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 19, 2022
Q4 2021
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-721- 13.88% |
$69.7K - $75.6K
|
4.48K
$496K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-721- 16.39% |
$69.7K - $75.6K
|
3.68K
$407K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-747- 14.1% |
$72.2K - $78.4K
|
4.55K
$504K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-762- 12.06% |
$73.6K - $79.9K
|
5.56K
$615K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-765- 20.98% |
$73.9K - $80.2K
|
2.88K
$319K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-767- 27.93% |
$74.1K - $80.5K
|
1.98K
$219K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-788- 15.01% |
$76.1K - $82.7K
|
4.46K
$494K
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
SELL
|
- |
-793- 3.69% |
$76.6K - $83.2K
|
20.7K
$2.29M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-793- 3.45% |
$76.6K - $83.2K
|
22.2K
$2.46M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-800- 4.07% |
$77.3K - $83.9K
|
18.8K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-800- 8.81% |
$77.3K - $83.9K
|
8.28K
$917K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-816Closed |
$78.8K - $85.6K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-817- 2.98% |
$78.9K - $85.7K
|
26.6K
$2.95M
|
|
|
Feb 07, 2022
Q4 2021
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-825- 0.28% |
$79.7K - $86.5K
|
289K
$32M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-827- 11.56% |
$79.9K - $86.8K
|
6.32K
$701K
|
|
|
Jan 18, 2022
Q4 2021
|
Absher Wealth Management, LLC
|
SELL
|
- |
-834- 29.51% |
$80.6K - $87.5K
|
1.99K
$221K
|
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-834- 10.96% |
$80.6K - $87.5K
|
6.78K
$751K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-841- 16.66% |
$81.3K - $88.2K
|
4.21K
$466K
|
|
|
Feb 10, 2022
Q4 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-849- 2.77% |
$82K - $89.1K
|
29.8K
$3.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-854- 27.96% |
$82.5K - $89.6K
|
2.2K
$244K
|
|
|
Feb 02, 2022
Q4 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-863- 4.15% |
$83.4K - $90.5K
|
20K
$2.21M
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-874- 22.54% |
$84.4K - $91.7K
|
3K
$333K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-881- 1.01% |
$85.1K - $92.4K
|
86.4K
$9.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-885Closed |
$85.5K - $92.8K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-899- 0.95% |
$86.9K - $94.3K
|
93.7K
$10.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-938- 6.56% |
$90.6K - $98.4K
|
13.4K
$1.48M
|
|
|
Feb 01, 2022
Q4 2021
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-944- 1.49% |
$91.2K - $99K
|
62.4K
$6.91M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-955- 0.73% |
$92.3K - $100K
|
130K
$14.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-965- 3.92% |
$93.2K - $101K
|
23.7K
$2.62M
|
|
|
Jan 27, 2022
Q4 2021
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-970- 1.65% |
$93.7K - $102K
|
57.6K
$6.39M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-975- 12.95% |
$94.2K - $102K
|
6.56K
$726K
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
SELL
|
- |
-1.02K- 2.88% |
$98.6K - $107K
|
34.5K
$3.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.02KClosed |
$98.7K - $107K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 16.28% |
$99.9K - $108K
|
5.32K
$589K
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
SELL
|
- |
-1.04K- 1.51% |
$100K - $109K
|
67.9K
$7.53M
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-1.05K- 12.56% |
$101K - $110K
|
7.28K
$806K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.05K- 32.92% |
$101K - $110K
|
2.13K
$236K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.05K- 10.59% |
$102K - $111K
|
8.9K
$986K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.06K- 6.21% |
$102K - $111K
|
16K
$1.77M
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.06K- 2.7% |
$102K - $111K
|
38.2K
$4.23M
|
|
|
Jan 05, 2022
Q4 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.08K- 8.04% |
$104K - $113K
|
12.3K
$1.36M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.18K- 30.63% |
$114K - $124K
|
2.68K
$296K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.19K- 9.37% |
$115K - $124K
|
11.5K
$1.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.19K- 1.9% |
$115K - $125K
|
61.6K
$6.83M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.22K- 32.3% |
$118K - $128K
|
2.56K
$283K
|
|
|
Feb 11, 2022
Q4 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.22K- 0.95% |
$118K - $128K
|
128K
$14.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.23KClosed |
$119K - $129K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.23K- 16.72% |
$119K - $129K
|
6.15K
$681K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.25K- 31.45% |
$121K - $131K
|
2.73K
$302K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.26K- 7.08% |
$121K - $132K
|
16.5K
$1.83M
|