Purchases and Sales Made in Q3 2021 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
739+ 3.23% |
$71.7K - $79.8K
|
23.6K
$2.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
732+ 2.58% |
$71K - $79K
|
29.1K
$3.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
729+ 2.62% |
$70.7K - $78.7K
|
28.6K
$3.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
720+ 0.59% |
$69.9K - $77.7K
|
123K
$13.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
719+ 17.79% |
$69.8K - $77.6K
|
4.76K
$509K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
718+ 5.01% |
$69.7K - $77.5K
|
15K
$1.61M
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
713+ 1.9% |
$69.2K - $77K
|
38.2K
$4.08M
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
711+ 32.32% |
$69K - $76.7K
|
2.91K
$311K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
708+ 17.16% |
$68.7K - $76.4K
|
4.83K
$516K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
703+ 4.13% |
$68.2K - $75.9K
|
17.7K
$1.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
679+ 1.46% |
$65.9K - $73.3K
|
47.1K
$5.03M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
BUY
|
- |
669+ 82.49% |
$64.9K - $72.2K
|
1.48K
$158K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
665+ 86.36% |
$64.5K - $71.8K
|
1.44K
$153K
|
|
|
Nov 15, 2021
Q3 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
658+ 2.55% |
$63.9K - $71K
|
26.5K
$2.83M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
655+ 92.64% |
$63.6K - $70.7K
|
1.36K
$145K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
653+ 7.33% |
$63.4K - $70.5K
|
9.56K
$1.02M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
647+ 22.89% |
$62.8K - $69.8K
|
3.47K
$371K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
630+ 5.04% |
$61.1K - $68K
|
13.1K
$1.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
620+ 3.23% |
$60.2K - $66.9K
|
19.8K
$2.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
619+ 1.14% |
$60.1K - $66.8K
|
54.9K
$5.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
613+ 5.8% |
$59.5K - $66.2K
|
11.2K
$1.19M
|
|
|
Oct 20, 2021
Q3 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
609+ 0.34% |
$59.1K - $65.7K
|
181K
$19.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Sky Investment Group LLC
|
BUY
|
- |
602+ 1.66% |
$58.4K - $65K
|
36.8K
$3.93M
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
602+ 1.0% |
$58.4K - $65K
|
60.7K
$6.48M
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
588+ 1.52% |
$57.1K - $63.5K
|
39.2K
$4.19M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
583+ 2.66% |
$56.6K - $62.9K
|
22.5K
$2.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
579+ 5.96% |
$56.2K - $62.5K
|
10.3K
$1.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
576+ 2880.0% |
$55.9K - $62.2K
|
596
$63.7K
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
575+ 4.07% |
$55.8K - $62.1K
|
14.7K
$1.57M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
573+ 19.73% |
$55.6K - $61.8K
|
3.48K
$371K
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
566+ 5.45% |
$54.9K - $61.1K
|
10.9K
$1.17M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
563+ 13.17% |
$54.6K - $60.8K
|
4.84K
$517K
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
563+ 6.36% |
$54.6K - $60.8K
|
9.41K
$1.01M
|
|
|
Oct 21, 2021
Q3 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
562+ 8.6% |
$54.5K - $60.7K
|
7.1K
$758K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
562+ 0.09% |
$54.5K - $60.7K
|
615K
$65.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
561+ 14.47% |
$54.4K - $60.5K
|
4.44K
$474K
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
559+ 3.08% |
$54.3K - $60.3K
|
18.7K
$2M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
550+ 0.51% |
$53.4K - $59.4K
|
109K
$11.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
545+ 0.54% |
$52.9K - $58.8K
|
101K
$10.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
545+ 6.5% |
$52.9K - $58.8K
|
8.94K
$954K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
544New |
$52.8K - $58.7K
|
544
$58.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
538+ 7.86% |
$52.2K - $58.1K
|
7.38K
$788K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
526+ 10.94% |
$51K - $56.8K
|
5.33K
$570K
|
|
|
Oct 06, 2021
Q3 2021
|
Hodges Capital Management Inc.
|
BUY
|
- |
525+ 6.46% |
$51K - $56.7K
|
8.65K
$924K
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
521+ 4.65% |
$50.6K - $56.2K
|
11.7K
$1.25M
|
|
|
Nov 05, 2021
Q3 2021
|
Buckhead Capital Management LLC
|
BUY
|
- |
515+ 3.01% |
$50K - $55.6K
|
17.6K
$1.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
512+ 11.09% |
$49.7K - $55.3K
|
5.13K
$548K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
511+ 5.41% |
$49.6K - $55.2K
|
9.95K
$1.06M
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
508+ 8.77% |
$49.3K - $54.8K
|
6.3K
$673K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
507+ 9.87% |
$49.2K - $54.7K
|
5.64K
$603K
|