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 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-69- 1.96% |
$1.72K - $7.65K
|
3.44K
$368K
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-71- 0.55% |
$1.77K - $7.87K
|
12.9K
$1.37M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-71- 13.15% |
$1.77K - $7.87K
|
469
$50.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-73- 1.24% |
$1.82K - $8.09K
|
5.8K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-73- 2.03% |
$1.82K - $8.09K
|
3.53K
$377K
|
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-75- 1.2% |
$1.87K - $8.32K
|
6.18K
$660K
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-75- 2.05% |
$1.87K - $8.32K
|
3.58K
$382K
|
|
|
Nov 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-77- 1.65% |
$1.92K - $8.54K
|
4.58K
$489K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-78- 6.12% |
$1.94K - $8.65K
|
1.2K
$128K
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-79- 1.98% |
$1.97K - $8.76K
|
3.9K
$417K
|
|
|
Oct 21, 2022
Q3 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-80- 0.2% |
$1.99K - $8.87K
|
39.3K
$4.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-80- 3.84% |
$1.99K - $8.87K
|
2.01K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-80- 0.03% |
$1.99K - $8.87K
|
230K
$24.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-80- 1.78% |
$1.99K - $8.87K
|
4.42K
$472K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-80- 3.23% |
$1.99K - $8.87K
|
2.4K
$256K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-84- 2.22% |
$2.09K - $9.31K
|
3.7K
$395K
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-85- 0.46% |
$2.12K - $9.42K
|
18.6K
$1.99M
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-85- 1.2% |
$2.12K - $9.42K
|
7.02K
$750K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-88- 0.47% |
$2.19K - $9.76K
|
18.7K
$2M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-90- 2.08% |
$2.24K - $9.98K
|
4.24K
$453K
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-90- 0.29% |
$2.24K - $9.98K
|
30.7K
$3.28M
|
|
|
Oct 13, 2022
Q3 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-91- 2.11% |
$2.27K - $10.1K
|
4.22K
$451K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
SELL
|
- |
-91- 1.2% |
$2.27K - $10.1K
|
7.51K
$802K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-91- 0.76% |
$2.27K - $10.1K
|
11.8K
$1.26M
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-94- 0.79% |
$2.34K - $10.4K
|
11.8K
$1.26M
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-94- 0.21% |
$2.34K - $10.4K
|
43.9K
$4.68M
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-96- 0.91% |
$2.39K - $10.6K
|
10.5K
$1.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-96- 2.0% |
$2.39K - $10.6K
|
4.71K
$504K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-96- 0.22% |
$2.39K - $10.6K
|
43.8K
$4.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-97- 3.69% |
$2.42K - $10.8K
|
2.53K
$270K
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-100- 0.92% |
$2.49K - $11.1K
|
10.7K
$1.15M
|
|
|
Oct 14, 2022
Q3 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-100- 2.25% |
$2.49K - $11.1K
|
4.34K
$463K
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.16% |
$2.49K - $11.1K
|
4.52K
$483K
|
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-100- 1.24% |
$2.49K - $11.1K
|
7.95K
$849K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-100- 1.97% |
$2.49K - $11.1K
|
4.98K
$532K
|
|
|
Oct 26, 2022
Q3 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-100- 0.62% |
$2.49K - $11.1K
|
16.1K
$1.72M
|
|
|
Nov 01, 2022
Q3 2022
|
Toews Corp
|
SELL
|
- |
-100- 0.91% |
$2.49K - $11.1K
|
10.9K
$1.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-100- 4.3% |
$2.49K - $11.1K
|
2.23K
$238K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-102- 2.97% |
$2.54K - $11.3K
|
3.34K
$356K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-103- 4.65% |
$2.56K - $11.4K
|
2.11K
$225K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-103- 1.99% |
$2.56K - $11.4K
|
5.07K
$541K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-103- 3.02% |
$2.56K - $11.4K
|
3.31K
$353K
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-103- 1.78% |
$2.56K - $11.4K
|
5.68K
$607K
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-105- 4.38% |
$2.61K - $11.6K
|
2.29K
$245K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-108- 0.87% |
$2.69K - $12K
|
12.3K
$1.32M
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-112- 0.38% |
$2.79K - $12.4K
|
29.2K
$3.12M
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-115- 0.77% |
$2.86K - $12.8K
|
14.8K
$1.58M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-116- 1.63% |
$2.89K - $12.9K
|
6.99K
$747K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-118- 1.26% |
$2.94K - $13.1K
|
9.28K
$991K
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-118- 0.68% |
$2.94K - $13.1K
|
17.2K
$1.84M
|