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 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
20+ 0.61% |
$1.76K - $1.99K
|
3.28K
$351K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
20+ 0.32% |
$1.76K - $1.99K
|
6.18K
$660K
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
20+ 0.44% |
$1.76K - $1.99K
|
4.54K
$485K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
19+ 0.44% |
$1.67K - $1.9K
|
4.38K
$468K
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
18+ 0.81% |
$1.58K - $1.8K
|
2.23K
$238K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
17+ 0.48% |
$1.5K - $1.7K
|
3.54K
$378K
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
17+ 0.57% |
$1.5K - $1.7K
|
3K
$320K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16+ 0.66% |
$1.41K - $1.6K
|
2.45K
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 1.68% |
$1.41K - $1.6K
|
968
$103K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 1.68% |
$1.41K - $1.6K
|
968
$103K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
15+ 0.23% |
$1.32K - $1.5K
|
6.44K
$688K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
15+ 0.48% |
$1.32K - $1.5K
|
3.15K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 0.69% |
$1.32K - $1.5K
|
2.18K
$233K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
14+ 0.2% |
$1.23K - $1.4K
|
7K
$747K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
14+ 0.57% |
$1.23K - $1.4K
|
2.45K
$262K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
13+ 0.42% |
$1.14K - $1.3K
|
3.09K
$330K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.55% |
$1.14K - $1.3K
|
2.38K
$254K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
12+ 0.11% |
$1.06K - $1.2K
|
10.6K
$1.13M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
12+ 0.34% |
$1.06K - $1.2K
|
3.51K
$374K
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
11+ 0.39% |
$968 - $1.1K
|
2.83K
$303K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11+ 0.3% |
$968 - $1.1K
|
3.71K
$397K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
11+ 0.35% |
$968 - $1.1K
|
3.13K
$334K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 1.18% |
$880 - $997
|
857
$91.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 0.11% |
$880 - $997
|
9.12K
$974K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 0.88% |
$880 - $997
|
1.15K
$123K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
10+ 1.24% |
$880 - $997
|
819
$87.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.22% |
$880 - $997
|
4.59K
$491K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10+ 0.2% |
$880 - $997
|
4.99K
$533K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
10+ 0.24% |
$880 - $997
|
4.12K
$440K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 0.11% |
$880 - $997
|
9.12K
$974K
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
9+ 0.37% |
$792 - $898
|
2.42K
$259K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9+ 0.19% |
$792 - $898
|
4.8K
$513K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.14% |
$792 - $898
|
6.51K
$695K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9+ 0.82% |
$792 - $898
|
1.11K
$118K
|
|
|
Jul 19, 2023
Q2 2023
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
8+ 0.04% |
$704 - $798
|
21.8K
$2.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
8+ 0.23% |
$704 - $798
|
3.52K
$376K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8+ 0.3% |
$704 - $798
|
2.7K
$289K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
7+ 1.2% |
$616 - $698
|
589
$62.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7+ 0.28% |
$616 - $698
|
2.5K
$267K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7New |
$616 - $698
|
7
$748
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
7+ 0.2% |
$616 - $698
|
3.5K
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
7+ 0.13% |
$616 - $698
|
5.6K
$598K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.67% |
$528 - $598
|
898
$95.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
6+ 0.1% |
$528 - $598
|
6.32K
$675K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6+ 1.0% |
$528 - $598
|
605
$64.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
5+ 0.15% |
$440 - $499
|
3.25K
$348K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5+ 62.5% |
$440 - $499
|
13
$1.39K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
5+ 0.13% |
$440 - $499
|
3.89K
$416K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4+ 0.15% |
$352 - $399
|
2.72K
$290K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.07% |
$352 - $399
|
5.43K
$579K
|