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 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.36KNew |
$228K - $248K
|
2.36K
$258K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
2.35KNew |
$227K - $247K
|
2.35K
$257K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.33K+ 15.64% |
$225K - $244K
|
17.2K
$1.88M
|
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
2.31KNew |
$223K - $242K
|
2.31K
$252K
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.3K+ 20.23% |
$222K - $241K
|
13.7K
$1.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.3KNew |
$222K - $241K
|
2.3K
$251K
|
|
|
Jan 27, 2022
Q4 2021
|
Wright Investors Service Inc
|
BUY
|
- |
2.26K+ 8.16% |
$218K - $237K
|
29.9K
$3.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.24K+ 9.48% |
$216K - $235K
|
25.8K
$2.82M
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.23K+ 22.48% |
$216K - $234K
|
12.2K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.23KNew |
$215K - $234K
|
2.23K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.23K+ 2.25% |
$215K - $234K
|
101K
$11M
|
|
|
Jan 14, 2022
Q4 2021
|
Sara Bay Financial
|
BUY
|
- |
2.23KNew |
$215K - $234K
|
2.23K
$243K
|
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
BUY
|
- |
2.23KNew |
$215K - $234K
|
2.23K
$243K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.23KNew |
$215K - $233K
|
2.23K
$243K
|
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
2.22K+ 1.81% |
$215K - $233K
|
125K
$13.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Oak Thistle LLC
|
BUY
|
- |
2.22KNew |
$215K - $233K
|
2.22K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.22K+ 5.0% |
$215K - $233K
|
46.7K
$5.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.22KNew |
$214K - $233K
|
2.22K
$242K
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.18KNew |
$210K - $228K
|
2.18K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.17K+ 0.67% |
$210K - $228K
|
327K
$35.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.17KNew |
$210K - $228K
|
2.17K
$237K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.16K+ 22.85% |
$209K - $226K
|
11.6K
$1.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.15KNew |
$208K - $226K
|
2.15K
$235K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
2.15K+ 20.5% |
$208K - $226K
|
12.6K
$1.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.15K+ 1.07% |
$207K - $225K
|
203K
$22.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.15K+ 1.21% |
$207K - $225K
|
180K
$19.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
2.14KNew |
$207K - $224K
|
2.14K
$234K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.14KNew |
$206K - $224K
|
2.14K
$233K
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.12KNew |
$205K - $223K
|
2.12K
$232K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.12KNew |
$205K - $222K
|
2.12K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.12KNew |
$205K - $222K
|
2.12K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.12K+ 13.97% |
$204K - $222K
|
17.3K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.11K+ 0.5% |
$204K - $221K
|
421K
$46M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.11K+ 62.67% |
$204K - $221K
|
5.47K
$598K
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.11K+ 85.1% |
$204K - $221K
|
4.58K
$501K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
2.09K+ 30.8% |
$202K - $220K
|
8.89K
$972K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
2.08K+ 3.92% |
$201K - $218K
|
55.1K
$6.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
2.08K+ 11.59% |
$200K - $218K
|
20K
$2.18M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
2.07KNew |
$200K - $217K
|
2.07K
$226K
|
|
|
Feb 11, 2022
Q4 2021
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
2.07KNew |
$200K - $217K
|
2.07K
$226K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.06KNew |
$199K - $217K
|
2.06K
$226K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.05KNew |
$198K - $215K
|
2.05K
$224K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
2.05KNew |
$198K - $215K
|
2.05K
$224K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.03K+ 15.45% |
$196K - $213K
|
15.2K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.03K+ 13.17% |
$196K - $213K
|
17.4K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.03K+ 8.28% |
$196K - $213K
|
26.5K
$2.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
2.02KNew |
$195K - $212K
|
2.02K
$221K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
2.02KNew |
$195K - $212K
|
2.02K
$221K
|
|
|
Jan 31, 2022
Q4 2021
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
2.02KNew |
$195K - $212K
|
2.02K
$220K
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.02KNew |
$195K - $212K
|
2.02K
$220K
|