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 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.54K- 10.21% |
$151K - $178K
|
13.6K
$1.45M
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.56K- 40.05% |
$153K - $180K
|
2.34K
$250K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.57K- 11.13% |
$154K - $181K
|
12.5K
$1.34M
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.59K- 16.66% |
$156K - $184K
|
7.95K
$849K
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.63K- 1.89% |
$159K - $188K
|
84.4K
$9.01M
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.63KClosed |
$160K - $189K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.64K- 8.47% |
$161K - $190K
|
17.8K
$1.9M
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.65K- 13.35% |
$162K - $191K
|
10.7K
$1.14M
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.72K- 3.5% |
$168K - $199K
|
47.5K
$5.07M
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.74K- 3.24% |
$170K - $201K
|
51.9K
$5.55M
|
|
Jul 27, 2022
Q2 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1.75K- 25.75% |
$171K - $202K
|
5.05K
$539K
|
|
Jul 15, 2022
Q2 2022
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.79K- 0.79% |
$175K - $206K
|
224K
$23.9M
|
|
Aug 03, 2022
Q2 2022
|
Benin Management Corp
|
SELL
|
- |
-1.79KClosed |
$175K - $207K
|
0
$0
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.79K- 39.2% |
$175K - $207K
|
2.78K
$297K
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-1.8KClosed |
$176K - $208K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.81KClosed |
$177K - $209K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.81KClosed |
$177K - $209K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.81KClosed |
$177K - $209K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.81KClosed |
$177K - $209K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-1.83KClosed |
$179K - $211K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.83KClosed |
$179K - $211K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.83KClosed |
$179K - $212K
|
0
$0
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.84KClosed |
$179K - $212K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Security National Bank
|
SELL
|
- |
-1.84KClosed |
$180K - $212K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-1.85KClosed |
$181K - $213K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.85KClosed |
$181K - $213K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.86KClosed |
$182K - $214K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.86KClosed |
$182K - $215K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.86KClosed |
$182K - $215K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-1.86KClosed |
$182K - $215K
|
0
$0
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.87KClosed |
$183K - $216K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.88KClosed |
$184K - $217K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1.88KClosed |
$184K - $217K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.89K- 0.9% |
$185K - $219K
|
207K
$22.2M
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.89K- 0.9% |
$185K - $219K
|
207K
$22.2M
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.89K- 0.9% |
$185K - $219K
|
207K
$22.2M
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1.91KClosed |
$187K - $220K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1.91KClosed |
$187K - $221K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.91K- 32.14% |
$187K - $221K
|
4.04K
$432K
|
|
Aug 12, 2022
Q2 2022
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-1.92KClosed |
$188K - $222K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.97KClosed |
$193K - $228K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.99K- 6.57% |
$195K - $230K
|
28.4K
$3.03M
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.01K- 43.0% |
$197K - $232K
|
2.67K
$285K
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.03KClosed |
$198K - $234K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-2.03KClosed |
$199K - $235K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
SELL
|
- |
-2.06K- 7.45% |
$201K - $238K
|
25.6K
$2.73M
|
|
Jul 21, 2022
Q2 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.1K- 4.69% |
$205K - $242K
|
42.7K
$4.56M
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.1KClosed |
$206K - $243K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.12K- 43.35% |
$207K - $244K
|
2.77K
$295K
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.13KClosed |
$209K - $246K
|
0
$0
|