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 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-77- 1.15% |
$7.44K - $8.08K
|
6.6K
$705K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-78Closed |
$7.54K - $8.18K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-78- 0.97% |
$7.54K - $8.18K
|
7.93K
$847K
|
|
|
Jan 31, 2022
Q4 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-80- 1.84% |
$7.73K - $8.39K
|
4.27K
$456K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-81- 61.83% |
$7.83K - $8.5K
|
50
$5.34K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-83- 0.41% |
$8.02K - $8.71K
|
20.3K
$2.17M
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-84- 0.94% |
$8.12K - $8.81K
|
8.85K
$945K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-85- 1.55% |
$8.21K - $8.92K
|
5.39K
$575K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-89- 2.7% |
$8.6K - $9.34K
|
3.2K
$342K
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-90- 0.94% |
$8.7K - $9.44K
|
9.51K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-95- 0.66% |
$9.18K - $9.97K
|
14.4K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-95- 3.96% |
$9.18K - $9.97K
|
2.3K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-97- 1.5% |
$9.37K - $10.2K
|
6.38K
$681K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-99- 6.17% |
$9.57K - $10.4K
|
1.51K
$161K
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.72% |
$9.66K - $10.5K
|
5.7K
$609K
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-100- 2.16% |
$9.66K - $10.5K
|
4.53K
$484K
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 5.06% |
$9.66K - $10.5K
|
1.88K
$200K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100Closed |
$9.66K - $10.5K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-100- 2.04% |
$9.66K - $10.5K
|
4.81K
$514K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-100- 0.64% |
$9.66K - $10.5K
|
15.6K
$1.67M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
SELL
|
- |
-100- 3.79% |
$9.66K - $10.5K
|
2.54K
$271K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-100- 4.66% |
$9.66K - $10.5K
|
2.05K
$219K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-100- 4.79% |
$9.66K - $10.5K
|
1.99K
$212K
|
|
|
Jan 31, 2022
Q4 2021
|
Klcm Advisors, Inc.
|
SELL
|
- |
-100- 2.15% |
$9.66K - $10.5K
|
4.56K
$487K
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-100- 3.75% |
$9.66K - $10.5K
|
2.57K
$274K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-103- 47.69% |
$9.95K - $10.8K
|
113
$12.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-105- 0.61% |
$10.1K - $11K
|
17.2K
$1.83M
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-105- 0.43% |
$10.1K - $11K
|
24.2K
$2.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-107- 4.16% |
$10.3K - $11.2K
|
2.47K
$264K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-108- 13.3% |
$10.4K - $11.3K
|
704
$75.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-108- 1.73% |
$10.4K - $11.3K
|
6.12K
$654K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-116- 2.4% |
$11.2K - $12.2K
|
4.72K
$504K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-116- 8.45% |
$11.2K - $12.2K
|
1.26K
$134K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-116Closed |
$11.2K - $12.2K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-116- 11.26% |
$11.2K - $12.2K
|
914
$97.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
SELL
|
- |
-117- 0.73% |
$11.3K - $12.3K
|
16K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-117- 0.89% |
$11.3K - $12.3K
|
13K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-120- 28.5% |
$11.6K - $12.6K
|
301
$32.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-121- 0.31% |
$11.7K - $12.7K
|
38.4K
$4.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-123- 0.82% |
$11.9K - $12.9K
|
14.8K
$1.58M
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-123- 0.99% |
$11.9K - $12.9K
|
12.3K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-123- 2.28% |
$11.9K - $12.9K
|
5.28K
$563K
|
|
|
Jan 25, 2022
Q4 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-125- 2.39% |
$12.1K - $13.1K
|
5.11K
$546K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-125- 1.45% |
$12.1K - $13.1K
|
8.51K
$908K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-125- 0.53% |
$12.1K - $13.1K
|
23.5K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-125- 4.73% |
$12.1K - $13.1K
|
2.52K
$269K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-126- 3.87% |
$12.2K - $13.2K
|
3.13K
$334K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-126- 4.17% |
$12.2K - $13.2K
|
2.89K
$309K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-128- 8.54% |
$12.4K - $13.4K
|
1.37K
$146K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-131- 58.22% |
$12.7K - $13.7K
|
94
$10K
|