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 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
29+ 0.12% |
$722 - $3.22K
|
25.1K
$2.72M
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
BUY
|
- |
28+ 0.96% |
$697 - $3.1K
|
2.95K
$319K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
28+ 0.72% |
$697 - $3.1K
|
3.92K
$424K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27New |
$672 - $2.99K
|
27
$2.92K
|
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
27+ 0.14% |
$672 - $2.99K
|
19.9K
$2.16M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 0.84% |
$647 - $2.88K
|
3.11K
$337K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
26+ 0.72% |
$647 - $2.88K
|
3.64K
$394K
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
25+ 0.23% |
$623 - $2.77K
|
10.9K
$1.18M
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
24+ 0.95% |
$598 - $2.66K
|
2.55K
$276K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
24+ 0.98% |
$598 - $2.66K
|
2.47K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
24+ 0.26% |
$598 - $2.66K
|
9.09K
$984K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
23+ 0.59% |
$573 - $2.55K
|
3.89K
$421K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
23+ 0.22% |
$573 - $2.55K
|
10.7K
$1.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
22+ 0.4% |
$548 - $2.44K
|
5.54K
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
22+ 0.98% |
$548 - $2.44K
|
2.28K
$247K
|
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
21+ 0.22% |
$523 - $2.33K
|
9.6K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
21+ 1.01% |
$523 - $2.33K
|
2.11K
$228K
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
19+ 0.68% |
$473 - $2.11K
|
2.81K
$304K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
19+ 0.4% |
$473 - $2.11K
|
4.83K
$522K
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
19+ 0.27% |
$473 - $2.11K
|
6.94K
$751K
|
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
18+ 0.17% |
$448 - $2K
|
10.8K
$1.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
18+ 0.53% |
$448 - $2K
|
3.38K
$366K
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
17+ 0.24% |
$423 - $1.88K
|
7.24K
$783K
|
|
|
Oct 17, 2022
Q3 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
17+ 0.53% |
$423 - $1.88K
|
3.23K
$349K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
16+ 0.35% |
$398 - $1.77K
|
4.64K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16+ 0.33% |
$398 - $1.77K
|
4.88K
$528K
|
|
|
Oct 19, 2022
Q3 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
15+ 0.15% |
$374 - $1.66K
|
10.1K
$1.1M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15+ 0.2% |
$374 - $1.66K
|
7.45K
$806K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
15+ 0.64% |
$374 - $1.66K
|
2.37K
$257K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
14+ 0.39% |
$349 - $1.55K
|
3.61K
$391K
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
14+ 0.13% |
$349 - $1.55K
|
10.8K
$1.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
14+ 0.12% |
$349 - $1.55K
|
11.3K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
14+ 0.09% |
$349 - $1.55K
|
14.9K
$1.62M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 8.05% |
$349 - $1.55K
|
188
$20.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
13+ 0.47% |
$324 - $1.44K
|
2.76K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
13+ 0.5% |
$324 - $1.44K
|
2.63K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
13+ 7.39% |
$324 - $1.44K
|
189
$20.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12+ 0.35% |
$299 - $1.33K
|
3.43K
$372K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.21% |
$299 - $1.33K
|
5.84K
$632K
|
|
|
Nov 10, 2022
Q3 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.12% |
$274 - $1.22K
|
9.3K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
11+ 0.1% |
$274 - $1.22K
|
11.3K
$1.22M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.41% |
$249 - $1.11K
|
2.44K
$264K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
10+ 0.23% |
$249 - $1.11K
|
4.4K
$476K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 0.25% |
$249 - $1.11K
|
4.06K
$440K
|
|
|
Nov 02, 2022
Q3 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
10+ 0.23% |
$249 - $1.11K
|
4.4K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10+ 0.08% |
$249 - $1.11K
|
12.7K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9+ 0.61% |
$224 - $998
|
1.49K
$161K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
9+ 0.36% |
$224 - $998
|
2.52K
$273K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 0.91% |
$199 - $887
|
889
$96.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8+ 0.28% |
$199 - $887
|
2.82K
$306K
|