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 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
400+ 13.58% |
$38.6K - $42K
|
3.35K
$357K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
394New |
$38.1K - $41.3K
|
394
$42.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
394+ 4.19% |
$38.1K - $41.3K
|
9.79K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
388New |
$37.5K - $40.7K
|
388
$41.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
388+ 32.39% |
$37.5K - $40.7K
|
1.59K
$169K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
385+ 5.07% |
$37.2K - $40.4K
|
7.98K
$852K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
381+ 624.59% |
$36.8K - $40K
|
442
$47.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
380+ 16.23% |
$36.7K - $39.9K
|
2.72K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
379New |
$36.6K - $39.8K
|
379
$40.5K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
378+ 11.93% |
$36.5K - $39.7K
|
3.55K
$379K
|
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
378+ 2.34% |
$36.5K - $39.7K
|
16.5K
$1.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
375+ 2.1% |
$36.2K - $39.3K
|
18.3K
$1.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
374+ 40.35% |
$36.1K - $39.2K
|
1.3K
$139K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
371+ 15.33% |
$35.8K - $38.9K
|
2.79K
$298K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
371+ 15.33% |
$35.8K - $38.9K
|
2.79K
$298K
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
358New |
$34.6K - $37.6K
|
358
$38.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
357+ 15.29% |
$34.5K - $37.4K
|
2.69K
$288K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
356+ 3.18% |
$34.4K - $37.3K
|
11.6K
$1.23M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
356+ 7.0% |
$34.4K - $37.3K
|
5.44K
$581K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
353+ 2.26% |
$34.1K - $37K
|
16K
$1.7M
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
350+ 8.0% |
$33.8K - $36.7K
|
4.72K
$505K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
348+ 7.96% |
$33.6K - $36.5K
|
4.72K
$504K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
342+ 15.64% |
$33K - $35.9K
|
2.53K
$270K
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
342+ 1.48% |
$33K - $35.9K
|
23.5K
$2.51M
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
341+ 3.03% |
$32.9K - $35.8K
|
11.6K
$1.24M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
331New |
$32K - $34.7K
|
331
$35.4K
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
328+ 1.78% |
$31.7K - $34.4K
|
18.8K
$2.01M
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
325+ 5.87% |
$31.4K - $34.1K
|
5.86K
$626K
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
324+ 3.15% |
$31.3K - $34K
|
10.6K
$1.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
320+ 115.94% |
$30.9K - $33.6K
|
596
$63.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
312+ 1.99% |
$30.1K - $32.7K
|
16K
$1.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
310New |
$30K - $32.5K
|
310
$33.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
309+ 0.39% |
$29.9K - $32.4K
|
78.8K
$8.42M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
307+ 14.23% |
$29.7K - $32.2K
|
2.47K
$263K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.63% |
$29K - $31.5K
|
48.2K
$5.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
300+ 0.36% |
$29K - $31.5K
|
82.6K
$8.82M
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
300+ 4.27% |
$29K - $31.5K
|
7.33K
$783K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
300+ 1.97% |
$29K - $31.5K
|
15.5K
$1.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
300+ 10.84% |
$29K - $31.5K
|
3.07K
$328K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.22% |
$29K - $31.5K
|
140K
$14.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
299+ 2.44% |
$28.9K - $31.4K
|
12.6K
$1.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
297+ 3.21% |
$28.7K - $31.2K
|
9.54K
$1.02M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
297New |
$28.7K - $31.2K
|
297
$31.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
295+ 10.83% |
$28.5K - $30.9K
|
3.02K
$322K
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
294+ 0.86% |
$28.4K - $30.8K
|
34.3K
$3.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
292+ 3.98% |
$28.2K - $30.6K
|
7.63K
$815K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
286+ 1.09% |
$27.6K - $30K
|
26.6K
$2.84M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
285+ 85.84% |
$27.5K - $29.9K
|
617
$65.9K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
284+ 3.66% |
$27.4K - $29.8K
|
8.05K
$859K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
283+ 10.23% |
$27.3K - $29.7K
|
3.05K
$326K
|