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
|
Wrapmanager Inc
|
BUY
|
- |
222+ 3.83% |
$5.53K - $24.6K
|
6.02K
$643K
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
221+ 0.74% |
$5.5K - $24.5K
|
30.2K
$3.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
215+ 6.94% |
$5.35K - $23.8K
|
3.31K
$354K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
215+ 5.65% |
$5.35K - $23.8K
|
4.02K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
215+ 0.86% |
$5.35K - $23.8K
|
25.1K
$2.69M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
212+ 13.46% |
$5.28K - $23.5K
|
1.79K
$191K
|
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
210+ 1.82% |
$5.23K - $23.3K
|
11.7K
$1.25M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
208+ 15.69% |
$5.18K - $23.1K
|
1.53K
$164K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
207+ 6.48% |
$5.15K - $23K
|
3.4K
$363K
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
204+ 8.74% |
$5.08K - $22.6K
|
2.54K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
201+ 5.49% |
$5K - $22.3K
|
3.87K
$413K
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
200+ 3.74% |
$4.98K - $22.2K
|
5.55K
$593K
|
|
|
Nov 02, 2022
Q3 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
200+ 0.33% |
$4.98K - $22.2K
|
60.8K
$6.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
197+ 0.21% |
$4.91K - $21.8K
|
95.2K
$10.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
197New |
$4.91K - $21.8K
|
197
$21K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
197+ 4.97% |
$4.91K - $21.8K
|
4.16K
$444K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
196+ 3.28% |
$4.88K - $21.7K
|
6.18K
$660K
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
BUY
|
- |
196+ 4.77% |
$4.88K - $21.7K
|
4.3K
$459K
|
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
195+ 1.41% |
$4.86K - $21.6K
|
14K
$1.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
191+ 2.47% |
$4.76K - $21.2K
|
7.93K
$847K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
186+ 3.39% |
$4.63K - $20.6K
|
5.67K
$606K
|
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
BUY
|
- |
182+ 0.54% |
$4.53K - $20.2K
|
33.8K
$3.61M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
179+ 89.05% |
$4.46K - $19.8K
|
380
$40.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
178+ 1.22% |
$4.43K - $19.7K
|
14.8K
$1.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
175+ 0.6% |
$4.36K - $19.4K
|
29.2K
$3.11M
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
174+ 2.13% |
$4.33K - $19.3K
|
8.35K
$892K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
174+ 1.12% |
$4.33K - $19.3K
|
15.6K
$1.67M
|
|
|
Oct 11, 2022
Q3 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
173+ 6.41% |
$4.31K - $19.2K
|
2.87K
$307K
|
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
173+ 7.53% |
$4.31K - $19.2K
|
2.47K
$264K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
172+ 0.8% |
$4.28K - $19.1K
|
21.7K
$2.32M
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
170+ 54.14% |
$4.23K - $18.8K
|
484
$51.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
167+ 7.45% |
$4.16K - $18.5K
|
2.41K
$257K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
167New |
$4.16K - $18.5K
|
167
$17.8K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
166+ 124.81% |
$4.13K - $18.4K
|
299
$31.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
165+ 5.74% |
$4.11K - $18.3K
|
3.04K
$325K
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
163+ 7.07% |
$4.06K - $18.1K
|
2.47K
$264K
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
162+ 21.92% |
$4.03K - $18K
|
901
$96.2K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
161+ 1.56% |
$4.01K - $17.9K
|
10.5K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
159+ 1.77% |
$3.96K - $17.6K
|
9.15K
$978K
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
158+ 4.71% |
$3.93K - $17.5K
|
3.52K
$376K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
157+ 1.57% |
$3.91K - $17.4K
|
10.1K
$1.08M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
155New |
$3.86K - $17.2K
|
155
$16.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
155+ 7.24% |
$3.86K - $17.2K
|
2.3K
$245K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
154+ 2.08% |
$3.83K - $17.1K
|
7.56K
$808K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
154+ 5.14% |
$3.83K - $17.1K
|
3.15K
$336K
|
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
154+ 1.2% |
$3.83K - $17.1K
|
13K
$1.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
153+ 5.37% |
$3.81K - $17K
|
3K
$320K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
152+ 5.44% |
$3.78K - $16.9K
|
2.95K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
151+ 0.38% |
$3.76K - $16.7K
|
39.8K
$4.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
150+ 3.72% |
$3.74K - $16.6K
|
4.18K
$446K
|