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 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-119- 2.08% |
$2.96K - $13.2K
|
5.59K
$597K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-121- 0.91% |
$3.01K - $13.4K
|
13.2K
$1.41M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-123- 20.36% |
$3.06K - $13.6K
|
481
$51.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-124- 2.62% |
$3.09K - $13.7K
|
4.6K
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-126- 3.87% |
$3.14K - $14K
|
3.13K
$335K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-128- 0.63% |
$3.19K - $14.2K
|
20.1K
$2.14M
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-129- 1.99% |
$3.21K - $14.3K
|
6.36K
$679K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-129- 3.02% |
$3.21K - $14.3K
|
4.15K
$443K
|
|
|
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-129- 0.38% |
$3.21K - $14.3K
|
33.8K
$3.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-130- 0.26% |
$3.24K - $14.4K
|
50K
$5.34M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-134- 2.7% |
$3.34K - $14.9K
|
4.83K
$515K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-135- 2.15% |
$3.36K - $15K
|
6.15K
$657K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-136- 1.86% |
$3.39K - $15.1K
|
7.19K
$768K
|
|
|
Sep 18, 2023
Q3 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-140- 1.9% |
$3.49K - $15.5K
|
7.22K
$771K
|
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-144- 0.91% |
$3.59K - $16K
|
15.6K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-145- 26.7% |
$3.61K - $16.1K
|
398
$42.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-146- 3.98% |
$3.64K - $16.2K
|
3.52K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-148- 1.31% |
$3.69K - $16.4K
|
11.1K
$1.19M
|
|
|
Oct 04, 2022
Q3 2022
|
Meyer Handelman CO
|
SELL
|
- |
-150- 0.12% |
$3.74K - $16.6K
|
123K
$13.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-150- 6.08% |
$3.74K - $16.6K
|
2.32K
$248K
|
|
|
Apr 26, 2023
Q3 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-151Closed |
$3.76K - $16.7K
|
0
$0
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-152- 2.59% |
$3.78K - $16.9K
|
5.73K
$612K
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-156- 0.72% |
$3.88K - $17.3K
|
21.4K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-158- 1.68% |
$3.93K - $17.5K
|
9.27K
$990K
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-162- 4.18% |
$4.03K - $18K
|
3.71K
$396K
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-163- 6.21% |
$4.06K - $18.1K
|
2.46K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-166- 4.18% |
$4.13K - $18.4K
|
3.81K
$406K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-167- 2.52% |
$4.16K - $18.5K
|
6.45K
$689K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-171- 0.64% |
$4.26K - $19K
|
26.5K
$2.83M
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-173- 0.63% |
$4.31K - $19.2K
|
27.4K
$2.93M
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-174- 3.9% |
$4.33K - $19.3K
|
4.29K
$458K
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-175- 5.64% |
$4.36K - $19.4K
|
2.93K
$313K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-177- 23.54% |
$4.41K - $19.6K
|
575
$61.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-178- 0.82% |
$4.43K - $19.7K
|
21.6K
$2.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-180- 0.32% |
$4.48K - $20K
|
56.2K
$6M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-180- 1.01% |
$4.48K - $20K
|
17.7K
$1.89M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-183- 8.01% |
$4.56K - $20.3K
|
2.1K
$224K
|
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-183- 5.87% |
$4.56K - $20.3K
|
2.94K
$314K
|
|
|
Oct 19, 2022
Q3 2022
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-185- 1.12% |
$4.61K - $20.5K
|
16.3K
$1.74M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-190- 5.43% |
$4.73K - $21.1K
|
3.31K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-190- 8.76% |
$4.73K - $21.1K
|
1.98K
$211K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-195- 1.13% |
$4.86K - $21.6K
|
17.1K
$1.82M
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-200- 2.36% |
$4.98K - $22.2K
|
8.27K
$883K
|
|
|
Nov 07, 2022
Q3 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-200- 0.51% |
$4.98K - $22.2K
|
38.7K
$4.14M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-208- 5.58% |
$5.18K - $23.1K
|
3.52K
$376K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-209- 3.78% |
$5.2K - $23.2K
|
5.32K
$568K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-210- 1.23% |
$5.23K - $23.3K
|
16.9K
$1.81M
|
|
|
Oct 18, 2022
Q3 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-213- 20.62% |
$5.3K - $23.6K
|
820
$87.6K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-216- 2.41% |
$5.38K - $24K
|
8.74K
$934K
|
|
|
Nov 10, 2022
Q3 2022
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-217- 7.68% |
$5.4K - $24.1K
|
2.61K
$279K
|