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 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
8+ 0.2% |
$199 - $887
|
4.09K
$443K
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
8+ 0.26% |
$199 - $887
|
3.04K
$329K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
8+ 0.13% |
$199 - $887
|
6.31K
$683K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
7+ 0.2% |
$174 - $776
|
3.49K
$377K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
7+ 0.1% |
$174 - $776
|
7.3K
$790K
|
|
|
Nov 07, 2022
Q3 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
7+ 0.2% |
$174 - $776
|
3.49K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
7+ 0.26% |
$174 - $776
|
2.68K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7+ 0.11% |
$174 - $776
|
6.15K
$665K
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.12% |
$174 - $776
|
6.03K
$653K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7+ 5.6% |
$174 - $776
|
132
$14.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6+ 0.03% |
$149 - $665
|
18.1K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
6+ 0.11% |
$149 - $665
|
5.58K
$604K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5+ 0.57% |
$125 - $554
|
882
$95.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.05% |
$125 - $554
|
10.4K
$1.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
5+ 0.19% |
$125 - $554
|
2.67K
$289K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.17% |
$125 - $554
|
3.02K
$327K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.1% |
$125 - $554
|
4.93K
$533K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.33% |
$125 - $554
|
1.5K
$163K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
5+ 0.03% |
$125 - $554
|
15.2K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.58% |
$125 - $554
|
861
$93.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
BUY
|
- |
4+ 0.03% |
$99.6 - $444
|
11.6K
$1.25M
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4+ 0.14% |
$99.6 - $444
|
2.92K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4+ 0.1% |
$99.6 - $444
|
3.88K
$420K
|
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4+ 0.17% |
$99.6 - $444
|
2.42K
$261K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4+ 0.68% |
$99.6 - $444
|
593
$64.2K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.58% |
$74.7 - $333
|
516
$55.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3+ 0.09% |
$74.7 - $333
|
3.43K
$371K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 0.38% |
$74.7 - $333
|
790
$85.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.01% |
$74.7 - $333
|
23.9K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3+ 0.19% |
$74.7 - $333
|
1.61K
$175K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
3+ 0.06% |
$74.7 - $333
|
5.17K
$560K
|
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3+ 0.27% |
$74.7 - $333
|
1.13K
$122K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.68% |
$74.7 - $333
|
443
$47.9K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.05% |
$49.8 - $222
|
3.74K
$405K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2+ 1.63% |
$49.8 - $222
|
125
$13.5K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
2+ 0.05% |
$49.8 - $222
|
4.25K
$460K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.14% |
$49.8 - $222
|
1.44K
$156K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.05% |
$49.8 - $222
|
3.96K
$429K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.27% |
$49.8 - $222
|
749
$81.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$49.8 - $222
|
2.57K
$278K
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2+ 0.04% |
$49.8 - $222
|
5.04K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.04% |
$49.8 - $222
|
5.15K
$558K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$24.9 - $111
|
5.93K
$641K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.79% |
$24.9 - $111
|
127
$13.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$24.9 - $111
|
7.09K
$767K
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1+ 0.03% |
$24.9 - $111
|
3.04K
$329K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.17% |
$24.9 - $111
|
588
$63.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.36% |
$24.9 - $111
|
276
$29.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$24.9 - $111
|
2.19K
$237K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.76% |
$24.9 - $111
|
133
$14.4K
|