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 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
500+ 8.41% |
$48.5K - $54K
|
6.44K
$688K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
496+ 5.28% |
$48.1K - $53.5K
|
9.89K
$1.06M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
494+ 1.72% |
$47.9K - $53.3K
|
29.2K
$3.12M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
494+ 0.62% |
$47.9K - $53.3K
|
80.8K
$8.63M
|
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
490+ 11.83% |
$47.6K - $52.9K
|
4.63K
$495K
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
483+ 19.88% |
$46.9K - $52.1K
|
2.91K
$311K
|
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
479+ 0.15% |
$46.5K - $51.7K
|
310K
$33.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
477+ 7.99% |
$46.3K - $51.5K
|
6.45K
$689K
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
475+ 5.37% |
$46.1K - $51.3K
|
9.32K
$995K
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
472+ 3.43% |
$45.8K - $50.9K
|
14.2K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
472+ 1.59% |
$45.8K - $50.9K
|
30.2K
$3.22M
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
472+ 5.24% |
$45.8K - $50.9K
|
9.48K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
468+ 3.84% |
$45.4K - $50.5K
|
12.7K
$1.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
463+ 13.98% |
$44.9K - $50K
|
3.77K
$403K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
454+ 12.07% |
$44.1K - $49K
|
4.22K
$450K
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
454+ 9.37% |
$44.1K - $49K
|
5.3K
$566K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
454+ 12.07% |
$44.1K - $49K
|
4.22K
$450K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
451+ 16.54% |
$43.8K - $48.7K
|
3.18K
$339K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
450New |
$43.7K - $48.6K
|
450
$48.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
450New |
$43.7K - $48.6K
|
450
$48.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
450+ 7.68% |
$43.7K - $48.6K
|
6.31K
$674K
|
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
444+ 17.2% |
$43.1K - $47.9K
|
3.03K
$323K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
436+ 2.26% |
$42.3K - $47.1K
|
19.8K
$2.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
417+ 1.0% |
$40.5K - $45K
|
42.2K
$4.51M
|
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
BUY
|
- |
417+ 1.1% |
$40.5K - $45K
|
38.5K
$4.11M
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
410+ 12.25% |
$39.8K - $44.3K
|
3.76K
$401K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
409+ 2.43% |
$39.7K - $44.1K
|
17.3K
$1.84M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
405+ 0.66% |
$39.3K - $43.7K
|
61.6K
$6.58M
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
399+ 1.99% |
$38.7K - $43.1K
|
20.4K
$2.18M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
392+ 2.02% |
$38K - $42.3K
|
19.8K
$2.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
387+ 2.39% |
$37.6K - $41.8K
|
16.6K
$1.77M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
384+ 1.8% |
$37.3K - $41.4K
|
21.7K
$2.31M
|
|
|
Nov 16, 2021
Q3 2021
|
Klcm Advisors, Inc.
|
BUY
|
- |
380+ 8.88% |
$36.9K - $41K
|
4.66K
$498K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
380+ 4.37% |
$36.9K - $41K
|
9.08K
$969K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
379+ 2.55% |
$36.8K - $40.9K
|
15.2K
$1.63M
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
376+ 1.12% |
$36.5K - $40.6K
|
34K
$3.64M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
367New |
$35.6K - $39.6K
|
367
$39.2K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
362New |
$35.1K - $39.1K
|
362
$38.7K
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
360+ 14.96% |
$34.9K - $38.9K
|
2.77K
$295K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
352+ 16.8% |
$34.2K - $38K
|
2.45K
$261K
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
350+ 8.25% |
$34K - $37.8K
|
4.59K
$490K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
350+ 2.46% |
$34K - $37.8K
|
14.6K
$1.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
346+ 11.83% |
$33.6K - $37.3K
|
3.27K
$349K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
333+ 21.62% |
$32.3K - $35.9K
|
1.87K
$200K
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
330+ 1.35% |
$32K - $35.6K
|
24.7K
$2.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
320+ 0.65% |
$31.1K - $34.5K
|
49.3K
$5.26M
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
317+ 5.25% |
$30.8K - $34.2K
|
6.35K
$678K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
317+ 5.25% |
$30.8K - $34.2K
|
6.35K
$678K
|
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
316+ 2.61% |
$30.7K - $34.1K
|
12.4K
$1.33M
|
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
BUY
|
- |
313+ 2.77% |
$30.4K - $33.8K
|
11.6K
$1.24M
|