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 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-253- 0.85% |
$24.6K - $27.3K
|
29.4K
$3.14M
|
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-254- 6.62% |
$24.7K - $27.4K
|
3.58K
$383K
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-254- 8.66% |
$24.7K - $27.4K
|
2.68K
$286K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-260- 8.68% |
$25.2K - $28.1K
|
2.74K
$292K
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-260- 4.79% |
$25.2K - $28.1K
|
5.17K
$552K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-261- 2.39% |
$25.3K - $28.2K
|
10.7K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-265- 34.51% |
$25.7K - $28.6K
|
503
$53.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-267- 9.72% |
$25.9K - $28.8K
|
2.48K
$265K
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-268- 5.28% |
$26K - $28.9K
|
4.81K
$513K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-270- 0.97% |
$26.2K - $29.1K
|
27.7K
$2.95M
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-275- 5.21% |
$26.7K - $29.7K
|
5K
$534K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-282Closed |
$27.4K - $30.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-282- 8.96% |
$27.4K - $30.4K
|
2.87K
$306K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-292- 11.12% |
$28.3K - $31.5K
|
2.33K
$249K
|
|
|
Nov 12, 2021
Q3 2021
|
Hall Private Wealth Advisors
|
SELL
|
- |
-299- 5.5% |
$29K - $32.3K
|
5.14K
$549K
|
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
SELL
|
- |
-300- 3.51% |
$29.1K - $32.4K
|
8.25K
$882K
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-300- 10.16% |
$29.1K - $32.4K
|
2.65K
$283K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-300- 1.14% |
$29.1K - $32.4K
|
25.9K
$2.77M
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-312Closed |
$30.3K - $33.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-313- 8.77% |
$30.4K - $33.8K
|
3.25K
$348K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-313- 0.66% |
$30.4K - $33.8K
|
47.3K
$5.05M
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-314- 6.23% |
$30.5K - $33.9K
|
4.73K
$505K
|
|
|
Oct 13, 2021
Q3 2021
|
Guardian Investment Management
|
SELL
|
- |
-326- 2.11% |
$31.6K - $35.2K
|
15.1K
$1.62M
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-326- 3.84% |
$31.6K - $35.2K
|
8.16K
$871K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-329- 0.35% |
$31.9K - $35.5K
|
94.6K
$10.1M
|
|
|
Oct 06, 2021
Q3 2021
|
First Dallas Securities Inc.
|
SELL
|
- |
-333- 2.18% |
$32.3K - $35.9K
|
14.9K
$1.59M
|
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-333- 7.09% |
$32.3K - $35.9K
|
4.37K
$466K
|
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-333- 2.12% |
$32.3K - $35.9K
|
15.4K
$1.65M
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-336- 8.46% |
$32.6K - $36.3K
|
3.64K
$388K
|
|
|
Nov 18, 2021
Q3 2021
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-336- 1.36% |
$32.6K - $36.3K
|
24.5K
$2.61M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-338- 2.38% |
$32.8K - $36.5K
|
13.9K
$1.48M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-345- 9.08% |
$33.5K - $37.2K
|
3.46K
$369K
|
|
|
Nov 12, 2021
Q3 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-361- 0.64% |
$35K - $39K
|
56.2K
$6M
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-365- 5.09% |
$35.4K - $39.4K
|
6.8K
$727K
|
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
SELL
|
- |
-375- 5.17% |
$36.4K - $40.5K
|
6.89K
$735K
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-385- 3.24% |
$37.4K - $41.6K
|
11.5K
$1.23M
|
|
|
Oct 14, 2021
Q3 2021
|
Madden Securities Corp
|
SELL
|
- |
-387- 4.04% |
$37.6K - $41.8K
|
9.2K
$983K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-397- 2.6% |
$38.5K - $42.8K
|
14.9K
$1.59M
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-398- 11.78% |
$38.6K - $43K
|
2.98K
$318K
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-399- 3.62% |
$38.7K - $43.1K
|
10.6K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-405- 1.05% |
$39.3K - $43.7K
|
38.3K
$4.09M
|
|
|
Oct 12, 2021
Q3 2021
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-408- 6.06% |
$39.6K - $44K
|
6.33K
$676K
|
|
|
Oct 13, 2021
Q3 2021
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-425- 1.46% |
$41.2K - $45.9K
|
28.6K
$3.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-430- 6.86% |
$41.7K - $46.4K
|
5.83K
$623K
|
|
|
Nov 05, 2021
Q3 2021
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-432- 4.25% |
$41.9K - $46.6K
|
9.73K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-434- 0.44% |
$42.1K - $46.8K
|
98.9K
$10.6M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
SELL
|
- |
-435- 6.77% |
$42.2K - $46.9K
|
5.99K
$640K
|
|
|
Oct 29, 2021
Q3 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-458- 2.14% |
$44.4K - $49.4K
|
20.9K
$2.23M
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
SELL
|
- |
-467- 10.18% |
$45.3K - $50.4K
|
4.12K
$440K
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-474- 18.54% |
$46K - $51.2K
|
2.08K
$222K
|