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 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.9K+ 46.04% |
$280K - $304K
|
9.2K
$992K
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.9KNew |
$280K - $304K
|
2.9K
$312K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.89K+ 13.36% |
$279K - $303K
|
24.5K
$2.64M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
2.87KNew |
$277K - $301K
|
2.87K
$310K
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.85KNew |
$275K - $299K
|
2.85K
$307K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.85KNew |
$275K - $299K
|
2.85K
$307K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.85K+ 3.98% |
$275K - $299K
|
74.4K
$8.02M
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
2.84K+ 27.86% |
$275K - $298K
|
13.1K
$1.41M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.83KNew |
$273K - $297K
|
2.83K
$305K
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.8KNew |
$270K - $294K
|
2.8K
$302K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.8K+ 4.62% |
$270K - $293K
|
63.4K
$6.83M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.79KNew |
$269K - $292K
|
2.79K
$300K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.79KNew |
$269K - $292K
|
2.79K
$300K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.74K+ 94.2% |
$265K - $288K
|
5.66K
$609K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
2.74K+ 1.14% |
$265K - $288K
|
244K
$26.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
2.73KNew |
$264K - $287K
|
2.73K
$294K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
2.72K+ 77.29% |
$263K - $285K
|
6.24K
$672K
|
|
|
Feb 11, 2022
Q4 2021
|
Mqs Management LLC
|
BUY
|
- |
2.7KNew |
$261K - $283K
|
2.7K
$291K
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
BUY
|
- |
2.69KNew |
$260K - $282K
|
2.69K
$290K
|
|
|
Feb 09, 2022
Q4 2021
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.67KNew |
$258K - $280K
|
2.67K
$287K
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.64K+ 36.31% |
$255K - $277K
|
9.91K
$1.07M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
2.63K+ 5.78% |
$254K - $276K
|
48.1K
$5.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
2.6K+ 5.59% |
$251K - $273K
|
49.1K
$5.29M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
2.58KNew |
$249K - $270K
|
2.58K
$278K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
2.57KNew |
$248K - $270K
|
2.57K
$277K
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.56K+ 3.2% |
$247K - $268K
|
82.5K
$8.89M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.56KNew |
$247K - $268K
|
2.56K
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.54K+ 12.06% |
$245K - $266K
|
23.6K
$2.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.53KNew |
$244K - $265K
|
2.53K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.51KNew |
$242K - $263K
|
2.51K
$270K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
2.48K+ 0.43% |
$240K - $261K
|
581K
$62.6M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.48K+ 0.43% |
$240K - $261K
|
581K
$62.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.48K+ 24.41% |
$240K - $260K
|
12.6K
$1.36M
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
BUY
|
- |
2.46K+ 2.11% |
$238K - $258K
|
119K
$12.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
2.46K+ 1849.62% |
$238K - $258K
|
2.59K
$279K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.45KNew |
$237K - $257K
|
2.45K
$264K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$237K - $257K
|
2.45K
$264K
|
|
|
Feb 07, 2022
Q4 2021
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.45K+ 16.92% |
$236K - $257K
|
16.9K
$1.82M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.44KNew |
$236K - $256K
|
2.44K
$263K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.42K+ 16.63% |
$234K - $254K
|
17K
$1.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2.42KNew |
$233K - $253K
|
2.42K
$260K
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.42KNew |
$233K - $253K
|
2.42K
$260K
|
|
|
Mar 09, 2022
Q4 2021
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.41KNew |
$233K - $253K
|
2.41K
$260K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.41KNew |
$233K - $253K
|
2.41K
$260K
|
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.4K+ 103.41% |
$232K - $252K
|
4.72K
$509K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.39K+ 7.84% |
$231K - $251K
|
32.9K
$3.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
2.39KNew |
$231K - $251K
|
2.39K
$257K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.39K+ 9.34% |
$231K - $250K
|
27.9K
$3.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.39K+ 5.38% |
$231K - $250K
|
46.8K
$5.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.36KNew |
$228K - $248K
|
2.36K
$254K
|