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 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
24+ 0.81% |
$2.32K - $2.52K
|
2.97K
$322K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
23+ 0.94% |
$2.22K - $2.41K
|
2.48K
$269K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
23+ 0.16% |
$2.22K - $2.41K
|
14.3K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
23+ 0.96% |
$2.22K - $2.41K
|
2.42K
$262K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
22+ 0.76% |
$2.13K - $2.31K
|
2.93K
$317K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
20+ 4.11% |
$1.93K - $2.1K
|
507
$54.9K
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
19+ 0.7% |
$1.84K - $1.99K
|
2.72K
$294K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
17+ 0.73% |
$1.64K - $1.78K
|
2.36K
$255K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
16+ 0.6% |
$1.55K - $1.68K
|
2.7K
$292K
|
|
|
Feb 03, 2022
Q4 2021
|
Mcmillion Capital Management Inc
|
BUY
|
- |
16+ 0.76% |
$1.55K - $1.68K
|
2.11K
$228K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
15New |
$1.45K - $1.57K
|
15
$1.62K
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
15+ 0.07% |
$1.45K - $1.57K
|
20.9K
$2.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
14New |
$1.35K - $1.47K
|
14
$1.52K
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
13+ 0.26% |
$1.26K - $1.36K
|
5.09K
$551K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
13+ 0.62% |
$1.26K - $1.36K
|
2.1K
$227K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
13+ 0.3% |
$1.26K - $1.36K
|
4.28K
$463K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
12+ 0.12% |
$1.16K - $1.26K
|
9.96K
$1.08M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
11+ 0.06% |
$1.06K - $1.15K
|
19.5K
$2.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
11+ 0.77% |
$1.06K - $1.15K
|
1.45K
$157K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
11+ 0.22% |
$1.06K - $1.15K
|
5.03K
$544K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Investment Group LLC
|
BUY
|
- |
10+ 0.03% |
$966 - $1.05K
|
36.8K
$3.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9+ 0.27% |
$870 - $944
|
3.4K
$368K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
9+ 0.36% |
$870 - $944
|
2.5K
$270K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
8+ 0.63% |
$773 - $839
|
1.28K
$139K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.18% |
$773 - $839
|
4.52K
$489K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8+ 0.08% |
$773 - $839
|
10.5K
$1.14M
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
7+ 0.3% |
$676 - $734
|
2.36K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.46% |
$676 - $734
|
1.53K
$165K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 2.65% |
$676 - $734
|
271
$29.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.12% |
$676 - $734
|
6.06K
$656K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6+ 0.14% |
$580 - $629
|
4.19K
$453K
|
|
|
Jan 26, 2022
Q4 2021
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
6+ 0.03% |
$580 - $629
|
22.1K
$2.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
6New |
$580 - $629
|
6
$649
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6+ 0.04% |
$580 - $629
|
16.3K
$1.77M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6+ 0.27% |
$580 - $629
|
2.22K
$240K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.2% |
$483 - $525
|
2.46K
$266K
|
|
|
Jan 19, 2022
Q4 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.23% |
$483 - $525
|
2.16K
$234K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.59% |
$483 - $525
|
847
$91.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
5+ 0.08% |
$483 - $525
|
6.23K
$674K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.1% |
$483 - $525
|
5.24K
$567K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
5+ 0.09% |
$483 - $525
|
5.83K
$631K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.08% |
$290 - $315
|
3.94K
$426K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
3+ 0.04% |
$290 - $315
|
7.71K
$834K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
3+ 0.98% |
$290 - $315
|
309
$33.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
3+ 0.07% |
$290 - $315
|
4.56K
$493K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
3+ 0.09% |
$290 - $315
|
3.2K
$347K
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.03% |
$290 - $315
|
10.9K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
3+ 0.04% |
$290 - $315
|
8.29K
$897K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.67% |
$290 - $315
|
450
$48.7K
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$193 - $210
|
6.06K
$656K
|