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 14, 2023 Q2 2023
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
450
+ 0.04%
$39.6K - $44.9K
1.12M $124M
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
449
+ 62.62%
$39.5K - $44.8K
1.17K $129K
Jul 26, 2023 Q2 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
437
+ 10.77%
$38.5K - $43.6K
4.5K $498K
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

BUY
 -
437
+ 15.93%
$38.5K - $43.6K
3.18K $352K
Jul 28, 2023 Q2 2023
Bank Of New Hampshire

BUY
 -
433
+ 5.94%
$38.1K - $43.2K
7.73K $856K
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
433
+ 4.47%
$38.1K - $43.2K
10.1K $1.12M
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
433
+ 4.47%
$38.1K - $43.2K
10.1K $1.12M
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
431
+ 33.57%
$37.9K - $43K
1.72K $190K
Jul 14, 2023 Q2 2023
Steph & CO

BUY
 -
428
+ 5.49%
$37.7K - $42.7K
8.22K $910K
Aug 09, 2023 Q2 2023
Camden National Bank

Camden, ME
BUY
 -
426
+ 0.68%
$37.5K - $42.5K
63.3K $7.02M
Aug 14, 2023 Q2 2023
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
415
+ 3.21%
$36.5K - $41.4K
13.3K $1.48M
Aug 15, 2023 Q2 2023
Nbw Capital LLC

BUY
 -
414
+ 18.18%
$36.4K - $41.3K
2.69K $298K
Aug 07, 2023 Q2 2023
Trinity Point Wealth, LLC

BUY
 -
412
+ 1.92%
$36.3K - $41.1K
21.9K $2.42M
Jul 26, 2023 Q2 2023
Lineweaver Wealth Advisors, LLC

BUY
 -
408
+ 4.9%
$35.9K - $40.7K
8.73K $967K
Aug 02, 2023 Q2 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
406
+ 6.8%
$35.7K - $40.5K
6.38K $706K
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
401
+ 5.99%
$35.3K - $40K
7.09K $786K
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
400
+ 2.28%
$35.2K - $39.9K
18K $1.99M
Aug 01, 2023 Q2 2023
Keybank National Association

BUY
 -
398
+ 0.53%
$35K - $39.7K
76.1K $8.43M
Jul 12, 2023 Q2 2023
Lantz Financial LLC

BUY
 -
396
+ 7.08%
$34.9K - $39.5K
5.99K $664K
Jul 26, 2023 Q2 2023
Garrett Wealth Advisory Group, LLC

BUY
 -
393
+ 9.32%
$34.6K - $39.2K
4.61K $511K
Jul 14, 2023 Q2 2023
Cullinan Associates Inc

BUY
 -
377
+ 2.12%
$33.2K - $37.6K
18.2K $2.02M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
376
+ 1.3%
$33.1K - $37.5K
29.3K $3.24M
Jul 13, 2023 Q2 2023
Nova Point Capital, LLC

BUY
 -
373
+ 4.06%
$32.8K - $37.2K
9.55K $1.06M
Aug 10, 2023 Q2 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
372
+ 9.94%
$32.7K - $37.1K
4.12K $456K
Aug 07, 2023 Q2 2023
Live Oak Private Wealth LLC

BUY
 -
371
+ 1.35%
$32.7K - $37K
28K $3.1M
Aug 10, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
367
+ 6.32%
$32.3K - $36.6K
6.17K $684K
Nov 13, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
367
+ 6.32%
$32.3K - $36.6K
6.17K $684K
Jul 18, 2023 Q2 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
364
+ 2.22%
$32K - $36.3K
16.8K $1.86M
Jul 27, 2023 Q2 2023
Folger Nolan Fleming Douglas Capital Management, Inc

BUY
 -
357
+ 2.63%
$31.4K - $35.6K
13.9K $1.54M
May 23, 2024 Q2 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
357
+ 5.22%
$31.4K - $35.6K
7.19K $796K
Aug 10, 2023 Q2 2023
Trust Investment Advisors

BUY
 -
354
+ 2.71%
$31.2K - $35.3K
13.4K $1.49M
Jul 28, 2023 Q2 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
352
+ 20.38%
$31K - $35.1K
2.08K $230K
Aug 03, 2023 Q2 2023
Spc Financial, Inc.

BUY
 -
351
+ 5.42%
$30.9K - $35K
6.83K $756K
Aug 08, 2023 Q2 2023
Klcm Advisors, Inc.

BUY
 -
350
+ 7.4%
$30.8K - $34.9K
5.08K $563K
Jul 12, 2023 Q2 2023
Pacer Advisors, Inc.

Malvern, PA
BUY
 -
346
+ 0.74%
$30.5K - $34.5K
47.3K $5.24M
Jul 10, 2023 Q2 2023
Financial Management Professionals, Inc.

BUY
 -
345
+ 6.32%
$30.4K - $34.4K
5.81K $643K
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
345
+ 1.64%
$30.4K - $34.4K
21.3K $2.36M
Aug 10, 2023 Q2 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
344
+ 16.2%
$30.3K - $34.3K
2.47K $273K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
344
+ 22.12%
$30.3K - $34.3K
1.9K $210K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
340
+ 4.62%
$29.9K - $33.9K
7.71K $854K
Aug 10, 2023 Q2 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
340
+ 2.52%
$29.9K - $33.9K
13.8K $1.53M
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
338
+ 8.39%
$29.7K - $33.7K
4.37K $484K
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
338
+ 3.73%
$29.7K - $33.7K
9.41K $1.04M
Jul 26, 2023 Q2 2023
Keene & Associates, Inc.

BUY
 -
332
+ 1.07%
$29.2K - $33.1K
31.5K $3.49M
Aug 03, 2023 Q2 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
321
+ 5.09%
$28.3K - $32K
6.63K $734K
Aug 14, 2023 Q2 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
318
+ 4.7%
$28K - $31.7K
7.08K $784K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
315
+ 0.79%
$27.7K - $31.4K
40.2K $4.45M
Aug 04, 2023 Q2 2023
Adell Harriman & Carpenter Inc

BUY
 -
313
+ 7.74%
$27.5K - $31.2K
4.36K $483K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
312
New
$27.5K - $31.1K
312 $34.6K

Track Institutional and Insider Activities on DUK

Follow Duke Energy CORP and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DUK shares.

Notify only if

Insider Trading

Get notified when an Duke Energy Corp insider buys or sells DUK shares.

Notify only if

News

Receive news related to Duke Energy CORP

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DUK