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 |
|---|---|---|---|---|---|---|---|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
51+ 2.31% |
$4.95K - $5.5K
|
2.26K
$241K
|
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
50+ 0.68% |
$4.85K - $5.4K
|
7.43K
$793K
|
|
|
Oct 28, 2021
Q3 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
49+ 1.53% |
$4.76K - $5.29K
|
3.25K
$347K
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
49+ 2.83% |
$4.76K - $5.29K
|
1.78K
$190K
|
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
46+ 0.45% |
$4.46K - $4.96K
|
10.2K
$1.09M
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
45+ 18.07% |
$4.37K - $4.86K
|
294
$31.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
39+ 16.6% |
$3.78K - $4.21K
|
274
$29.3K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
38+ 0.18% |
$3.69K - $4.1K
|
21.7K
$2.32M
|
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
38+ 0.96% |
$3.69K - $4.1K
|
3.98K
$425K
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
38+ 1.59% |
$3.69K - $4.1K
|
2.43K
$259K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
38+ 19.69% |
$3.69K - $4.1K
|
231
$24.7K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
37+ 0.44% |
$3.59K - $3.99K
|
8.5K
$908K
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
36+ 0.96% |
$3.49K - $3.89K
|
3.8K
$406K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
36+ 0.47% |
$3.49K - $3.89K
|
7.64K
$816K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
36+ 0.18% |
$3.49K - $3.89K
|
20.1K
$2.14M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
36+ 0.64% |
$3.49K - $3.89K
|
5.63K
$602K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
35+ 0.42% |
$3.4K - $3.78K
|
8.35K
$892K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
34+ 4.0% |
$3.3K - $3.67K
|
884
$94.4K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
33+ 0.3% |
$3.2K - $3.56K
|
11K
$1.17M
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
33+ 0.77% |
$3.2K - $3.56K
|
4.32K
$461K
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
33+ 26.19% |
$3.2K - $3.56K
|
159
$17K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
32+ 0.45% |
$3.11K - $3.45K
|
7.08K
$756K
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
31+ 0.46% |
$3.01K - $3.35K
|
6.82K
$728K
|
|
|
Nov 15, 2021
Q3 2021
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
31+ 0.96% |
$3.01K - $3.35K
|
3.28K
$350K
|
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
30+ 0.61% |
$2.91K - $3.24K
|
4.91K
$524K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
30+ 0.82% |
$2.91K - $3.24K
|
3.67K
$392K
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
30+ 5.48% |
$2.91K - $3.24K
|
577
$61.6K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
29+ 2.01% |
$2.81K - $3.13K
|
1.47K
$157K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
28+ 1.52% |
$2.72K - $3.02K
|
1.87K
$200K
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
27+ 0.85% |
$2.62K - $2.91K
|
3.2K
$342K
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
27+ 0.95% |
$2.62K - $2.91K
|
2.87K
$306K
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
BUY
|
- |
26+ 0.29% |
$2.52K - $2.81K
|
8.91K
$951K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
26+ 0.47% |
$2.52K - $2.81K
|
5.54K
$592K
|
|
|
Nov 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
25+ 0.23% |
$2.43K - $2.7K
|
10.8K
$1.16M
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
24+ 0.99% |
$2.33K - $2.59K
|
2.46K
$263K
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
23+ 0.88% |
$2.23K - $2.48K
|
2.64K
$282K
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
23+ 0.97% |
$2.23K - $2.48K
|
2.4K
$256K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
23+ 1.55% |
$2.23K - $2.48K
|
1.5K
$161K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
23+ 0.94% |
$2.23K - $2.48K
|
2.48K
$265K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 0.8% |
$2.23K - $2.48K
|
2.92K
$311K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
22+ 0.28% |
$2.14K - $2.37K
|
7.93K
$847K
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
22+ 0.3% |
$2.14K - $2.37K
|
7.34K
$783K
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
20+ 0.75% |
$1.94K - $2.16K
|
2.7K
$289K
|
|
|
Oct 21, 2021
Q3 2021
|
Everence Capital Management Inc
|
BUY
|
- |
20+ 0.07% |
$1.94K - $2.16K
|
29.7K
$3.17M
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
20+ 12.42% |
$1.94K - $2.16K
|
181
$19.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
18+ 0.34% |
$1.75K - $1.94K
|
5.24K
$560K
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
18+ 0.71% |
$1.75K - $1.94K
|
2.56K
$273K
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
18+ 0.51% |
$1.75K - $1.94K
|
3.55K
$379K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 1.22% |
$1.75K - $1.94K
|
1.5K
$160K
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
17+ 0.7% |
$1.65K - $1.83K
|
2.43K
$260K
|