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
|
Btr Capital Management Inc
|
BUY
|
- |
74+ 1.01% |
$1.84K - $8.21K
|
7.41K
$802K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
74+ 1.38% |
$1.84K - $8.21K
|
5.43K
$588K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
72+ 3.02% |
$1.79K - $7.98K
|
2.46K
$266K
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
68+ 1.81% |
$1.69K - $7.54K
|
3.83K
$415K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
66+ 132.0% |
$1.64K - $7.32K
|
116
$12.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
63+ 1.11% |
$1.57K - $6.99K
|
5.74K
$621K
|
|
|
Nov 14, 2022
Q3 2022
|
Kepos Capital LP
New York, NY |
BUY
|
- |
57+ 1.32% |
$1.42K - $6.32K
|
4.36K
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
57+ 0.12% |
$1.42K - $6.32K
|
46.9K
$5.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
56+ 1.25% |
$1.39K - $6.21K
|
4.55K
$492K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
56+ 0.6% |
$1.39K - $6.21K
|
9.33K
$1.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
55+ 0.59% |
$1.37K - $6.1K
|
9.44K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
55New |
$1.37K - $6.1K
|
55
$5.95K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
54+ 2.77% |
$1.34K - $5.99K
|
2K
$217K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
53+ 5.86% |
$1.32K - $5.88K
|
958
$104K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
53+ 6.95% |
$1.32K - $5.88K
|
816
$88.3K
|
|
|
Oct 04, 2022
Q3 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
52+ 0.61% |
$1.29K - $5.77K
|
8.51K
$921K
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
51+ 2.24% |
$1.27K - $5.65K
|
2.33K
$252K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
51+ 2.51% |
$1.27K - $5.65K
|
2.08K
$225K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
50+ 4.06% |
$1.25K - $5.54K
|
1.28K
$139K
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
50+ 1.75% |
$1.25K - $5.54K
|
2.91K
$315K
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
50+ 0.76% |
$1.25K - $5.54K
|
6.62K
$717K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
49+ 3.77% |
$1.22K - $5.43K
|
1.35K
$146K
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
49+ 1.02% |
$1.22K - $5.43K
|
4.87K
$527K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
49+ 0.55% |
$1.22K - $5.43K
|
9K
$974K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
49+ 1.05% |
$1.22K - $5.43K
|
4.73K
$512K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
47+ 1.18% |
$1.17K - $5.21K
|
4.03K
$436K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
47+ 8.87% |
$1.17K - $5.21K
|
577
$62.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
46+ 1.74% |
$1.15K - $5.1K
|
2.69K
$291K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
45+ 1.32% |
$1.12K - $4.99K
|
3.46K
$375K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
44+ 0.57% |
$1.1K - $4.88K
|
7.79K
$843K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
44+ 22.34% |
$1.1K - $4.88K
|
241
$26.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
43New |
$1.07K - $4.77K
|
43
$4.65K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
41+ 0.66% |
$1.02K - $4.55K
|
6.22K
$673K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
41+ 1.07% |
$1.02K - $4.55K
|
3.88K
$419K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
38+ 18.91% |
$946 - $4.21K
|
239
$25.9K
|
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
38+ 0.93% |
$946 - $4.21K
|
4.14K
$448K
|
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
38+ 0.21% |
$946 - $4.21K
|
17.9K
$1.94M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
38+ 0.55% |
$946 - $4.21K
|
6.97K
$754K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
38+ 1.51% |
$946 - $4.21K
|
2.55K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
35+ 1.12% |
$872 - $3.88K
|
3.15K
$341K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
34+ 0.48% |
$847 - $3.77K
|
7.08K
$767K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
34+ 1.14% |
$847 - $3.77K
|
3.01K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
34+ 0.2% |
$847 - $3.77K
|
17.4K
$1.88M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
33+ 1.22% |
$822 - $3.66K
|
2.75K
$297K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
33+ 0.18% |
$822 - $3.66K
|
18.3K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
33+ 1.07% |
$822 - $3.66K
|
3.11K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
33+ 1.23% |
$822 - $3.66K
|
2.72K
$294K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
30+ 0.15% |
$747 - $3.33K
|
19.8K
$2.15M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
30+ 0.57% |
$747 - $3.33K
|
5.31K
$575K
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
29+ 0.25% |
$722 - $3.22K
|
11.6K
$1.26M
|