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 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-836Closed |
$81.1K - $90.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
SELL
|
- |
-855- 0.4% |
$83K - $92.3K
|
215K
$22.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-855- 17.78% |
$83K - $92.3K
|
3.96K
$422K
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-861- 12.12% |
$83.6K - $92.9K
|
6.25K
$667K
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-862- 3.03% |
$83.7K - $93K
|
27.6K
$2.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-876- 4.0% |
$85K - $94.5K
|
21K
$2.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-881- 27.27% |
$85.5K - $95.1K
|
2.35K
$251K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-883- 8.71% |
$85.7K - $95.3K
|
9.25K
$988K
|
|
|
Oct 19, 2021
Q3 2021
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-900- 1.76% |
$87.3K - $97.1K
|
50.4K
$5.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-900- 0.41% |
$87.3K - $97.1K
|
221K
$23.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-910- 2.09% |
$88.3K - $98.2K
|
42.7K
$4.56M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-945- 27.43% |
$91.7K - $102K
|
2.5K
$267K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-952- 4.39% |
$92.4K - $103K
|
20.7K
$2.21M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-960- 15.98% |
$93.2K - $104K
|
5.05K
$539K
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-966- 10.81% |
$93.8K - $104K
|
7.97K
$852K
|
|
|
Nov 15, 2021
Q3 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-970- 16.45% |
$94.1K - $105K
|
4.93K
$526K
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
SELL
|
- |
-972- 1.35% |
$94.3K - $105K
|
71.1K
$7.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-979- 12.25% |
$95K - $106K
|
7.01K
$749K
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1K- 23.76% |
$97.4K - $108K
|
3.22K
$344K
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.02K- 2.69% |
$99K - $110K
|
36.9K
$3.94M
|
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.02K- 12.74% |
$99.3K - $110K
|
7.01K
$748K
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.03K- 1.66% |
$99.6K - $111K
|
60.6K
$6.47M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.03K- 1.44% |
$100K - $111K
|
70.7K
$7.55M
|
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.06K- 3.81% |
$102K - $114K
|
26.7K
$2.85M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.08K- 5.08% |
$105K - $117K
|
20.2K
$2.16M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.14K- 4.9% |
$111K - $123K
|
22.1K
$2.36M
|
|
|
Oct 18, 2021
Q3 2021
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-1.15K- 25.16% |
$112K - $124K
|
3.43K
$366K
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.16K- 22.55% |
$113K - $125K
|
3.99K
$426K
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-1.17K- 5.55% |
$113K - $126K
|
19.8K
$2.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.18K- 3.91% |
$115K - $128K
|
29.1K
$3.11M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 0.43% |
$115K - $128K
|
275K
$29.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.2K- 9.61% |
$116K - $130K
|
11.3K
$1.21M
|
|
|
Nov 04, 2021
Q3 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.22K- 0.65% |
$118K - $132K
|
186K
$19.9M
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.29K- 21.18% |
$125K - $139K
|
4.78K
$511K
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.3K- 22.24% |
$126K - $140K
|
4.54K
$484K
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.3K- 2.49% |
$126K - $140K
|
51K
$5.45M
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.31K- 10.35% |
$127K - $141K
|
11.3K
$1.21M
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.33K- 2.78% |
$129K - $144K
|
46.5K
$4.97M
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.33K- 5.57% |
$129K - $144K
|
22.6K
$2.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.38K- 1.43% |
$133K - $148K
|
94.5K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.39K- 7.2% |
$135K - $150K
|
17.9K
$1.91M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.39K- 3.78% |
$135K - $150K
|
35.4K
$3.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.39K- 25.99% |
$135K - $150K
|
3.96K
$423K
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.45K- 3.87% |
$140K - $156K
|
35.9K
$3.84M
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.45K- 20.53% |
$141K - $156K
|
5.61K
$599K
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-1.46K- 6.07% |
$141K - $157K
|
22.6K
$2.41M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.48K- 9.15% |
$144K - $160K
|
14.7K
$1.57M
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
SELL
|
- |
-1.52K- 14.74% |
$147K - $164K
|
8.77K
$937K
|
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.52K- 7.83% |
$148K - $164K
|
17.9K
$1.91M
|
|
|
Oct 29, 2021
Q3 2021
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.53K- 27.67% |
$148K - $165K
|
4K
$427K
|