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 |
---|---|---|---|---|---|---|---|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.48KNew |
$242K - $286K
|
2.48K
$267K
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.47K+ 24.61% |
$241K - $285K
|
12.5K
$1.35M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
2.45K+ 41.92% |
$239K - $282K
|
8.28K
$893K
|
|
Aug 10, 2022
Q2 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.41K+ 2.9% |
$236K - $278K
|
85.5K
$9.21M
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.41K+ 0.9% |
$236K - $278K
|
270K
$29M
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.4K+ 7.23% |
$234K - $277K
|
35.5K
$3.83M
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.35KNew |
$230K - $271K
|
2.35K
$253K
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.35K+ 44.49% |
$229K - $271K
|
7.62K
$821K
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.33KNew |
$227K - $268K
|
2.33K
$251K
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.32K+ 121.04% |
$227K - $268K
|
4.23K
$456K
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.32K+ 2.26% |
$226K - $267K
|
105K
$11.3M
|
|
Jul 13, 2022
Q2 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
2.31KNew |
$226K - $266K
|
2.31K
$249K
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
2.29K+ 6.29% |
$224K - $264K
|
38.7K
$4.17M
|
|
Aug 15, 2022
Q2 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.26KNew |
$221K - $260K
|
2.26K
$243K
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.25K+ 39.54% |
$220K - $260K
|
7.95K
$857K
|
|
Jul 07, 2022
Q2 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.25K+ 118.42% |
$220K - $260K
|
4.15K
$447K
|
|
Aug 12, 2022
Q2 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.25KNew |
$220K - $259K
|
2.25K
$242K
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.24KNew |
$220K - $259K
|
2.24K
$242K
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.22K+ 11.43% |
$217K - $257K
|
21.7K
$2.34M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.22K+ 10.65% |
$217K - $256K
|
23K
$2.48M
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.21K+ 17.81% |
$216K - $255K
|
14.6K
$1.57M
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.21KNew |
$216K - $255K
|
2.21K
$238K
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.18KNew |
$213K - $252K
|
2.18K
$235K
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
2.18K+ 15.09% |
$213K - $252K
|
16.6K
$1.79M
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.18K+ 16.71% |
$213K - $251K
|
15.2K
$1.64M
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.17K+ 4.28% |
$212K - $250K
|
52.8K
$5.69M
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.15K+ 0.46% |
$211K - $249K
|
469K
$50.6M
|
|
Aug 12, 2022
Q2 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.13KNew |
$209K - $246K
|
2.13K
$230K
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.13KNew |
$208K - $246K
|
2.13K
$229K
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
2.11KNew |
$207K - $244K
|
2.11K
$228K
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.1K+ 16.79% |
$205K - $242K
|
14.6K
$1.57M
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.09K+ 90.16% |
$204K - $241K
|
4.41K
$475K
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.09K+ 91.58% |
$204K - $241K
|
4.37K
$471K
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
2.09K+ 29.95% |
$204K - $241K
|
9.05K
$975K
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
2.05K+ 29.45% |
$201K - $237K
|
9.01K
$971K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
2.05KNew |
$200K - $236K
|
2.05K
$221K
|
|
Aug 10, 2022
Q2 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
2.03K+ 42.88% |
$198K - $234K
|
6.75K
$727K
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
BUY
|
- |
2.02KNew |
$197K - $233K
|
2.02K
$217K
|
|
Jul 27, 2022
Q2 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
2KNew |
$196K - $231K
|
2K
$216K
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.99KNew |
$195K - $230K
|
1.99K
$214K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.98K+ 9.02% |
$194K - $229K
|
24K
$2.58M
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.98K+ 13.79% |
$193K - $228K
|
16.3K
$1.76M
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.95KNew |
$191K - $225K
|
1.95K
$210K
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.94KNew |
$189K - $223K
|
1.94K
$209K
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.93KNew |
$189K - $223K
|
1.93K
$208K
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
1.93KNew |
$188K - $222K
|
1.93K
$208K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.93KNew |
$188K - $222K
|
1.93K
$208K
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.92K+ 1.92% |
$188K - $221K
|
102K
$11M
|
|
Aug 09, 2022
Q2 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.92KNew |
$187K - $221K
|
1.92K
$207K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.9K+ 19.78% |
$186K - $220K
|
11.5K
$1.24M
|