Purchases and Sales Made in Q3 2022 in Duke Energy Corp (DUK)
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
|
- |
962New |
$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
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
911+ 7.26% |
$22.7K - $101K
|
13.5K
$1.58M
|
|
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
|
- |
738New |
$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
|