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 02, 2022
Q3 2022
|
Trust Investment Advisors
|
SELL
|
- |
-1.68K- 11.86% |
$41.9K - $187K
|
12.5K
$1.34M
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.69K- 9.81% |
$42.2K - $188K
|
15.6K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.72K- 21.38% |
$42.8K - $190K
|
6.31K
$674K
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.73K- 39.65% |
$43.1K - $192K
|
2.64K
$282K
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.74K- 10.05% |
$43.3K - $193K
|
15.5K
$1.66M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.78K- 6.8% |
$44.4K - $198K
|
24.5K
$2.61M
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-1.79K- 0.85% |
$44.6K - $199K
|
209K
$22.4M
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.88KClosed |
$46.7K - $208K
|
0
$0
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.91KClosed |
$47.6K - $212K
|
0
$0
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.96KClosed |
$48.7K - $217K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
SELL
|
- |
-1.99K- 14.21% |
$49.5K - $220K
|
12K
$1.28M
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2KClosed |
$49.8K - $222K
|
0
$0
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.02K- 1.34% |
$50.3K - $224K
|
149K
$15.9M
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-2.05K- 3.69% |
$51K - $227K
|
53.5K
$5.71M
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.17K- 43.12% |
$53.9K - $240K
|
2.86K
$305K
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.21KClosed |
$55K - $245K
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-2.22K- 7.45% |
$55.2K - $246K
|
27.5K
$2.94M
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.22K- 30.0% |
$55.3K - $246K
|
5.18K
$554K
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.23K- 36.41% |
$55.4K - $247K
|
3.89K
$415K
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.26K- 29.44% |
$56.4K - $251K
|
5.43K
$580K
|
|
Nov 01, 2022
Q3 2022
|
Wright Investors Service Inc
|
SELL
|
- |
-2.28K- 7.11% |
$56.8K - $253K
|
29.8K
$3.18M
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-2.3K- 31.12% |
$57.2K - $255K
|
5.08K
$543K
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.33K- 8.52% |
$57.9K - $258K
|
25K
$2.67M
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.33K- 4.32% |
$58.1K - $259K
|
51.7K
$5.52M
|
|
Nov 14, 2022
Q3 2022
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.34K- 1.18% |
$58.3K - $259K
|
196K
$21M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.39K- 21.84% |
$59.4K - $265K
|
8.54K
$912K
|
|
Nov 08, 2022
Q3 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.4K- 1.79% |
$59.8K - $266K
|
132K
$14.1M
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-2.4K- 1.9% |
$59.8K - $266K
|
124K
$13.3M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.41K- 9.16% |
$60K - $267K
|
23.9K
$2.55M
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.51K- 5.1% |
$62.5K - $278K
|
46.7K
$4.99M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.54K- 5.77% |
$63.1K - $281K
|
41.4K
$4.42M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.56K- 3.94% |
$63.7K - $284K
|
62.4K
$6.66M
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.6K- 22.6% |
$64.8K - $289K
|
8.91K
$952K
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.63K- 22.27% |
$65.5K - $292K
|
9.18K
$980K
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.63K- 44.4% |
$65.5K - $292K
|
3.3K
$352K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.68K- 2.64% |
$66.7K - $297K
|
98.8K
$10.6M
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.69KClosed |
$67K - $298K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.73K- 21.91% |
$68K - $303K
|
9.73K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-2.77K- 30.58% |
$68.9K - $307K
|
6.28K
$671K
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.8K- 13.7% |
$69.6K - $310K
|
17.6K
$1.88M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.94K- 7.13% |
$73.3K - $326K
|
38.3K
$4.09M
|
|
Nov 03, 2022
Q3 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.95K- 1.73% |
$73.4K - $327K
|
167K
$17.9M
|
|
Oct 04, 2022
Q3 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.97K- 24.52% |
$73.9K - $329K
|
9.13K
$975K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3K- 17.16% |
$74.7K - $333K
|
14.5K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.03K- 1.46% |
$75.5K - $336K
|
204K
$21.8M
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.03K- 1.46% |
$75.5K - $336K
|
204K
$21.8M
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.03K- 1.46% |
$75.5K - $336K
|
204K
$21.8M
|
|
Oct 19, 2022
Q3 2022
|
Advocate Group LLC
|
SELL
|
- |
-3.07K- 3.69% |
$76.5K - $341K
|
80.2K
$8.56M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-3.09KClosed |
$76.9K - $342K
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-3.1K- 7.72% |
$77.2K - $344K
|
37K
$3.96M
|