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 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 2.08% |
$24.9 - $111
|
49
$5.23K
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$24.9 - $111
|
3.68K
$393K
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1+ 0.03% |
$24.9 - $111
|
3.16K
$338K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.66% |
$24.9 - $111
|
152
$16.2K
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1+ 0.03% |
$24.9 - $111
|
3.78K
$404K
|
|
|
Nov 10, 2022
Q3 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.02% |
$24.9 - $111
|
6.09K
$650K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$24.9 - $111
|
6.19K
$661K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$24.9 - $111
|
18.3K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.04% |
$24.9 - $111
|
2.57K
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1+ 0.04% |
$24.9 - $111
|
2.47K
$264K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.34% |
$24.9 - $111
|
298
$31.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1- 1.28% |
$24.9 - $111
|
77
$8.22K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1- 2.17% |
$24.9 - $111
|
45
$4.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1- 0.02% |
$24.9 - $111
|
4.19K
$448K
|
|
|
Nov 17, 2022
Q3 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1- 0.01% |
$24.9 - $111
|
13.8K
$1.47M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.02% |
$24.9 - $111
|
4.79K
$511K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.17% |
$24.9 - $111
|
601
$64.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$49.8 - $222
|
5.57K
$595K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2- 0.43% |
$49.8 - $222
|
466
$49.8K
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2- 0.04% |
$49.8 - $222
|
5.18K
$553K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-4- 2.86% |
$99.6 - $444
|
136
$14.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4- 0.03% |
$99.6 - $444
|
11.5K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-4- 0.08% |
$99.6 - $444
|
5.22K
$558K
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-5- 0.05% |
$125 - $554
|
10K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 2.29% |
$174 - $776
|
299
$31.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-7- 0.06% |
$174 - $776
|
11.7K
$1.25M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8- 0.25% |
$199 - $887
|
3.19K
$341K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-8- 0.36% |
$199 - $887
|
2.21K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-9- 0.15% |
$224 - $998
|
6.03K
$644K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-10- 0.8% |
$249 - $1.11K
|
1.25K
$133K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-10- 0.21% |
$249 - $1.11K
|
4.79K
$512K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-11- 0.41% |
$274 - $1.22K
|
2.65K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-11- 9.91% |
$274 - $1.22K
|
100
$10.7K
|
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-12- 0.27% |
$299 - $1.33K
|
4.48K
$479K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-12- 0.34% |
$299 - $1.33K
|
3.48K
$372K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-12- 0.25% |
$299 - $1.33K
|
4.85K
$518K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13- 0.08% |
$324 - $1.44K
|
15.5K
$1.66M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-15- 0.34% |
$374 - $1.66K
|
4.45K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-15- 0.47% |
$374 - $1.66K
|
3.15K
$337K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-15- 0.34% |
$374 - $1.66K
|
4.39K
$469K
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-16- 0.52% |
$398 - $1.77K
|
3.08K
$329K
|
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-16- 0.69% |
$398 - $1.77K
|
2.31K
$246K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-16- 4.57% |
$398 - $1.77K
|
334
$35.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-17- 1.18% |
$423 - $1.88K
|
1.42K
$152K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-17- 0.95% |
$423 - $1.88K
|
1.77K
$189K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-18- 0.4% |
$448 - $2K
|
4.46K
$476K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-18- 0.39% |
$448 - $2K
|
4.63K
$494K
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-19- 0.44% |
$473 - $2.11K
|
4.35K
$464K
|