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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
61+ 0.35% |
$5.37K - $6.08K
|
17.5K
$1.87M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
60+ 1.79% |
$5.28K - $5.98K
|
3.42K
$365K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
59+ 12.45% |
$5.19K - $5.88K
|
533
$56.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
55+ 1.49% |
$4.84K - $5.49K
|
3.75K
$400K
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
53+ 1.41% |
$4.66K - $5.29K
|
3.81K
$406K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
51+ 0.79% |
$4.49K - $5.09K
|
6.53K
$698K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
47+ 1.73% |
$4.14K - $4.69K
|
2.77K
$296K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
46+ 0.77% |
$4.05K - $4.59K
|
6.05K
$647K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
45+ 1.3% |
$3.96K - $4.49K
|
3.5K
$374K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
45+ 0.56% |
$3.96K - $4.49K
|
8.05K
$860K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
45+ 0.39% |
$3.96K - $4.49K
|
11.7K
$1.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
44+ 0.1% |
$3.87K - $4.39K
|
42.9K
$4.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
44+ 1.05% |
$3.87K - $4.39K
|
4.22K
$451K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
44+ 0.61% |
$3.87K - $4.39K
|
7.26K
$775K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
43+ 12.32% |
$3.78K - $4.29K
|
392
$41.9K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
43+ 0.47% |
$3.78K - $4.29K
|
9.24K
$986K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
42+ 1.37% |
$3.7K - $4.19K
|
3.11K
$332K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
40+ 0.7% |
$3.52K - $3.99K
|
5.78K
$617K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
40+ 0.77% |
$3.52K - $3.99K
|
5.21K
$556K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
40+ 2.58% |
$3.52K - $3.99K
|
1.59K
$170K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
37+ 1.38% |
$3.26K - $3.69K
|
2.72K
$290K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
36New |
$3.17K - $3.59K
|
36
$3.85K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
35+ 1.03% |
$3.08K - $3.49K
|
3.44K
$367K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
34+ 1.13% |
$2.99K - $3.39K
|
3.04K
$325K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
34+ 1.43% |
$2.99K - $3.39K
|
2.41K
$257K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33+ 0.81% |
$2.9K - $3.29K
|
4.09K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
33+ 1.28% |
$2.9K - $3.29K
|
2.61K
$279K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
32+ 110.34% |
$2.82K - $3.19K
|
61
$6.52K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
31+ 1.18% |
$2.73K - $3.09K
|
2.66K
$284K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
31+ 0.84% |
$2.73K - $3.09K
|
3.71K
$396K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
31+ 0.76% |
$2.73K - $3.09K
|
4.11K
$439K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
31+ 1.1% |
$2.73K - $3.09K
|
2.84K
$304K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
30+ 2.17% |
$2.64K - $2.99K
|
1.41K
$151K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
30+ 0.25% |
$2.64K - $2.99K
|
12K
$1.28M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
29+ 60.42% |
$2.55K - $2.89K
|
77
$8.22K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
29+ 1.11% |
$2.55K - $2.89K
|
2.63K
$281K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
28+ 4.71% |
$2.46K - $2.79K
|
623
$66.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
28+ 0.9% |
$2.46K - $2.79K
|
3.13K
$335K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
27+ 9.25% |
$2.38K - $2.69K
|
319
$34.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
26+ 0.79% |
$2.29K - $2.59K
|
3.3K
$353K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
26New |
$2.29K - $2.59K
|
26
$2.78K
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
25+ 1.02% |
$2.2K - $2.49K
|
2.48K
$264K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
25+ 1.03% |
$2.2K - $2.49K
|
2.46K
$263K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
25+ 0.52% |
$2.2K - $2.49K
|
4.86K
$519K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
24+ 0.4% |
$2.11K - $2.39K
|
5.99K
$640K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
24+ 0.08% |
$2.11K - $2.39K
|
30.3K
$3.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
24+ 1.02% |
$2.11K - $2.39K
|
2.37K
$253K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
23+ 0.24% |
$2.02K - $2.29K
|
9.61K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.08% |
$1.94K - $2.19K
|
26.4K
$2.82M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 3.89% |
$1.85K - $2.09K
|
561
$59.9K
|