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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
1.9K+ 7.32% |
$186K - $219K
|
27.8K
$3M
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
1.88KNew |
$184K - $217K
|
1.88K
$203K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust Investment Advisors
|
BUY
|
- |
1.88K+ 15.3% |
$184K - $217K
|
14.2K
$1.53M
|
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.88KNew |
$184K - $217K
|
1.88K
$202K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.88K+ 2.22% |
$183K - $216K
|
86.4K
$9.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.87KNew |
$183K - $216K
|
1.87K
$201K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.86K+ 11.93% |
$182K - $215K
|
17.5K
$1.88M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.86K+ 18.64% |
$181K - $214K
|
11.8K
$1.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.84K+ 2.4% |
$180K - $212K
|
78.4K
$8.45M
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.83K+ 2.02% |
$179K - $211K
|
92.1K
$9.93M
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.81K+ 17.16% |
$177K - $208K
|
12.3K
$1.33M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.8K+ 3.71% |
$176K - $208K
|
50.5K
$5.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.8K+ 7.2% |
$176K - $208K
|
26.8K
$2.89M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.79K+ 11.67% |
$175K - $207K
|
17.2K
$1.85M
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
1.79K+ 15.18% |
$175K - $206K
|
13.6K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1.75K+ 11.55% |
$171K - $202K
|
16.9K
$1.82M
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.74K+ 13.32% |
$170K - $201K
|
14.8K
$1.6M
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.71K+ 9.18% |
$167K - $197K
|
20.3K
$2.19M
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
1.71K+ 38.41% |
$167K - $197K
|
6.16K
$664K
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
1.7K+ 3.3% |
$166K - $196K
|
53.2K
$5.73M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.68K+ 6.82% |
$164K - $193K
|
26.2K
$2.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.66K+ 22.65% |
$162K - $192K
|
8.99K
$969K
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.66K+ 4.03% |
$162K - $192K
|
42.8K
$4.61M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.65K+ 0.5% |
$162K - $191K
|
333K
$35.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.65K+ 18.27% |
$161K - $190K
|
10.7K
$1.15M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.65K+ 8.7% |
$161K - $190K
|
20.6K
$2.22M
|
|
|
Aug 02, 2022
Q2 2022
|
Wright Investors Service Inc
|
BUY
|
- |
1.61K+ 5.28% |
$157K - $186K
|
32.1K
$3.46M
|
|
|
Aug 01, 2022
Q2 2022
|
Profund Advisors LLC
|
BUY
|
- |
1.61K+ 4.49% |
$157K - $185K
|
37.4K
$4.03M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 0.35% |
$156K - $184K
|
456K
$49.1M
|
|
|
Aug 15, 2022
Q2 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.59K+ 0.13% |
$156K - $184K
|
1.26M
$136M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.58K+ 1.08% |
$155K - $182K
|
148K
$15.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.57K+ 40.87% |
$154K - $182K
|
5.43K
$585K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.57K+ 17.17% |
$154K - $182K
|
10.7K
$1.16M
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.55K+ 25.07% |
$152K - $179K
|
7.74K
$834K
|
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.54K+ 6.16% |
$151K - $178K
|
26.6K
$2.86M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.53K+ 15.72% |
$149K - $176K
|
11.2K
$1.21M
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
1.52K+ 11.22% |
$149K - $176K
|
15.1K
$1.63M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
BUY
|
- |
1.51K+ 1.15% |
$148K - $175K
|
133K
$14.3M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.51K+ 31.42% |
$147K - $174K
|
6.3K
$679K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.48KNew |
$144K - $170K
|
1.48K
$159K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.45KNew |
$142K - $167K
|
1.45K
$156K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.44K+ 5.54% |
$141K - $166K
|
27.4K
$2.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.44K+ 20.91% |
$140K - $166K
|
8.3K
$895K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.44K+ 20.91% |
$140K - $166K
|
8.3K
$895K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 6.49% |
$140K - $166K
|
23.5K
$2.54M
|
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.43K+ 9.55% |
$140K - $165K
|
16.4K
$1.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.39K+ 5.38% |
$136K - $161K
|
27.3K
$2.94M
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.38K+ 2.12% |
$135K - $160K
|
66.6K
$7.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.37K+ 5.25% |
$134K - $158K
|
27.4K
$2.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.36K+ 29.18% |
$133K - $157K
|
6.04K
$651K
|