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 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 0.45% |
$1.55K - $1.73K
|
3.56K
$380K
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
16+ 0.65% |
$1.55K - $1.73K
|
2.49K
$266K
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
16+ 0.25% |
$1.55K - $1.73K
|
6.53K
$698K
|
|
|
Oct 06, 2021
Q3 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
16+ 0.24% |
$1.55K - $1.73K
|
6.77K
$723K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
15+ 0.15% |
$1.46K - $1.62K
|
9.95K
$1.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
BUY
|
- |
15+ 0.03% |
$1.46K - $1.62K
|
52.2K
$5.57M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
14+ 0.23% |
$1.36K - $1.51K
|
5.99K
$640K
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12+ 1.25% |
$1.16K - $1.3K
|
972
$104K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
11+ 0.3% |
$1.07K - $1.19K
|
3.68K
$393K
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
10+ 0.2% |
$971 - $1.08K
|
5.05K
$539K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
10+ 0.25% |
$971 - $1.08K
|
4.02K
$430K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
9+ 0.71% |
$873 - $971
|
1.27K
$136K
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
9+ 0.18% |
$873 - $971
|
5.02K
$536K
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
9+ 0.36% |
$873 - $971
|
2.49K
$266K
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9+ 0.32% |
$873 - $971
|
2.78K
$297K
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
8+ 0.21% |
$776 - $863
|
3.88K
$415K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.53% |
$776 - $863
|
1.52K
$162K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.18% |
$776 - $863
|
4.51K
$482K
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$679 - $756
|
10.6K
$1.13M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$679 - $756
|
5.24K
$560K
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.12% |
$679 - $756
|
6.05K
$646K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6+ 0.25% |
$582 - $648
|
2.42K
$258K
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
6+ 0.1% |
$582 - $648
|
6.22K
$665K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6+ 0.25% |
$582 - $648
|
2.42K
$258K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
5+ 0.06% |
$485 - $540
|
7.71K
$823K
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5+ 0.65% |
$485 - $540
|
774
$82.7K
|
|
|
Oct 25, 2021
Q3 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.23% |
$485 - $540
|
2.16K
$230K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.6% |
$485 - $540
|
842
$89.9K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.1% |
$485 - $540
|
5.24K
$559K
|
|
|
Nov 09, 2021
Q3 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
5+ 0.0% |
$485 - $540
|
163K
$17.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 1.73% |
$388 - $432
|
235
$25.1K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4+ 0.06% |
$388 - $432
|
6.49K
$694K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4+ 2.76% |
$388 - $432
|
149
$15.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4New |
$388 - $432
|
4
$427
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3+ 0.04% |
$291 - $324
|
8.3K
$886K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
3+ 0.99% |
$291 - $324
|
306
$32.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
3+ 0.04% |
$291 - $324
|
8.56K
$914K
|
|
|
May 26, 2023
Q3 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3+ 0.1% |
$291 - $324
|
2.96K
$316K
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
2+ 0.1% |
$194 - $216
|
2.06K
$220K
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.02% |
$194 - $216
|
10.9K
$1.17M
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2+ 0.03% |
$194 - $216
|
7.26K
$775K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2+ 0.07% |
$194 - $216
|
3.03K
$323K
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2+ 0.04% |
$194 - $216
|
4.87K
$520K
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.04% |
$194 - $216
|
4.73K
$505K
|
|
|
Nov 15, 2021
Q3 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.02% |
$194 - $216
|
8.28K
$885K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.05% |
$194 - $216
|
4.07K
$435K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.08% |
$97.1 - $108
|
1.25K
$133K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.84% |
$97.1 - $108
|
120
$12.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.52% |
$97.1 - $108
|
193
$20.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.03% |
$97.1 - $108
|
3.29K
$352K
|