Purchases and Sales Made in Q3 2022 in Duke Energy Corp (DUK)

DUK Quotes by TradingView

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 21, 2022 Q3 2022
Seven Springs Wealth Group, LLC

BUY
 -
149
+ 0.55%
$3.71K - $16.5K
27.3K $2.92M
Nov 09, 2022 Q3 2022
Glassman Wealth Services

BUY
 -
149
+ 7.96%
$3.71K - $16.5K
2.02K $216K
Nov 14, 2022 Q3 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
148
+ 1.82%
$3.69K - $16.4K
8.28K $884K
Nov 07, 2022 Q3 2022
Cullen/Frost Bankers, Inc.

BUY
 -
147
+ 0.55%
$3.66K - $16.3K
27.1K $2.9M
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

BUY
 -
144
+ 2.65%
$3.59K - $16K
5.58K $596K
Oct 31, 2022 Q3 2022
Mc Donough Capital Management, Inc

Orlando, FL
BUY
 -
143
+ 4.37%
$3.56K - $15.9K
3.42K $365K
Oct 17, 2022 Q3 2022
Capital Advisors Inc

BUY
 -
142
+ 2.09%
$3.54K - $15.7K
6.94K $741K
Nov 02, 2022 Q3 2022
Pds Planning, Inc

BUY
 -
142
+ 6.95%
$3.54K - $15.7K
2.19K $233K
Nov 10, 2022 Q3 2022
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
141
+ 4.61%
$3.51K - $15.6K
3.2K $341K
Nov 03, 2022 Q3 2022
Spectrum Management Group, LLC

BUY
 -
140
New
$3.49K - $15.5K
140 $15K
Nov 14, 2022 Q3 2022
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
134
+ 1.86%
$3.34K - $14.9K
7.32K $782K
Oct 26, 2022 Q3 2022
Wolff Wiese Magana LLC

BUY
 -
133
+ 0.85%
$3.31K - $14.7K
15.7K $1.68M
Nov 14, 2022 Q3 2022
Stapp Wealth Management, Pllc

Olympia, WA
BUY
 -
133
New
$3.31K - $14.7K
133 $14.2K
Oct 20, 2022 Q3 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
132
+ 0.67%
$3.29K - $14.6K
19.7K $2.1M
Nov 07, 2022 Q3 2022
Essex Financial Services, Inc.

BUY
 -
131
+ 1.04%
$3.26K - $14.5K
12.7K $1.36M
Nov 15, 2022 Q3 2022
Orleans Capital Management Corp

Mandeville, LA
BUY
 -
125
+ 0.49%
$3.11K - $13.9K
25.5K $2.72M
Dec 28, 2022 Q3 2022
Headinvest, LLC

Portland, ME
BUY
 -
125
+ 2.19%
$3.11K - $13.9K
5.84K $624K
Nov 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
124
+ 1.93%
$3.09K - $13.7K
6.54K $699K
Nov 10, 2022 Q3 2022
Citizens Financial Group Inc

BUY
 -
122
+ 0.44%
$3.04K - $13.5K
27.9K $2.98M
Oct 18, 2022 Q3 2022
Ballast, Inc.

BUY
 -
117
+ 0.9%
$2.91K - $13K
13.1K $1.4M
Oct 12, 2022 Q3 2022
Cornell Pochily Investment Advisors, Inc.

BUY
 -
116
+ 0.59%
$2.89K - $12.9K
19.7K $2.1M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
115
+ 1.68%
$2.86K - $12.8K
6.98K $745K
Nov 10, 2022 Q3 2022
Carmichael Hill & Associates, Inc.

