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 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
207+ 0.11% |
$18.2K - $20.6K
|
187K
$20M
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
205+ 15.23% |
$18K - $20.4K
|
1.55K
$166K
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
200+ 5.56% |
$17.6K - $19.9K
|
3.8K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
200+ 67.57% |
$17.6K - $19.9K
|
496
$53K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
200+ 4.25% |
$17.6K - $19.9K
|
4.9K
$523K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
200+ 6.51% |
$17.6K - $19.9K
|
3.27K
$350K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
198+ 0.77% |
$17.4K - $19.7K
|
26.1K
$2.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
198+ 2.88% |
$17.4K - $19.7K
|
7.06K
$754K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
197New |
$17.3K - $19.6K
|
197
$21K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
193+ 1.39% |
$17K - $19.2K
|
14K
$1.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
191+ 2.92% |
$16.8K - $19.1K
|
6.74K
$720K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
191+ 15.07% |
$16.8K - $19.1K
|
1.46K
$156K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
190+ 54.44% |
$16.7K - $19K
|
539
$57.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
190+ 1.05% |
$16.7K - $19K
|
18.2K
$1.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
189+ 0.9% |
$16.6K - $18.9K
|
21.1K
$2.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
186+ 1033.33% |
$16.4K - $18.6K
|
204
$21.8K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
185+ 13.96% |
$16.3K - $18.5K
|
1.51K
$161K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
185+ 13.96% |
$16.3K - $18.5K
|
1.51K
$161K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
181+ 2.21% |
$15.9K - $18.1K
|
8.38K
$895K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
180+ 0.05% |
$15.8K - $18K
|
337K
$36M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
179+ 6.76% |
$15.8K - $17.9K
|
2.83K
$302K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
179+ 6.17% |
$15.8K - $17.9K
|
3.08K
$329K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
176+ 3.0% |
$15.5K - $17.6K
|
6.05K
$646K
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
175+ 0.84% |
$15.4K - $17.5K
|
20.9K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
173+ 3.64% |
$15.2K - $17.3K
|
4.93K
$526K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
172+ 6.49% |
$15.1K - $17.2K
|
2.82K
$301K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
172+ 0.16% |
$15.1K - $17.2K
|
109K
$11.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
170+ 0.92% |
$15K - $17K
|
18.7K
$2M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
169+ 0.25% |
$14.9K - $16.9K
|
68.6K
$7.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
169+ 1.57% |
$14.9K - $16.9K
|
11K
$1.17M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
167+ 7.12% |
$14.7K - $16.7K
|
2.51K
$269K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
167+ 5.99% |
$14.7K - $16.7K
|
2.96K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
164+ 7.72% |
$14.4K - $16.4K
|
2.29K
$244K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
164+ 5.25% |
$14.4K - $16.4K
|
3.29K
$351K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
156+ 0.95% |
$13.7K - $15.6K
|
16.7K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
156+ 1.54% |
$13.7K - $15.6K
|
10.3K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
155+ 0.63% |
$13.6K - $15.5K
|
24.6K
$2.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
153+ 2.38% |
$13.5K - $15.3K
|
6.6K
$704K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
152+ 1.81% |
$13.4K - $15.2K
|
8.54K
$912K
|
|
|
Jul 20, 2023
Q2 2023
|
Viking Fund Management LLC
|
BUY
|
- |
150+ 0.31% |
$13.2K - $15K
|
48.2K
$5.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
150New |
$13.2K - $15K
|
150
$16K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
150New |
$13.2K - $15K
|
150
$16K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
148+ 0.79% |
$13K - $14.8K
|
18.9K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
148+ 6.27% |
$13K - $14.8K
|
2.51K
$268K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144+ 137.14% |
$12.7K - $14.4K
|
249
$26.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
142+ 1.83% |
$12.5K - $14.2K
|
7.9K
$843K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
137+ 3.03% |
$12.1K - $13.7K
|
4.66K
$498K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
136+ 0.6% |
$12K - $13.6K
|
22.9K
$2.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
133+ 1.77% |
$11.7K - $13.3K
|
7.66K
$818K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
132+ 1.37% |
$11.6K - $13.2K
|
9.75K
$1.04M
|