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 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-377- 7.1% |
$9.39K - $41.8K
|
4.93K
$527K
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-387- 8.56% |
$9.64K - $42.9K
|
4.13K
$441K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-387- 4.57% |
$9.64K - $42.9K
|
8.08K
$863K
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-398- 9.09% |
$9.91K - $44.1K
|
3.98K
$425K
|
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-400- 9.67% |
$9.96K - $44.4K
|
3.74K
$399K
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-400- 6.18% |
$9.96K - $44.4K
|
6.08K
$649K
|
|
|
Nov 02, 2022
Q3 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-400- 4.54% |
$9.96K - $44.4K
|
8.41K
$898K
|
|
|
Nov 10, 2022
Q3 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-400- 4.77% |
$9.96K - $44.4K
|
7.99K
$853K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-406- 10.21% |
$10.1K - $45K
|
3.57K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-407- 4.12% |
$10.1K - $45.1K
|
9.48K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-413- 8.03% |
$10.3K - $45.8K
|
4.73K
$505K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-416- 1.85% |
$10.4K - $46.1K
|
22.1K
$2.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-420- 2.85% |
$10.5K - $46.6K
|
14.3K
$1.53M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-420- 1.23% |
$10.5K - $46.6K
|
33.6K
$3.59M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-426- 7.33% |
$10.6K - $47.2K
|
5.39K
$575K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-427- 5.08% |
$10.6K - $47.3K
|
7.98K
$852K
|
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-427- 5.6% |
$10.6K - $47.3K
|
7.19K
$768K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-430- 14.59% |
$10.7K - $47.7K
|
2.52K
$269K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-431- 0.76% |
$10.7K - $47.8K
|
56.4K
$6.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-433- 23.51% |
$10.8K - $48K
|
1.41K
$150K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-445- 5.74% |
$11.1K - $49.3K
|
7.31K
$781K
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-446- 10.4% |
$11.1K - $49.5K
|
3.84K
$410K
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-447- 99.55% |
$11.1K - $49.6K
|
2
$214
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-453- 0.61% |
$11.3K - $50.2K
|
73.4K
$7.84M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-453- 0.61% |
$11.3K - $50.2K
|
73.4K
$7.84M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-457- 2.06% |
$11.4K - $50.7K
|
21.8K
$2.33M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-464- 0.8% |
$11.6K - $51.4K
|
57.5K
$6.14M
|
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-466- 16.1% |
$11.6K - $51.7K
|
2.43K
$259K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-468- 0.7% |
$11.7K - $51.9K
|
66.1K
$7.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-468- 35.97% |
$11.7K - $51.9K
|
833
$89K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-469- 1.99% |
$11.7K - $52K
|
23.1K
$2.46M
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-471- 1.23% |
$11.7K - $52.2K
|
38K
$4.06M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-474- 17.81% |
$11.8K - $52.6K
|
2.19K
$234K
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-475- 9.12% |
$11.8K - $52.7K
|
4.73K
$506K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-476- 4.8% |
$11.9K - $52.8K
|
9.44K
$1.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-491- 3.36% |
$12.2K - $54.4K
|
14.1K
$1.51M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-499- 2.91% |
$12.4K - $55.3K
|
16.7K
$1.78M
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-500- 9.21% |
$12.5K - $55.4K
|
4.93K
$527K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-505- 33.78% |
$12.6K - $56K
|
990
$106K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-516- 1.57% |
$12.8K - $57.2K
|
32.4K
$3.46M
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-522- 1.27% |
$13K - $57.9K
|
40.6K
$4.33M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-532- 19.28% |
$13.2K - $59K
|
2.23K
$238K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-532- 19.28% |
$13.2K - $59K
|
2.23K
$238K
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-532- 1.15% |
$13.2K - $59K
|
45.8K
$4.9M
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-532- 1.15% |
$13.2K - $59K
|
45.8K
$4.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-536- 4.25% |
$13.3K - $59.4K
|
12.1K
$1.29M
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-538- 3.05% |
$13.4K - $59.7K
|
17.1K
$1.83M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-544- 1.66% |
$13.5K - $60.3K
|
32.3K
$3.44M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-549- 10.85% |
$13.7K - $60.9K
|
4.51K
$482K
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-551- 0.4% |
$13.7K - $61.1K
|
137K
$14.6M
|