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
|
Annex Advisory Services, LLC
|
SELL
|
- |
-474- 18.54% |
$46K - $51.2K
|
2.08K
$231K
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-474- 6.86% |
$46K - $51.2K
|
6.44K
$713K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-480- 3.91% |
$46.6K - $51.8K
|
11.8K
$1.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-490- 2.78% |
$47.6K - $52.9K
|
17.1K
$1.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-498- 2.22% |
$48.3K - $53.7K
|
22K
$2.43M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-500Closed |
$48.5K - $54K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-512- 8.96% |
$49.7K - $55.3K
|
5.2K
$576K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-525- 11.98% |
$51K - $56.7K
|
3.86K
$427K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-530- 44.8% |
$51.4K - $57.2K
|
653
$72.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-530- 3.01% |
$51.4K - $57.2K
|
17.1K
$1.89M
|
|
|
Nov 05, 2021
Q3 2021
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-537- 2.48% |
$52.1K - $58K
|
21.1K
$2.34M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-543- 9.65% |
$52.7K - $58.6K
|
5.09K
$563K
|
|
|
Nov 04, 2021
Q3 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-550- 0.39% |
$53.4K - $59.4K
|
141K
$15.7M
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-552- 11.94% |
$53.6K - $59.6K
|
4.07K
$451K
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-554- 2.17% |
$53.8K - $59.8K
|
25K
$2.77M
|
|
|
Nov 08, 2021
Q3 2021
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-570- 4.29% |
$55.3K - $61.5K
|
12.7K
$1.41M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-571- 13.42% |
$55.4K - $61.6K
|
3.68K
$408K
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-574- 4.44% |
$55.7K - $62K
|
12.4K
$1.37M
|
|
|
Oct 26, 2021
Q3 2021
|
Tcw Group Inc
|
SELL
|
- |
-581- 5.35% |
$56.4K - $62.7K
|
10.3K
$1.14M
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-582- 1.93% |
$56.5K - $62.8K
|
29.5K
$3.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-585- 1.66% |
$56.8K - $63.1K
|
34.7K
$3.85M
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-589- 54.74% |
$57.2K - $63.6K
|
487
$53.9K
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-590- 4.05% |
$57.3K - $63.7K
|
14K
$1.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-600- 18.35% |
$58.2K - $64.8K
|
2.67K
$296K
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-601- 3.08% |
$58.3K - $64.9K
|
18.9K
$2.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-620- 0.15% |
$60.2K - $66.9K
|
426K
$47.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-626- 4.04% |
$60.8K - $67.6K
|
14.9K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
SELL
|
- |
-633- 1.91% |
$61.4K - $68.3K
|
32.6K
$3.61M
|
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-645- 3.36% |
$62.6K - $69.6K
|
18.6K
$2.05M
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-653- 1.35% |
$63.4K - $70.5K
|
47.7K
$5.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
SELL
|
- |
-665- 9.22% |
$64.5K - $71.8K
|
6.55K
$726K
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-666- 5.39% |
$64.6K - $71.9K
|
11.7K
$1.29M
|
|
|
Dec 20, 2021
Q3 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-666- 1.62% |
$64.6K - $71.9K
|
40.4K
$4.48M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-686- 23.51% |
$66.6K - $74K
|
2.23K
$247K
|
|
|
Oct 21, 2021
Q3 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-700- 0.65% |
$67.9K - $75.6K
|
107K
$11.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
SELL
|
- |
-711- 24.42% |
$69K - $76.7K
|
2.2K
$244K
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-718- 1.24% |
$69.7K - $77.5K
|
57K
$6.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-721- 15.04% |
$70K - $77.8K
|
4.07K
$451K
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-724Closed |
$70.3K - $78.1K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-728- 33.08% |
$70.7K - $78.6K
|
1.47K
$163K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-731- 10.24% |
$70.9K - $78.9K
|
6.41K
$710K
|
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-736- 0.85% |
$71.4K - $79.4K
|
86.2K
$9.55M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-738- 2.71% |
$71.6K - $79.7K
|
26.5K
$2.94M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-743- 5.01% |
$72.1K - $80.2K
|
14.1K
$1.56M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-751- 2.21% |
$72.9K - $81.1K
|
33.2K
$3.68M
|
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
SELL
|
- |
-754- 1.03% |
$73.2K - $81.4K
|
72.4K
$8.02M
|
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-789- 1.22% |
$76.6K - $85.2K
|
63.6K
$7.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-799- 1.1% |
$77.5K - $86.2K
|
71.6K
$7.93M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-822- 88.86% |
$79.8K - $88.7K
|
103
$11.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-830- 0.54% |
$80.6K - $89.6K
|
154K
$17M
|