Purchases and Sales Made in Q3 2022 in Duke Energy Corp (DUK)

DUK Quotes by TradingView

This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q3 2022. 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 10, 2022 Q3 2022
Keystone Financial Group

BUY
 -
962
+ 13.8%
$24K - $107K
7.94K $930K
Nov 14, 2022 Q3 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
962
New
$24K - $107K
962 $113K
Nov 03, 2022 Q3 2022
Astoria Portfolio Advisors Llc.

BUY
 -
950
+ 36.58%
$23.7K - $105K
3.55K $416K
Nov 14, 2022 Q3 2022
Ci Investments Inc.

Toronto, A6
BUY
 -
941
+ 1001.06%
$23.4K - $104K
1.04K $121K
Oct 31, 2022 Q3 2022
Green Square Capital Advisors LLC

BUY
 -
940
+ 4.79%
$23.4K - $104K
20.5K $2.41M
Nov 09, 2022 Q3 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
934
+ 0.99%
$23.3K - $104K
94.9K $11.1M
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
931
+ 19.03%
$23.2K - $103K
5.82K $682K
Nov 01, 2022 Q3 2022
Financial Counselors Inc

BUY
 -
923
+ 0.56%
$23K - $102K
167K $19.6M
Nov 14, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
921
+ 9.99%
$22.9K - $102K
10.1K $1.19M
Oct 05, 2022 Q3 2022
Capital Investment Advisors, LLC

BUY
 -
913
+ 1.45%
$22.7K - $101K
64K $7.5M
Oct 20, 2022 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
889
+ 11.67%
$22.1K - $98.6K
8.51K $997K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
867
+ 4.78%
$21.6K - $96.1K
19K $2.23M
Oct 09, 2024 Q3 2022
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
836
+ 36.54%
$20.8K - $92.7K
3.12K $366K
Nov 08, 2022 Q3 2022
Altrius Capital Management Inc

New Bern, NC
BUY
 -
835
+ 43.58%
$20.8K - $92.6K
2.75K $322K
Oct 26, 2022 Q3 2022
Crestwood Advisors Group LLC

BUY
 -
832
+ 13.16%
$20.7K - $92.3K
7.16K $838K
Jan 19, 2024 Q3 2022
Cedrus LLC

Littleton, CO
BUY
 -
825
+ 27.0%
$20.5K - $91.5K
3.88K $455K
Oct 27, 2022 Q3 2022
Alley Investment Management Company, LLC

BUY
 -
819
+ 5.2%
$20.4K - $90.8K
16.6K $1.94M
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
810
+ 4.84%
$20.2K - $89.8K
17.6K $2.06M
Oct 03, 2022 Q3 2022
Wedmont Private Capital

BUY
 -
802
+ 13.17%
$20K - $88.9K
6.89K $807K
Nov 14, 2022 Q3 2022
Wills Financial Group, Inc.

BUY
 -
794
+ 12.25%
$19.8K - $88K
7.27K $852K
Nov 14, 2022 Q3 2022
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
791
+ 9.29%
$19.7K - $87.7K
9.3K $1.09M
Oct 12, 2022 Q3 2022
Marshall Financial Group LLC

BUY
 -
788
+ 4.43%
$19.6K - $87.4K
18.6K $2.17M
Oct 26, 2022 Q3 2022
Inverness Counsel LLC

BUY
 -
781
+ 38.72%
$19.4K - $86.6K
2.8K $328K
Nov 14, 2022 Q3 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
780
+ 6.81%
$19.4K - $86.5K
12.2K $1.43M
Oct 21, 2022 Q3 2022
Ingalls & Snyder LLC

New York, NY
BUY
 -
771
+ 4.69%
$19.2K - $85.5K
17.2K $2.02M
Nov 03, 2022 Q3 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
769
+ 2.21%
$19.1K - $85.3K
35.6K $4.18M
Apr 06, 2023 Q3 2022
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
760
+ 16.93%
$18.9K - $84.3K
5.25K $615K
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
757
+ 3.35%
$18.8K - $83.9K
23.3K $2.74M
Nov 14, 2022 Q3 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
753
+ 26.1%
$18.7K - $83.5K
3.64K $426K
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
749
+ 3.77%
$18.7K - $83K
20.6K $2.41M
Sep 06, 2024 Q3 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
745
+ 17.82%
$18.6K - $82.6K
4.93K $577K
Nov 07, 2022 Q3 2022
Benedict Financial Advisors Inc

BUY
 -
742
+ 1.79%
$18.5K - $82.3K
42.3K $4.95M
Nov 14, 2022 Q3 2022
Axiom Investment Management LLC

New York, NY
BUY
 -
738
New
$18.4K - $81.8K
738 $86.5K
Nov 09, 2022 Q3 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
725
+ 2.04%
$18.1K - $80.4K
36.2K $4.25M
Mar 28, 2023 Q3 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
725
+ 38.77%
$18.1K - $80.4K
2.6K $304K
Oct 20, 2022 Q3 2022
Baker Tilly Wealth Management, LLC

BUY
 -
718
+ 6.21%
$17.9K - $79.6K
12.3K $1.44M
Nov 10, 2022 Q3 2022
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
716
+ 27.23%
$17.8K - $79.4K
3.35K $392K
Oct 24, 2022 Q3 2022
Eagle Global Advisors LLC

Houston, TX
BUY
 -
711
+ 1.24%
$17.7K - $78.8K
58.3K $6.83M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
702
+ 4.84%
$17.5K - $77.8K
15.2K $1.78M
Oct 24, 2022 Q3 2022
State Of Michigan Retirement System

BUY
 -
700
+ 0.34%
$17.4K - $77.6K
208K $24.4M
Nov 09, 2022 Q3 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
693
+ 1.98%
$17.3K - $76.8K
35.7K $4.18M
Oct 13, 2022 Q3 2022
Patten Group, Inc.

BUY
 -
692
+ 9.58%
$17.2K - $76.7K
7.91K $927K
Oct 17, 2022 Q3 2022
Janiczek Wealth Management, LLC

BUY
 -
683
+ 36.98%
$17K - $75.7K
2.53K $296K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
671
+ 12.52%
$16.7K - $74.4K
6.03K $706K
Oct 21, 2022 Q3 2022
Strategic Wealth Investment Group, LLC

BUY
 -
661
+ 16.6%
$16.5K - $73.3K
4.64K $544K
Oct 19, 2022 Q3 2022
Zwj Investment Counsel Inc

BUY
 -
658
+ 4.83%
$16.4K - $73K
14.3K $1.67M
Nov 17, 2022 Q3 2022
Central Trust CO

Jefferson City, MO
BUY
 -
658
+ 1.05%
$16.4K - $73K
63.4K $7.42M
Oct 11, 2022 Q3 2022
Marcum Wealth, LLC

BUY
 -
623
+ 7.38%
$15.5K - $69.1K
9.06K $1.06M
Nov 09, 2022 Q3 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
617
+ 19.18%
$15.4K - $68.4K
3.83K $449K

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