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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.03% |
$97.1 - $108
|
3.81K
$407K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.79% |
$97.1 - $108
|
128
$13.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$97.1 - $108
|
4.71K
$503K
|
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$97.1 - $108
|
4.36K
$466K
|
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1+ 0.01% |
$97.1 - $108
|
14.1K
$1.51M
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.54% |
$97.1 - $108
|
66
$7.05K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.01% |
$97.1 - $108
|
12.1K
$1.29M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1+ 0.32% |
$97.1 - $108
|
316
$33.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-1Closed |
$97.1 - $108
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1- 0.02% |
$97.1 - $108
|
6.02K
$642K
|
|
|
Nov 01, 2021
Q3 2021
|
Bcm Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$97.1 - $108
|
62.8K
$6.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1- 0.03% |
$97.1 - $108
|
3.2K
$342K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1- 0.22% |
$97.1 - $108
|
447
$47.7K
|
|
|
Oct 07, 2021
Q3 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-2- 8.33% |
$194 - $216
|
22
$2.35K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-2- 0.02% |
$194 - $216
|
10.3K
$1.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3- 0.02% |
$291 - $324
|
16K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 0.29% |
$291 - $324
|
1.04K
$111K
|
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
SELL
|
- |
-5- 0.21% |
$485 - $540
|
2.43K
$259K
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
SELL
|
- |
-6- 0.06% |
$582 - $648
|
10.7K
$1.15M
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-6- 0.06% |
$582 - $648
|
10.5K
$1.12M
|
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-6- 0.23% |
$582 - $648
|
2.64K
$282K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 0.2% |
$679 - $756
|
3.5K
$374K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7- 0.24% |
$679 - $756
|
2.91K
$310K
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-8- 0.34% |
$776 - $863
|
2.37K
$253K
|
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-8- 0.19% |
$776 - $863
|
4.1K
$438K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-9- 0.29% |
$873 - $971
|
3.07K
$328K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.14% |
$971 - $1.08K
|
7.3K
$780K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-10- 0.89% |
$971 - $1.08K
|
1.11K
$118K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-10Closed |
$971 - $1.08K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-12- 0.44% |
$1.16K - $1.3K
|
2.72K
$291K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-13- 0.32% |
$1.26K - $1.4K
|
3.99K
$426K
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
SELL
|
- |
-14- 0.09% |
$1.36K - $1.51K
|
15.1K
$1.62M
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-15Closed |
$1.46K - $1.62K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-15- 0.64% |
$1.46K - $1.62K
|
2.32K
$248K
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
SELL
|
- |
-16- 0.57% |
$1.55K - $1.73K
|
2.78K
$297K
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-16- 0.68% |
$1.55K - $1.73K
|
2.35K
$251K
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-16- 0.09% |
$1.55K - $1.73K
|
18.2K
$1.95M
|
|
|
Oct 27, 2021
Q3 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-16- 0.08% |
$1.55K - $1.73K
|
20.8K
$2.22M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-17- 0.23% |
$1.65K - $1.83K
|
7.53K
$804K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-18- 0.11% |
$1.75K - $1.94K
|
16.4K
$1.76M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-18- 0.09% |
$1.75K - $1.94K
|
20.8K
$2.22M
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-20- 0.26% |
$1.94K - $2.16K
|
7.81K
$834K
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-23- 0.91% |
$2.23K - $2.48K
|
2.5K
$267K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-28- 0.54% |
$2.72K - $3.02K
|
5.14K
$548K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-29- 7.88% |
$2.81K - $3.13K
|
339
$36.2K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-32- 0.61% |
$3.11K - $3.45K
|
5.21K
$556K
|
|
|
Oct 29, 2021
Q3 2021
|
Garner Asset Management Corp
|
SELL
|
- |
-32- 0.46% |
$3.11K - $3.45K
|
6.97K
$744K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-32- 0.86% |
$3.11K - $3.45K
|
3.71K
$396K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-33Closed |
$3.2K - $3.56K
|
0
$0
|