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
Jul 21, 2023 Q2 2023
Farmers Trust CO

BUY
 -
639
+ 1.08%
$56.2K - $63.7K
59.8K $6.38M
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
623
+ 7.06%
$54.8K - $62.1K
9.45K $1.01M
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
611
+ 24.88%
$53.8K - $60.9K
3.07K $328K
Aug 07, 2023 Q2 2023
Asb Consultores, LLC

Aventura, FL
BUY
 -
610
+ 14.51%
$53.7K - $60.8K
4.82K $514K
Aug 14, 2023 Q2 2023
United Services Automobile Association

San Antonio, TX
BUY
 -
610
+ 3.41%
$53.7K - $60.8K
18.5K $1.98M
Jul 20, 2023 Q2 2023
Keudell

BUY
 -
606
+ 5.98%
$53.3K - $60.4K
10.7K $1.15M
Aug 11, 2023 Q2 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
602
+ 0.87%
$53K - $60K
69.5K $7.42M
Aug 01, 2023 Q2 2023
Pegasus Asset Management, Inc.

BUY
 -
597
+ 1.95%
$52.5K - $59.5K
31.2K $3.33M
Aug 03, 2023 Q2 2023
Dearborn Partners LLC

BUY
 -
592
+ 6.27%
$52.1K - $59K
10K $1.07M
Jul 18, 2023 Q2 2023
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
588
New
$51.7K - $58.6K
588 $62.8K
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
583
+ 43.97%
$51.3K - $58.1K
1.91K $204K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
583
+ 8.3%
$51.3K - $58.1K
7.61K $813K
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
583
+ 13.95%
$51.3K - $58.1K
4.76K $509K
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
577
+ 11.59%
$50.8K - $57.5K
5.56K $593K
Jul 27, 2023 Q2 2023
Grove Bank & Trust

BUY
 -
572
+ 3.25%
$50.3K - $57.1K
18.2K $1.94M
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
565
+ 1.9%
$49.7K - $56.4K
30.2K $3.23M
Aug 14, 2023 Q2 2023
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
564
+ 0.37%
$49.6K - $56.3K
153K $16.4M
Jul 18, 2023 Q2 2023
D.B. Root & Company, LLC

BUY
 -
561
+ 4.79%
$49.4K - $56K
12.3K $1.31M
Aug 04, 2023 Q2 2023
Hartford Funds Management CO LLC

Wayne, PA
BUY
 -
558
+ 9.59%
$49.1K - $55.7K
6.37K $681K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
557
+ 5.96%
$49K - $55.6K
9.91K $1.06M
Aug 04, 2023 Q2 2023
American International Group, Inc.

New York, NY
BUY
 -
551
+ 0.27%
$48.5K - $55K
202K $21.6M
Jul 07, 2023 Q2 2023
Cooper Financial Group

BUY
 -
540
+ 8.96%
$47.5K - $53.9K
6.57K $702K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
539
+ 3.39%
$47.4K - $53.8K
16.4K $1.75M
Jul 07, 2023 Q2 2023
Moody National Bank Trust Division

BUY
 -
535
+ 2.22%
$47.1K - $53.4K
24.7K $2.63M
Jul 20, 2023 Q2 2023
Benedetti & Gucer, Inc.

BUY
 -
533
+ 10.34%
$46.9K - $53.2K
5.69K $608K
Aug 09, 2023 Q2 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
528
+ 6.35%
$46.5K - $52.7K
8.85K $945K
Aug 11, 2023 Q2 2023
Wills Financial Group, Inc.

BUY
 -
527
+ 7.5%
$46.4K - $52.6K
7.55K $807K
Aug 14, 2023 Q2 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
527
+ 6.3%
$46.4K - $52.6K
8.89K $949K
Aug 10, 2023 Q2 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
524
+ 1.43%
$46.1K - $52.3K
37.2K $3.97M
Jul 11, 2023 Q2 2023
Czech National Bank

Prague, 2N
BUY
 -
519
+ 0.57%
$45.7K - $51.8K
91.2K $9.74M
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
517
+ 2.92%
$45.5K - $51.6K
18.2K $1.95M
Aug 03, 2023 Q2 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
516
+ 6.44%
$45.4K - $51.5K
8.53K $911K
Aug 07, 2023 Q2 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
515
+ 9.0%
$45.3K - $51.4K
6.24K $666K
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
511
+ 7.15%
$45K - $51K
7.66K $818K
Aug 14, 2023 Q2 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
504
+ 30.83%
$44.4K - $50.3K
2.14K $228K
Jul 19, 2023 Q2 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
502
+ 1.99%
$44.2K - $50.1K
25.7K $2.75M
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
500
+ 2.7%
$44K - $49.9K
19K $2.03M
Jul 24, 2023 Q2 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
500
+ 14.8%
$44K - $49.9K
3.88K $414K
Jul 26, 2023 Q2 2023
State Of Michigan Retirement System

BUY
 -
500
+ 0.24%
$44K - $49.9K
212K $22.6M
Aug 08, 2023 Q2 2023
Gyroscope Capital Management Group, LLC

BUY
 -
493
+ 9.14%
$43.4K - $49.2K
5.89K $629K
Aug 08, 2023 Q2 2023
Wrapmanager Inc

BUY
 -
491
+ 6.19%
$43.2K - $49K
8.42K $899K
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
480
+ 352.94%
$42.2K - $47.9K
616 $65.8K
Jul 13, 2023 Q2 2023
Gateway Investment Advisers LLC

BUY
 -
477
+ 8.42%
$42K - $47.6K
6.14K $656K
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
475
+ 12.35%
$41.8K - $47.4K
4.32K $461K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
469
+ 6.99%
$41.3K - $46.8K
7.18K $767K
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
467
+ 123.22%
$41.1K - $46.6K
846 $90.4K
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
461
+ 3.43%
$40.6K - $46K
13.9K $1.48M
Aug 15, 2023 Q2 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
456
+ 1.4%
$40.1K - $45.5K
32.9K $3.52M
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
450
+ 0.15%
$39.6K - $44.9K
306K $32.7M

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