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 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-34Closed |
$3.3K - $3.67K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-34- 0.46% |
$3.3K - $3.67K
|
7.34K
$784K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-35- 0.71% |
$3.4K - $3.78K
|
4.87K
$520K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-35- 5.15% |
$3.4K - $3.78K
|
644
$68.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-38- 1.44% |
$3.69K - $4.1K
|
2.61K
$278K
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-40- 0.72% |
$3.88K - $4.32K
|
5.54K
$592K
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-41Closed |
$3.98K - $4.43K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-42- 0.72% |
$4.08K - $4.53K
|
5.81K
$621K
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-42- 1.42% |
$4.08K - $4.53K
|
2.93K
$313K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-42- 1.18% |
$4.08K - $4.53K
|
3.52K
$376K
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-42- 0.29% |
$4.08K - $4.53K
|
14.3K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-45- 25.57% |
$4.37K - $4.86K
|
131
$14K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-48- 2.91% |
$4.66K - $5.18K
|
1.6K
$171K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-49- 1.85% |
$4.76K - $5.29K
|
2.59K
$277K
|
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
SELL
|
- |
-50- 1.21% |
$4.85K - $5.4K
|
4.08K
$436K
|
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-50- 0.23% |
$4.85K - $5.4K
|
21.6K
$2.31M
|
|
|
Feb 10, 2022
Q3 2021
|
Chelsea Counsel CO
|
SELL
|
- |
-50- 1.96% |
$4.85K - $5.4K
|
2.51K
$268K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-50- 0.56% |
$4.85K - $5.4K
|
8.82K
$942K
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-50- 0.51% |
$4.85K - $5.4K
|
9.83K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-50Closed |
$4.85K - $5.4K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-51- 0.19% |
$4.95K - $5.5K
|
26.3K
$2.81M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-51- 0.55% |
$4.95K - $5.5K
|
9.21K
$984K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-52- 0.77% |
$5.05K - $5.61K
|
6.68K
$713K
|
|
|
Oct 14, 2021
Q3 2021
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-54- 1.44% |
$5.24K - $5.83K
|
3.69K
$394K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-55- 0.3% |
$5.34K - $5.94K
|
18.3K
$1.96M
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-56- 1.61% |
$5.43K - $6.04K
|
3.43K
$367K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-57- 8.56% |
$5.53K - $6.15K
|
609
$65K
|
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-58- 0.14% |
$5.63K - $6.26K
|
40.2K
$4.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-58- 0.63% |
$5.63K - $6.26K
|
9.21K
$984K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-59- 32.42% |
$5.73K - $6.37K
|
123
$13.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-60- 5.14% |
$5.82K - $6.48K
|
1.11K
$118K
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-60- 1.0% |
$5.82K - $6.48K
|
5.96K
$637K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-64- 2.51% |
$6.21K - $6.91K
|
2.49K
$266K
|
|
|
Oct 21, 2021
Q3 2021
|
Miller Howard Investments Inc
|
SELL
|
- |
-65- 0.32% |
$6.31K - $7.02K
|
20.4K
$2.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-65- 9.62% |
$6.31K - $7.02K
|
611
$65.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-65- 1.1% |
$6.31K - $7.02K
|
5.84K
$624K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-65- 1.12% |
$6.31K - $7.02K
|
5.76K
$615K
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-66- 0.78% |
$6.41K - $7.12K
|
8.43K
$900K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-69- 1.22% |
$6.7K - $7.45K
|
5.57K
$595K
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-70- 1.1% |
$6.79K - $7.56K
|
6.27K
$669K
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-71- 33.33% |
$6.89K - $7.66K
|
142
$15.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-72- 1.24% |
$6.99K - $7.77K
|
5.74K
$613K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-75- 1.5% |
$7.28K - $8.09K
|
4.91K
$524K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-75- 1.49% |
$7.28K - $8.09K
|
4.96K
$530K
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-78- 8.72% |
$7.57K - $8.42K
|
817
$87.3K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-81- 0.31% |
$7.86K - $8.74K
|
26.2K
$2.79M
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
SELL
|
- |
-83- 9.23% |
$8.06K - $8.96K
|
816
$87.2K
|
|
|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
SELL
|
- |
-83- 2.3% |
$8.06K - $8.96K
|
3.53K
$377K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-83- 1.09% |
$8.06K - $8.96K
|
7.51K
$802K
|
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-83- 0.59% |
$8.06K - $8.96K
|
14K
$1.5M
|