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 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7.03KNew |
$679K - $737K
|
7.03K
$757K
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
6.98KNew |
$674K - $732K
|
6.98K
$752K
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
6.91K+ 62.48% |
$667K - $725K
|
18K
$1.94M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.85KNew |
$662K - $718K
|
6.85K
$738K
|
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
6.71KNew |
$648K - $704K
|
6.71K
$723K
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.67K+ 4.12% |
$644K - $699K
|
168K
$18.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
6.36K+ 8.85% |
$615K - $667K
|
78.2K
$8.43M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
6.3KNew |
$609K - $661K
|
6.3K
$679K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
6.26K+ 3.51% |
$604K - $656K
|
184K
$19.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6.17K+ 177.33% |
$596K - $647K
|
9.65K
$1.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
6.16K+ 2.97% |
$595K - $646K
|
213K
$23M
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
6.15KNew |
$594K - $645K
|
6.15K
$662K
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
6.14K+ 126.84% |
$593K - $644K
|
11K
$1.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
6.09KNew |
$589K - $639K
|
6.09K
$656K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
6K+ 25.79% |
$579K - $629K
|
29.2K
$3.15M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.93KNew |
$573K - $622K
|
5.93K
$639K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.89K+ 6.33% |
$569K - $617K
|
98.8K
$10.6M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
5.87KNew |
$568K - $616K
|
5.87K
$633K
|
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.8KNew |
$560K - $608K
|
5.8K
$625K
|
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
5.76KNew |
$557K - $604K
|
5.76K
$621K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
5.71K+ 26.36% |
$552K - $599K
|
27.4K
$2.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
5.7K+ 14.53% |
$551K - $598K
|
44.9K
$4.84M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5.65KNew |
$546K - $592K
|
5.65K
$609K
|
|
|
Jan 20, 2022
Q4 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
5.63K+ 13.96% |
$544K - $590K
|
45.9K
$4.95M
|
|
|
Feb 15, 2022
Q4 2021
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
5.5K+ 437.9% |
$531K - $577K
|
6.76K
$728K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.48K+ 29.08% |
$529K - $575K
|
24.3K
$2.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.4K+ 62.69% |
$522K - $566K
|
14K
$1.51M
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
5.37K+ 43.46% |
$519K - $564K
|
17.7K
$1.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
5.31KNew |
$513K - $557K
|
5.31K
$572K
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
5.31K+ 7.9% |
$513K - $557K
|
72.5K
$7.81M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5.24KNew |
$507K - $550K
|
5.24K
$565K
|
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
5.23K+ 24.82% |
$505K - $548K
|
26.3K
$2.83M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.21K+ 0.96% |
$503K - $546K
|
547K
$59M
|
|
|
Feb 11, 2022
Q4 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
5.18K+ 14.94% |
$500K - $543K
|
39.8K
$4.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.98KNew |
$481K - $522K
|
4.98K
$537K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
4.95K+ 30.72% |
$478K - $519K
|
21.1K
$2.27M
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
4.91K+ 35.13% |
$474K - $515K
|
18.9K
$2.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.75K+ 1.35% |
$458K - $498K
|
356K
$38.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Kepos Capital LP
New York, NY |
BUY
|
- |
4.72K+ 394.32% |
$456K - $495K
|
5.92K
$638K
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.69KNew |
$453K - $492K
|
4.69K
$506K
|
|
|
Feb 07, 2022
Q4 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
4.67K+ 2.47% |
$451K - $490K
|
194K
$20.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
4.51K+ 9.14% |
$436K - $474K
|
53.9K
$5.81M
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
4.42K+ 2.5% |
$427K - $464K
|
181K
$19.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.39KNew |
$424K - $460K
|
4.39K
$473K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.39K+ 3.52% |
$424K - $460K
|
129K
$13.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.37KNew |
$423K - $459K
|
4.37K
$471K
|
|
|
Feb 14, 2022
Q4 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
4.35K+ 9.65% |
$420K - $456K
|
49.4K
$5.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.34KNew |
$419K - $455K
|
4.34K
$468K
|
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.34KNew |
$419K - $455K
|
4.34K
$467K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.31K+ 98.88% |
$417K - $452K
|
8.67K
$935K
|