
Jul 11, 2022
Q2 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-75- 0.8% |
$7.34K - $8.66K
|
9.36K
$1.01M
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-75- 0.19% |
$7.34K - $8.66K
|
40.1K
$4.35M
|
|
Aug 09, 2022
Q2 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-75- 0.92% |
$7.34K - $8.66K
|
8.05K
$871K
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-75- 71.43% |
$7.34K - $8.66K
|
30
$3.25K
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-76- 0.4% |
$7.43K - $8.77K
|
19K
$2.06M
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-76- 2.07% |
$7.43K - $8.77K
|
3.6K
$389K
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-76- 3.82% |
$7.43K - $8.77K
|
1.91K
$207K
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-77- 6.94% |
$7.53K - $8.89K
|
1.03K
$112K
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-77- 41.18% |
$7.53K - $8.89K
|
110
$11.9K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-80- 0.53% |
$7.83K - $9.23K
|
14.9K
$1.62M
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-81- 0.92% |
$7.92K - $9.35K
|
8.76K
$948K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-82- 9.83% |
$8.02K - $9.47K
|
752
$81.4K
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-83- 1.08% |
$8.12K - $9.58K
|
7.6K
$822K
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-85- 27.33% |
$8.31K - $9.81K
|
226
$24.5K
|
|
Jul 06, 2022
Q2 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-90- 1.05% |
$8.8K - $10.4K
|
8.46K
$916K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-90- 0.17% |
$8.8K - $10.4K
|
52K
$5.63M
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-92- 11.49% |
$9K - $10.6K
|
709
$76.7K
|
|
Aug 01, 2022
Q2 2022
|
Chelsea Counsel CO
|
SELL
|
- |
-93- 4.24% |
$9.1K - $10.7K
|
2.1K
$227K
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-94- 1.74% |
$9.2K - $10.9K
|
5.31K
$575K
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-94Closed |
$9.2K - $10.9K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-94- 2.54% |
$9.2K - $10.9K
|
3.6K
$390K
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-94- 1.13% |
$9.2K - $10.9K
|
8.25K
$893K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-96- 1.93% |
$9.39K - $11.1K
|
4.89K
$529K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-96- 1.13% |
$9.39K - $11.1K
|
8.37K
$906K
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-100- 4.37% |
$9.78K - $11.5K
|
2.19K
$237K
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100- 1.68% |
$9.78K - $11.5K
|
5.85K
$633K
|
|
Jul 15, 2022
Q2 2022
|
Meyer Handelman CO
|
SELL
|
- |
-100- 0.08% |
$9.78K - $11.5K
|
123K
$13.3M
|
|
Jul 18, 2022
Q2 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-100- 2.2% |
$9.78K - $11.5K
|
4.44K
$480K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-100- 2.36% |
$9.78K - $11.5K
|
4.14K
$448K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-100- 11.34% |
$9.78K - $11.5K
|
782
$84.6K
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-100- 5.3% |
$9.78K - $11.5K
|
1.79K
$193K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-101- 0.3% |
$9.88K - $11.7K
|
33.8K
$3.66M
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-101Closed |
$9.88K - $11.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-102- 0.89% |
$9.98K - $11.8K
|
11.3K
$1.22M
|