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 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.14K- 10.14% |
$209K - $247K
|
18.9K
$2.02M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-2.18K- 3.44% |
$213K - $252K
|
61.3K
$6.54M
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-2.22KClosed |
$217K - $256K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.28K- 12.82% |
$223K - $263K
|
15.5K
$1.65M
|
|
Aug 15, 2022
Q2 2022
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-2.28K- 25.96% |
$223K - $263K
|
6.49K
$694K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.29K- 3.4% |
$224K - $264K
|
65K
$6.94M
|
|
Jul 13, 2022
Q2 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-2.32KClosed |
$226K - $267K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.36KClosed |
$231K - $273K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-2.37K- 22.01% |
$231K - $273K
|
8.39K
$896K
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
SELL
|
- |
-2.4K- 0.91% |
$234K - $277K
|
262K
$28M
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.45KClosed |
$239K - $282K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-2.48KClosed |
$242K - $286K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
SELL
|
- |
-2.49KClosed |
$244K - $288K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.5K- 40.43% |
$244K - $288K
|
3.68K
$393K
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-2.51KClosed |
$245K - $290K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.52K- 12.81% |
$246K - $291K
|
17.2K
$1.83M
|
|
Aug 12, 2022
Q2 2022
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-2.52K- 1.22% |
$246K - $291K
|
205K
$21.9M
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.53K- 28.54% |
$247K - $291K
|
6.32K
$675K
|
|
Aug 15, 2022
Q2 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.55K- 4.22% |
$250K - $295K
|
57.9K
$6.19M
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.58KClosed |
$252K - $298K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.6KClosed |
$254K - $300K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.75K- 4.47% |
$269K - $317K
|
58.8K
$6.28M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.76K- 7.45% |
$270K - $318K
|
34.3K
$3.66M
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.83KClosed |
$277K - $327K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.9K- 8.47% |
$284K - $335K
|
31.3K
$3.34M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.94KClosed |
$287K - $339K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-3.04KClosed |
$297K - $350K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.04K- 14.25% |
$297K - $351K
|
18.3K
$1.95M
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-3.04K- 7.44% |
$298K - $351K
|
37.9K
$4.04M
|
|
Aug 11, 2022
Q2 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-3.1K- 13.54% |
$303K - $358K
|
19.8K
$2.11M
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.29K- 22.28% |
$322K - $380K
|
11.5K
$1.23M
|
|
Aug 12, 2022
Q2 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.3K- 2.4% |
$323K - $381K
|
134K
$14.3M
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.32K- 7.03% |
$325K - $383K
|
43.9K
$4.69M
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.33KClosed |
$325K - $384K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-3.35K- 0.9% |
$328K - $387K
|
370K
$39.6M
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.37K- 49.68% |
$329K - $389K
|
3.41K
$364K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.42KClosed |
$334K - $394K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.43K- 65.61% |
$335K - $396K
|
1.8K
$192K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.45K- 19.15% |
$338K - $398K
|
14.6K
$1.56M
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.55K- 91.35% |
$347K - $410K
|
336
$35.9K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.59K- 60.35% |
$351K - $415K
|
2.36K
$252K
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.6K- 26.71% |
$352K - $416K
|
9.89K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.63K- 30.24% |
$355K - $419K
|
8.37K
$894K
|
|
Aug 01, 2022
Q2 2022
|
Oak Thistle LLC
|
SELL
|
- |
-3.64K- 63.32% |
$356K - $420K
|
2.11K
$225K
|
|
Jul 29, 2022
Q2 2022
|
Hgk Asset Management Inc
|
SELL
|
- |
-3.67K- 8.02% |
$359K - $424K
|
42.1K
$4.49M
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-3.75K- 13.57% |
$367K - $433K
|
23.9K
$2.55M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-3.81K- 63.48% |
$373K - $440K
|
2.19K
$234K
|
|
Aug 05, 2022
Q2 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-4.34KClosed |
$424K - $501K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.38K- 17.81% |
$428K - $505K
|
20.2K
$2.16M
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.47K- 65.93% |
$438K - $516K
|
2.31K
$247K
|