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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
132+ 2.55% |
$11.6K - $13.2K
|
5.32K
$568K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
131+ 1.88% |
$11.5K - $13.1K
|
7.12K
$760K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
125+ 2.63% |
$11K - $12.5K
|
4.87K
$521K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
125+ 0.38% |
$11K - $12.5K
|
33.4K
$3.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
124+ 14.73% |
$10.9K - $12.4K
|
966
$103K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
120New |
$10.6K - $12K
|
120
$12.8K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
119+ 4.21% |
$10.5K - $11.9K
|
2.95K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
117New |
$10.3K - $11.7K
|
117
$12.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
116+ 0.64% |
$10.2K - $11.6K
|
18.1K
$1.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
114+ 158.33% |
$10K - $11.4K
|
186
$19.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
114+ 0.62% |
$10K - $11.4K
|
18.5K
$1.98M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
108New |
$9.51K - $10.8K
|
108
$11.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
108+ 0.23% |
$9.51K - $10.8K
|
48K
$5.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
105+ 4.29% |
$9.24K - $10.5K
|
2.56K
$273K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
105+ 1.31% |
$9.24K - $10.5K
|
8.1K
$865K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
104+ 10.06% |
$9.15K - $10.4K
|
1.14K
$122K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
104+ 0.43% |
$9.15K - $10.4K
|
24.3K
$2.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
103+ 1.57% |
$9.07K - $10.3K
|
6.65K
$710K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
100+ 1.83% |
$8.8K - $9.97K
|
5.58K
$596K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
100+ 1.79% |
$8.8K - $9.97K
|
5.7K
$609K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
100+ 1.93% |
$8.8K - $9.97K
|
5.28K
$564K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
100+ 0.58% |
$8.8K - $9.97K
|
17.3K
$1.84M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
96+ 1.12% |
$8.45K - $9.58K
|
8.7K
$929K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
93+ 0.69% |
$8.18K - $9.28K
|
13.6K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
91+ 0.71% |
$8.01K - $9.08K
|
12.8K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
91+ 0.9% |
$8.01K - $9.08K
|
10.2K
$1.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
90+ 0.52% |
$7.92K - $8.98K
|
17.5K
$1.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
90New |
$7.92K - $8.98K
|
90
$9.61K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
84+ 1.33% |
$7.39K - $8.38K
|
6.4K
$683K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
84+ 1.4% |
$7.39K - $8.38K
|
6.08K
$649K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
83+ 5.67% |
$7.3K - $8.28K
|
1.55K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
83New |
$7.3K - $8.28K
|
83
$8.87K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
82+ 0.73% |
$7.22K - $8.18K
|
11.3K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
BUY
|
- |
80+ 0.39% |
$7.04K - $7.98K
|
20.9K
$2.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
80+ 0.59% |
$7.04K - $7.98K
|
13.6K
$1.45M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
79+ 0.1% |
$6.95K - $7.88K
|
82.4K
$8.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
78+ 0.38% |
$6.86K - $7.78K
|
20.4K
$2.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
77+ 1.13% |
$6.78K - $7.68K
|
6.89K
$736K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
76+ 1.19% |
$6.69K - $7.58K
|
6.49K
$693K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
75+ 0.37% |
$6.6K - $7.48K
|
20.2K
$2.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
74+ 3.18% |
$6.51K - $7.38K
|
2.4K
$257K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
70+ 3.76% |
$6.16K - $6.98K
|
1.93K
$206K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
70+ 3.08% |
$6.16K - $6.98K
|
2.35K
$250K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
69+ 1.89% |
$6.07K - $6.88K
|
3.73K
$398K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
68+ 5.52% |
$5.98K - $6.78K
|
1.3K
$139K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
66+ 7.54% |
$5.81K - $6.58K
|
941
$101K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
66New |
$5.81K - $6.58K
|
66
$7.05K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
65+ 1.39% |
$5.72K - $6.48K
|
4.73K
$505K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
64+ 0.05% |
$5.63K - $6.38K
|
119K
$12.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
63+ 1.01% |
$5.54K - $6.28K
|
6.28K
$671K
|