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
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2+ 0.06% |
$193 - $210
|
3.34K
$361K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 1.56% |
$193 - $210
|
130
$14.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$193 - $210
|
9.21K
$997K
|
|
|
Feb 14, 2022
Q4 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
2+ 0.04% |
$193 - $210
|
5.13K
$555K
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
2+ 0.1% |
$193 - $210
|
2.06K
$223K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.26% |
$193 - $210
|
783
$84.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2+ 0.07% |
$193 - $210
|
3.03K
$328K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.83% |
$96.6 - $105
|
121
$13.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.63% |
$96.6 - $105
|
160
$17.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$96.6 - $105
|
3.77K
$408K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.44% |
$96.6 - $105
|
230
$24.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
1New |
$96.6 - $105
|
1
$108
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.7% |
$96.6 - $105
|
143
$15.5K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$96.6 - $105
|
10.4K
$1.12M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$96.6 - $105
|
3.48K
$376K
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1+ 0.03% |
$96.6 - $105
|
3.72K
$403K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.52% |
$96.6 - $105
|
67
$7.25K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.22% |
$96.6 - $105
|
458
$49.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$96.6 - $105
|
2.49K
$269K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1- 0.04% |
$96.6 - $105
|
2.83K
$306K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1- 0.67% |
$96.6 - $105
|
148
$16K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-2- 0.04% |
$193 - $210
|
4.78K
$518K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3- 0.05% |
$290 - $315
|
5.54K
$600K
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
SELL
|
- |
-3- 0.04% |
$290 - $315
|
6.97K
$754K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3- 0.09% |
$290 - $315
|
3.31K
$358K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-4Closed |
$386 - $420
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-5- 0.07% |
$483 - $525
|
7.02K
$760K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-5- 0.17% |
$483 - $525
|
2.86K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-5- 0.13% |
$483 - $525
|
3.95K
$428K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-7- 0.12% |
$676 - $734
|
5.8K
$628K
|
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-8- 0.27% |
$773 - $839
|
2.91K
$315K
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-9- 0.8% |
$870 - $944
|
1.12K
$121K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.23% |
$966 - $1.05K
|
4.4K
$476K
|
|
|
Feb 07, 2022
Q4 2021
|
Beck Bode, LLC
|
SELL
|
- |
-10- 0.4% |
$966 - $1.05K
|
2.49K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-10- 10.75% |
$966 - $1.05K
|
83
$8.98K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-11- 0.34% |
$1.06K - $1.15K
|
3.2K
$347K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-13- 2.89% |
$1.26K - $1.36K
|
437
$47.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-13- 0.23% |
$1.26K - $1.36K
|
5.74K
$622K
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-15- 0.33% |
$1.45K - $1.57K
|
4.52K
$489K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-15Closed |
$1.45K - $1.57K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-15- 0.64% |
$1.45K - $1.57K
|
2.32K
$251K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-16- 0.09% |
$1.55K - $1.68K
|
17.6K
$1.91M
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-17- 2.79% |
$1.64K - $1.78K
|
592
$64.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-18- 1.69% |
$1.74K - $1.89K
|
1.05K
$113K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-19- 0.84% |
$1.84K - $1.99K
|
2.24K
$242K
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-20- 0.41% |
$1.93K - $2.1K
|
4.89K
$529K
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-20- 0.21% |
$1.93K - $2.1K
|
9.59K
$1.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-22Closed |
$2.13K - $2.31K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-22- 0.1% |
$2.13K - $2.31K
|
21.1K
$2.29M
|