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 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-897- 11.5% |
$22.3K - $99.5K
|
6.9K
$737K
|
|
|
Oct 31, 2022
Q3 2022
|
Nepsis Inc.
|
SELL
|
- |
-902- 6.09% |
$22.5K - $100K
|
13.9K
$1.49M
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-903- 17.94% |
$22.5K - $100K
|
4.13K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-910- 82.2% |
$22.7K - $101K
|
197
$21K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-918- 7.58% |
$22.9K - $102K
|
11.2K
$1.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-934- 0.68% |
$23.3K - $104K
|
137K
$14.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-935- 1.19% |
$23.3K - $104K
|
77.8K
$8.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-935- 0.89% |
$23.3K - $104K
|
104K
$11.1M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-938- 5.04% |
$23.4K - $104K
|
17.7K
$1.89M
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-947- 3.6% |
$23.6K - $105K
|
25.3K
$2.71M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-978- 14.82% |
$24.4K - $108K
|
5.62K
$601K
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-986- 9.31% |
$24.6K - $109K
|
9.6K
$1.03M
|
|
|
Oct 21, 2022
Q3 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-1K- 7.56% |
$24.9K - $111K
|
12.2K
$1.31M
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1K- 16.19% |
$24.9K - $111K
|
5.18K
$553K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.03K- 5.08% |
$25.6K - $114K
|
19.2K
$2.05M
|
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.03K- 5.07% |
$25.6K - $114K
|
19.3K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.03K- 2.59% |
$25.6K - $114K
|
38.8K
$4.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.07K- 9.3% |
$26.6K - $118K
|
10.4K
$1.11M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.1K- 5.94% |
$27.4K - $122K
|
17.4K
$1.86M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-1.1K- 1.18% |
$27.4K - $122K
|
92K
$9.83M
|
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.1K- 19.45% |
$27.4K - $122K
|
4.56K
$487K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.15K- 73.63% |
$28.5K - $127K
|
410
$43.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.15K- 8.7% |
$28.5K - $127K
|
12K
$1.28M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.15K- 10.15% |
$28.7K - $128K
|
10.2K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.16K- 48.43% |
$28.8K - $128K
|
1.23K
$131K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.17K- 1.71% |
$29K - $129K
|
67.1K
$7.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-1.19K- 7.93% |
$29.6K - $132K
|
13.8K
$1.48M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.19K- 20.34% |
$29.7K - $132K
|
4.67K
$499K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.19K- 9.64% |
$29.7K - $132K
|
11.2K
$1.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.2K- 9.88% |
$29.9K - $133K
|
10.9K
$1.17M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.2K- 35.65% |
$29.9K - $133K
|
2.17K
$232K
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.23K- 5.81% |
$30.7K - $137K
|
20K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Klcm Advisors, Inc.
|
SELL
|
- |
-1.26K- 21.13% |
$31.4K - $140K
|
4.7K
$502K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.27K- 0.18% |
$31.7K - $141K
|
693K
$74.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.3K- 8.43% |
$32.2K - $144K
|
14.1K
$1.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-1.32K- 56.7% |
$32.9K - $146K
|
1.01K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.33K- 12.57% |
$33.1K - $148K
|
9.26K
$989K
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.34K- 4.74% |
$33.4K - $149K
|
27K
$2.88M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-1.37K- 7.44% |
$34K - $152K
|
17K
$1.82M
|
|
|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.38K- 23.72% |
$34.4K - $153K
|
4.44K
$474K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 14.59% |
$34.7K - $154K
|
8.16K
$871K
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.4K- 2.32% |
$35K - $156K
|
59K
$6.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.49K- 5.39% |
$37K - $165K
|
26.1K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.52K- 0.28% |
$37.9K - $169K
|
534K
$57M
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.53K- 16.77% |
$38K - $169K
|
7.58K
$810K
|
|
|
Oct 31, 2022
Q3 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.56K- 10.81% |
$38.8K - $173K
|
12.9K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.59K- 10.9% |
$39.6K - $176K
|
13K
$1.39M
|
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.61K- 18.31% |
$40.1K - $179K
|
7.18K
$767K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.61K- 9.71% |
$40.2K - $179K
|
15K
$1.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.62K- 7.73% |
$40.4K - $180K
|
19.3K
$2.07M
|