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 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.28K- 2.82% |
$123K - $134K
|
44K
$4.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.29K- 9.58% |
$124K - $135K
|
12.1K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.3K- 1.03% |
$125K - $136K
|
125K
$13.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.33K- 5.63% |
$128K - $139K
|
22.2K
$2.37M
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.39K- 12.3% |
$134K - $146K
|
9.91K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.4KClosed |
$135K - $147K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.4K- 14.58% |
$135K - $147K
|
8.2K
$876K
|
|
|
Feb 14, 2022
Q4 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.41K- 1.09% |
$136K - $148K
|
128K
$13.7M
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.43K- 6.32% |
$138K - $150K
|
21.2K
$2.27M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.44K- 7.76% |
$139K - $151K
|
17.2K
$1.83M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.47KClosed |
$142K - $154K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.48K- 1.74% |
$143K - $155K
|
83.4K
$8.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.49K- 7.15% |
$144K - $156K
|
19.3K
$2.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.55K- 7.62% |
$150K - $163K
|
18.8K
$2.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.55KClosed |
$150K - $163K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.56K- 3.7% |
$150K - $163K
|
40.5K
$4.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.62K- 24.46% |
$156K - $170K
|
5K
$534K
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.64K- 37.47% |
$158K - $172K
|
2.73K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-1.64K- 22.98% |
$159K - $172K
|
5.5K
$587K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.7K- 9.3% |
$164K - $178K
|
16.5K
$1.77M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.72K- 3.93% |
$166K - $180K
|
41.9K
$4.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.72K- 14.82% |
$166K - $180K
|
9.87K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.72K- 24.06% |
$166K - $180K
|
5.43K
$580K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.74K- 27.01% |
$168K - $182K
|
4.7K
$502K
|
|
|
Jan 31, 2022
Q4 2021
|
Qvr LLC
|
SELL
|
- |
-1.85KClosed |
$179K - $194K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.85K- 2.82% |
$179K - $194K
|
63.8K
$6.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.86KClosed |
$179K - $195K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.86K- 2.9% |
$180K - $195K
|
62.2K
$6.64M
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.87K- 4.52% |
$180K - $196K
|
39.4K
$4.21M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-1.89K- 15.01% |
$183K - $198K
|
10.7K
$1.14M
|
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.9K- 0.2% |
$184K - $200K
|
954K
$102M
|
|
|
Jan 18, 2022
Q4 2021
|
Pendal Group LTD
|
SELL
|
- |
-1.91K- 27.81% |
$184K - $200K
|
4.95K
$529K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-1.92K- 27.66% |
$185K - $201K
|
5.01K
$536K
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.97K- 27.73% |
$190K - $206K
|
5.12K
$547K
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.98K- 4.73% |
$191K - $208K
|
39.9K
$4.26M
|
|
|
Jan 28, 2022
Q4 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2K- 1.41% |
$193K - $210K
|
139K
$14.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.02K- 50.5% |
$195K - $212K
|
1.98K
$211K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.04K- 10.33% |
$197K - $214K
|
17.7K
$1.89M
|
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.06KClosed |
$199K - $216K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-2.06K- 43.67% |
$199K - $217K
|
2.66K
$284K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.08K- 7.4% |
$201K - $218K
|
26K
$2.77M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.09KClosed |
$202K - $220K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-2.11K- 32.18% |
$204K - $221K
|
4.44K
$475K
|
|
|
Feb 14, 2024
Q4 2021
|
Kbc Group Nv
|
SELL
|
- |
-2.12K- 4.46% |
$205K - $223K
|
45.5K
$4.86M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.14K- 8.46% |
$207K - $225K
|
23.2K
$2.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-2.15KClosed |
$208K - $225K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.19K- 0.99% |
$212K - $230K
|
219K
$23.4M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.28K- 3.07% |
$220K - $239K
|
71.9K
$7.68M
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.29K- 2.23% |
$221K - $240K
|
100K
$10.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.29K- 17.9% |
$221K - $240K
|
10.5K
$1.12M
|