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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
456+ 5.53% |
$11.4K - $50.6K
|
8.7K
$964K
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
452+ 8.2% |
$11.3K - $50.1K
|
5.96K
$661K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
450+ 12.52% |
$11.2K - $49.9K
|
4.04K
$448K
|
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
450+ 0.73% |
$11.2K - $49.9K
|
62K
$6.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
450New |
$11.2K - $49.9K
|
450
$49.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
437+ 31.21% |
$10.9K - $48.5K
|
1.84K
$203K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
436+ 4.6% |
$10.9K - $48.3K
|
9.92K
$1.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
436+ 2.82% |
$10.9K - $48.3K
|
15.9K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
435+ 39.01% |
$10.8K - $48.2K
|
1.55K
$172K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
433+ 14.9% |
$10.8K - $48K
|
3.34K
$370K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
425+ 6.78% |
$10.6K - $47.1K
|
6.7K
$742K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
425+ 2.75% |
$10.6K - $47.1K
|
15.9K
$1.76M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
414+ 6.53% |
$10.3K - $45.9K
|
6.75K
$748K
|
|
|
Oct 27, 2022
Q3 2022
|
M. Kraus & CO
|
BUY
|
- |
414+ 18.85% |
$10.3K - $45.9K
|
2.61K
$289K
|
|
|
Nov 01, 2022
Q3 2022
|
Keene & Associates, Inc.
|
BUY
|
- |
414+ 1.38% |
$10.3K - $45.9K
|
30.4K
$3.36M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
411+ 0.48% |
$10.2K - $45.6K
|
86.8K
$9.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
409+ 2.66% |
$10.2K - $45.3K
|
15.8K
$1.75M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
409+ 5.73% |
$10.2K - $45.3K
|
7.54K
$835K
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
409+ 5.61% |
$10.2K - $45.3K
|
7.7K
$853K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
406+ 1.44% |
$10.1K - $45K
|
28.5K
$3.16M
|
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
BUY
|
- |
400+ 7.68% |
$9.96K - $44.4K
|
5.61K
$621K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
397+ 5.92% |
$9.89K - $44K
|
7.1K
$787K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
397New |
$9.89K - $44K
|
397
$44K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
392New |
$9.76K - $43.5K
|
392
$43.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
387+ 1.39% |
$9.64K - $42.9K
|
28.2K
$3.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
384+ 1.47% |
$9.56K - $42.6K
|
26.6K
$2.94M
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
383+ 5.93% |
$9.54K - $42.5K
|
6.84K
$757K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
378+ 7.3% |
$9.41K - $41.9K
|
5.55K
$615K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
368+ 0.43% |
$9.16K - $40.8K
|
85.8K
$9.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
368+ 5.49% |
$9.16K - $40.8K
|
7.07K
$783K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
367+ 1.29% |
$9.14K - $40.7K
|
28.8K
$3.19M
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
366+ 13.17% |
$9.11K - $40.6K
|
3.15K
$348K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
359+ 14.16% |
$8.94K - $39.8K
|
2.89K
$321K
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
355+ 5.87% |
$8.84K - $39.4K
|
6.4K
$709K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
354+ 1.75% |
$8.81K - $39.3K
|
20.5K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
352+ 14.33% |
$8.76K - $39K
|
2.81K
$311K
|
|
|
Oct 19, 2022
Q3 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
351+ 10.69% |
$8.74K - $38.9K
|
3.63K
$403K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
351+ 5.29% |
$8.74K - $38.9K
|
6.98K
$773K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
350New |
$8.72K - $38.8K
|
350
$38.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
350+ 3.64% |
$8.72K - $38.8K
|
9.97K
$1.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
349+ 12.0% |
$8.69K - $38.7K
|
3.26K
$361K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
348+ 12.07% |
$8.67K - $38.6K
|
3.23K
$358K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
345+ 1.49% |
$8.59K - $38.3K
|
23.5K
$2.61M
|
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
BUY
|
- |
339+ 8.16% |
$8.44K - $37.6K
|
4.49K
$498K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
336+ 0.43% |
$8.37K - $37.3K
|
78.7K
$8.71M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
332+ 1.4% |
$8.27K - $36.8K
|
24K
$2.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
325+ 3.32% |
$8.09K - $36K
|
10.1K
$1.12M
|
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
314+ 1.15% |
$7.82K - $34.8K
|
27.6K
$3.06M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
305+ 0.32% |
$7.59K - $33.8K
|
94.6K
$10.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
305+ 7.31% |
$7.59K - $33.8K
|
4.48K
$496K
|