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 |
|---|---|---|---|---|---|---|---|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
12.8K+ 16.97% |
$1.23M - $1.34M
|
87.9K
$9.48M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.5K+ 6.76% |
$1.21M - $1.31M
|
198K
$21.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12.2KNew |
$1.18M - $1.28M
|
12.2K
$1.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
11.5KNew |
$1.11M - $1.21M
|
11.5K
$1.24M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.2K+ 2.29% |
$1.08M - $1.18M
|
502K
$54.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
11.1KNew |
$1.07M - $1.16M
|
11.1K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
11K+ 7.15% |
$1.06M - $1.16M
|
165K
$17.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
10.8K+ 63.74% |
$1.04M - $1.13M
|
27.7K
$2.99M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10.7KNew |
$1.03M - $1.12M
|
10.7K
$1.15M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
10.7KNew |
$1.03M - $1.12M
|
10.7K
$1.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
10.7K+ 173.17% |
$1.03M - $1.12M
|
16.8K
$1.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
10.6KNew |
$1.02M - $1.11M
|
10.6K
$1.14M
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
BUY
|
- |
10.5K+ 21.2% |
$1.01M - $1.1M
|
59.9K
$6.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
10.4K+ 22.01% |
$1M - $1.09M
|
57.6K
$6.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$976K - $1.06M
|
10.1K
$1.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
10KNew |
$971K - $1.05M
|
10K
$1.08M
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
9.81K+ 241.28% |
$948K - $1.03M
|
13.9K
$1.5M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.78K+ 18.21% |
$945K - $1.03M
|
63.5K
$6.85M
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
9.74KNew |
$941K - $1.02M
|
9.74K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.58K+ 3.49% |
$926K - $1.01M
|
285K
$30.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
9.5K+ 24.48% |
$917K - $996K
|
48.3K
$5.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
9.41K+ 257.67% |
$909K - $987K
|
13.1K
$1.41M
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
9.34K+ 24.97% |
$903K - $980K
|
46.8K
$5.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.22K+ 32.13% |
$891K - $967K
|
37.9K
$4.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.17KNew |
$886K - $962K
|
9.17K
$988K
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8.43K+ 16.17% |
$814K - $884K
|
60.5K
$6.52M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
BUY
|
- |
8.42K+ 4.03% |
$814K - $883K
|
218K
$23.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.3K+ 37.25% |
$802K - $871K
|
30.6K
$3.3M
|
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
8.15KNew |
$788K - $855K
|
8.15K
$879K
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.15KNew |
$787K - $855K
|
8.15K
$878K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8KNew |
$773K - $840K
|
8K
$863K
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
8KNew |
$773K - $839K
|
8K
$862K
|
|
|
Feb 10, 2022
Q4 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
7.96K+ 0.42% |
$769K - $835K
|
1.91M
$206M
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
7.95K+ 4.4% |
$768K - $834K
|
189K
$20.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
7.91KNew |
$765K - $830K
|
7.91K
$853K
|
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
7.77KNew |
$750K - $815K
|
7.77K
$837K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.74K+ 20.56% |
$747K - $812K
|
45.4K
$4.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
7.68KNew |
$742K - $805K
|
7.68K
$827K
|
|
|
Feb 11, 2022
Q4 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
7.64KNew |
$738K - $802K
|
7.64K
$824K
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7.63KNew |
$737K - $801K
|
7.63K
$823K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.53KNew |
$727K - $790K
|
7.53K
$811K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.52K+ 53.29% |
$726K - $789K
|
21.6K
$2.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
7.42KNew |
$717K - $778K
|
7.42K
$800K
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Capital Management Inc
|
BUY
|
- |
7.37K+ 28.04% |
$712K - $773K
|
33.7K
$3.63M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
7.22K+ 44.14% |
$698K - $758K
|
23.6K
$2.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.19K+ 7.05% |
$695K - $754K
|
109K
$11.8M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.17K+ 70.88% |
$692K - $752K
|
17.3K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.14K+ 10.28% |
$690K - $749K
|
76.6K
$8.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
7.12KNew |
$688K - $747K
|
7.12K
$768K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
7.12KNew |
$688K - $747K
|
7.12K
$767K
|