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 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
2.01KNew |
$194K - $210K
|
2.01K
$216K
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.01KNew |
$194K - $210K
|
2.01K
$216K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2K+ 31.04% |
$193K - $210K
|
8.44K
$910K
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2KNew |
$193K - $210K
|
2K
$216K
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
2KNew |
$193K - $210K
|
2K
$216K
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.99KNew |
$193K - $209K
|
1.99K
$215K
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.99KNew |
$192K - $209K
|
1.99K
$215K
|
|
|
Feb 08, 2022
Q4 2021
|
Kidder Stephen W
|
BUY
|
- |
1.99KNew |
$192K - $209K
|
1.99K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
1.97KNew |
$190K - $207K
|
1.97K
$212K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.97K+ 6.42% |
$190K - $207K
|
32.6K
$3.52M
|
|
|
Feb 04, 2022
Q4 2021
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
1.97KNew |
$190K - $206K
|
1.97K
$212K
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.96KNew |
$189K - $206K
|
1.96K
$211K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
1.96K+ 4.72% |
$189K - $205K
|
43.4K
$4.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
1.96KNew |
$189K - $205K
|
1.96K
$211K
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.95K+ 5.11% |
$189K - $205K
|
40.1K
$4.33M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.95KNew |
$189K - $205K
|
1.95K
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.95K+ 16.58% |
$188K - $204K
|
13.7K
$1.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.94KNew |
$187K - $203K
|
1.94K
$209K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1.94K+ 34.06% |
$187K - $203K
|
7.62K
$822K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.93KNew |
$187K - $203K
|
1.93K
$208K
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
BUY
|
- |
1.93KNew |
$186K - $202K
|
1.93K
$208K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.93K+ 4.58% |
$186K - $202K
|
44K
$4.74M
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
1.92KNew |
$186K - $202K
|
1.92K
$207K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.92KNew |
$186K - $202K
|
1.92K
$207K
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.91KNew |
$185K - $201K
|
1.91K
$206K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
1.91KNew |
$184K - $200K
|
1.91K
$206K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.89KNew |
$182K - $198K
|
1.89K
$203K
|
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.89K+ 57.1% |
$182K - $198K
|
5.19K
$559K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
1.87K+ 35.93% |
$181K - $196K
|
7.08K
$763K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 16.61% |
$176K - $192K
|
12.8K
$1.38M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.82K+ 1.28% |
$176K - $191K
|
144K
$15.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.81K+ 3.75% |
$175K - $190K
|
50.1K
$5.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.79K+ 3.93% |
$173K - $188K
|
47.3K
$5.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.79KNew |
$173K - $188K
|
1.79K
$193K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.79K+ 27.19% |
$173K - $188K
|
8.38K
$903K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.79K+ 0.29% |
$173K - $187K
|
617K
$66.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.76K+ 40.66% |
$170K - $184K
|
6.08K
$655K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.74K+ 30.52% |
$169K - $183K
|
7.46K
$804K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.74K+ 2.53% |
$168K - $183K
|
70.6K
$7.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
1.74K+ 1.43% |
$168K - $182K
|
123K
$13.3M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.72KNew |
$166K - $180K
|
1.72K
$185K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.71K+ 13.48% |
$165K - $179K
|
14.4K
$1.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.7K+ 8.92% |
$164K - $178K
|
20.7K
$2.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.69K+ 11.11% |
$163K - $177K
|
16.9K
$1.82M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.66K+ 4.73% |
$160K - $174K
|
36.7K
$3.96M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.66K+ 22.71% |
$160K - $174K
|
8.96K
$966K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.66K+ 25.87% |
$160K - $174K
|
8.06K
$869K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 70.43% |
$160K - $174K
|
4.01K
$432K
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
1.65K+ 6.68% |
$160K - $173K
|
26.4K
$2.84M
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
1.64K+ 34.34% |
$158K - $172K
|
6.4K
$689K
|