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 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
812+ 0.87% |
$78.5K - $85.2K
|
94.1K
$10.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
803+ 44.1% |
$77.6K - $84.2K
|
2.62K
$302K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
790+ 17.31% |
$76.3K - $82.9K
|
5.36K
$616K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
788+ 15.86% |
$76.1K - $82.7K
|
5.76K
$662K
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
BUY
|
- |
786+ 3.48% |
$75.9K - $82.5K
|
23.4K
$2.69M
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
779+ 1.95% |
$75.3K - $81.7K
|
40.7K
$4.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
779+ 9.66% |
$75.3K - $81.7K
|
8.84K
$1.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
779+ 88.12% |
$75.3K - $81.7K
|
1.66K
$191K
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
773+ 27.95% |
$74.7K - $81.1K
|
3.54K
$407K
|
|
|
Jan 31, 2022
Q4 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
765+ 29.92% |
$73.9K - $80.2K
|
3.32K
$382K
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
763+ 21.65% |
$73.7K - $80K
|
4.29K
$493K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
757+ 1.66% |
$73.1K - $79.4K
|
46.4K
$5.34M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
753+ 4.1% |
$72.8K - $79K
|
19.1K
$2.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
753+ 32.39% |
$72.8K - $79K
|
3.08K
$354K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
750+ 9.82% |
$72.5K - $78.7K
|
8.39K
$964K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
746+ 888.1% |
$72.1K - $78.3K
|
830
$95.4K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
739New |
$71.4K - $77.5K
|
739
$85K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
735+ 9.78% |
$71K - $77.1K
|
8.25K
$948K
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
732+ 6.23% |
$70.7K - $76.8K
|
12.5K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
717New |
$69.3K - $75.2K
|
717
$82.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
714+ 0.06% |
$69K - $74.9K
|
1.11M
$128M
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
710New |
$68.6K - $74.5K
|
710
$81.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
709New |
$68.5K - $74.4K
|
709
$81.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
696+ 3.47% |
$67.2K - $73K
|
20.8K
$2.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
685+ 1.8% |
$66.2K - $71.9K
|
38.8K
$4.46M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
680+ 6.33% |
$65.7K - $71.3K
|
11.4K
$1.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
678+ 7.1% |
$65.5K - $71.1K
|
10.2K
$1.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
670+ 3.61% |
$64.7K - $70.3K
|
19.2K
$2.21M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
665+ 200.91% |
$64.3K - $69.8K
|
996
$115K
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
662+ 2.56% |
$64K - $69.4K
|
26.6K
$3.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
651New |
$62.9K - $68.3K
|
651
$74.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
650+ 3.05% |
$62.8K - $68.2K
|
21.9K
$2.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
647+ 5.64% |
$62.5K - $67.9K
|
12.1K
$1.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
638+ 40.38% |
$61.6K - $66.9K
|
2.22K
$255K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
635+ 22.31% |
$61.4K - $66.6K
|
3.48K
$400K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
631+ 6.53% |
$61K - $66.2K
|
10.3K
$1.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
626+ 0.59% |
$60.5K - $65.7K
|
107K
$12.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
623+ 0.62% |
$60.2K - $65.4K
|
102K
$11.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
618+ 6.0% |
$59.7K - $64.8K
|
10.9K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
612+ 1.29% |
$59.1K - $64.2K
|
47.9K
$5.51M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
608New |
$58.7K - $63.8K
|
608
$69.9K
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
602+ 5.25% |
$58.2K - $63.1K
|
12.1K
$1.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
600New |
$58K - $62.9K
|
600
$69K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
593+ 2.03% |
$57.3K - $62.2K
|
29.7K
$3.42M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
589+ 13.27% |
$56.9K - $61.8K
|
5.03K
$578K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
588+ 10.42% |
$56.8K - $61.7K
|
6.23K
$717K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
577+ 9.74% |
$55.7K - $60.5K
|
6.5K
$747K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
575New |
$55.6K - $60.3K
|
575
$66.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
574+ 0.78% |
$55.5K - $60.2K
|
74.5K
$8.57M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
574+ 0.78% |
$55.5K - $60.2K
|
74.5K
$8.57M
|