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 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-20- 0.13% |
$498 - $2.22K
|
15.8K
$1.69M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-20- 1.84% |
$498 - $2.22K
|
1.07K
$114K
|
|
|
Oct 18, 2022
Q3 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-25- 0.09% |
$623 - $2.77K
|
29.4K
$3.14M
|
|
|
Oct 31, 2022
Q3 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-25- 0.24% |
$623 - $2.77K
|
10.6K
$1.13M
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-25- 0.2% |
$623 - $2.77K
|
12.4K
$1.33M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-26- 1.08% |
$647 - $2.88K
|
2.39K
$255K
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.83% |
$647 - $2.88K
|
3.12K
$333K
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-26- 1.0% |
$647 - $2.88K
|
2.58K
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-26- 0.79% |
$647 - $2.88K
|
3.25K
$347K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-27- 31.4% |
$672 - $2.99K
|
59
$6.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-28- 1.02% |
$697 - $3.1K
|
2.72K
$290K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-29- 0.5% |
$722 - $3.22K
|
5.73K
$612K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-30- 1.34% |
$747 - $3.33K
|
2.21K
$236K
|
|
|
Nov 01, 2022
Q3 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-30- 0.53% |
$747 - $3.33K
|
5.58K
$596K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-30- 0.17% |
$747 - $3.33K
|
18.1K
$1.94M
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-33- 0.28% |
$822 - $3.66K
|
11.8K
$1.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-34- 4.23% |
$847 - $3.77K
|
769
$82.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-35- 6.28% |
$872 - $3.88K
|
522
$55.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-35- 0.09% |
$872 - $3.88K
|
37.7K
$4.03M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-36- 4.77% |
$896 - $3.99K
|
718
$76.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-37- 0.45% |
$921 - $4.1K
|
8.18K
$873K
|
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-39- 1.75% |
$971 - $4.32K
|
2.19K
$234K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-39- 16.32% |
$971 - $4.32K
|
200
$21.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-40- 2.13% |
$996 - $4.44K
|
1.84K
$196K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-42- 0.01% |
$1.05K - $4.66K
|
784K
$83.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-43- 1.82% |
$1.07K - $4.77K
|
2.32K
$248K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-44- 1.66% |
$1.1K - $4.88K
|
2.61K
$279K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-45- 0.2% |
$1.12K - $4.99K
|
22.9K
$2.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-45- 1.81% |
$1.12K - $4.99K
|
2.44K
$261K
|
|
|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-47- 10.9% |
$1.17K - $5.21K
|
384
$41K
|
|
|
Oct 17, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-48- 3.08% |
$1.2K - $5.32K
|
1.51K
$161K
|
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 0.37% |
$1.25K - $5.54K
|
13.3K
$1.42M
|
|
|
Nov 09, 2022
Q3 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-50- 0.55% |
$1.25K - $5.54K
|
8.97K
$958K
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-50- 1.17% |
$1.25K - $5.54K
|
4.22K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-50- 1.22% |
$1.25K - $5.54K
|
4.06K
$434K
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-56- 1.42% |
$1.39K - $6.21K
|
3.88K
$415K
|
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
SELL
|
- |
-56- 0.76% |
$1.39K - $6.21K
|
7.34K
$784K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-56- 1.75% |
$1.39K - $6.21K
|
3.15K
$336K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-56- 0.48% |
$1.39K - $6.21K
|
11.6K
$1.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-58- 0.11% |
$1.44K - $6.43K
|
52.3K
$5.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-58- 0.21% |
$1.44K - $6.43K
|
27.8K
$2.97M
|
|
|
Oct 20, 2022
Q3 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-60- 1.75% |
$1.49K - $6.65K
|
3.36K
$359K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-60- 0.49% |
$1.49K - $6.65K
|
12.3K
$1.31M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-61- 0.88% |
$1.52K - $6.76K
|
6.9K
$737K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-62- 1.3% |
$1.54K - $6.87K
|
4.72K
$504K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-62- 2.47% |
$1.54K - $6.87K
|
2.45K
$261K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-62- 4.49% |
$1.54K - $6.87K
|
1.32K
$141K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-65- 0.73% |
$1.62K - $7.21K
|
8.84K
$944K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-67- 0.58% |
$1.67K - $7.43K
|
11.4K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-68- 2.29% |
$1.69K - $7.54K
|
2.9K
$310K
|