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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-200- 2.94% |
$19.3K - $21K
|
6.6K
$759K
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-200Closed |
$19.3K - $21K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-200- 3.24% |
$19.3K - $21K
|
5.97K
$687K
|
|
|
Sep 18, 2023
Q4 2021
|
Washington Capital Management Inc
|
SELL
|
- |
-200- 2.58% |
$19.3K - $21K
|
7.56K
$869K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-206- 3.21% |
$19.9K - $21.6K
|
6.22K
$715K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-208- 69.57% |
$20.1K - $21.8K
|
91
$10.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-209- 6.05% |
$20.2K - $21.9K
|
3.24K
$373K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-210- 20.23% |
$20.3K - $22K
|
828
$95.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
SELL
|
- |
-210- 7.51% |
$20.3K - $22K
|
2.59K
$297K
|
|
|
Jan 21, 2022
Q4 2021
|
Community Trust & Investment CO
|
SELL
|
- |
-211- 6.19% |
$20.4K - $22.1K
|
3.2K
$368K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-215- 3.02% |
$20.8K - $22.6K
|
6.89K
$793K
|
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
SELL
|
- |
-216- 1.17% |
$20.9K - $22.7K
|
18.3K
$2.11M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-218- 6.47% |
$21.1K - $22.9K
|
3.15K
$362K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-223- 1.11% |
$21.5K - $23.4K
|
19.9K
$2.29M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-223- 3.12% |
$21.5K - $23.4K
|
6.93K
$796K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-224- 3.3% |
$21.6K - $23.5K
|
6.56K
$754K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-225- 9.61% |
$21.7K - $23.6K
|
2.12K
$243K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-231- 0.55% |
$22.3K - $24.2K
|
42K
$4.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Becker Capital Management Inc
|
SELL
|
- |
-231- 7.77% |
$22.3K - $24.2K
|
2.74K
$315K
|
|
|
Feb 07, 2022
Q4 2021
|
First Dallas Securities Inc.
|
SELL
|
- |
-232- 1.55% |
$22.4K - $24.3K
|
14.7K
$1.69M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
SELL
|
- |
-233- 6.59% |
$22.5K - $24.4K
|
3.3K
$380K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-239- 17.51% |
$23.1K - $25.1K
|
1.13K
$129K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-240- 0.87% |
$23.2K - $25.2K
|
27.4K
$3.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-241- 0.6% |
$23.3K - $25.3K
|
40.2K
$4.62M
|
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-243- 5.18% |
$23.5K - $25.5K
|
4.45K
$512K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-243- 2.68% |
$23.5K - $25.5K
|
8.83K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-244Closed |
$23.6K - $25.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-250- 1.66% |
$24.2K - $26.2K
|
14.8K
$1.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-255- 7.77% |
$24.6K - $26.7K
|
3.03K
$348K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-257- 48.86% |
$24.8K - $27K
|
269
$30.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-260- 14.6% |
$25.1K - $27.3K
|
1.52K
$175K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-261- 7.6% |
$25.2K - $27.4K
|
3.17K
$365K
|
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-261- 8.89% |
$25.2K - $27.4K
|
2.67K
$307K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-263- 5.73% |
$25.4K - $27.6K
|
4.33K
$498K
|
|
|
Jan 24, 2022
Q4 2021
|
Keeler T Homas Management LLC
|
SELL
|
- |
-264- 10.35% |
$25.5K - $27.7K
|
2.29K
$263K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-265- 5.16% |
$25.6K - $27.8K
|
4.87K
$560K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-270- 6.77% |
$26.1K - $28.3K
|
3.72K
$428K
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-270- 0.52% |
$26.1K - $28.3K
|
51.9K
$5.97M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-270- 4.85% |
$26.1K - $28.3K
|
5.3K
$609K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-271- 1.34% |
$26.2K - $28.4K
|
20K
$2.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-273Closed |
$26.4K - $28.6K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
SELL
|
- |
-280- 3.04% |
$27.1K - $29.4K
|
8.92K
$1.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-282- 0.97% |
$27.2K - $29.6K
|
28.9K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-282- 21.66% |
$27.2K - $29.6K
|
1.02K
$117K
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-285- 4.9% |
$27.5K - $29.9K
|
5.53K
$635K
|
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-287- 7.7% |
$27.7K - $30.1K
|
3.44K
$395K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-289- 6.14% |
$27.9K - $30.3K
|
4.42K
$508K
|
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-293- 12.94% |
$28.3K - $30.7K
|
1.97K
$227K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-300- 11.25% |
$29K - $31.5K
|
2.37K
$272K
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
SELL
|
- |
-300- 3.37% |
$29K - $31.5K
|
8.61K
$990K
|