Purchases and Sales Made in Q3 2021 in Duke Energy Corp (DUK)

DUK Quotes by TradingView

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
Oct 21, 2021 Q3 2021
Bridgeworth, LLC

Birmingham, AL
BUY
 -
312
+ 9.49%
$30.3K - $33.7K
3.6K $385K
Nov 10, 2021 Q3 2021
Oakworth Capital, Inc.

BUY
 -
311
+ 2.93%
$30.2K - $33.6K
10.9K $1.17M
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
310
+ 0.78%
$30.1K - $33.5K
40.1K $4.29M
Oct 25, 2021 Q3 2021
Naples Global Advisors, LLC

Naples, FL
BUY
 -
308
+ 1.6%
$29.9K - $33.2K
19.6K $2.09M
Nov 10, 2021 Q3 2021
Prentice Wealth Management LLC

BUY
 -
305
+ 37.38%
$29.6K - $32.9K
1.12K $120K
Oct 13, 2021 Q3 2021
Foundations Investment Advisors, LLC

BUY
 -
282
+ 10.69%
$27.4K - $30.4K
2.92K $312K
Nov 12, 2021 Q3 2021
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
275
+ 1.82%
$26.7K - $29.7K
15.4K $1.64M
Nov 15, 2021 Q3 2021
Claro Advisors LLC

Boston, MA
BUY
 -
262
+ 7.52%
$25.4K - $28.3K
3.75K $400K
Nov 12, 2021 Q3 2021
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
260
+ 5.52%
$25.2K - $28.1K
4.97K $531K
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
260
New
$25.2K - $28.1K
260 $27.8K
Oct 13, 2021 Q3 2021
Private Capital Group, LLC

BUY
 -
254
+ 9.07%
$24.7K - $27.4K
3.05K $326K
Nov 02, 2021 Q3 2021
Clearview Wealth Advisors LLC

BUY
 -
254
+ 22.7%
$24.7K - $27.4K
1.37K $147K
Oct 20, 2021 Q3 2021
Detalus Advisors, LLC

BUY
 -
252
+ 4.37%
$24.5K - $27.2K
6.02K $643K
Oct 08, 2021 Q3 2021
Hall Capital Management CO Inc

BUY
 -
250
+ 1.66%
$24.3K - $27K
15.3K $1.63M
Nov 05, 2021 Q3 2021
Bull Street Advisors, LLC

BUY
 -
250
+ 1.71%
$24.3K - $27K
14.9K $1.59M
Nov 12, 2021 Q3 2021
Glenview Trust CO

Louisville, KY
BUY
 -
250
+ 2.98%
$24.3K - $27K
8.63K $922K
Oct 20, 2021 Q3 2021
Patriot Investment Management Inc.

BUY
 -
245
+ 4.69%
$23.8K - $26.4K
5.47K $584K
Nov 04, 2021 Q3 2021
Heron Financial Group, LLC

BUY
 -
245
+ 2.68%
$23.8K - $26.4K
9.4K $1M
Nov 09, 2021 Q3 2021
M&G Investment Management LTD

London, X0
BUY
 -
238
+ 11.75%
$23.1K - $25.7K
2.26K $242K
Oct 12, 2021 Q3 2021
Lynch & Associates

BUY
 -
235
+ 0.74%
$22.8K - $25.4K
32.2K $3.44M
Nov 15, 2021 Q3 2021
Energy Income Partners, LLC

Westport, CT
BUY
 -
232
+ 0.29%
$22.5K - $25K
80K $8.54M
Oct 20, 2021 Q3 2021
Essex Savings Bank

BUY
 -
229
+ 3.8%
$22.2K - $24.7K
6.26K $668K
Nov 10, 2021 Q3 2021
Agf Investments LLC

Boston, MA
BUY
 -
228
+ 3.47%
$22.1K - $24.6K
6.8K $726K
Nov 12, 2021 Q3 2021
Bergan Kdv Wealth Management, LLC

BUY
 -
225
+ 1.17%
$21.8K - $24.3K
19.5K $2.08M
Nov 12, 2021 Q3 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
225
New
$21.8K - $24.3K
225 $24K
Nov 15, 2021 Q3 2021
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
220
+ 0.14%
$21.4K - $23.7K
155K $16.5M
Oct 21, 2021 Q3 2021
Boenning & Scattergood, Inc.

