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
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-551- 6.03% |
$13.7K - $61.1K
|
8.59K
$917K
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-561- 6.77% |
$14K - $62.2K
|
7.73K
$826K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-562- 6.72% |
$14K - $62.3K
|
7.81K
$834K
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
SELL
|
- |
-573- 1.77% |
$14.3K - $63.5K
|
31.7K
$3.39M
|
|
|
Oct 19, 2022
Q3 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-574- 2.83% |
$14.3K - $63.6K
|
19.7K
$2.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-582- 2.91% |
$14.5K - $64.5K
|
19.4K
$2.07M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-584- 13.8% |
$14.5K - $64.8K
|
3.65K
$390K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-595- 0.8% |
$14.8K - $66K
|
73.4K
$7.84M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-597- 11.21% |
$14.9K - $66.2K
|
4.73K
$505K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-604- 3.88% |
$15K - $67K
|
15K
$1.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-608- 1.18% |
$15.1K - $67.4K
|
50.9K
$5.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-610- 1.15% |
$15.2K - $67.6K
|
52.6K
$5.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-610- 1.15% |
$15.2K - $67.6K
|
52.6K
$5.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-618- 2.91% |
$15.4K - $68.5K
|
20.6K
$2.2M
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-629- 9.82% |
$15.7K - $69.7K
|
5.78K
$617K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-647- 2.81% |
$16.1K - $71.7K
|
22.4K
$2.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-656- 25.57% |
$16.3K - $72.7K
|
1.91K
$204K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-658- 7.33% |
$16.4K - $73K
|
8.32K
$889K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-664- 3.18% |
$16.5K - $73.6K
|
20.2K
$2.16M
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-695- 3.16% |
$17.3K - $77.1K
|
21.3K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-695- 5.42% |
$17.3K - $77.1K
|
12.1K
$1.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-700- 0.56% |
$17.4K - $77.6K
|
124K
$13.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-700- 0.02% |
$17.4K - $77.6K
|
3.34M
$356M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-700- 2.39% |
$17.4K - $77.6K
|
28.6K
$3.06M
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
SELL
|
- |
-712- 1.88% |
$17.7K - $78.9K
|
37.2K
$3.97M
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-715- 8.44% |
$17.8K - $79.3K
|
7.76K
$829K
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-716- 10.95% |
$17.8K - $79.4K
|
5.83K
$622K
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-727- 2.86% |
$18.1K - $80.6K
|
24.7K
$2.64M
|
|
|
Oct 28, 2022
Q3 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-733- 0.08% |
$18.3K - $81.3K
|
871K
$93M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-742- 3.94% |
$18.5K - $82.3K
|
18.1K
$1.93M
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-749- 1.58% |
$18.7K - $83K
|
46.7K
$4.99M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-754- 11.75% |
$18.8K - $83.6K
|
5.66K
$605K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-755- 3.44% |
$18.8K - $83.7K
|
21.2K
$2.26M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-778Closed |
$19.4K - $86.3K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-789- 12.0% |
$19.6K - $87.5K
|
5.79K
$618K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-792- 3.68% |
$19.7K - $87.8K
|
20.8K
$2.22M
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-798- 8.98% |
$19.9K - $88.5K
|
8.09K
$864K
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-800- 8.06% |
$19.9K - $88.7K
|
9.13K
$975K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-804- 4.59% |
$20K - $89.1K
|
16.7K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-810- 19.43% |
$20.2K - $89.8K
|
3.36K
$359K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-820- 0.59% |
$20.4K - $90.9K
|
137K
$14.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-838- 3.56% |
$20.9K - $92.9K
|
22.7K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-840- 13.06% |
$20.9K - $93.1K
|
5.59K
$597K
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-851- 0.21% |
$21.2K - $94.4K
|
413K
$44.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-862- 2.01% |
$21.5K - $95.6K
|
41.9K
$4.48M
|
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
SELL
|
- |
-866- 6.97% |
$21.6K - $96K
|
11.6K
$1.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-871- 1.03% |
$21.7K - $96.6K
|
83.5K
$8.92M
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-873- 19.37% |
$21.7K - $96.8K
|
3.64K
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-884- 71.93% |
$22K - $98K
|
345
$36.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-886- 10.97% |
$22.1K - $98.2K
|
7.19K
$768K
|