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 18, 2022
Q3 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
6.42K+ 24.61% |
$160K - $712K
|
32.5K
$3.5M
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
BUY
|
- |
6.29K+ 10.97% |
$157K - $698K
|
63.7K
$6.86M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
6.29K+ 20.43% |
$157K - $697K
|
37.1K
$4M
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.24K+ 12.18% |
$155K - $692K
|
57.5K
$6.2M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.22K+ 103.0% |
$155K - $690K
|
12.3K
$1.32M
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.12KNew |
$152K - $678K
|
6.12K
$659K
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.09K+ 2.8% |
$152K - $675K
|
223K
$24M
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.92K+ 17.88% |
$147K - $657K
|
39K
$4.21M
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
5.86KNew |
$146K - $650K
|
5.86K
$632K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.83K+ 4.58% |
$145K - $647K
|
133K
$14.3M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.7K+ 19.45% |
$142K - $632K
|
35K
$3.77M
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.67K+ 2.85% |
$141K - $628K
|
204K
$22M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.59K+ 14.66% |
$139K - $620K
|
43.7K
$4.71M
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.54K+ 234.9% |
$138K - $614K
|
7.9K
$851K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.53K+ 12.97% |
$138K - $613K
|
48.2K
$5.19M
|
|
Oct 26, 2022
Q3 2022
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
5.5KNew |
$137K - $610K
|
5.5K
$593K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.49K+ 44.91% |
$137K - $609K
|
17.7K
$1.91M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.42K+ 25.5% |
$135K - $601K
|
26.7K
$2.88M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.34K+ 17.34% |
$133K - $592K
|
36.1K
$3.89M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
5.33K+ 34.77% |
$133K - $591K
|
20.7K
$2.23M
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
BUY
|
- |
5.23KNew |
$130K - $580K
|
5.23K
$563K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.23K+ 202.87% |
$130K - $579K
|
7.8K
$841K
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.13K+ 1.84% |
$128K - $568K
|
284K
$30.6M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.96K+ 5.34% |
$124K - $550K
|
97.9K
$10.5M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
4.93K+ 32.25% |
$123K - $547K
|
20.2K
$2.18M
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
4.82K+ 3.89% |
$120K - $535K
|
129K
$13.9M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
4.8K+ 33.14% |
$120K - $533K
|
19.3K
$2.08M
|
|
Nov 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
4.8KNew |
$120K - $533K
|
4.8K
$518K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
4.8K+ 88.46% |
$119K - $532K
|
10.2K
$1.1M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.75K+ 9.15% |
$118K - $527K
|
56.7K
$6.11M
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
4.75KNew |
$118K - $527K
|
4.75K
$512K
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
4.69KNew |
$117K - $520K
|
4.69K
$506K
|
|
Nov 09, 2022
Q3 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.69K+ 12.6% |
$117K - $519K
|
41.9K
$4.51M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.66K+ 4.4% |
$116K - $517K
|
111K
$11.9M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.65K+ 12.89% |
$116K - $516K
|
40.8K
$4.39M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.62K+ 5.65% |
$115K - $512K
|
86.5K
$9.32M
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.61K+ 10.14% |
$115K - $511K
|
50.1K
$5.4M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.59K+ 95.45% |
$114K - $509K
|
9.4K
$1.01M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.56K+ 14.4% |
$113K - $505K
|
36.2K
$3.9M
|
|
Nov 14, 2022
Q3 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
4.44K+ 6.86% |
$111K - $493K
|
69.2K
$7.46M
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.4K+ 3.4% |
$110K - $488K
|
134K
$14.4M
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
4.39K+ 119.71% |
$109K - $487K
|
8.06K
$869K
|
|
Nov 09, 2022
Q3 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
4.38KNew |
$109K - $486K
|
4.38K
$472K
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.37K+ 2.2% |
$109K - $484K
|
203K
$21.8M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.24K+ 23.74% |
$106K - $470K
|
22.1K
$2.38M
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
4.2KNew |
$105K - $466K
|
4.2K
$453K
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.17K+ 15.19% |
$104K - $462K
|
31.6K
$3.41M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.1K+ 1.79% |
$102K - $454K
|
232K
$25.1M
|
|
Nov 14, 2022
Q3 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.05KNew |
$101K - $449K
|
4.05K
$437K
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.03KNew |
$100K - $447K
|
4.03K
$434K
|