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
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 7.14% |
$151K - $168K
|
20.2K
$2.16M
|
|
|
Nov 04, 2021
Q3 2021
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.58K- 24.18% |
$153K - $170K
|
4.95K
$529K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.58KClosed |
$154K - $171K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.64K- 1.31% |
$159K - $177K
|
123K
$13.1M
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.64K- 2.98% |
$159K - $177K
|
53.3K
$5.69M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.65K- 6.53% |
$160K - $178K
|
23.6K
$2.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-1.65K- 58.96% |
$160K - $178K
|
1.15K
$123K
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.66K- 31.41% |
$161K - $179K
|
3.62K
$387K
|
|
|
Nov 08, 2021
Q3 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.67K- 6.37% |
$162K - $180K
|
24.5K
$2.61M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.68K- 3.55% |
$163K - $181K
|
45.5K
$4.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.68K- 84.87% |
$163K - $181K
|
299
$31.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.7K- 9.01% |
$165K - $183K
|
17.2K
$1.83M
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.71KClosed |
$166K - $184K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.71K- 17.37% |
$166K - $185K
|
8.15K
$871K
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-1.72K- 2.05% |
$167K - $186K
|
82.3K
$8.79M
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.76K- 4.08% |
$171K - $190K
|
41.3K
$4.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.8K- 1.16% |
$175K - $194K
|
154K
$16.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.84KClosed |
$179K - $199K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.86K- 10.98% |
$180K - $200K
|
15K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.86K- 1.26% |
$180K - $200K
|
146K
$15.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.86K- 2.76% |
$181K - $201K
|
65.7K
$7.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.89K- 1.01% |
$183K - $204K
|
185K
$19.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
SELL
|
- |
-1.92K- 5.14% |
$186K - $207K
|
35.5K
$3.79M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.93K- 1.2% |
$187K - $208K
|
159K
$17M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.94K- 19.31% |
$188K - $209K
|
8.09K
$864K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.94K- 2.27% |
$188K - $209K
|
83.4K
$8.91M
|
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
SELL
|
- |
-1.96K- 6.92% |
$190K - $212K
|
26.4K
$2.82M
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2K- 6.81% |
$194K - $216K
|
27.4K
$2.93M
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
SELL
|
- |
-2.04KClosed |
$198K - $221K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-2.05K- 13.25% |
$199K - $221K
|
13.4K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-2.07K- 23.43% |
$201K - $223K
|
6.77K
$723K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.07KClosed |
$201K - $224K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.1KClosed |
$204K - $227K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
SELL
|
- |
-2.11KClosed |
$205K - $228K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.15K- 4.62% |
$208K - $232K
|
44.4K
$4.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.17K- 37.36% |
$211K - $234K
|
3.64K
$388K
|
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
SELL
|
- |
-2.18KClosed |
$212K - $236K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
SELL
|
- |
-2.22KClosed |
$216K - $240K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.26KClosed |
$220K - $244K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-2.27KClosed |
$221K - $245K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.29KClosed |
$222K - $247K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.32KClosed |
$225K - $250K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.32K- 13.27% |
$226K - $251K
|
15.2K
$1.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.33K- 31.22% |
$226K - $251K
|
5.13K
$548K
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.35KClosed |
$228K - $253K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.37KClosed |
$230K - $256K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.41K- 20.31% |
$234K - $260K
|
9.45K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.42K- 4.39% |
$235K - $261K
|
52.7K
$5.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.42K- 2.74% |
$235K - $261K
|
86K
$9.19M
|
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.42KClosed |
$235K - $261K
|
0
$0
|