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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 1.37% |
$111K - $120K
|
84.5K
$9.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.14K+ 15.79% |
$110K - $119K
|
8.33K
$890K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.11K+ 6.43% |
$108K - $117K
|
18.4K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 26.7% |
$107K - $116K
|
5.26K
$562K
|
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.09KNew |
$105K - $114K
|
1.09K
$117K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.07K+ 11.81% |
$103K - $112K
|
10.1K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.06K+ 5.55% |
$103K - $112K
|
20.2K
$2.16M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.06K+ 25.08% |
$102K - $111K
|
5.29K
$565K
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.04K+ 202.54% |
$100K - $109K
|
1.55K
$165K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.03K+ 3.54% |
$99.7K - $108K
|
30.2K
$3.22M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.03K+ 6.83% |
$99.7K - $108K
|
16.1K
$1.72M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.03K+ 20.78% |
$99K - $108K
|
5.96K
$636K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.03K+ 6.81% |
$99K - $108K
|
16.1K
$1.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.01K+ 19.55% |
$97.7K - $106K
|
6.18K
$660K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
1K+ 23.15% |
$96.6K - $105K
|
5.32K
$568K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
1KNew |
$96.6K - $105K
|
1K
$107K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1K+ 10.11% |
$96.6K - $105K
|
10.9K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1K+ 0.27% |
$96.6K - $105K
|
370K
$39.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
992+ 7.33% |
$95.8K - $104K
|
14.5K
$1.55M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
989+ 2.99% |
$95.6K - $104K
|
34.1K
$3.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
973+ 17.56% |
$94K - $102K
|
6.52K
$696K
|
|
|
Feb 08, 2022
Q4 2021
|
Buckhead Capital Management LLC
|
BUY
|
- |
972+ 5.51% |
$93.9K - $102K
|
18.6K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
959+ 5.72% |
$92.7K - $101K
|
17.7K
$1.89M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
941+ 24.78% |
$90.9K - $98.7K
|
4.74K
$506K
|
|
|
Jan 24, 2022
Q4 2021
|
Baker Boyer National Bank
|
BUY
|
- |
937+ 29.14% |
$90.5K - $98.3K
|
4.15K
$444K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
930+ 10.94% |
$89.9K - $97.6K
|
9.43K
$1.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
922+ 3.97% |
$89.1K - $96.7K
|
24.2K
$2.58M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
920+ 33.26% |
$88.9K - $96.5K
|
3.69K
$394K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
914+ 15.21% |
$88.3K - $95.9K
|
6.93K
$740K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
909+ 26.49% |
$87.8K - $95.4K
|
4.34K
$464K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
906+ 32.04% |
$87.5K - $95K
|
3.73K
$399K
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
904+ 2.81% |
$87.3K - $94.8K
|
33.1K
$3.53M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
903+ 0.59% |
$87.2K - $94.7K
|
155K
$16.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
902+ 15.44% |
$87.2K - $94.6K
|
6.74K
$720K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
900+ 14.52% |
$87K - $94.4K
|
7.1K
$758K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
898+ 3.39% |
$86.8K - $94.2K
|
27.4K
$2.93M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
896New |
$86.6K - $94K
|
896
$95.7K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
893+ 6.34% |
$86.3K - $93.7K
|
15K
$1.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
873+ 13.73% |
$84.3K - $91.6K
|
7.23K
$772K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
873+ 2.47% |
$84.3K - $91.6K
|
36.3K
$3.87M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
868+ 19.73% |
$83.9K - $91.1K
|
5.27K
$563K
|
|
|
Jan 18, 2022
Q4 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
861+ 2.99% |
$83.2K - $90.3K
|
29.6K
$3.17M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
849+ 10.12% |
$82K - $89.1K
|
9.24K
$987K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
845+ 22.95% |
$81.6K - $88.6K
|
4.53K
$484K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
845New |
$81.6K - $88.6K
|
845
$90.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
840New |
$81.2K - $88.1K
|
840
$89.7K
|
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
836+ 36.54% |
$80.8K - $87.7K
|
3.12K
$334K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
BUY
|
- |
822+ 4.14% |
$79.4K - $86.2K
|
20.7K
$2.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
820+ 33.32% |
$79.2K - $86K
|
3.28K
$350K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
812+ 0.87% |
$78.5K - $85.2K
|
94.1K
$10M
|