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 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.3KNew |
$416K - $451K
|
4.3K
$464K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
4.25K+ 3.89% |
$411K - $446K
|
114K
$12.2M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.25KNew |
$410K - $446K
|
4.25K
$458K
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
BUY
|
- |
4.2K+ 36.12% |
$405K - $440K
|
15.8K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.18K+ 3.3% |
$404K - $438K
|
131K
$14.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
4.14K+ 0.58% |
$400K - $434K
|
721K
$77.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
4.1K+ 104.97% |
$396K - $430K
|
8K
$862K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.08K+ 50.49% |
$394K - $428K
|
12.2K
$1.31M
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.04K+ 17.91% |
$390K - $423K
|
26.6K
$2.86M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
3.94K+ 11.72% |
$381K - $413K
|
37.5K
$4.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.94KNew |
$381K - $413K
|
3.94K
$425K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.87KNew |
$374K - $406K
|
3.87K
$418K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3.87KNew |
$374K - $406K
|
3.87K
$417K
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.86KNew |
$373K - $405K
|
3.86K
$416K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.85K+ 8.09% |
$372K - $404K
|
51.5K
$5.55M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
3.81KNew |
$368K - $400K
|
3.81K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3.8KNew |
$367K - $398K
|
3.8K
$409K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
3.78K+ 3.37% |
$365K - $396K
|
116K
$12.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
3.77KNew |
$364K - $395K
|
3.77K
$406K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.74K+ 1.2% |
$361K - $392K
|
314K
$33.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.69K+ 3.44% |
$357K - $387K
|
111K
$12M
|
|
|
Jan 24, 2022
Q4 2021
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.68K+ 8.74% |
$356K - $386K
|
45.8K
$4.94M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
3.62K+ 6.48% |
$350K - $380K
|
59.5K
$6.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.56K+ 14.94% |
$344K - $374K
|
27.4K
$2.96M
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
3.56K+ 37.86% |
$344K - $374K
|
13K
$1.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
3.52K+ 17.77% |
$340K - $370K
|
23.4K
$2.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.49KNew |
$337K - $366K
|
3.49K
$376K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.47K+ 10.04% |
$335K - $364K
|
38K
$4.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.35KNew |
$323K - $351K
|
3.35K
$361K
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
3.29K+ 48.62% |
$318K - $345K
|
10.1K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.29KNew |
$317K - $345K
|
3.29K
$354K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.28KNew |
$317K - $344K
|
3.28K
$354K
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.28KNew |
$317K - $344K
|
3.28K
$354K
|
|
|
Feb 18, 2022
Q4 2021
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
3.28KNew |
$317K - $344K
|
3.28K
$353K
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3.23KNew |
$312K - $339K
|
3.23K
$348K
|
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3.18KNew |
$307K - $333K
|
3.18K
$342K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.15K+ 4.0% |
$305K - $331K
|
81.9K
$8.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
3.14K+ 5.19% |
$304K - $330K
|
63.7K
$6.86M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.11K+ 21.89% |
$300K - $326K
|
17.3K
$1.86M
|
|
|
Jan 21, 2022
Q4 2021
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.1KNew |
$300K - $325K
|
3.1K
$334K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.05K+ 2.54% |
$294K - $319K
|
123K
$13.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.04K+ 30.86% |
$293K - $318K
|
12.9K
$1.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.03KNew |
$292K - $317K
|
3.03K
$326K
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.03KNew |
$292K - $317K
|
3.03K
$326K
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.02K+ 6.33% |
$292K - $317K
|
50.7K
$5.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.02KNew |
$292K - $317K
|
3.02K
$325K
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.01KNew |
$291K - $316K
|
3.01K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.96KNew |
$286K - $311K
|
2.96K
$319K
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.94KNew |
$284K - $309K
|
2.94K
$317K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.92K+ 34.12% |
$282K - $306K
|
11.5K
$1.24M
|