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 21, 2022
Q1 2022
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-494- 20.46% |
$47.9K - $55.2K
|
1.92K
$222K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-494- 22.26% |
$47.9K - $55.2K
|
1.73K
$199K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-495- 20.92% |
$48K - $55.3K
|
1.87K
$216K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-499- 1.82% |
$48.4K - $55.7K
|
26.9K
$3.11M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-500Closed |
$48.5K - $55.8K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-500- 4.39% |
$48.5K - $55.8K
|
10.9K
$1.26M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-510- 10.76% |
$49.5K - $56.9K
|
4.23K
$489K
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-510- 5.76% |
$49.5K - $56.9K
|
8.34K
$964K
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-529- 14.17% |
$51.3K - $59.1K
|
3.21K
$370K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-531- 9.02% |
$51.5K - $59.3K
|
5.36K
$619K
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-538- 4.2% |
$52.2K - $60.1K
|
12.3K
$1.42M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-543- 2.73% |
$52.7K - $60.6K
|
19.4K
$2.24M
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-544- 3.5% |
$52.8K - $60.7K
|
15K
$1.73M
|
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-548- 3.07% |
$53.2K - $61.2K
|
17.3K
$2M
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-563- 6.11% |
$54.6K - $62.9K
|
8.65K
$1M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-567- 82.17% |
$55K - $63.3K
|
123
$14.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-575- 4.06% |
$55.8K - $64.2K
|
13.6K
$1.57M
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-575Closed |
$55.8K - $64.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-576- 2.8% |
$55.9K - $64.3K
|
20K
$2.31M
|
|
|
Apr 25, 2022
Q1 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-578- 11.3% |
$56.1K - $64.5K
|
4.54K
$524K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-581- 4.47% |
$56.4K - $64.9K
|
12.4K
$1.43M
|
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-582- 0.53% |
$56.5K - $65K
|
109K
$12.6M
|
|
|
May 04, 2022
Q1 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-583- 23.88% |
$56.6K - $65.1K
|
1.86K
$215K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-589- 14.95% |
$57.2K - $65.8K
|
3.35K
$387K
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-600- 0.96% |
$58.2K - $67K
|
61.8K
$7.15M
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-600Closed |
$58.2K - $67K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-600- 7.19% |
$58.2K - $67K
|
7.74K
$895K
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-600- 11.33% |
$58.2K - $67K
|
4.7K
$543K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-608Closed |
$59K - $67.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-617- 2.81% |
$59.9K - $68.9K
|
21.3K
$2.47M
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-629- 5.01% |
$61K - $70.2K
|
11.9K
$1.38M
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-646- 12.53% |
$62.7K - $72.1K
|
4.51K
$521K
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-649- 29.26% |
$63K - $72.5K
|
1.57K
$181K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-658- 0.88% |
$63.9K - $73.5K
|
73.9K
$8.54M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-658- 0.88% |
$63.9K - $73.5K
|
73.9K
$8.54M
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-660- 1.61% |
$64K - $73.7K
|
40.2K
$4.65M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-668- 8.54% |
$64.8K - $74.6K
|
7.16K
$827K
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-670- 16.7% |
$65K - $74.8K
|
3.34K
$386K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-676- 6.57% |
$65.6K - $75.5K
|
9.62K
$1.11M
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-677- 3.77% |
$65.7K - $75.6K
|
17.3K
$2M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-689- 2.97% |
$66.9K - $76.9K
|
22.5K
$2.6M
|
|
|
May 02, 2022
Q1 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-692- 4.09% |
$67.2K - $77.3K
|
16.2K
$1.87M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-701- 4.35% |
$68K - $78.3K
|
15.4K
$1.78M
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-708- 6.17% |
$68.7K - $79.1K
|
10.8K
$1.25M
|
|
|
Apr 29, 2022
Q1 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-716- 1.78% |
$69.5K - $79.9K
|
39.5K
$4.56M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-717Closed |
$69.6K - $80.1K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-718- 2.7% |
$69.7K - $80.2K
|
25.9K
$2.99M
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-720- 10.44% |
$69.9K - $80.4K
|
6.17K
$714K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-730- 2.47% |
$70.8K - $81.5K
|
28.8K
$3.33M
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-731- 15.58% |
$70.9K - $81.6K
|
3.96K
$458K
|