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 04, 2022
Q4 2021
|
Canandaigua National Corp
|
SELL
|
- |
-135- 0.52% |
$13K - $14.2K
|
26K
$2.78M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-136- 7.07% |
$13.1K - $14.3K
|
1.79K
$191K
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-140- 4.3% |
$13.5K - $14.7K
|
3.12K
$333K
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
SELL
|
- |
-142- 0.2% |
$13.7K - $14.9K
|
72.3K
$7.72M
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-143- 4.89% |
$13.8K - $15K
|
2.78K
$297K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-143Closed |
$13.8K - $15K
|
0
$0
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-143- 4.94% |
$13.8K - $15K
|
2.75K
$294K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-146- 6.04% |
$14.1K - $15.3K
|
2.27K
$243K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-146- 0.32% |
$14.1K - $15.3K
|
45.9K
$4.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-146- 5.09% |
$14.1K - $15.3K
|
2.72K
$291K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-147Closed |
$14.2K - $15.4K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-150- 2.12% |
$14.5K - $15.7K
|
6.93K
$740K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-154- 1.41% |
$14.9K - $16.2K
|
10.8K
$1.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-155- 0.24% |
$15K - $16.3K
|
63.7K
$6.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-155- 1.12% |
$15K - $16.3K
|
13.7K
$1.46M
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-156- 1.31% |
$15.1K - $16.4K
|
11.8K
$1.26M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-157- 4.4% |
$15.2K - $16.5K
|
3.41K
$364K
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-158- 4.07% |
$15.3K - $16.6K
|
3.73K
$398K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-164- 1.0% |
$15.8K - $17.2K
|
16.3K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-164- 4.38% |
$15.8K - $17.2K
|
3.58K
$382K
|
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-164- 7.17% |
$15.8K - $17.2K
|
2.12K
$227K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-165Closed |
$15.9K - $17.3K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-166- 5.34% |
$16K - $17.4K
|
2.94K
$314K
|
|
|
Feb 11, 2022
Q4 2021
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-166- 0.67% |
$16K - $17.4K
|
24.4K
$2.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-166- 2.98% |
$16K - $17.4K
|
5.41K
$578K
|
|
|
Feb 11, 2022
Q4 2021
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-166- 2.95% |
$16K - $17.4K
|
5.47K
$584K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
SELL
|
- |
-167- 6.82% |
$16.1K - $17.5K
|
2.28K
$244K
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-170- 2.96% |
$16.4K - $17.8K
|
5.58K
$596K
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-175- 4.3% |
$16.9K - $18.4K
|
3.9K
$416K
|
|
|
Jan 10, 2022
Q4 2021
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-175- 6.83% |
$16.9K - $18.4K
|
2.39K
$255K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-177- 2.48% |
$17.1K - $18.6K
|
6.97K
$744K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-179- 2.51% |
$17.3K - $18.8K
|
6.95K
$742K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-179- 0.3% |
$17.3K - $18.8K
|
59.1K
$6.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-180- 1.66% |
$17.4K - $18.9K
|
10.6K
$1.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-180- 2.03% |
$17.4K - $18.9K
|
8.7K
$929K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-184- 0.43% |
$17.8K - $19.3K
|
42.5K
$4.54M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-185- 3.13% |
$17.9K - $19.4K
|
5.73K
$612K
|
|
|
Feb 11, 2022
Q4 2021
|
Clear Bridge Investments LTD
Sydney, C3 |
SELL
|
- |
-186- 6.75% |
$18K - $19.5K
|
2.57K
$274K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-188- 3.76% |
$18.2K - $19.7K
|
4.82K
$514K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
SELL
|
- |
-189- 2.52% |
$18.3K - $19.8K
|
7.3K
$780K
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
SELL
|
- |
-190- 7.22% |
$18.4K - $19.9K
|
2.44K
$261K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-190- 2.58% |
$18.4K - $19.9K
|
7.19K
$768K
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-191- 4.37% |
$18.5K - $20K
|
4.18K
$446K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-193- 2.31% |
$18.6K - $20.2K
|
8.16K
$871K
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-195- 1.05% |
$18.8K - $20.5K
|
18.4K
$1.96M
|
|
|
Jan 31, 2022
Q4 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-195- 1.98% |
$18.8K - $20.5K
|
9.63K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-196- 1.53% |
$18.9K - $20.6K
|
12.6K
$1.34M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-198- 1.24% |
$19.1K - $20.8K
|
15.8K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-200- 1.54% |
$19.3K - $21K
|
12.8K
$1.37M
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-200- 2.94% |
$19.3K - $21K
|
6.6K
$705K
|