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
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.12K- 56.86% |
$77.6K - $346K
|
2.36K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.12K- 20.44% |
$77.6K - $346K
|
12.1K
$1.3M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.15KClosed |
$78.4K - $349K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.16K- 31.19% |
$78.6K - $350K
|
6.96K
$744K
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3.28K- 19.44% |
$81.7K - $364K
|
13.6K
$1.45M
|
|
|
Oct 18, 2022
Q3 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.3K- 7.74% |
$82.2K - $366K
|
39.4K
$4.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.34K- 21.98% |
$83.2K - $371K
|
11.9K
$1.27M
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-3.36K- 8.76% |
$83.6K - $372K
|
35K
$3.74M
|
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-3.47K- 38.13% |
$86.4K - $385K
|
5.63K
$602K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-3.51K- 27.92% |
$87.4K - $389K
|
9.06K
$968K
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.6K- 4.54% |
$89.7K - $399K
|
75.8K
$8.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-3.64K- 0.52% |
$90.7K - $404K
|
695K
$74.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
SELL
|
- |
-3.67K- 2.02% |
$91.3K - $407K
|
178K
$19M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.68K- 2.97% |
$91.7K - $408K
|
120K
$12.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-3.7K- 41.06% |
$92.1K - $410K
|
5.31K
$567K
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.7K- 7.95% |
$92.2K - $410K
|
42.9K
$4.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.71K- 14.46% |
$92.4K - $411K
|
21.9K
$2.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-3.84K- 1.43% |
$95.5K - $425K
|
264K
$28.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.88K- 8.74% |
$96.6K - $430K
|
40.5K
$4.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.14K- 42.62% |
$103K - $459K
|
5.57K
$595K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-4.16K- 5.3% |
$104K - $461K
|
74.3K
$7.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.19KClosed |
$104K - $465K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.33K- 0.81% |
$108K - $480K
|
531K
$56.7M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.35K- 6.04% |
$108K - $482K
|
67.7K
$7.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.55K- 11.77% |
$113K - $505K
|
34.1K
$3.64M
|
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-4.62K- 6.16% |
$115K - $512K
|
70.3K
$7.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.71K- 4.43% |
$117K - $522K
|
102K
$10.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-4.8K- 35.46% |
$120K - $532K
|
8.74K
$933K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.83K- 8.58% |
$120K - $535K
|
51.4K
$5.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4.85K- 4.63% |
$121K - $537K
|
99.8K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.9K- 2.37% |
$122K - $543K
|
202K
$21.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-5.13K- 64.34% |
$128K - $569K
|
2.85K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.2K- 8.25% |
$129K - $576K
|
57.8K
$6.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5.21K- 15.42% |
$130K - $578K
|
28.6K
$3.05M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.71K- 1.25% |
$142K - $633K
|
450K
$48M
|
|
|
Nov 14, 2022
Q3 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-5.79K- 1.28% |
$144K - $642K
|
446K
$47.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-5.83K- 14.21% |
$145K - $647K
|
35.2K
$3.76M
|
|
|
Nov 09, 2022
Q3 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-5.84K- 70.44% |
$145K - $647K
|
2.45K
$262K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.85K- 35.9% |
$146K - $649K
|
10.5K
$1.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-6.2K- 55.1% |
$154K - $687K
|
5.05K
$539K
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-6.24K- 4.64% |
$155K - $692K
|
128K
$13.7M
|
|
|
Feb 15, 2024
Q3 2022
|
Kbc Group Nv
|
SELL
|
- |
-6.53K- 13.72% |
$163K - $724K
|
41.1K
$4.39M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.55K- 6.64% |
$163K - $727K
|
92.1K
$9.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.59K- 16.55% |
$164K - $731K
|
33.2K
$3.55M
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-6.77K- 61.73% |
$169K - $751K
|
4.2K
$448K
|
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-7.02K- 89.87% |
$175K - $778K
|
791
$84.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.09K- 30.58% |
$176K - $786K
|
16.1K
$1.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-7.23K- 0.51% |
$180K - $802K
|
1.42M
$151M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-7.23K- 97.72% |
$180K - $802K
|
169
$18.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-7.4K- 1.42% |
$184K - $821K
|
514K
$54.8M
|