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 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-444- 4.95% |
$42.9K - $46.6K
|
8.53K
$912K
|
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-447- 3.0% |
$43.2K - $46.9K
|
14.4K
$1.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-455- 0.81% |
$44K - $47.7K
|
55.7K
$5.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-456- 9.86% |
$44.1K - $47.8K
|
4.17K
$445K
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-461- 1.21% |
$44.5K - $48.4K
|
37.6K
$4.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-472- 1.73% |
$45.6K - $49.5K
|
26.9K
$2.87M
|
|
|
Feb 03, 2022
Q4 2021
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-474- 5.38% |
$45.8K - $49.7K
|
8.34K
$891K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-479- 8.5% |
$46.3K - $50.2K
|
5.15K
$550K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-480- 35.24% |
$46.4K - $50.4K
|
882
$94.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-482- 7.48% |
$46.6K - $50.6K
|
5.96K
$637K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-483- 1.95% |
$46.7K - $50.7K
|
24.3K
$2.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-490- 0.66% |
$47.3K - $51.4K
|
73.7K
$7.87M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-496- 6.25% |
$47.9K - $52K
|
7.44K
$795K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-499- 6.02% |
$48.2K - $52.3K
|
7.8K
$833K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-499- 6.26% |
$48.2K - $52.3K
|
7.47K
$798K
|
|
|
Feb 15, 2022
Q4 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-500- 12.5% |
$48.3K - $52.5K
|
3.5K
$374K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-505- 1.67% |
$48.8K - $53K
|
29.7K
$3.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-506- 4.18% |
$48.9K - $53.1K
|
11.6K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-507- 3.62% |
$49K - $53.2K
|
13.5K
$1.44M
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-517- 3.15% |
$50K - $54.2K
|
15.9K
$1.7M
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-534- 0.04% |
$51.6K - $56K
|
1.26M
$134M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-549- 4.83% |
$53K - $57.6K
|
10.8K
$1.16M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-560- 1.1% |
$54.1K - $58.7K
|
50.4K
$5.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-575- 2.72% |
$55.6K - $60.3K
|
20.5K
$2.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-577Closed |
$55.7K - $60.5K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-586- 2.05% |
$56.6K - $61.5K
|
28K
$2.99M
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-588- 7.1% |
$56.8K - $61.7K
|
7.69K
$821K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
SELL
|
- |
-593- 0.83% |
$57.3K - $62.2K
|
70.6K
$7.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-597- 1.27% |
$57.7K - $62.6K
|
46.5K
$4.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-597- 2.24% |
$57.7K - $62.6K
|
26K
$2.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-608- 10.69% |
$58.7K - $63.8K
|
5.08K
$542K
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-610- 0.71% |
$58.9K - $64K
|
85.6K
$9.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-622- 6.75% |
$60.1K - $65.2K
|
8.59K
$917K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-630- 10.09% |
$60.9K - $66.1K
|
5.62K
$600K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-637- 7.09% |
$61.5K - $66.8K
|
8.35K
$892K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-641- 3.75% |
$61.9K - $67.2K
|
16.5K
$1.76M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-655- 6.2% |
$63.3K - $68.7K
|
9.91K
$1.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-655- 6.46% |
$63.3K - $68.7K
|
9.48K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-659- 13.37% |
$63.7K - $69.1K
|
4.27K
$456K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-660- 6.03% |
$63.8K - $69.2K
|
10.3K
$1.1M
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-665- 55.23% |
$64.3K - $69.8K
|
539
$57.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-683- 0.72% |
$66K - $71.6K
|
93.8K
$10M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-684- 46.22% |
$66.1K - $71.8K
|
796
$85K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-686- 16.65% |
$66.3K - $72K
|
3.43K
$367K
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-695- 8.24% |
$67.2K - $72.9K
|
7.74K
$826K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-695- 1.82% |
$67.2K - $72.9K
|
37.6K
$4.01M
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-698- 1.68% |
$67.4K - $73.2K
|
40.9K
$4.37M
|
|
|
Jan 19, 2022
Q4 2021
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-700- 6.91% |
$67.6K - $73.4K
|
9.43K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-704- 8.87% |
$68K - $73.8K
|
7.23K
$772K
|
|
|
Jan 19, 2022
Q4 2021
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-721- 13.88% |
$69.7K - $75.6K
|
4.48K
$478K
|