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 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-217- 0.37% |
$5.4K - $24.1K
|
57.7K
$6.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-223- 0.53% |
$5.55K - $24.7K
|
42K
$4.48M
|
|
|
Oct 25, 2022
Q3 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-225- 1.98% |
$5.6K - $24.9K
|
11.1K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-228- 1.89% |
$5.68K - $25.3K
|
11.8K
$1.26M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-234- 2.94% |
$5.83K - $25.9K
|
7.72K
$824K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-234- 3.43% |
$5.83K - $25.9K
|
6.59K
$704K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-234- 17.02% |
$5.83K - $25.9K
|
1.14K
$122K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-235- 2.76% |
$5.85K - $26.1K
|
8.27K
$883K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-243- 2.68% |
$6.05K - $26.9K
|
8.83K
$943K
|
|
|
Oct 27, 2022
Q3 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-250- 7.36% |
$6.23K - $27.7K
|
3.15K
$336K
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-251- 3.83% |
$6.25K - $27.8K
|
6.3K
$673K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-252- 13.08% |
$6.27K - $27.9K
|
1.67K
$179K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-252- 0.65% |
$6.27K - $27.9K
|
38.7K
$4.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-256- 1.8% |
$6.37K - $28.4K
|
13.9K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-258- 2.33% |
$6.42K - $28.6K
|
10.8K
$1.15M
|
|
|
Oct 21, 2022
Q3 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-259- 5.71% |
$6.45K - $28.7K
|
4.28K
$457K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-260- 6.54% |
$6.47K - $28.8K
|
3.71K
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-260- 0.72% |
$6.47K - $28.8K
|
35.7K
$3.81M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-265- 1.49% |
$6.6K - $29.4K
|
17.5K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-267- 9.71% |
$6.65K - $29.6K
|
2.48K
$265K
|
|
|
Oct 21, 2022
Q3 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-275- 3.08% |
$6.85K - $30.5K
|
8.65K
$924K
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-280- 10.13% |
$6.97K - $31K
|
2.49K
$265K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-281- 0.41% |
$7K - $31.2K
|
68.3K
$7.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-290- 2.19% |
$7.22K - $32.2K
|
13K
$1.39M
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-294- 1.09% |
$7.32K - $32.6K
|
26.7K
$2.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
SELL
|
- |
-296- 1.58% |
$7.37K - $32.8K
|
18.4K
$1.97M
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-300- 2.26% |
$7.47K - $33.3K
|
13K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-300- 9.47% |
$7.47K - $33.3K
|
2.87K
$306K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-305- 11.6% |
$7.59K - $33.8K
|
2.32K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-306- 2.66% |
$7.62K - $33.9K
|
11.2K
$1.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-308- 17.14% |
$7.67K - $34.2K
|
1.49K
$159K
|
|
|
Nov 08, 2022
Q3 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-312- 1.07% |
$7.77K - $34.6K
|
28.9K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-316- 3.64% |
$7.87K - $35K
|
8.36K
$893K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-318- 2.54% |
$7.92K - $35.3K
|
12.2K
$1.31M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-321- 10.4% |
$7.99K - $35.6K
|
2.77K
$296K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-323- 0.97% |
$8.04K - $35.8K
|
32.8K
$3.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
SELL
|
- |
-325- 3.25% |
$8.09K - $36K
|
9.67K
$1.03M
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-327- 1.27% |
$8.14K - $36.3K
|
25.5K
$2.73M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-329- 8.25% |
$8.19K - $36.5K
|
3.66K
$391K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-340- 4.12% |
$8.47K - $37.7K
|
7.91K
$845K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-343- 6.33% |
$8.54K - $38K
|
5.08K
$542K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-344- 1.68% |
$8.57K - $38.1K
|
20.1K
$2.15M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-350- 0.1% |
$8.72K - $38.8K
|
339K
$36.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-350- 4.5% |
$8.72K - $38.8K
|
7.43K
$794K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-351- 4.33% |
$8.74K - $38.9K
|
7.75K
$828K
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-369- 4.75% |
$9.19K - $40.9K
|
7.4K
$791K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-373- 4.49% |
$9.29K - $41.4K
|
7.93K
$847K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-373- 1.36% |
$9.29K - $41.4K
|
27K
$2.88M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-373- 4.49% |
$9.29K - $41.4K
|
7.93K
$847K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-375- 2.91% |
$9.34K - $41.6K
|
12.5K
$1.34M
|