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
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
963+ 0.79% |
$93.5K - $104K
|
123K
$13.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
957+ 929.13% |
$92.9K - $103K
|
1.06K
$114K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
955+ 6.71% |
$92.7K - $103K
|
15.2K
$1.64M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
950+ 11.83% |
$92.2K - $103K
|
8.98K
$968K
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
950+ 0.29% |
$92.2K - $103K
|
325K
$35M
|
|
|
Nov 15, 2021
Q3 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
949+ 8.5% |
$92.1K - $102K
|
12.1K
$1.31M
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
945+ 9.83% |
$91.7K - $102K
|
10.6K
$1.14M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
942+ 25.94% |
$91.4K - $102K
|
4.57K
$493K
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
940+ 5.33% |
$91.2K - $101K
|
18.6K
$2M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
925+ 13.19% |
$89.8K - $99.8K
|
7.94K
$855K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
923+ 3.08% |
$89.6K - $99.6K
|
30.9K
$3.33M
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
909+ 23.12% |
$88.2K - $98.1K
|
4.84K
$522K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
908+ 16.69% |
$88.1K - $98K
|
6.35K
$684K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
907+ 19.73% |
$88K - $97.9K
|
5.5K
$593K
|
|
|
Oct 27, 2021
Q3 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
904+ 2.04% |
$87.7K - $97.6K
|
45.2K
$4.88M
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
892+ 1.99% |
$86.6K - $96.3K
|
45.7K
$4.92M
|
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
890+ 1.54% |
$86.4K - $96.1K
|
58.7K
$6.33M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
889+ 9.21% |
$86.3K - $95.9K
|
10.5K
$1.14M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
885New |
$85.9K - $95.5K
|
885
$95.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
875+ 18.29% |
$84.9K - $94.4K
|
5.66K
$610K
|
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
874+ 5.64% |
$84.8K - $94.3K
|
16.4K
$1.76M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
873+ 139.68% |
$84.7K - $94.2K
|
1.5K
$161K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
869+ 29.94% |
$84.3K - $93.8K
|
3.77K
$406K
|
|
|
Nov 15, 2021
Q3 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
867+ 37.07% |
$84.1K - $93.6K
|
3.21K
$346K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
862+ 17.07% |
$83.7K - $93K
|
5.91K
$637K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
850+ 4.11% |
$82.5K - $91.7K
|
21.5K
$2.32M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
850+ 3.66% |
$82.5K - $91.7K
|
24.1K
$2.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
849+ 3.39% |
$82.4K - $91.6K
|
25.9K
$2.79M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
846+ 1.98% |
$82.1K - $91.3K
|
43.6K
$4.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
841+ 2.84% |
$81.6K - $90.8K
|
30.5K
$3.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
840+ 4.75% |
$81.5K - $90.7K
|
18.5K
$1.99M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
834+ 3.06% |
$80.9K - $90K
|
28.1K
$3.02M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
832+ 13.18% |
$80.7K - $89.8K
|
7.15K
$770K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
826+ 43.02% |
$80.2K - $89.2K
|
2.75K
$296K
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
822+ 32.68% |
$79.8K - $88.7K
|
3.34K
$360K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
818+ 3.76% |
$79.4K - $88.3K
|
22.6K
$2.43M
|
|
|
Nov 02, 2021
Q3 2021
|
Qvr LLC
|
BUY
|
- |
808+ 77.25% |
$78.4K - $87.2K
|
1.85K
$200K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
806+ 7.75% |
$78.2K - $87K
|
11.2K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
802+ 6.53% |
$77.8K - $86.6K
|
13.1K
$1.41M
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
800+ 9.09% |
$77.6K - $86.3K
|
9.6K
$1.03M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
799New |
$77.5K - $86.2K
|
799
$86.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
790+ 14.76% |
$76.7K - $85.3K
|
6.14K
$662K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
775+ 16.57% |
$75.2K - $83.6K
|
5.45K
$588K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
769+ 4.8% |
$74.6K - $83K
|
16.8K
$1.81M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
768+ 1.26% |
$74.5K - $82.9K
|
61.9K
$6.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
768+ 2.97% |
$74.5K - $82.9K
|
26.6K
$2.87M
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
766+ 7.69% |
$74.3K - $82.7K
|
10.7K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
759+ 4.19% |
$73.7K - $81.9K
|
18.9K
$2.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
750+ 33.1% |
$72.8K - $80.9K
|
3.02K
$325K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
747+ 3.32% |
$72.5K - $80.6K
|
23.2K
$2.51M
|