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
|
Camden Capital, LLC
|
BUY
|
- |
191+ 2.36% |
$18.5K - $20K
|
8.28K
$896K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
190+ 2.56% |
$18.4K - $19.9K
|
7.62K
$824K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
187New |
$18.1K - $19.6K
|
187
$20.2K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
185New |
$17.9K - $19.4K
|
185
$20K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
182+ 0.55% |
$17.6K - $19.1K
|
33.3K
$3.61M
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
179+ 2.66% |
$17.3K - $18.8K
|
6.9K
$747K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
177+ 16.76% |
$17.1K - $18.6K
|
1.23K
$133K
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
177+ 4.49% |
$17.1K - $18.6K
|
4.12K
$446K
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
175+ 8.33% |
$16.9K - $18.4K
|
2.28K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
170+ 4.62% |
$16.4K - $17.8K
|
3.85K
$417K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
168New |
$16.2K - $17.6K
|
168
$18.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
168+ 1.36% |
$16.2K - $17.6K
|
12.5K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
167New |
$16.1K - $17.5K
|
167
$18.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
165+ 47.14% |
$15.9K - $17.3K
|
515
$55.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
160+ 0.13% |
$15.5K - $16.8K
|
123K
$13.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
160+ 2.28% |
$15.5K - $16.8K
|
7.17K
$776K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
158+ 0.66% |
$15.3K - $16.6K
|
24.2K
$2.62M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
157+ 8.39% |
$15.2K - $16.5K
|
2.03K
$219K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
156+ 1.64% |
$15.1K - $16.4K
|
9.64K
$1.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
155+ 3.28% |
$15K - $16.3K
|
4.89K
$529K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
154+ 4.81% |
$14.9K - $16.2K
|
3.35K
$363K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
153New |
$14.8K - $16K
|
153
$16.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
153+ 0.63% |
$14.8K - $16K
|
24.6K
$2.66M
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
152+ 2.52% |
$14.7K - $15.9K
|
6.18K
$668K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
151+ 3.99% |
$14.6K - $15.8K
|
3.93K
$426K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
150+ 2.61% |
$14.5K - $15.7K
|
5.89K
$637K
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
148+ 6.41% |
$14.3K - $15.5K
|
2.46K
$266K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
147+ 2.1% |
$14.2K - $15.4K
|
7.16K
$775K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
145+ 3.68% |
$14K - $15.2K
|
4.09K
$443K
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
BUY
|
- |
144+ 3.53% |
$13.9K - $15.1K
|
4.23K
$457K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
143+ 2.33% |
$13.8K - $15K
|
6.29K
$680K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
142+ 2.25% |
$13.7K - $14.9K
|
6.45K
$698K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
140+ 12.35% |
$13.5K - $14.7K
|
1.27K
$138K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
137New |
$13.2K - $14.4K
|
137
$14.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
135+ 4.19% |
$13K - $14.2K
|
3.36K
$363K
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
126+ 4.54% |
$12.2K - $13.2K
|
2.9K
$314K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
126+ 5.86% |
$12.2K - $13.2K
|
2.28K
$246K
|
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
125+ 5.15% |
$12.1K - $13.1K
|
2.55K
$276K
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
125+ 0.69% |
$12.1K - $13.1K
|
18.3K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
125New |
$12.1K - $13.1K
|
125
$13.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
122+ 4.81% |
$11.8K - $12.8K
|
2.66K
$288K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
122+ 0.32% |
$11.8K - $12.8K
|
38.3K
$4.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
122+ 2.2% |
$11.8K - $12.8K
|
5.66K
$613K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
120+ 2.14% |
$11.6K - $12.6K
|
5.72K
$619K
|
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
120+ 4.83% |
$11.6K - $12.6K
|
2.61K
$282K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
120+ 2.59% |
$11.6K - $12.6K
|
4.75K
$514K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
120+ 2.95% |
$11.6K - $12.6K
|
4.19K
$454K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
119+ 4.49% |
$11.5K - $12.5K
|
2.77K
$300K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
118+ 1.73% |
$11.4K - $12.4K
|
6.95K
$752K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
117+ 3.12% |
$11.3K - $12.3K
|
3.87K
$419K
|