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 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.74K+ 10.97% |
$68.2K - $304K
|
27.7K
$2.99M
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
2.72K+ 3.93% |
$67.8K - $302K
|
72K
$7.76M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.71KNew |
$67.5K - $301K
|
2.71K
$292K
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.7KNew |
$67.1K - $299K
|
2.7K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.64K+ 21.09% |
$65.6K - $292K
|
15.1K
$1.63M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.63K+ 15.33% |
$65.5K - $292K
|
19.8K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.62K+ 116.54% |
$65.3K - $291K
|
4.87K
$525K
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
2.61K+ 15.7% |
$65K - $290K
|
19.2K
$2.07M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.61KNew |
$64.9K - $289K
|
2.61K
$281K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.6KNew |
$64.7K - $288K
|
2.6K
$280K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.6K+ 16.29% |
$64.6K - $288K
|
18.5K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.59KNew |
$64.4K - $287K
|
2.59K
$279K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.56KNew |
$63.6K - $283K
|
2.56K
$275K
|
|
|
Nov 10, 2022
Q3 2022
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.54KNew |
$63.2K - $282K
|
2.54K
$274K
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.53K+ 8.94% |
$63K - $281K
|
30.9K
$3.33M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
BUY
|
- |
2.48K+ 1.87% |
$61.7K - $275K
|
135K
$14.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
2.45K+ 1217.91% |
$61K - $271K
|
2.65K
$286K
|
|
|
Oct 31, 2022
Q3 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.44K+ 4.03% |
$60.8K - $271K
|
63.1K
$6.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.4K+ 123.09% |
$59.7K - $266K
|
4.35K
$469K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.39K+ 50.47% |
$59.6K - $265K
|
7.14K
$769K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
2.38K+ 183.23% |
$59.3K - $264K
|
3.68K
$397K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.37K+ 5.08% |
$59K - $263K
|
49K
$5.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.36K+ 1.6% |
$58.8K - $262K
|
150K
$16.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.36KNew |
$58.7K - $261K
|
2.36K
$254K
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.35KNew |
$58.5K - $261K
|
2.35K
$253K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.34K+ 4.49% |
$58.2K - $259K
|
54.3K
$5.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.34K+ 7.27% |
$58.2K - $259K
|
34.5K
$3.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.33K+ 2.8% |
$58K - $258K
|
85.5K
$9.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.33K+ 13.94% |
$58K - $258K
|
19K
$2.05M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.27K+ 21.17% |
$56.6K - $252K
|
13K
$1.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.25K+ 8.08% |
$56K - $249K
|
30.1K
$3.24M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
2.22K+ 5.9% |
$55.2K - $246K
|
39.8K
$4.29M
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
BUY
|
- |
2.19K+ 1.22% |
$54.4K - $242K
|
182K
$19.6M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.16K+ 16.78% |
$53.8K - $240K
|
15K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.16K+ 5.07% |
$53.8K - $240K
|
44.8K
$4.83M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 58.69% |
$52.6K - $234K
|
5.72K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.1K+ 5.07% |
$52.2K - $233K
|
43.5K
$4.69M
|
|
|
Oct 19, 2022
Q3 2022
|
Insight Folios Inc
|
BUY
|
- |
2.1K+ 3.73% |
$52.2K - $232K
|
58.2K
$6.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.09K+ 3.65% |
$52K - $232K
|
59.4K
$6.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.09K+ 1.25% |
$52K - $232K
|
169K
$18.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.04K+ 4.56% |
$50.9K - $227K
|
46.8K
$5.05M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.04K+ 58.57% |
$50.8K - $226K
|
5.53K
$596K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.04K+ 2.6% |
$50.7K - $226K
|
80.5K
$8.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.02KNew |
$50.3K - $224K
|
2.02K
$218K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2KNew |
$49.8K - $222K
|
2K
$216K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
2K+ 2.49% |
$49.8K - $222K
|
82.2K
$8.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.99K+ 6.64% |
$49.7K - $221K
|
32K
$3.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.98K+ 10.0% |
$49.3K - $219K
|
21.8K
$2.35M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 16.24% |
$48K - $214K
|
13.8K
$1.49M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.9KNew |
$47.3K - $211K
|
1.9K
$205K
|