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 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
2.91K+ 20.61% |
$282K - $314K
|
17K
$1.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
2.9K+ 24.01% |
$281K - $313K
|
15K
$1.61M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
2.89K+ 1.91% |
$281K - $312K
|
154K
$16.6M
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
2.87K+ 1.65% |
$279K - $310K
|
177K
$19M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
2.86K+ 10.28% |
$278K - $309K
|
30.7K
$3.31M
|
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.83K+ 120.04% |
$275K - $306K
|
5.19K
$560K
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.83KNew |
$275K - $306K
|
2.83K
$305K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.82K+ 20.14% |
$274K - $305K
|
16.8K
$1.81M
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.82K+ 6.87% |
$274K - $305K
|
43.9K
$4.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
2.8KNew |
$271K - $302K
|
2.8K
$301K
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.77KNew |
$269K - $299K
|
2.77K
$298K
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
2.75K+ 20.66% |
$267K - $297K
|
16.1K
$1.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.75K+ 22.97% |
$267K - $297K
|
14.7K
$1.59M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.72KNew |
$264K - $294K
|
2.72K
$293K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.69K+ 21.66% |
$261K - $290K
|
15.1K
$1.63M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.69KNew |
$261K - $290K
|
2.69K
$289K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
2.67K+ 1.72% |
$259K - $288K
|
158K
$17M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.64K+ 13.36% |
$257K - $285K
|
22.4K
$2.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.63KNew |
$256K - $284K
|
2.63K
$284K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.62K+ 47.5% |
$255K - $283K
|
8.15K
$878K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.62K+ 47.85% |
$254K - $282K
|
8.08K
$871K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.61K+ 3.9% |
$253K - $282K
|
69.5K
$7.49M
|
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.6KNew |
$253K - $281K
|
2.6K
$281K
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.58K+ 17.55% |
$251K - $279K
|
17.3K
$1.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.55K+ 1.83% |
$248K - $276K
|
142K
$15.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.55K+ 20.2% |
$247K - $275K
|
15.1K
$1.63M
|
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
2.54KNew |
$246K - $274K
|
2.54K
$273K
|
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
2.48KNew |
$241K - $268K
|
2.48K
$268K
|
|
|
Oct 21, 2021
Q3 2021
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.48K+ 13.36% |
$241K - $268K
|
21K
$2.27M
|
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.48KNew |
$240K - $267K
|
2.48K
$267K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.43K+ 22.1% |
$236K - $263K
|
13.4K
$1.45M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
2.4K+ 4.74% |
$233K - $259K
|
53K
$5.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
2.38KNew |
$231K - $257K
|
2.38K
$256K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
2.36K+ 5.01% |
$229K - $254K
|
49.4K
$5.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.34KNew |
$227K - $253K
|
2.34K
$252K
|
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
2.34K+ 4.96% |
$227K - $252K
|
49.4K
$5.33M
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
2.34KNew |
$227K - $252K
|
2.34K
$252K
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.31K+ 66.23% |
$225K - $250K
|
5.81K
$626K
|
|
|
Nov 05, 2021
Q3 2021
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
2.31KNew |
$224K - $249K
|
2.31K
$249K
|
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.31KNew |
$224K - $249K
|
2.31K
$248K
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.26KNew |
$219K - $244K
|
2.26K
$244K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.24K+ 88.83% |
$217K - $241K
|
4.75K
$512K
|
|
|
Oct 25, 2021
Q3 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.18K+ 21.19% |
$212K - $235K
|
12.5K
$1.34M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.16KNew |
$209K - $233K
|
2.16K
$233K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.15KNew |
$209K - $232K
|
2.15K
$232K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.15KNew |
$208K - $232K
|
2.15K
$231K
|
|
|
Nov 08, 2021
Q3 2021
|
Sws Partners
|
BUY
|
- |
2.13K+ 12.96% |
$207K - $230K
|
18.6K
$2M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.13K+ 5.01% |
$206K - $229K
|
44.5K
$4.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.1KNew |
$204K - $227K
|
2.1K
$226K
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.09KNew |
$203K - $226K
|
2.09K
$226K
|