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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-325- 5.55% |
$31.5K - $36.3K
|
5.54K
$640K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-325- 6.2% |
$31.5K - $36.3K
|
4.92K
$568K
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-327- 3.53% |
$31.7K - $36.5K
|
8.93K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-327- 5.38% |
$31.7K - $36.5K
|
5.75K
$664K
|
|
|
May 12, 2022
Q1 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-331- 1.19% |
$32.1K - $37K
|
27.6K
$3.19M
|
|
|
Apr 14, 2022
Q1 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-334- 8.77% |
$32.4K - $37.3K
|
3.47K
$402K
|
|
|
May 03, 2022
Q1 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-335- 2.38% |
$32.5K - $37.4K
|
13.8K
$1.59M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-345- 1.16% |
$33.5K - $38.5K
|
29.3K
$3.39M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-351- 4.9% |
$34.1K - $39.2K
|
6.81K
$787K
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-361- 3.78% |
$35K - $40.3K
|
9.18K
$1.06M
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-362- 6.14% |
$35.1K - $40.4K
|
5.53K
$639K
|
|
|
May 11, 2022
Q1 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-368- 0.66% |
$35.7K - $41.1K
|
55.4K
$6.4M
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-370- 8.53% |
$35.9K - $41.3K
|
3.97K
$459K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-374- 10.33% |
$36.3K - $41.8K
|
3.25K
$375K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-379- 1.36% |
$36.8K - $42.3K
|
27.4K
$3.17M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-379Closed |
$36.8K - $42.3K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-380- 7.33% |
$36.9K - $42.4K
|
4.8K
$555K
|
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-385- 4.0% |
$37.4K - $43K
|
9.25K
$1.07M
|
|
|
Apr 18, 2022
Q1 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-386- 2.11% |
$37.5K - $43.1K
|
17.9K
$2.07M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-390- 1.02% |
$37.8K - $43.5K
|
38K
$4.39M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-392- 0.3% |
$38K - $43.8K
|
129K
$14.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-394Closed |
$38.2K - $44K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-400- 8.47% |
$38.8K - $44.7K
|
4.32K
$500K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-400- 14.36% |
$38.8K - $44.7K
|
2.39K
$276K
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-400- 2.6% |
$38.8K - $44.7K
|
15K
$1.73M
|
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-400- 7.64% |
$38.8K - $44.7K
|
4.83K
$559K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-405- 2.53% |
$39.3K - $45.2K
|
15.6K
$1.81M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-406- 1.22% |
$39.4K - $45.3K
|
32.9K
$3.81M
|
|
|
May 13, 2022
Q1 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-408- 6.9% |
$39.6K - $45.6K
|
5.51K
$637K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-413- 5.12% |
$40.1K - $46.1K
|
7.65K
$884K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-415- 1.71% |
$40.3K - $46.3K
|
23.9K
$2.76M
|
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-415- 15.93% |
$40.3K - $46.3K
|
2.19K
$253K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-417- 13.33% |
$40.5K - $46.6K
|
2.71K
$313K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-419- 57.55% |
$40.7K - $46.8K
|
309
$35.7K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-420- 6.13% |
$40.8K - $46.9K
|
6.43K
$743K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-423- 33.65% |
$41K - $47.2K
|
834
$96.4K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-433- 4.05% |
$42K - $48.3K
|
10.3K
$1.19M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-437Closed |
$42.4K - $48.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-437- 4.15% |
$42.4K - $48.8K
|
10.1K
$1.17M
|
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-439- 10.24% |
$42.6K - $49K
|
3.85K
$445K
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-441- 5.78% |
$42.8K - $49.2K
|
7.19K
$831K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-442Closed |
$42.9K - $49.4K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-443Closed |
$43K - $49.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-450- 0.87% |
$43.7K - $50.2K
|
51.5K
$5.95M
|
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-452- 2.9% |
$43.9K - $50.5K
|
15.1K
$1.75M
|
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-460- 8.32% |
$44.6K - $51.4K
|
5.07K
$586K
|
|
|
Apr 20, 2022
Q1 2022
|
Windward Capital Management CO
|
SELL
|
- |
-471- 1.14% |
$45.7K - $52.6K
|
40.9K
$4.72M
|
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-473- 11.34% |
$45.9K - $52.8K
|
3.7K
$427K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-482- 3.77% |
$46.8K - $53.8K
|
12.3K
$1.42M
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-484- 2.07% |
$47K - $54K
|
22.9K
$2.64M
|