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 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-161- 2.2% |
$15.6K - $17.4K
|
7.15K
$764K
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-164- 2.04% |
$15.9K - $17.7K
|
7.89K
$842K
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-166- 1.27% |
$16.1K - $17.9K
|
12.9K
$1.38M
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-166- 62.41% |
$16.1K - $17.9K
|
100
$10.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-166- 1.41% |
$16.1K - $17.9K
|
11.6K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-169- 1.73% |
$16.4K - $18.2K
|
9.58K
$1.02M
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-169- 2.26% |
$16.4K - $18.2K
|
7.3K
$780K
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-170- 1.36% |
$16.5K - $18.3K
|
12.4K
$1.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-171- 3.62% |
$16.6K - $18.5K
|
4.55K
$486K
|
|
|
Oct 08, 2021
Q3 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-175- 5.96% |
$17K - $18.9K
|
2.76K
$295K
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-175- 2.7% |
$17K - $18.9K
|
6.32K
$675K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-176- 0.53% |
$17.1K - $19K
|
33.1K
$3.54M
|
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-177- 6.44% |
$17.2K - $19.1K
|
2.57K
$275K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-179- 2.52% |
$17.4K - $19.3K
|
6.93K
$740K
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-179- 81.0% |
$17.4K - $19.3K
|
42
$4.49K
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-182- 5.29% |
$17.7K - $19.6K
|
3.26K
$348K
|
|
|
Nov 12, 2021
Q3 2021
|
Clear Bridge Investments LTD
Sydney, C3 |
SELL
|
- |
-182- 6.2% |
$17.7K - $19.6K
|
2.75K
$294K
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-183- 3.09% |
$17.8K - $19.8K
|
5.75K
$614K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-185Closed |
$18K - $20K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-185- 1.08% |
$18K - $20K
|
16.9K
$1.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-187- 0.78% |
$18.1K - $20.2K
|
23.7K
$2.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-196- 0.06% |
$19K - $21.2K
|
352K
$37.6M
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-197- 7.54% |
$19.1K - $21.3K
|
2.42K
$258K
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-199- 1.72% |
$19.3K - $21.5K
|
11.4K
$1.21M
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-200Closed |
$19.4K - $21.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Private Wealth Partners, LLC
|
SELL
|
- |
-200- 1.36% |
$19.4K - $21.6K
|
14.5K
$1.54M
|
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.1% |
$19.4K - $21.6K
|
193K
$20.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Becker Capital Management Inc
|
SELL
|
- |
-200- 6.3% |
$19.4K - $21.6K
|
2.97K
$318K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-200- 8.74% |
$19.4K - $21.6K
|
2.09K
$223K
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-204- 2.82% |
$19.8K - $22K
|
7.03K
$750K
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-206- 6.53% |
$20K - $22.2K
|
2.95K
$315K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-206- 3.5% |
$20K - $22.2K
|
5.69K
$607K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-213- 5.94% |
$20.7K - $23K
|
3.37K
$360K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-214- 2.26% |
$20.8K - $23.1K
|
9.26K
$989K
|
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-215- 2.5% |
$20.9K - $23.2K
|
8.37K
$894K
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-220- 0.17% |
$21.4K - $23.7K
|
129K
$13.8M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-222- 2.58% |
$21.5K - $24K
|
8.39K
$896K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-222- 3.32% |
$21.5K - $24K
|
6.47K
$691K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-230- 3.94% |
$22.3K - $24.8K
|
5.6K
$598K
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-233- 3.64% |
$22.6K - $25.1K
|
6.17K
$659K
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-234- 0.51% |
$22.7K - $25.3K
|
46K
$4.92M
|
|
|
Oct 15, 2021
Q3 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-235- 10.24% |
$22.8K - $25.4K
|
2.06K
$220K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-237- 1.5% |
$23K - $25.6K
|
15.6K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-239- 9.26% |
$23.2K - $25.8K
|
2.34K
$250K
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-240- 5.97% |
$23.3K - $25.9K
|
3.78K
$404K
|
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-240- 0.49% |
$23.3K - $25.9K
|
49K
$5.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-244- 0.98% |
$23.7K - $26.3K
|
24.6K
$2.63M
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
SELL
|
- |
-250- 9.64% |
$24.3K - $27K
|
2.34K
$250K
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-250- 6.92% |
$24.3K - $27K
|
3.37K
$359K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-253- 1.65% |
$24.6K - $27.3K
|
15K
$1.61M
|