Purchases and Sales Made in Q1 2022 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
585New |
$56.8K - $65.3K
|
585
$67.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
582+ 3.39% |
$56.5K - $65K
|
17.7K
$2.04M
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
582+ 4.5% |
$56.5K - $65K
|
13.5K
$1.56M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
582+ 7.23% |
$56.5K - $65K
|
8.63K
$992K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
581+ 1.24% |
$56.4K - $64.9K
|
47.3K
$5.43M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
580+ 17.87% |
$56.3K - $64.8K
|
3.83K
$440K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
579+ 1.12% |
$56.2K - $64.7K
|
52.1K
$5.99M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
577+ 17.69% |
$56K - $64.4K
|
3.84K
$441K
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
573+ 6.67% |
$55.6K - $64K
|
9.16K
$1.05M
|
|
|
May 11, 2022
Q1 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
569New |
$55.2K - $63.5K
|
569
$65.4K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
568+ 21.91% |
$55.1K - $63.4K
|
3.16K
$363K
|
|
|
Apr 22, 2022
Q1 2022
|
Wright Investors Service Inc
|
BUY
|
- |
563+ 1.88% |
$54.6K - $62.9K
|
30.5K
$3.5M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
559+ 1.76% |
$54.2K - $62.4K
|
32.3K
$3.71M
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
556+ 4.61% |
$54K - $62.1K
|
12.6K
$1.45M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
555+ 5.13% |
$53.9K - $62K
|
11.4K
$1.31M
|
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
552+ 4.23% |
$53.6K - $61.6K
|
13.6K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
550+ 2.09% |
$53.4K - $61.4K
|
26.9K
$3.09M
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
543+ 16.19% |
$52.7K - $60.6K
|
3.9K
$448K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
540+ 6.2% |
$52.4K - $60.3K
|
9.26K
$1.06M
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
529+ 8.24% |
$51.3K - $59.1K
|
6.95K
$799K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
527+ 8.3% |
$51.1K - $58.8K
|
6.88K
$791K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
524+ 2.59% |
$50.8K - $58.5K
|
20.8K
$2.39M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
519+ 11.71% |
$50.4K - $58K
|
4.95K
$570K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
519+ 11.71% |
$50.4K - $58K
|
4.95K
$570K
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
BUY
|
- |
515+ 14.95% |
$50K - $57.5K
|
3.96K
$455K
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
511+ 0.89% |
$49.6K - $57.1K
|
57.8K
$6.64M
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
503+ 1.97% |
$48.8K - $56.2K
|
26.1K
$3M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
489+ 21.93% |
$47.5K - $54.6K
|
2.72K
$313K
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
486+ 12.55% |
$47.2K - $54.3K
|
4.36K
$501K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
482+ 12.1% |
$46.8K - $53.8K
|
4.47K
$513K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
479New |
$46.5K - $53.5K
|
479
$55.1K
|
|
|
Apr 12, 2022
Q1 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
477+ 1.66% |
$46.3K - $53.3K
|
29.2K
$3.36M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
468+ 20.55% |
$45.4K - $52.3K
|
2.75K
$316K
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
466+ 8.81% |
$45.2K - $52K
|
5.75K
$662K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
462+ 7.77% |
$44.8K - $51.6K
|
6.41K
$737K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
453+ 2.62% |
$44K - $50.6K
|
17.7K
$2.04M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
450+ 9.21% |
$43.7K - $50.2K
|
5.34K
$614K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
449+ 3.03% |
$43.6K - $50.1K
|
15.3K
$1.76M
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
437+ 266.46% |
$42.4K - $48.8K
|
601
$69.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
436+ 2.53% |
$42.3K - $48.7K
|
17.7K
$2.03M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
435+ 5.29% |
$42.2K - $48.6K
|
8.66K
$995K
|
|
|
Apr 21, 2022
Q1 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
434+ 0.72% |
$42.1K - $48.5K
|
60.9K
$7M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
433+ 3.17% |
$42K - $48.3K
|
14.1K
$1.62M
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
428+ 6.97% |
$41.5K - $47.8K
|
6.57K
$756K
|
|
|
May 16, 2022
Q1 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
425+ 5.75% |
$41.2K - $47.5K
|
7.81K
$898K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
420+ 19.71% |
$40.8K - $46.9K
|
2.55K
$293K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
417New |
$40.5K - $46.6K
|
417
$48K
|
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
416+ 9.62% |
$40.4K - $46.5K
|
4.74K
$545K
|
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
415+ 8.74% |
$40.3K - $46.3K
|
5.17K
$594K
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
BUY
|
- |
415+ 7.8% |
$40.3K - $46.3K
|
5.74K
$659K
|