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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.2K+ 6.02% |
$408K - $454K
|
74K
$7.97M
|
|
|
Nov 04, 2021
Q3 2021
|
Toews Corp
|
BUY
|
- |
4.2KNew |
$408K - $453K
|
4.2K
$453K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
4.2K+ 14.02% |
$407K - $453K
|
34.1K
$3.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.18K+ 2.65% |
$406K - $451K
|
162K
$17.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.16K+ 1.0% |
$403K - $449K
|
419K
$45.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
4.12KNew |
$400K - $445K
|
4.12K
$444K
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.11K+ 40.43% |
$398K - $443K
|
14.3K
$1.54M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.06K+ 3.33% |
$394K - $438K
|
126K
$13.6M
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.03K+ 88.46% |
$391K - $435K
|
8.59K
$926K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.02K+ 2.5% |
$390K - $434K
|
165K
$17.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Premier Fund Managers LTD
|
BUY
|
- |
3.95K+ 23.24% |
$383K - $426K
|
21K
$2.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.94KNew |
$382K - $425K
|
3.94K
$424K
|
|
|
Nov 10, 2021
Q3 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
3.92K+ 54.85% |
$380K - $423K
|
11.1K
$1.19M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.91K+ 23.11% |
$380K - $422K
|
20.8K
$2.25M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.81K+ 5.41% |
$370K - $411K
|
74.2K
$8M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
3.76K+ 30.46% |
$365K - $406K
|
16.1K
$1.74M
|
|
|
Oct 15, 2021
Q3 2021
|
Insight Folios Inc
|
BUY
|
- |
3.72K+ 7.75% |
$361K - $401K
|
51.7K
$5.57M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.69K+ 6.23% |
$358K - $398K
|
62.9K
$6.78M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.69K+ 162.69% |
$358K - $398K
|
5.95K
$641K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.66K+ 18.98% |
$355K - $395K
|
23K
$2.47M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.63K+ 10.68% |
$352K - $392K
|
37.6K
$4.05M
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.62K+ 17.88% |
$351K - $391K
|
23.9K
$2.57M
|
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.57K+ 4.68% |
$347K - $386K
|
79.9K
$8.61M
|
|
|
Nov 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.48KNew |
$338K - $376K
|
3.48K
$375K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
3.48K+ 6.63% |
$337K - $375K
|
55.9K
$6.02M
|
|
|
Oct 26, 2021
Q3 2021
|
Community Trust & Investment CO
|
BUY
|
- |
3.41KNew |
$331K - $368K
|
3.41K
$367K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.36K+ 0.6% |
$326K - $363K
|
562K
$60.6M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.32K+ 8.59% |
$322K - $359K
|
42K
$4.53M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.3KNew |
$320K - $356K
|
3.3K
$356K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.27K+ 23.41% |
$318K - $353K
|
17.3K
$1.86M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
3.26K+ 137.46% |
$316K - $351K
|
5.62K
$606K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3.24K+ 9.28% |
$315K - $350K
|
38.2K
$4.11M
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.23K+ 3.6% |
$314K - $349K
|
93.1K
$10M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.23K+ 2.77% |
$313K - $349K
|
120K
$12.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
3.2K+ 20.9% |
$311K - $346K
|
18.5K
$2M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.2KNew |
$310K - $345K
|
3.2K
$345K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.16KNew |
$306K - $341K
|
3.16K
$340K
|
|
|
Nov 15, 2021
Q3 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3.14K+ 28.08% |
$304K - $338K
|
14.3K
$1.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
3.12K+ 80.49% |
$303K - $337K
|
6.99K
$754K
|
|
|
Nov 15, 2021
Q3 2021
|
Lsp Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.06KNew |
$297K - $330K
|
3.06K
$330K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.06K+ 13.26% |
$296K - $330K
|
26.1K
$2.81M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.04K+ 10.7% |
$295K - $328K
|
31.4K
$3.39M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
3.02K+ 3.58% |
$293K - $326K
|
87.3K
$9.41M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.01K+ 14.75% |
$292K - $325K
|
23.4K
$2.53M
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.99K+ 10.48% |
$290K - $323K
|
31.5K
$3.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.99K+ 0.99% |
$290K - $323K
|
305K
$32.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.97KNew |
$289K - $321K
|
2.97K
$321K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.95K+ 18.17% |
$286K - $318K
|
19.2K
$2.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
2.95K+ 6.92% |
$286K - $318K
|
45.5K
$4.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.93K+ 49.31% |
$285K - $317K
|
8.88K
$957K
|