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 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
108+ 0.91% |
$10.5K - $11.7K
|
11.9K
$1.27M
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
106+ 2.6% |
$10.3K - $11.4K
|
4.18K
$446K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
106+ 0.53% |
$10.3K - $11.4K
|
20.1K
$2.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
106+ 1.48% |
$10.3K - $11.4K
|
7.27K
$776K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
105+ 3.39% |
$10.2K - $11.3K
|
3.21K
$342K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
101+ 2.92% |
$9.8K - $10.9K
|
3.57K
$381K
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
101+ 3.29% |
$9.8K - $10.9K
|
3.17K
$338K
|
|
|
Nov 03, 2021
Q3 2021
|
Centre Asset Management, LLC
|
BUY
|
- |
100+ 1.18% |
$9.71K - $10.8K
|
8.57K
$915K
|
|
|
Nov 08, 2021
Q3 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
100+ 3.22% |
$9.71K - $10.8K
|
3.2K
$342K
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
BUY
|
- |
99+ 2.5% |
$9.61K - $10.7K
|
4.07K
$434K
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
97+ 2.17% |
$9.41K - $10.5K
|
4.57K
$488K
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
95+ 0.66% |
$9.22K - $10.3K
|
14.5K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
95+ 4.54% |
$9.22K - $10.3K
|
2.19K
$234K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
93New |
$9.03K - $10K
|
93
$9.93K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
93+ 3.9% |
$9.03K - $10K
|
2.48K
$265K
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
92+ 0.35% |
$8.93K - $9.93K
|
26.1K
$2.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
90+ 2.51% |
$8.73K - $9.71K
|
3.68K
$393K
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
90+ 0.06% |
$8.73K - $9.71K
|
142K
$15.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
88+ 0.57% |
$8.54K - $9.5K
|
15.6K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
88+ 2.73% |
$8.54K - $9.5K
|
3.32K
$354K
|
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
87+ 0.54% |
$8.44K - $9.39K
|
16.1K
$1.72M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
85+ 0.99% |
$8.25K - $9.17K
|
8.69K
$928K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
83+ 8.57% |
$8.06K - $8.96K
|
1.05K
$112K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
81New |
$7.86K - $8.74K
|
81
$8.65K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
80+ 1.25% |
$7.76K - $8.63K
|
6.48K
$692K
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
78+ 0.98% |
$7.57K - $8.42K
|
8.07K
$861K
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
76+ 0.55% |
$7.38K - $8.2K
|
14K
$1.49M
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
76+ 2.58% |
$7.38K - $8.2K
|
3.02K
$322K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
75+ 1.91% |
$7.28K - $8.09K
|
4K
$427K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
75New |
$7.28K - $8.09K
|
75
$8.01K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
73+ 3.62% |
$7.08K - $7.88K
|
2.09K
$223K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
72+ 4.46% |
$6.99K - $7.77K
|
1.69K
$180K
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
72+ 1.7% |
$6.99K - $7.77K
|
4.32K
$461K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
71+ 9.18% |
$6.89K - $7.66K
|
844
$90.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
71+ 1.13% |
$6.89K - $7.66K
|
6.35K
$678K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
69+ 1.54% |
$6.7K - $7.45K
|
4.54K
$484K
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
69+ 0.9% |
$6.7K - $7.45K
|
7.72K
$824K
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
68+ 1.36% |
$6.6K - $7.34K
|
5.08K
$542K
|
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
68+ 1.6% |
$6.6K - $7.34K
|
4.32K
$462K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
67New |
$6.5K - $7.23K
|
67
$7.16K
|
|
|
Nov 02, 2021
Q3 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
66+ 1.76% |
$6.41K - $7.12K
|
3.83K
$409K
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
65+ 1.93% |
$6.31K - $7.02K
|
3.43K
$367K
|
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
61+ 1.54% |
$5.92K - $6.58K
|
4.03K
$431K
|
|
|
Nov 12, 2021
Q3 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
59+ 0.62% |
$5.73K - $6.37K
|
9.61K
$1.03M
|
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
58+ 0.15% |
$5.63K - $6.26K
|
39.9K
$4.26M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
55+ 4.2% |
$5.34K - $5.94K
|
1.37K
$146K
|
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
55+ 2.2% |
$5.34K - $5.94K
|
2.56K
$273K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
55+ 1.34% |
$5.34K - $5.94K
|
4.17K
$445K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 0.76% |
$5.24K - $5.83K
|
7.19K
$768K
|
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
53+ 1.64% |
$5.14K - $5.72K
|
3.28K
$351K
|