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 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
570+ 2.44% |
$55.1K - $59.8K
|
23.9K
$2.77M
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
567+ 460.98% |
$54.8K - $59.5K
|
690
$79.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
562+ 8.31% |
$54.3K - $59K
|
7.33K
$847K
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
561+ 5.23% |
$54.2K - $58.8K
|
11.3K
$1.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
560+ 101.82% |
$54.1K - $58.7K
|
1.11K
$128K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
560+ 1.72% |
$54.1K - $58.7K
|
33.1K
$3.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
559+ 5.0% |
$54K - $58.6K
|
11.7K
$1.36M
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
553+ 16.65% |
$53.4K - $58K
|
3.88K
$448K
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
551+ 0.45% |
$53.2K - $57.8K
|
123K
$14.3M
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
550+ 13.5% |
$53.1K - $57.7K
|
4.62K
$534K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
548New |
$52.9K - $57.5K
|
548
$63.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
543+ 1.35% |
$52.5K - $57K
|
40.8K
$4.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
543+ 8.31% |
$52.5K - $57K
|
7.08K
$818K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
541+ 3.23% |
$52.3K - $56.8K
|
17.3K
$2M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
540+ 3.47% |
$52.2K - $56.6K
|
16.1K
$1.86M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
540+ 10.13% |
$52.2K - $56.6K
|
5.87K
$679K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
535+ 12.03% |
$51.7K - $56.1K
|
4.98K
$576K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
532+ 5.39% |
$51.4K - $55.8K
|
10.4K
$1.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
526+ 0.12% |
$50.8K - $55.2K
|
457K
$52.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
523+ 24.06% |
$50.5K - $54.9K
|
2.7K
$312K
|
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
518+ 1.0% |
$50K - $54.3K
|
52.2K
$6.03M
|
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
517+ 1.27% |
$50K - $54.2K
|
41.3K
$4.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
515+ 9.8% |
$49.8K - $54K
|
5.77K
$667K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
500New |
$48.3K - $52.5K
|
500
$57.8K
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 0.26% |
$48.3K - $52.5K
|
194K
$22.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
500+ 4.35% |
$48.3K - $52.5K
|
12K
$1.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
500+ 6.0% |
$48.3K - $52.5K
|
8.83K
$1.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
497+ 5.72% |
$48K - $52.1K
|
9.19K
$1.06M
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
496+ 3.36% |
$47.9K - $52K
|
15.3K
$1.76M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
491+ 3.37% |
$47.4K - $51.5K
|
15.1K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
489+ 8.89% |
$47.2K - $51.3K
|
5.99K
$693K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
485+ 1.62% |
$46.9K - $50.9K
|
30.4K
$3.51M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
483+ 5.51% |
$46.7K - $50.7K
|
9.26K
$1.07M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
478+ 7.46% |
$46.2K - $50.1K
|
6.88K
$796K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
474+ 17.01% |
$45.8K - $49.7K
|
3.26K
$377K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
473+ 3.14% |
$45.7K - $49.6K
|
15.5K
$1.79M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
473+ 4.43% |
$45.7K - $49.6K
|
11.1K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
460+ 5.33% |
$44.4K - $48.3K
|
9.09K
$1.05M
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
458+ 12.12% |
$44.3K - $48K
|
4.24K
$490K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
443New |
$42.8K - $46.5K
|
443
$51.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
434+ 5.71% |
$41.9K - $45.5K
|
8.04K
$929K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
433+ 13.51% |
$41.8K - $45.4K
|
3.64K
$421K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
428+ 2.48% |
$41.4K - $44.9K
|
17.7K
$2.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
426+ 11.98% |
$41.2K - $44.7K
|
3.98K
$460K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
417+ 3.8% |
$40.3K - $43.7K
|
11.4K
$1.32M
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
415+ 3.52% |
$40.1K - $43.5K
|
12.2K
$1.41M
|
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
415+ 1.56% |
$40.1K - $43.5K
|
27.1K
$3.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
412+ 11.44% |
$39.8K - $43.2K
|
4.01K
$464K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
411+ 8.5% |
$39.7K - $43.1K
|
5.24K
$606K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
409+ 4.04% |
$39.5K - $42.9K
|
10.5K
$1.22M
|