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 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
614+ 9.88% |
$15.3K - $68.1K
|
6.83K
$729K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
609+ 5.74% |
$15.2K - $67.5K
|
11.2K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
607+ 2.16% |
$15.1K - $67.3K
|
28.8K
$3.07M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
606+ 7.29% |
$15.1K - $67.2K
|
8.92K
$953K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
605+ 0.22% |
$15.1K - $67.1K
|
270K
$28.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
603+ 0.89% |
$15K - $66.9K
|
68.3K
$7.3M
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
601+ 6.21% |
$15K - $66.6K
|
10.3K
$1.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
591+ 0.26% |
$14.7K - $65.5K
|
225K
$24M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
583New |
$14.5K - $64.6K
|
583
$62.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
583+ 10.31% |
$14.5K - $64.6K
|
6.24K
$666K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
579+ 3.48% |
$14.4K - $64.2K
|
17.2K
$1.84M
|
|
|
Oct 28, 2022
Q3 2022
|
First Bank & Trust
|
BUY
|
- |
574+ 2.32% |
$14.3K - $63.6K
|
25.3K
$2.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
573+ 12.64% |
$14.3K - $63.5K
|
5.11K
$546K
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
566+ 8.01% |
$14.1K - $62.8K
|
7.64K
$815K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
564+ 1.04% |
$14K - $62.5K
|
54.9K
$5.86M
|
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
560+ 10.87% |
$13.9K - $62.1K
|
5.71K
$610K
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
557+ 4.86% |
$13.9K - $61.8K
|
12K
$1.28M
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
556+ 6.56% |
$13.8K - $61.6K
|
9.03K
$965K
|
|
|
Nov 09, 2022
Q3 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
555+ 0.62% |
$13.8K - $61.5K
|
90.7K
$9.69M
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
554+ 5.16% |
$13.8K - $61.4K
|
11.3K
$1.21M
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
BUY
|
- |
553+ 3.61% |
$13.8K - $61.3K
|
15.9K
$1.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
553+ 1.62% |
$13.8K - $61.3K
|
34.6K
$3.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
550+ 7.31% |
$13.7K - $61K
|
8.08K
$863K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
550+ 6.72% |
$13.7K - $61K
|
8.74K
$933K
|
|
|
Nov 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
549+ 0.93% |
$13.7K - $60.9K
|
59.3K
$6.34M
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
542+ 90.18% |
$13.5K - $60.1K
|
1.14K
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
541+ 3.7% |
$13.5K - $60K
|
15.2K
$1.62M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
532+ 14.5% |
$13.2K - $59K
|
4.2K
$449K
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
532+ 4.6% |
$13.2K - $59K
|
12.1K
$1.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
522+ 6.18% |
$13K - $57.9K
|
8.97K
$959K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
520+ 4.48% |
$12.9K - $57.7K
|
12.1K
$1.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
516+ 0.2% |
$12.8K - $57.2K
|
256K
$27.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
511+ 33.1% |
$12.7K - $56.7K
|
2.06K
$219K
|
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
507+ 130.67% |
$12.6K - $56.2K
|
895
$95.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Community Trust & Investment CO
|
BUY
|
- |
505+ 18.26% |
$12.6K - $56K
|
3.27K
$349K
|
|
|
Oct 19, 2022
Q3 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
505+ 1.86% |
$12.6K - $56K
|
27.6K
$2.95M
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 1.02% |
$12.5K - $55.4K
|
49.3K
$5.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
497+ 17.85% |
$12.4K - $55.1K
|
3.28K
$351K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
490+ 7.11% |
$12.2K - $54.3K
|
7.38K
$788K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
490+ 7.11% |
$12.2K - $54.3K
|
7.38K
$788K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
487+ 0.67% |
$12.1K - $54K
|
73.3K
$7.83M
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
486+ 7.59% |
$12.1K - $53.9K
|
6.89K
$736K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
482+ 4.55% |
$12K - $53.4K
|
11.1K
$1.18M
|
|
|
Oct 11, 2022
Q3 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
476+ 2.31% |
$11.9K - $52.8K
|
21K
$2.25M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
476+ 23.22% |
$11.9K - $52.8K
|
2.53K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
473+ 6.52% |
$11.8K - $52.4K
|
7.73K
$826K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
470+ 2.27% |
$11.7K - $52.1K
|
21.2K
$2.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
470+ 9.18% |
$11.7K - $52.1K
|
5.59K
$597K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
468+ 7.75% |
$11.7K - $51.9K
|
6.5K
$695K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
467+ 4.55% |
$11.6K - $51.8K
|
10.7K
$1.15M
|