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
|
Mcmillion Capital Management Inc
|
BUY
|
- |
2.09KNew |
$203K - $226K
|
2.09K
$225K
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.08KNew |
$202K - $224K
|
2.08K
$224K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.07K+ 25.72% |
$201K - $223K
|
10.1K
$1.09M
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2K+ 12.13% |
$194K - $216K
|
18.5K
$1.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2K+ 9.25% |
$194K - $215K
|
23.6K
$2.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1.99K+ 17.21% |
$193K - $214K
|
13.5K
$1.46M
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.99KNew |
$193K - $214K
|
1.99K
$214K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.98K+ 6.9% |
$192K - $214K
|
30.7K
$3.31M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
1.92KNew |
$187K - $208K
|
1.92K
$207K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.92K+ 22.39% |
$186K - $207K
|
10.5K
$1.13M
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.92K+ 77.16% |
$186K - $207K
|
4.4K
$474K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.89K+ 29.92% |
$184K - $204K
|
8.21K
$885K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.89K+ 55.54% |
$183K - $204K
|
5.28K
$569K
|
|
|
Nov 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.86KNew |
$180K - $200K
|
1.86K
$200K
|
|
|
Nov 15, 2021
Q3 2021
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
1.85K+ 34.82% |
$179K - $199K
|
7.15K
$770K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.83K+ 13.48% |
$178K - $198K
|
15.4K
$1.66M
|
|
|
Nov 01, 2021
Q3 2021
|
Wright Investors Service Inc
|
BUY
|
- |
1.8K+ 6.97% |
$175K - $195K
|
27.7K
$2.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.8K+ 40.6% |
$175K - $194K
|
6.23K
$672K
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.79K+ 37.27% |
$174K - $193K
|
6.59K
$710K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.77K+ 84.27% |
$172K - $191K
|
3.88K
$418K
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.76K+ 37.8% |
$171K - $190K
|
6.41K
$690K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.75K+ 20.27% |
$170K - $189K
|
10.4K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.74K+ 45.28% |
$169K - $187K
|
5.57K
$601K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.73K+ 7.4% |
$168K - $187K
|
25.1K
$2.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.72K+ 37.11% |
$167K - $186K
|
6.36K
$685K
|
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 69.41% |
$165K - $184K
|
4.15K
$448K
|
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.7K+ 3.92% |
$165K - $183K
|
45.1K
$4.86M
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.7K+ 0.85% |
$165K - $183K
|
201K
$21.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
1.7K+ 1.18% |
$165K - $183K
|
145K
$15.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.69K+ 39.92% |
$164K - $182K
|
5.92K
$638K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.66K+ 3.19% |
$161K - $179K
|
53.7K
$5.79M
|
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.65K+ 5.45% |
$160K - $178K
|
31.9K
$3.44M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.65K+ 19.36% |
$160K - $178K
|
10.2K
$1.09M
|
|
|
Oct 27, 2021
Q3 2021
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
1.64K+ 29.84% |
$159K - $177K
|
7.14K
$770K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.64K+ 7.29% |
$159K - $177K
|
24.1K
$2.6M
|
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
BUY
|
- |
1.64K+ 6.69% |
$159K - $177K
|
26.1K
$2.81M
|
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.58K+ 2.49% |
$154K - $171K
|
65.2K
$7.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.58K+ 4.19% |
$153K - $170K
|
39.2K
$4.23M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
1.58K+ 6.73% |
$153K - $170K
|
25K
$2.69M
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.56K+ 12.01% |
$152K - $169K
|
14.6K
$1.57M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.56K+ 2.5% |
$151K - $168K
|
63.8K
$6.88M
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
1.56K+ 74.31% |
$151K - $168K
|
3.65K
$393K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.47K+ 6.45% |
$143K - $159K
|
24.3K
$2.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.42K+ 11.09% |
$137K - $153K
|
14.2K
$1.53M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.4K+ 15.11% |
$136K - $151K
|
10.7K
$1.15M
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
1.37K+ 6.67% |
$132K - $147K
|
21.8K
$2.35M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.35K+ 10.69% |
$131K - $146K
|
14K
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.35K+ 22.74% |
$131K - $146K
|
7.29K
$785K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 13.87% |
$130K - $145K
|
11K
$1.18M
|
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.34K+ 12.75% |
$130K - $144K
|
11.8K
$1.27M
|