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 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
304+ 1.67% |
$7.57K - $33.7K
|
18.5K
$2.16M
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
302+ 0.69% |
$7.52K - $33.5K
|
43.9K
$5.15M
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
300+ 6.42% |
$7.47K - $33.3K
|
4.98K
$583K
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
300+ 7.39% |
$7.47K - $33.3K
|
4.36K
$511K
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
300+ 1.58% |
$7.47K - $33.3K
|
19.2K
$2.25M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
299+ 15.45% |
$7.45K - $33.2K
|
2.23K
$262K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
299+ 4.55% |
$7.45K - $33.2K
|
6.87K
$804K
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
296+ 12.8% |
$7.37K - $32.8K
|
2.61K
$306K
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
296+ 1138.46% |
$7.37K - $32.8K
|
322
$37.7K
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
295+ 6.86% |
$7.35K - $32.7K
|
4.59K
$538K
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
293+ 9.35% |
$7.3K - $32.5K
|
3.43K
$402K
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
293+ 2.61% |
$7.3K - $32.5K
|
11.5K
$1.35M
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
286+ 0.87% |
$7.12K - $31.7K
|
33.3K
$3.91M
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
281+ 2.62% |
$7K - $31.2K
|
11K
$1.29M
|
|
Oct 14, 2022
Q3 2022
|
Windward Capital Management CO
|
BUY
|
- |
280+ 0.68% |
$6.97K - $31K
|
41.4K
$4.85M
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
279+ 1.69% |
$6.95K - $30.9K
|
16.8K
$1.96M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
276+ 35.29% |
$6.87K - $30.6K
|
1.06K
$124K
|
|
Oct 25, 2024
Q3 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
275+ 3.15% |
$6.85K - $30.5K
|
9.01K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
272+ 8.88% |
$6.77K - $30.2K
|
3.34K
$391K
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
271+ 4.65% |
$6.75K - $30K
|
6.1K
$715K
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
270+ 2.69% |
$6.72K - $29.9K
|
10.3K
$1.21M
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
268+ 5.16% |
$6.67K - $29.7K
|
5.46K
$640K
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
267+ 1.1% |
$6.65K - $29.6K
|
24.6K
$2.88M
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
267+ 8.01% |
$6.65K - $29.6K
|
3.6K
$422K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
266New |
$6.62K - $29.5K
|
266
$31.2K
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
265+ 8.44% |
$6.6K - $29.4K
|
3.41K
$399K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
265+ 3.41% |
$6.6K - $29.4K
|
8.04K
$942K
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
263+ 4.27% |
$6.55K - $29.2K
|
6.42K
$753K
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
260+ 4.44% |
$6.47K - $28.8K
|
6.12K
$717K
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
256+ 1.24% |
$6.37K - $28.4K
|
20.8K
$2.44M
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
251+ 1.75% |
$6.25K - $27.8K
|
14.6K
$1.71M
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
250+ 7.39% |
$6.23K - $27.7K
|
3.63K
$425K
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
250+ 1.73% |
$6.23K - $27.7K
|
14.7K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
249+ 8.86% |
$6.2K - $27.6K
|
3.06K
$359K
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
248+ 2.41% |
$6.18K - $27.5K
|
10.5K
$1.23M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
248+ 2.81% |
$6.18K - $27.5K
|
9.09K
$1.06M
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
245+ 8.51% |
$6.1K - $27.2K
|
3.13K
$366K
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
245+ 12.34% |
$6.1K - $27.2K
|
2.23K
$261K
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
240+ 1.97% |
$5.98K - $26.6K
|
12.4K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
239New |
$5.95K - $26.5K
|
239
$28K
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
234+ 3.53% |
$5.83K - $25.9K
|
6.86K
$804K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
234+ 2.36% |
$5.83K - $25.9K
|
10.2K
$1.19M
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
231+ 1.89% |
$5.75K - $25.6K
|
12.5K
$1.46M
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
231+ 2.69% |
$5.75K - $25.6K
|
8.82K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
230+ 2.72% |
$5.73K - $25.5K
|
8.7K
$1.02M
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
228+ 8.64% |
$5.68K - $25.3K
|
2.87K
$336K
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
227+ 8.22% |
$5.65K - $25.2K
|
2.99K
$350K
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
226+ 6.59% |
$5.63K - $25.1K
|
3.66K
$428K
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
225+ 5.2% |
$5.6K - $24.9K
|
4.55K
$533K
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
222+ 1.39% |
$5.53K - $24.6K
|
16.2K
$1.89M
|