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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q4 2021
|
Hall Capital Management CO Inc
|
SELL
|
- |
-300- 1.96% |
$29K - $31.5K
|
15K
$1.6M
|
|
|
May 23, 2022
Q4 2021
|
Chelsea Counsel CO
|
SELL
|
- |
-311- 12.42% |
$30K - $32.6K
|
2.19K
$234K
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-313- 6.48% |
$30.2K - $32.8K
|
4.52K
$483K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-316- 0.52% |
$30.5K - $33.1K
|
60.3K
$6.45M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-316Closed |
$30.5K - $33.1K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-318- 1.27% |
$30.7K - $33.4K
|
24.7K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-323- 1.64% |
$31.2K - $33.9K
|
19.3K
$2.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Hodges Capital Management Inc.
|
SELL
|
- |
-324- 3.75% |
$31.3K - $34K
|
8.32K
$889K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-329- 4.81% |
$31.8K - $34.5K
|
6.52K
$696K
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-329- 8.26% |
$31.8K - $34.5K
|
3.66K
$390K
|
|
|
Jan 26, 2022
Q4 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-333Closed |
$32.2K - $34.9K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Bull Street Advisors, LLC
|
SELL
|
- |
-335- 2.25% |
$32.4K - $35.1K
|
14.6K
$1.56M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-347- 6.62% |
$33.5K - $36.4K
|
4.89K
$523K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-351- 2.38% |
$33.9K - $36.8K
|
14.4K
$1.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-354- 7.02% |
$34.2K - $37.1K
|
4.69K
$501K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-354- 2.14% |
$34.2K - $37.1K
|
16.2K
$1.73M
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-356- 1.37% |
$34.4K - $37.3K
|
25.6K
$2.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-358- 7.54% |
$34.6K - $37.6K
|
4.39K
$469K
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-358- 0.62% |
$34.6K - $37.6K
|
57.3K
$6.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-361- 10.45% |
$34.9K - $37.9K
|
3.1K
$331K
|
|
|
Feb 10, 2022
Q4 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-362- 9.13% |
$35K - $38K
|
3.6K
$385K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-369- 1.89% |
$35.7K - $38.7K
|
19.2K
$2.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-371- 1.79% |
$35.8K - $38.9K
|
20.4K
$2.17M
|
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
SELL
|
- |
-372- 10.01% |
$35.9K - $39K
|
3.34K
$357K
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-375- 2.05% |
$36.2K - $39.3K
|
17.9K
$1.92M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-376- 1.5% |
$36.3K - $39.4K
|
24.6K
$2.63M
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-378- 4.32% |
$36.5K - $39.7K
|
8.37K
$894K
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
SELL
|
- |
-384- 4.26% |
$37.1K - $40.3K
|
8.64K
$923K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-387- 0.48% |
$37.4K - $40.6K
|
80.4K
$8.59M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-389- 0.6% |
$37.6K - $40.8K
|
64.1K
$6.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-391- 15.75% |
$37.8K - $41K
|
2.09K
$223K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-394- 7.62% |
$38.1K - $41.3K
|
4.77K
$510K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-395- 1.79% |
$38.2K - $41.4K
|
21.7K
$2.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-397- 9.87% |
$38.4K - $41.6K
|
3.63K
$387K
|
|
|
Jan 26, 2022
Q4 2021
|
John G Ullman & Associates Inc
|
SELL
|
- |
-400- 4.81% |
$38.6K - $42K
|
7.92K
$846K
|
|
|
Feb 15, 2022
Q4 2021
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-400- 4.48% |
$38.6K - $42K
|
8.52K
$910K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-406- 5.59% |
$39.2K - $42.6K
|
6.85K
$732K
|
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-408- 0.63% |
$39.4K - $42.8K
|
64.8K
$6.92M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-409- 1.86% |
$39.5K - $42.9K
|
21.6K
$2.3M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-410- 5.03% |
$39.6K - $43K
|
7.74K
$827K
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-412- 1.4% |
$39.8K - $43.2K
|
29K
$3.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-416- 2.47% |
$40.2K - $43.6K
|
16.4K
$1.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-419- 1.95% |
$40.5K - $44K
|
21.1K
$2.26M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-421- 0.71% |
$40.7K - $44.2K
|
58.7K
$6.26M
|
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-428- 2.93% |
$41.4K - $44.9K
|
14.2K
$1.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-431- 0.88% |
$41.6K - $45.2K
|
48.5K
$5.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-435- 5.03% |
$42K - $45.6K
|
8.22K
$878K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-435- 4.7% |
$42K - $45.6K
|
8.82K
$942K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-435- 3.78% |
$42K - $45.6K
|
11.1K
$1.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-437- 14.25% |
$42.2K - $45.8K
|
2.63K
$281K
|