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
|
Means Investment Co., Inc.
|
BUY
|
- |
116+ 2.8% |
$11.2K - $12.2K
|
4.26K
$461K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
116+ 39.46% |
$11.2K - $12.2K
|
410
$44.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
116+ 3.6% |
$11.2K - $12.2K
|
3.34K
$361K
|
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
115+ 1.01% |
$11.1K - $12.1K
|
11.5K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
113+ 1.18% |
$10.9K - $11.9K
|
9.7K
$1.05M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
112+ 12.35% |
$10.8K - $11.7K
|
1.02K
$110K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
110+ 18.0% |
$10.6K - $11.5K
|
721
$78K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
109New |
$10.5K - $11.4K
|
109
$11.8K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
109+ 1.03% |
$10.5K - $11.4K
|
10.6K
$1.15M
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
108+ 1.17% |
$10.4K - $11.3K
|
9.3K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
108+ 7.18% |
$10.4K - $11.3K
|
1.61K
$174K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
108+ 1.25% |
$10.4K - $11.3K
|
8.72K
$943K
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
108+ 2.26% |
$10.4K - $11.3K
|
4.88K
$528K
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
106+ 4.27% |
$10.2K - $11.1K
|
2.59K
$280K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
103+ 4.15% |
$9.95K - $10.8K
|
2.58K
$280K
|
|
|
Feb 05, 2024
Q4 2021
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
103+ 0.74% |
$9.95K - $10.8K
|
13.9K
$1.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
102+ 0.51% |
$9.86K - $10.7K
|
20.1K
$2.18M
|
|
|
Jan 12, 2022
Q4 2021
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
101+ 0.35% |
$9.76K - $10.6K
|
28.7K
$3.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
100+ 1.45% |
$9.66K - $10.5K
|
6.98K
$756K
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
BUY
|
- |
100+ 1.31% |
$9.66K - $10.5K
|
7.72K
$835K
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
100+ 1.37% |
$9.66K - $10.5K
|
7.39K
$799K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
100New |
$9.66K - $10.5K
|
100
$10.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
96+ 3.22% |
$9.28K - $10.1K
|
3.07K
$333K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
95+ 4.26% |
$9.18K - $9.97K
|
2.33K
$252K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
94+ 12.14% |
$9.08K - $9.86K
|
868
$93.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
93+ 0.23% |
$8.99K - $9.76K
|
40.2K
$4.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
91+ 2.11% |
$8.79K - $9.55K
|
4.41K
$477K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
89+ 10.55% |
$8.6K - $9.34K
|
933
$101K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
87+ 0.57% |
$8.41K - $9.13K
|
15.3K
$1.65M
|
|
|
Feb 16, 2022
Q4 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
86+ 1.21% |
$8.31K - $9.02K
|
7.18K
$777K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
85+ 1.1% |
$8.21K - $8.92K
|
7.8K
$845K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
84+ 1.02% |
$8.12K - $8.81K
|
8.34K
$902K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
84+ 1.03% |
$8.12K - $8.81K
|
8.23K
$891K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
83+ 3.98% |
$8.02K - $8.71K
|
2.17K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
83+ 1.14% |
$8.02K - $8.71K
|
7.36K
$797K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
80+ 41.45% |
$7.73K - $8.39K
|
273
$29.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
80+ 0.98% |
$7.73K - $8.39K
|
8.23K
$891K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
80+ 44.2% |
$7.73K - $8.39K
|
261
$28.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
77New |
$7.44K - $8.08K
|
77
$8.33K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
77+ 1.05% |
$7.44K - $8.08K
|
7.41K
$802K
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
76+ 0.71% |
$7.34K - $7.97K
|
10.7K
$1.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75New |
$7.25K - $7.87K
|
75
$8.12K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
75+ 11.49% |
$7.25K - $7.87K
|
728
$78.8K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
73+ 1.2% |
$7.05K - $7.66K
|
6.17K
$668K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
71+ 1.12% |
$6.86K - $7.45K
|
6.42K
$695K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
BUY
|
- |
71+ 0.47% |
$6.86K - $7.45K
|
15.2K
$1.65M
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
67+ 8.39% |
$6.47K - $7.03K
|
866
$93.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
66+ 1.13% |
$6.38K - $6.92K
|
5.92K
$641K
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
65+ 2.77% |
$6.28K - $6.82K
|
2.41K
$261K
|
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
BUY
|
- |
65+ 1.11% |
$6.28K - $6.82K
|
5.92K
$641K
|