Purchases and Sales Made in Q2 2023 in Duke Energy Corp (DUK)

DUK Quotes by TradingView

This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q2 2023. 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
Aug 04, 2023 Q2 2023
Comerica Securities,Inc.

BUY
 -
955
+ 3.77%
$84K - $95.3K
26.3K $2.81M
Aug 11, 2023 Q2 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
952
+ 3.76%
$83.8K - $95K
26.3K $2.81M
Jul 17, 2023 Q2 2023
Marshall Financial Group LLC

BUY
 -
943
+ 4.44%
$83K - $94.1K
22.2K $2.37M
Aug 10, 2023 Q2 2023
Intrust Bank Na

Wichita, KS
BUY
 -
938
+ 11.91%
$82.6K - $93.6K
8.82K $942K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
926
+ 2.28%
$81.5K - $92.4K
41.5K $4.43M
Aug 14, 2023 Q2 2023
Bahl & Gaynor Inc

BUY
 -
923
+ 3.03%
$81.2K - $92.1K
31.4K $3.36M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
901
+ 13.54%
$79.3K - $89.9K
7.55K $807K
Aug 10, 2023 Q2 2023
Davis R M Inc

Portland, ME
BUY
 -
900
+ 20.19%
$79.2K - $89.8K
5.36K $572K
Jul 25, 2023 Q2 2023
Sky Investment Group LLC

BUY
 -
898
+ 2.31%
$79K - $89.6K
39.8K $4.26M
Jul 28, 2023 Q2 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
895
+ 6.39%
$78.8K - $89.3K
14.9K $1.59M
Jul 10, 2023 Q2 2023
Buttonwood Financial Advisors Inc.

BUY
 -
879
+ 23.44%
$77.4K - $87.7K
4.63K $494K
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
873
+ 20.21%
$76.8K - $87.1K
5.19K $555K
Jul 20, 2023 Q2 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
853
+ 23.29%
$75.1K - $85.1K
4.52K $482K
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
847
+ 5.13%
$74.5K - $84.5K
17.4K $1.86M
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
840
+ 6.59%
$73.9K - $83.8K
13.6K $1.45M
Jul 21, 2023 Q2 2023
Cypress Wealth Services, LLC

BUY
 -
824
+ 24.86%
$72.5K - $82.2K
4.14K $442K
Aug 09, 2023 Q2 2023
Forte Capital LLC

BUY
 -
819
+ 3.77%
$72.1K - $81.7K
22.5K $2.41M
Aug 28, 2024 Q2 2023
Farmers National Bank

Danville, KY
BUY
 -
814
+ 2.69%
$71.6K - $81.2K
31.1K $3.32M
Aug 07, 2023 Q2 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
812
+ 26.98%
$71.5K - $81K
3.82K $408K
Aug 09, 2023 Q2 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
809
+ 12.17%
$71.2K - $80.7K
7.46K $796K
Aug 07, 2023 Q2 2023
Waldron Private Wealth LLC

BUY
 -
806
+ 18.29%
$70.9K - $80.4K
5.21K $557K
Aug 29, 2024 Q2 2023
Waldron Private Wealth LLC

BUY
 -
806
+ 18.29%
$70.9K - $80.4K
5.21K $557K
Jul 19, 2023 Q2 2023
Ballast, Inc.

BUY
 -
805
+ 5.82%
$70.8K - $80.3K
14.6K $1.56M
Aug 14, 2023 Q2 2023
Ascent Group, LLC

BUY
 -
805
+ 2.25%
$70.8K - $80.3K
36.6K $3.91M
Jul 27, 2023 Q2 2023
Empire Financial Management Company, LLC

New York, NY
BUY
 -
803
+ 4.14%
$70.7K - $80.1K
20.2K $2.16M
Aug 14, 2023 Q2 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
794
+ 4.33%
$69.9K - $79.2K
19.1K $2.04M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
771
+ 17.12%
$67.9K - $76.9K
5.28K $563K
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
766
+ 27.28%
$67.4K - $76.4K
3.57K $382K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
763
+ 2.48%
$67.2K - $76.1K
31.5K $3.37M
Jul 24, 2023 Q2 2023
Achmea Investment Management B.V.

BUY
 -
759
+ 91.12%
$66.8K - $75.7K
1.59K $170K
Aug 14, 2023 Q2 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
756
New
$66.5K - $75.4K
756 $80.7K
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
745
+ 5.9%
$65.6K - $74.3K
13.4K $1.43M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
745
+ 1.63%
$65.6K - $74.3K
46.5K $4.97M
Aug 14, 2023 Q2 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
744
+ 6.65%
$65.5K - $74.2K
11.9K $1.27M
Aug 07, 2023 Q2 2023
Bcgm Wealth Management, LLC

BUY
 -
727
+ 16.07%
$64K - $72.5K
5.25K $561K
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
715
+ 9.46%
$62.9K - $71.3K
8.28K $884K
Jul 24, 2023 Q2 2023
Meridian Financial Partners LLC

BUY
 -
707
+ 5.88%
$62.2K - $70.5K
12.7K $1.36M
Aug 10, 2023 Q2 2023
Benedict Financial Advisors Inc

BUY
 -
707
+ 1.6%
$62.2K - $70.5K
44.8K $4.79M
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
700
+ 15.97%
$61.6K - $69.8K
5.08K $543K
Aug 14, 2023 Q2 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
695
+ 7.44%
$61.2K - $69.3K
10K $1.07M
Jul 28, 2023 Q2 2023
Capital Investment Counsel, Inc

BUY
 -
691
+ 5.73%
$60.8K - $68.9K
12.7K $1.36M
Jul 10, 2023 Q2 2023
Trust CO Of Toledo Na

Holland, OH
BUY
 -
687
+ 2.76%
$60.5K - $68.5K
25.6K $2.74M
Aug 11, 2023 Q2 2023
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
664
+ 0.6%
$58.4K - $66.2K
111K $11.8M
Jul 13, 2023 Q2 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
661
+ 1.59%
$58.2K - $65.9K
42.2K $4.51M
Jul 06, 2023 Q2 2023
Abacus Planning Group, Inc.

BUY
 -
654
+ 8.88%
$57.6K - $65.2K
8.02K $856K
Aug 09, 2023 Q2 2023
Equitable Trust CO

BUY
 -
654
+ 4.15%
$57.6K - $65.2K
16.4K $1.75M
Aug 14, 2023 Q2 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
654
+ 0.25%
$57.6K - $65.2K
264K $28.2M
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
649
+ 3.02%
$57.1K - $64.7K
22.1K $2.36M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
641
+ 3.94%
$56.4K - $63.9K
16.9K $1.81M

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