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 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-22- 0.37% |
$2.13K - $2.31K
|
5.94K
$634K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-23- 0.09% |
$2.22K - $2.41K
|
26K
$2.78M
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-23- 0.12% |
$2.22K - $2.41K
|
18.7K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-23- 0.13% |
$2.22K - $2.41K
|
17.1K
$1.83M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-25- 0.27% |
$2.42K - $2.62K
|
9.29K
$992K
|
|
|
Jan 12, 2022
Q4 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-25- 0.65% |
$2.42K - $2.62K
|
3.81K
$407K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-25- 0.13% |
$2.42K - $2.62K
|
19.8K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-26- 0.79% |
$2.51K - $2.73K
|
3.25K
$347K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-28- 0.09% |
$2.71K - $2.94K
|
29.5K
$3.15M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-28Closed |
$2.71K - $2.94K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-29- 0.05% |
$2.8K - $3.04K
|
57K
$6.09M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-30- 0.46% |
$2.9K - $3.15K
|
6.45K
$689K
|
|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-31- 0.24% |
$3K - $3.25K
|
12.8K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-31- 0.18% |
$3K - $3.25K
|
17K
$1.82M
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-33- 1.93% |
$3.19K - $3.46K
|
1.68K
$179K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-35- 6.96% |
$3.38K - $3.67K
|
468
$50K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-36- 0.6% |
$3.48K - $3.78K
|
5.95K
$636K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-37- 0.2% |
$3.57K - $3.88K
|
18.9K
$2.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-38- 0.02% |
$3.67K - $3.99K
|
158K
$16.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-38- 1.42% |
$3.67K - $3.99K
|
2.64K
$282K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-38- 16.45% |
$3.67K - $3.99K
|
193
$20.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-41- 0.9% |
$3.96K - $4.3K
|
4.53K
$484K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-42- 1.86% |
$4.06K - $4.41K
|
2.22K
$237K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-42Closed |
$4.06K - $4.41K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bahl & Gaynor Inc
|
SELL
|
- |
-43- 0.15% |
$4.15K - $4.51K
|
27.9K
$2.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-43- 0.46% |
$4.15K - $4.51K
|
9.22K
$984K
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-46- 1.35% |
$4.44K - $4.83K
|
3.36K
$359K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-46- 0.77% |
$4.44K - $4.83K
|
5.95K
$635K
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-50- 2.27% |
$4.83K - $5.25K
|
2.16K
$230K
|
|
|
Feb 04, 2022
Q4 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-50- 0.35% |
$4.83K - $5.25K
|
14.1K
$1.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-51- 1.36% |
$4.93K - $5.35K
|
3.71K
$396K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-52- 0.64% |
$5.02K - $5.45K
|
8.03K
$857K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-52- 0.21% |
$5.02K - $5.45K
|
25K
$2.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-54- 2.05% |
$5.22K - $5.66K
|
2.58K
$276K
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
SELL
|
- |
-55- 2.15% |
$5.31K - $5.77K
|
2.5K
$267K
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-56- 2.35% |
$5.41K - $5.87K
|
2.33K
$249K
|
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-56- 0.74% |
$5.41K - $5.87K
|
7.51K
$802K
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-57- 1.41% |
$5.51K - $5.98K
|
3.97K
$424K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-59- 1.77% |
$5.7K - $6.19K
|
3.28K
$350K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-60Closed |
$5.8K - $6.29K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-61- 2.49% |
$5.89K - $6.4K
|
2.39K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-65- 1.5% |
$6.28K - $6.82K
|
4.26K
$455K
|
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-65- 8.72% |
$6.28K - $6.82K
|
680
$72.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-67- 0.86% |
$6.47K - $7.03K
|
7.74K
$827K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-67- 1.76% |
$6.47K - $7.03K
|
3.75K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-70- 1.46% |
$6.76K - $7.34K
|
4.74K
$506K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-72- 8.81% |
$6.96K - $7.55K
|
745
$79.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-75- 2.06% |
$7.25K - $7.87K
|
3.56K
$380K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-76- 3.65% |
$7.34K - $7.97K
|
2.01K
$214K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-77- 0.97% |
$7.44K - $8.08K
|
7.85K
$839K
|