BUY
 -
219
+ 2.01%
$21.3K - $23.6K
11.1K $1.19M
Nov 12, 2021 Q3 2021
Ballast, Inc.

BUY
 -
216
+ 1.87%
$21K - $23.3K
11.8K $1.26M
Nov 15, 2021 Q3 2021
Meristem Family Wealth, LLC

Minnetonka, MN
BUY
 -
214
+ 5.28%
$20.8K - $23.1K
4.26K $455K
Nov 15, 2021 Q3 2021
Proficio Capital Partners LLC

Newton, MA
BUY
 -
209
+ 9.81%
$20.3K - $22.6K
2.34K $250K
Oct 07, 2021 Q3 2021
Wiley Bros. Aintree Capital, LLC

BUY
 -
204
+ 4.89%
$19.8K - $22K
4.37K $467K
Aug 13, 2024 Q3 2021
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
201
+ 3.03%
$19.5K - $21.7K
6.83K $730K
Nov 12, 2021 Q3 2021
Caisse De Depot Et Placement Du Quebec

Montreal, A8
BUY
 -
200
+ 1.56%
$19.4K - $21.6K
13K $1.39M
Oct 12, 2021 Q3 2021
Old Port Advisors

BUY
 -
200
+ 3.57%
$19.4K - $21.6K
5.81K $620K
Nov 07, 2022 Q3 2021
Red Tortoise LLC

Atlanta, GA
BUY
 -
199
New
$19.3K - $21.5K
199 $21.3K
Nov 04, 2021 Q3 2021
Tradewinds Capital Management, LLC

BUY
 -
197
+ 8.73%
$19.1K - $21.3K
2.45K $262K
Oct 20, 2021 Q3 2021
Csenge Advisory Group

BUY
 -
196
+ 1.56%
$19K - $21.2K
12.8K $1.37M
Oct 27, 2021 Q3 2021
Ballentine Partners, LLC

Waltham, MA
BUY
 -
196
+ 3.77%
$19K - $21.2K
5.4K $577K
Oct 28, 2021 Q3 2021
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
194
+ 3.35%
$18.8K - $20.9K
5.99K $639K
Nov 07, 2023 Q3 2021
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
194
+ 7.48%
$18.8K - $20.9K
2.79K $298K
Nov 03, 2021 Q3 2021
Hengehold Capital Management LLC

BUY
 -
188
+ 2.85%
$18.2K - $20.3K
6.78K $725K
Oct 07, 2021 Q3 2021
Moody National Bank Trust Division

BUY
 -
187
+ 0.23%
$18.1K - $20.2K
81K $8.65M
Nov 15, 2021 Q3 2021
Baldwin Investment Management, LLC

BUY
 -
184
+ 1.84%
$17.9K - $19.9K
10.2K $1.09M
Nov 09, 2021 Q3 2021
Mgo One Seven LLC

Beachwood, OH
BUY
 -
182
+ 1.31%
$17.7K - $19.6K
14.1K $1.51M
Oct 18, 2021 Q3 2021
First Bank & Trust

BUY
 -
180
+ 0.75%
$17.5K - $19.4K
24K $2.57M
Nov 15, 2021 Q3 2021
Aspire Private Capital, LLC

BUY
 -
179
+ 0.96%
$17.4K - $19.3K
18.8K $2.01M
Oct 14, 2021 Q3 2021
Atlas Brown,Inc.

BUY
 -
177
+ 1.6%
$17.2K - $19.1K
11.3K $1.2M
Nov 03, 2021 Q3 2021
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
176
+ 5.47%
$17.1K - $19K
3.39K $363K
Oct 14, 2021 Q3 2021
Great Valley Advisor Group, Inc.

BUY
 -
175
+ 3.54%
$17K - $18.9K
5.12K $547K

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