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 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-585- 17.49% |
$57.2K - $67.5K
|
2.76K
$295K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-589- 0.75% |
$57.6K - $68K
|
78.4K
$8.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-589- 3.93% |
$57.6K - $68K
|
14.4K
$1.54M
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-590- 2.7% |
$57.7K - $68.1K
|
21.2K
$2.27M
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-597- 4.91% |
$58.4K - $68.9K
|
11.6K
$1.24M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-600- 2.74% |
$58.7K - $69.3K
|
21.3K
$2.27M
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
SELL
|
- |
-611- 2.76% |
$59.8K - $70.5K
|
21.5K
$2.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
SELL
|
- |
-627- 3.24% |
$61.3K - $72.4K
|
18.7K
$2M
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-633- 5.45% |
$61.9K - $73.1K
|
11K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-634- 10.95% |
$62K - $73.2K
|
5.15K
$550K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-641- 3.95% |
$62.7K - $74K
|
15.6K
$1.66M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-659- 26.7% |
$64.5K - $76.1K
|
1.81K
$193K
|
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-660- 1.49% |
$64.6K - $76.2K
|
43.6K
$4.66M
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-665- 5.47% |
$65.1K - $76.8K
|
11.5K
$1.23M
|
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-675- 0.5% |
$66K - $77.9K
|
134K
$14.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-700- 15.6% |
$68.5K - $80.8K
|
3.79K
$404K
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-700- 1.25% |
$68.5K - $80.8K
|
55.5K
$5.93M
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-701- 4.2% |
$68.6K - $80.9K
|
16K
$1.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-714- 3.59% |
$69.8K - $82.4K
|
19.2K
$2.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-715- 8.51% |
$69.9K - $82.5K
|
7.69K
$821K
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-730- 6.82% |
$71.4K - $84.3K
|
9.98K
$1.07M
|
|
|
Aug 08, 2022
Q2 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-736- 10.87% |
$72K - $85K
|
6.03K
$644K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-762- 14.51% |
$74.5K - $88K
|
4.49K
$479K
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-768- 5.96% |
$75.1K - $88.7K
|
12.1K
$1.29M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-820- 1.57% |
$80.2K - $94.7K
|
51.4K
$5.49M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-827- 1.74% |
$80.9K - $95.5K
|
46.6K
$4.98M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-850- 6.5% |
$83.1K - $98.1K
|
12.2K
$1.31M
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-895- 79.84% |
$87.5K - $103K
|
226
$24.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-897- 4.31% |
$87.7K - $104K
|
19.9K
$2.13M
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
SELL
|
- |
-899- 3.93% |
$87.9K - $104K
|
22K
$2.35M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-901- 6.73% |
$88.1K - $104K
|
12.5K
$1.33M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-907- 5.99% |
$88.7K - $105K
|
14.2K
$1.52M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-911- 27.05% |
$89.1K - $105K
|
2.46K
$262K
|
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
SELL
|
- |
-911- 6.12% |
$89.1K - $105K
|
14K
$1.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-914Closed |
$89.4K - $106K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
SELL
|
- |
-917- 1.32% |
$89.7K - $106K
|
68.6K
$7.33M
|
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-919- 9.46% |
$89.9K - $106K
|
8.79K
$939K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-924- 7.4% |
$90.4K - $107K
|
11.6K
$1.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-933- 0.74% |
$91.3K - $108K
|
125K
$13.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-940- 4.24% |
$92K - $109K
|
21.2K
$2.27M
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-945- 8.87% |
$92.4K - $109K
|
9.71K
$1.04M
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-950- 2.1% |
$92.9K - $110K
|
44.4K
$4.74M
|
|
|
Jul 27, 2022
Q2 2022
|
John G Ullman & Associates Inc
|
SELL
|
- |
-950- 12.0% |
$92.9K - $110K
|
6.97K
$744K
|
|
|
Aug 15, 2022
Q2 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-951- 27.78% |
$93K - $110K
|
2.47K
$264K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-957- 5.88% |
$93.6K - $110K
|
15.3K
$1.64M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-987- 22.3% |
$96.5K - $114K
|
3.44K
$367K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-990- 5.26% |
$96.8K - $114K
|
17.8K
$1.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-994- 15.14% |
$97.2K - $115K
|
5.57K
$595K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1K- 52.91% |
$97.8K - $115K
|
890
$95.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1K- 0.27% |
$97.8K - $115K
|
368K
$39.3M
|