Purchases and Sales Made in Q2 2023 in Duke Energy Corp (DUK)
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 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
310+ 9.43% |
$27.3K - $30.9K
|
3.6K
$384K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
303New |
$26.7K - $30.2K
|
303
$32.4K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
302+ 15.19% |
$26.6K - $30.1K
|
2.29K
$245K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
300+ 0.5% |
$26.4K - $29.9K
|
60K
$6.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
299+ 13.15% |
$26.3K - $29.8K
|
2.57K
$275K
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
298+ 3.55% |
$26.2K - $29.7K
|
8.68K
$927K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
295+ 7.9% |
$26K - $29.4K
|
4.03K
$430K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
295New |
$26K - $29.4K
|
295
$31.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
291+ 4.01% |
$25.6K - $29K
|
7.54K
$806K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
290+ 1.3% |
$25.5K - $28.9K
|
22.6K
$2.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
289+ 3.16% |
$25.4K - $28.8K
|
9.42K
$1.01M
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
285+ 3.78% |
$25.1K - $28.4K
|
7.83K
$836K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
281+ 12.33% |
$24.7K - $28K
|
2.56K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
279+ 5.22% |
$24.6K - $27.8K
|
5.63K
$601K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
276+ 19.71% |
$24.3K - $27.5K
|
1.68K
$179K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
274+ 4.45% |
$24.1K - $27.3K
|
6.44K
$687K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
273+ 5.7% |
$24K - $27.2K
|
5.06K
$541K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
273+ 6.92% |
$24K - $27.2K
|
4.22K
$450K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
266+ 0.97% |
$23.4K - $26.5K
|
27.7K
$2.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
260+ 1.52% |
$22.9K - $25.9K
|
17.4K
$1.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
257+ 4.31% |
$22.6K - $25.6K
|
6.21K
$664K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
256+ 2.99% |
$22.5K - $25.5K
|
8.82K
$942K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
256+ 1.29% |
$22.5K - $25.5K
|
20.2K
$2.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
254+ 8.99% |
$22.4K - $25.3K
|
3.08K
$329K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
254+ 102.01% |
$22.4K - $25.3K
|
503
$53.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
252+ 0.74% |
$22.2K - $25.1K
|
34.4K
$3.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
251+ 5.17% |
$22.1K - $25K
|
5.11K
$546K
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
247+ 1.67% |
$21.7K - $24.6K
|
15K
$1.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
247+ 1.9% |
$21.7K - $24.6K
|
13.2K
$1.41M
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
246+ 3.73% |
$21.7K - $24.5K
|
6.84K
$730K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
240+ 5.28% |
$21.1K - $23.9K
|
4.78K
$511K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
237+ 9.48% |
$20.9K - $23.6K
|
2.74K
$292K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
237+ 20.83% |
$20.9K - $23.6K
|
1.38K
$147K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
236New |
$20.8K - $23.5K
|
236
$25.2K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
236+ 4.71% |
$20.8K - $23.5K
|
5.24K
$560K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
234+ 6.12% |
$20.6K - $23.3K
|
4.06K
$434K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
234New |
$20.6K - $23.3K
|
234
$25K
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
231+ 7.27% |
$20.3K - $23K
|
3.41K
$364K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
230+ 0.8% |
$20.2K - $22.9K
|
29K
$3.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
226+ 2.62% |
$19.9K - $22.5K
|
8.85K
$945K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
224+ 2.62% |
$19.7K - $22.3K
|
8.76K
$936K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
224+ 0.14% |
$19.7K - $22.3K
|
155K
$16.6M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
222+ 4.86% |
$19.5K - $22.1K
|
4.79K
$512K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
221+ 1.16% |
$19.5K - $22K
|
19.3K
$2.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
219+ 9.4% |
$19.3K - $21.8K
|
2.55K
$272K
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
218+ 10.5% |
$19.2K - $21.7K
|
2.29K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
217+ 3.39% |
$19.1K - $21.6K
|
6.62K
$707K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
214+ 5.55% |
$18.8K - $21.3K
|
4.07K
$435K
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
BUY
|
- |
214+ 1.86% |
$18.8K - $21.3K
|
11.7K
$1.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
208+ 200.0% |
$18.3K - $20.7K
|
312
$33.3K
|