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 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.46K+ 7.16% |
$821K - $913K
|
127K
$13.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8.31K+ 7.14% |
$806K - $897K
|
125K
$13.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.01K+ 16.41% |
$778K - $865K
|
56.8K
$6.13M
|
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
7.76K+ 129.12% |
$753K - $837K
|
13.8K
$1.48M
|
|
|
Sep 18, 2023
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
- |
7.76KNew |
$753K - $837K
|
7.76K
$836K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.36K+ 168.43% |
$714K - $795K
|
11.7K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.15K+ 20.46% |
$694K - $772K
|
42.1K
$4.54M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
7.07K+ 46.19% |
$686K - $763K
|
22.4K
$2.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.47K+ 3.04% |
$628K - $698K
|
219K
$23.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
6.27KNew |
$608K - $677K
|
6.27K
$676K
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
6.19K+ 3.61% |
$601K - $668K
|
178K
$19.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.19K+ 14.09% |
$601K - $668K
|
50.1K
$5.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.17KNew |
$599K - $666K
|
6.17K
$665K
|
|
|
Nov 10, 2021
Q3 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
6.15KNew |
$597K - $664K
|
6.15K
$663K
|
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
6.15K+ 13.38% |
$597K - $664K
|
52.1K
$5.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
6.08K+ 0.52% |
$590K - $656K
|
1.18M
$127M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6K+ 6.9% |
$582K - $647K
|
92.9K
$10M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.92K+ 21.73% |
$574K - $639K
|
33.2K
$3.57M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.85KNew |
$568K - $632K
|
5.85K
$631K
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
5.8KNew |
$563K - $626K
|
5.8K
$625K
|
|
|
Oct 27, 2021
Q3 2021
|
Groesbeck Investment Management Corp
|
BUY
|
- |
5.73KNew |
$556K - $619K
|
5.73K
$618K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
5.73K+ 45.38% |
$556K - $618K
|
18.4K
$1.98M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.72KNew |
$555K - $617K
|
5.72K
$616K
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
5.7K+ 5.87% |
$553K - $615K
|
103K
$11.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.69K+ 36.44% |
$552K - $614K
|
21.3K
$2.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
5.68K+ 2.82% |
$552K - $613K
|
207K
$22.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
5.66K+ 385.02% |
$549K - $610K
|
7.13K
$768K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.64K+ 8.52% |
$548K - $609K
|
71.8K
$7.74M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
5.63K+ 25.9% |
$546K - $607K
|
27.4K
$2.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.55K+ 0.58% |
$539K - $599K
|
965K
$104M
|
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
5.54KNew |
$538K - $598K
|
5.54K
$597K
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.51KNew |
$534K - $594K
|
5.51K
$593K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.44K+ 22.22% |
$528K - $587K
|
29.9K
$3.22M
|
|
|
Oct 28, 2021
Q3 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
5.4K+ 11.05% |
$524K - $583K
|
54.3K
$5.85M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.3K+ 18.12% |
$515K - $572K
|
34.6K
$3.73M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
5.28K+ 72.23% |
$513K - $570K
|
12.6K
$1.36M
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.26K+ 12.21% |
$510K - $567K
|
48.3K
$5.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.21K+ 17.24% |
$506K - $562K
|
35.4K
$3.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
5.06K+ 21.31% |
$491K - $546K
|
28.8K
$3.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
5K+ 4.79% |
$485K - $539K
|
109K
$11.8M
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
4.8K+ 59.54% |
$466K - $518K
|
12.9K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
4.74KNew |
$460K - $512K
|
4.74K
$511K
|
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
BUY
|
- |
4.68KNew |
$454K - $505K
|
4.68K
$505K
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.68K+ 33.59% |
$454K - $505K
|
18.6K
$2M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
4.36K+ 925.9% |
$423K - $471K
|
4.83K
$521K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.33K+ 22.9% |
$421K - $468K
|
23.3K
$2.51M
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
4.33KNew |
$420K - $467K
|
4.33K
$466K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.32K+ 22.82% |
$419K - $466K
|
23.2K
$2.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.21K+ 16.86% |
$408K - $454K
|
29.2K
$3.14M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.2K+ 6.02% |
$408K - $454K
|
74K
$7.97M
|