BUY
 -
115
+ 2.62%
$2.86K - $12.8K
4.5K $481K
Nov 08, 2022 Q3 2022
Valley National Advisers Inc

BUY
 -
113
+ 6.26%
$2.81K - $12.5K
1.92K $205K
Oct 11, 2022 Q3 2022
Grandview Asset Management LLC

BUY
 -
111
+ 0.65%
$2.76K - $12.3K
17.3K $1.84M
Oct 24, 2022 Q3 2022
First National Corp

BUY
 -
111
+ 0.82%
$2.76K - $12.3K
13.7K $1.46M
Oct 27, 2022 Q3 2022
Delta Financial Advisors LLC

BUY
 -
110
+ 1.21%
$2.74K - $12.2K
9.18K $980K
Nov 10, 2022 Q3 2022
Clearstead Trust, LLC

Portland, ME
BUY
 -
110
+ 1.93%
$2.74K - $12.2K
5.81K $621K
Nov 10, 2022 Q3 2022
Souders Financial Advisors

BUY
 -
108
+ 0.9%
$2.69K - $12K
12.1K $1.29M
Nov 07, 2022 Q3 2022
Evoke Wealth, LLC

BUY
 -
106
+ 7.94%
$2.64K - $11.8K
1.44K $154K
Oct 12, 2022 Q3 2022
Revolve Wealth Partners, LLC

BUY
 -
104
+ 2.61%
$2.59K - $11.5K
4.1K $437K
Nov 08, 2022 Q3 2022
9258 Wealth Management, LLC

BUY
 -
104
+ 1.07%
$2.59K - $11.5K
9.87K $1.05M
Oct 27, 2022 Q3 2022
Symphony Financial, Ltd. Co.

BUY
 -
103
+ 0.45%
$2.56K - $11.4K
23.2K $2.47M
Oct 26, 2022 Q3 2022
Veriti Management LLC

BUY
 -
101
+ 0.67%
$2.51K - $11.2K
15.2K $1.62M
Nov 14, 2022 Q3 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
101
+ 3.61%
$2.51K - $11.2K
2.9K $310K
Oct 07, 2022 Q3 2022
Global Trust Asset Management, LLC

BUY
 -
100
+ 11.24%
$2.49K - $11.1K
990 $106K
Nov 04, 2022 Q3 2022
Ti Trust, Inc

BUY
 -
100
+ 0.48%
$2.49K - $11.1K
20.8K $2.22M
Nov 14, 2022 Q3 2022
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
100
+ 3.67%
$2.49K - $11.1K
2.82K $302K
Nov 08, 2022 Q3 2022
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
98
+ 2.96%
$2.44K - $10.9K
3.41K $364K
Oct 17, 2022 Q3 2022
Tradewinds, Llc.

Raleigh, NC
BUY
 -
94
+ 0.74%
$2.34K - $10.4K
12.9K $1.37M
Oct 18, 2022 Q3 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
93
+ 3.28%
$2.32K - $10.3K
2.93K $313K
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
92
+ 1.94%
$2.29K - $10.2K
4.84K $517K
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
92
+ 1.94%
$2.29K - $10.2K
4.84K $517K
Oct 14, 2022 Q3 2022
Powers Advisory Group, LLC

BUY
 -
86
+ 1.38%
$2.14K - $9.54K
6.32K $675K
Nov 09, 2022 Q3 2022
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
86
+ 0.41%
$2.14K - $9.54K
21.2K $2.27M
Nov 14, 2022 Q3 2022
Earnest Partners LLC

Atlanta, GA
BUY
 -
83
+ 0.43%
$2.07K - $9.2K
19.3K $2.06M
Oct 27, 2022 Q3 2022
Osborne Partners Capital Management, LLC

BUY
 -
82
+ 2.83%
$2.04K - $9.09K
2.98K $319K
Oct 25, 2022 Q3 2022
Sky Investment Group LLC

BUY
 -
80
+ 0.22%
$1.99K - $8.87K
36.9K $3.94M
Oct 26, 2022 Q3 2022
Blue Barn Wealth, LLC

BUY
 -
75
+ 3.53%
$1.87K - $8.32K
2.2K $235K

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