Purchases and Sales Made in Q4 2021 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
1.64K+ 34.34% |
$158K - $172K
|
6.4K
$708K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.62K+ 44.25% |
$157K - $170K
|
5.29K
$586K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.62K+ 3.23% |
$157K - $170K
|
51.7K
$5.73M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.62K+ 7.75% |
$156K - $170K
|
22.5K
$2.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.62K+ 9.11% |
$156K - $169K
|
19.3K
$2.14M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 39.56% |
$156K - $169K
|
5.69K
$630K
|
|
|
Jan 24, 2022
Q4 2021
|
Wendell David Associates Inc
|
BUY
|
- |
1.6K+ 34.02% |
$154K - $168K
|
6.3K
$697K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.58K+ 4.55% |
$153K - $166K
|
36.3K
$4.02M
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 18.74% |
$152K - $165K
|
9.94K
$1.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
1.57K+ 4.59% |
$151K - $164K
|
35.7K
$3.95M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
1.56KNew |
$150K - $163K
|
1.56K
$172K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.55K+ 3.49% |
$150K - $163K
|
46.1K
$5.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.55K+ 1.66% |
$150K - $162K
|
94.6K
$10.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.52KNew |
$146K - $159K
|
1.52K
$168K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.51K+ 7.25% |
$146K - $159K
|
22.4K
$2.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.5KNew |
$145K - $157K
|
1.5K
$166K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.5KNew |
$145K - $157K
|
1.5K
$166K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.5K+ 16.29% |
$145K - $157K
|
10.7K
$1.19M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.47K+ 9.98% |
$142K - $154K
|
16.2K
$1.8M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.47K+ 442.47% |
$142K - $154K
|
1.8K
$199K
|
|
|
Jan 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.44K+ 2.44% |
$139K - $151K
|
60.5K
$6.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.43K+ 27.97% |
$138K - $150K
|
6.56K
$726K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 29.38% |
$138K - $149K
|
6.28K
$695K
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.42K+ 1.76% |
$137K - $149K
|
82.3K
$9.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.4K+ 5.28% |
$135K - $147K
|
27.9K
$3.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.4K+ 9.77% |
$135K - $147K
|
15.7K
$1.74M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.38K+ 5.52% |
$134K - $145K
|
26.5K
$2.93M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.37K+ 14.33% |
$133K - $144K
|
11K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.36K+ 1.24% |
$131K - $142K
|
111K
$12.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.36K+ 16.91% |
$131K - $142K
|
9.38K
$1.04M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.33K+ 0.73% |
$129K - $140K
|
185K
$20.5M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.3KNew |
$125K - $136K
|
1.3K
$144K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.3K+ 0.49% |
$125K - $136K
|
265K
$29.3M
|
|
|
Feb 14, 2022
Q4 2021
|
William Allan, LLC
|
BUY
|
- |
1.29KNew |
$125K - $136K
|
1.29K
$143K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.28K+ 4.89% |
$124K - $134K
|
27.4K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.26K+ 6.21% |
$121K - $132K
|
21.5K
$2.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
BUY
|
- |
1.25K+ 46.89% |
$121K - $131K
|
3.92K
$434K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.23K+ 10.46% |
$118K - $129K
|
12.9K
$1.43M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.21KNew |
$117K - $127K
|
1.21K
$134K
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.21K+ 15.33% |
$117K - $127K
|
9.12K
$1.01M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.21K+ 6.51% |
$116K - $126K
|
19.7K
$2.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
1.19K+ 43.85% |
$115K - $125K
|
3.92K
$434K
|
|
|
Jan 25, 2022
Q4 2021
|
Sws Partners
|
BUY
|
- |
1.19K+ 6.4% |
$115K - $125K
|
19.8K
$2.19M
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.18K+ 2.69% |
$114K - $124K
|
45.1K
$5M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.18K+ 45.95% |
$114K - $124K
|
3.75K
$415K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 40.29% |
$114K - $123K
|
4.1K
$454K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.17K+ 4.02% |
$113K - $123K
|
30.3K
$3.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.16K+ 8.62% |
$112K - $122K
|
14.6K
$1.62M
|
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.15K+ 33.62% |
$111K - $121K
|
4.58K
$508K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.15K+ 11.82% |
$111K - $121K
|
10.9K
$1.2M
|