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 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
283+ 1.17% |
$27.3K - $29.7K
|
24.5K
$2.62M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
281+ 0.42% |
$27.2K - $29.5K
|
67.1K
$7.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
280+ 4.68% |
$27.1K - $29.4K
|
6.27K
$669K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
280+ 102.19% |
$27.1K - $29.4K
|
554
$59.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
280+ 8.39% |
$27.1K - $29.4K
|
3.62K
$386K
|
|
|
Feb 14, 2022
Q4 2021
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
277+ 0.35% |
$26.8K - $29.1K
|
80.3K
$8.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
276+ 4.92% |
$26.7K - $29K
|
5.88K
$628K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
274+ 4.31% |
$26.5K - $28.7K
|
6.63K
$708K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
274New |
$26.5K - $28.7K
|
274
$29.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
273+ 2.45% |
$26.4K - $28.6K
|
11.4K
$1.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
272+ 9.15% |
$26.3K - $28.5K
|
3.25K
$347K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
270+ 2.57% |
$26.1K - $28.3K
|
10.8K
$1.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
270+ 0.86% |
$26.1K - $28.3K
|
31.7K
$3.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
267+ 3.27% |
$25.8K - $28K
|
8.42K
$900K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
262+ 20.39% |
$25.3K - $27.5K
|
1.55K
$165K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
259+ 41.84% |
$25K - $27.2K
|
878
$93.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
252+ 6.03% |
$24.3K - $26.4K
|
4.43K
$473K
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
248+ 2.34% |
$24K - $26K
|
10.9K
$1.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
248+ 0.8% |
$24K - $26K
|
31.2K
$3.33M
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
247+ 8.19% |
$23.9K - $25.9K
|
3.26K
$349K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
246+ 4.37% |
$23.8K - $25.8K
|
5.87K
$627K
|
|
|
Feb 09, 2022
Q4 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
246+ 4.21% |
$23.8K - $25.8K
|
6.09K
$650K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
232+ 4.76% |
$22.4K - $24.3K
|
5.1K
$545K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
230New |
$22.2K - $24.1K
|
230
$24.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
227+ 2.38% |
$21.9K - $23.8K
|
9.76K
$1.04M
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
225+ 3.3% |
$21.7K - $23.6K
|
7.04K
$752K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
222+ 5.56% |
$21.4K - $23.3K
|
4.22K
$451K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
222+ 0.92% |
$21.4K - $23.3K
|
24.3K
$2.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
219+ 5.2% |
$21.2K - $23K
|
4.43K
$474K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
219+ 5.2% |
$21.2K - $23K
|
4.43K
$474K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
217+ 5.86% |
$21K - $22.8K
|
3.92K
$419K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
216+ 6.22% |
$20.9K - $22.7K
|
3.69K
$394K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
215+ 0.68% |
$20.8K - $22.6K
|
31.8K
$3.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
BUY
|
- |
212+ 18.47% |
$20.5K - $22.2K
|
1.36K
$145K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
212+ 0.95% |
$20.5K - $22.2K
|
22.6K
$2.42M
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
210+ 6.49% |
$20.3K - $22K
|
3.45K
$368K
|
|
|
Feb 01, 2022
Q4 2021
|
Lipe & Dalton
|
BUY
|
- |
208+ 85.6% |
$20.1K - $21.8K
|
451
$48.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
206+ 3.42% |
$19.9K - $21.6K
|
6.22K
$664K
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
206+ 4.4% |
$19.9K - $21.6K
|
4.89K
$522K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
206+ 3.17% |
$19.9K - $21.6K
|
6.7K
$716K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
204+ 0.07% |
$19.7K - $21.4K
|
275K
$29.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
204+ 4.12% |
$19.7K - $21.4K
|
5.15K
$550K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
200+ 0.72% |
$19.3K - $21K
|
27.8K
$2.97M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
200+ 34.31% |
$19.3K - $21K
|
783
$83.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
200New |
$19.3K - $21K
|
200
$21.4K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
198+ 5.58% |
$19.1K - $20.8K
|
3.75K
$400K
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
197+ 0.83% |
$19K - $20.7K
|
23.8K
$2.55M
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
195+ 4.27% |
$18.8K - $20.5K
|
4.77K
$509K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
194+ 4.64% |
$18.7K - $20.4K
|
4.37K
$467K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
193+ 3.06% |
$18.6K - $20.2K
|
6.49K
$693K
|