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
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
174+ 1.55% |
$16.9K - $18.8K
|
11.4K
$1.21M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
173+ 7.22% |
$16.8K - $18.7K
|
2.57K
$274K
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
173+ 5.47% |
$16.8K - $18.7K
|
3.34K
$357K
|
|
|
Oct 12, 2021
Q3 2021
|
Windward Capital Management CO
|
BUY
|
- |
167+ 0.41% |
$16.2K - $18K
|
40.8K
$4.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
167+ 27.2% |
$16.2K - $18K
|
781
$83.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
166+ 65.1% |
$16.1K - $17.9K
|
421
$45K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
165+ 3.9% |
$16K - $17.8K
|
4.4K
$470K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
165New |
$16K - $17.8K
|
165
$17.6K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
164+ 97.62% |
$15.9K - $17.7K
|
332
$35.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
164+ 4.08% |
$15.9K - $17.7K
|
4.18K
$446K
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
164+ 0.65% |
$15.9K - $17.7K
|
25.3K
$2.71M
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
162+ 49.09% |
$15.7K - $17.5K
|
492
$52.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
161+ 1.82% |
$15.6K - $17.4K
|
8.99K
$960K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
159New |
$15.4K - $17.2K
|
159
$17K
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
159+ 6.43% |
$15.4K - $17.2K
|
2.63K
$281K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
158+ 1.29% |
$15.3K - $17.1K
|
12.4K
$1.32M
|
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
157+ 6.02% |
$15.2K - $16.9K
|
2.77K
$295K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
155+ 6.66% |
$15K - $16.7K
|
2.48K
$265K
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
154+ 1.99% |
$14.9K - $16.6K
|
7.91K
$845K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
151+ 1.79% |
$14.7K - $16.3K
|
8.61K
$919K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
150+ 4.62% |
$14.6K - $16.2K
|
3.4K
$363K
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
150+ 1.68% |
$14.6K - $16.2K
|
9.05K
$967K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
150+ 7.27% |
$14.6K - $16.2K
|
2.21K
$236K
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
150+ 1.2% |
$14.6K - $16.2K
|
12.7K
$1.35M
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
147+ 2.42% |
$14.3K - $15.9K
|
6.23K
$665K
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
145+ 5.34% |
$14.1K - $15.6K
|
2.86K
$305K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
145+ 6.65% |
$14.1K - $15.6K
|
2.33K
$248K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
143+ 5.19% |
$13.9K - $15.4K
|
2.9K
$309K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
141+ 5.03% |
$13.7K - $15.2K
|
2.95K
$315K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
141+ 0.67% |
$13.7K - $15.2K
|
21.1K
$2.26M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
140+ 35.26% |
$13.6K - $15.1K
|
537
$57.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
140+ 105.26% |
$13.6K - $15.1K
|
273
$29.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
136+ 1.6% |
$13.2K - $14.7K
|
8.63K
$922K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
135+ 6.62% |
$13.1K - $14.6K
|
2.17K
$232K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
133+ 7.96% |
$12.9K - $14.4K
|
1.8K
$193K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
133+ 5.75% |
$12.9K - $14.4K
|
2.45K
$261K
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
125+ 0.69% |
$12.1K - $13.5K
|
18.1K
$1.94M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
121+ 3.33% |
$11.7K - $13.1K
|
3.76K
$401K
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
121+ 0.53% |
$11.7K - $13.1K
|
23.1K
$2.47M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
118+ 5.34% |
$11.5K - $12.7K
|
2.33K
$248K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
116+ 2.82% |
$11.3K - $12.5K
|
4.23K
$451K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
116New |
$11.3K - $12.5K
|
116
$12.4K
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
116+ 12.69% |
$11.3K - $12.5K
|
1.03K
$110K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
115+ 14.52% |
$11.2K - $12.4K
|
907
$96.9K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
115+ 1.5% |
$11.2K - $12.4K
|
7.76K
$829K
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
112+ 4.12% |
$10.9K - $12.1K
|
2.83K
$302K
|
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
110+ 0.36% |
$10.7K - $11.9K
|
30.6K
$3.27M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
109+ 1.2% |
$10.6K - $11.8K
|
9.2K
$982K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
108+ 0.55% |
$10.5K - $11.7K
|
19.9K
$2.12M
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
108+ 15.34% |
$10.5K - $11.7K
|
812
$86.7K
|