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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
65+ 0.79% |
$6.28K - $6.82K
|
8.32K
$900K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
64New |
$6.18K - $6.71K
|
64
$6.93K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
63+ 2.54% |
$6.09K - $6.61K
|
2.54K
$275K
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
63+ 1.96% |
$6.09K - $6.61K
|
3.28K
$355K
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
60+ 0.94% |
$5.8K - $6.29K
|
6.47K
$701K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
58+ 0.99% |
$5.6K - $6.08K
|
5.89K
$638K
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
58+ 0.9% |
$5.6K - $6.08K
|
6.51K
$704K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
58+ 1.39% |
$5.6K - $6.08K
|
4.23K
$457K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
56+ 5.32% |
$5.41K - $5.87K
|
1.11K
$120K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
55+ 1.26% |
$5.31K - $5.77K
|
4.42K
$478K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
54+ 0.36% |
$5.22K - $5.66K
|
15.1K
$1.63M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
52New |
$5.02K - $5.45K
|
52
$5.63K
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
50+ 2.96% |
$4.83K - $5.25K
|
1.74K
$188K
|
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
47+ 1.45% |
$4.54K - $4.93K
|
3.3K
$357K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
47New |
$4.54K - $4.93K
|
47
$5.09K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
47+ 0.92% |
$4.54K - $4.93K
|
5.18K
$561K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
47+ 1.9% |
$4.54K - $4.93K
|
2.53K
$273K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
46+ 3.38% |
$4.44K - $4.83K
|
1.41K
$152K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
44+ 4.53% |
$4.25K - $4.62K
|
1.02K
$110K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
43+ 1.81% |
$4.15K - $4.51K
|
2.41K
$261K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
43+ 0.07% |
$4.15K - $4.51K
|
61.6K
$6.67M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
43New |
$4.15K - $4.51K
|
43
$4.65K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
43+ 1.48% |
$4.15K - $4.51K
|
2.96K
$320K
|
|
|
Feb 11, 2022
Q4 2021
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
42+ 0.43% |
$4.06K - $4.41K
|
9.78K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
42New |
$4.06K - $4.41K
|
42
$4.55K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
42+ 1.77% |
$4.06K - $4.41K
|
2.42K
$262K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
38+ 0.83% |
$3.67K - $3.99K
|
4.6K
$498K
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
38+ 0.95% |
$3.67K - $3.99K
|
4.02K
$435K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
37+ 23.27% |
$3.57K - $3.88K
|
196
$21.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
36+ 1.52% |
$3.48K - $3.78K
|
2.41K
$260K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
35New |
$3.38K - $3.67K
|
35
$3.79K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
34+ 0.17% |
$3.29K - $3.57K
|
19.7K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
34New |
$3.29K - $3.57K
|
34
$3.68K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
33+ 0.37% |
$3.19K - $3.46K
|
9.02K
$976K
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
33New |
$3.19K - $3.46K
|
33
$3.57K
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.53% |
$3.19K - $3.46K
|
6.3K
$682K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
32+ 2.32% |
$3.09K - $3.36K
|
1.41K
$153K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
31+ 0.61% |
$3K - $3.25K
|
5.08K
$550K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
30+ 0.75% |
$2.9K - $3.15K
|
4.03K
$436K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
30+ 0.11% |
$2.9K - $3.15K
|
27.8K
$3.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
30+ 0.37% |
$2.9K - $3.15K
|
8.24K
$892K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
30+ 0.24% |
$2.9K - $3.15K
|
12.5K
$1.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
29+ 0.75% |
$2.8K - $3.04K
|
3.92K
$424K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
28+ 1.34% |
$2.71K - $2.94K
|
2.12K
$229K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
27+ 0.94% |
$2.61K - $2.83K
|
2.89K
$313K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
25+ 3.75% |
$2.42K - $2.62K
|
692
$74.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
25+ 0.46% |
$2.42K - $2.62K
|
5.48K
$593K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
25+ 1.0% |
$2.42K - $2.62K
|
2.51K
$272K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 1.67% |
$2.42K - $2.62K
|
1.52K
$165K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
24+ 0.2% |
$2.32K - $2.52K
|
12.2K
$1.32M
|