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 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 0.1% |
$352 - $399
|
4.17K
$451K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 1.0% |
$352 - $399
|
404
$43.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
3+ 0.03% |
$264 - $299
|
11K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.07% |
$264 - $299
|
4.02K
$435K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3+ 0.05% |
$264 - $299
|
5.64K
$610K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.57% |
$264 - $299
|
526
$56.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3+ 0.04% |
$264 - $299
|
7.73K
$837K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.11% |
$264 - $299
|
2.66K
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
3+ 0.1% |
$264 - $299
|
2.92K
$316K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 1.02% |
$176 - $199
|
199
$21.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.72% |
$176 - $199
|
281
$30.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
2+ 0.03% |
$176 - $199
|
6.28K
$679K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.11% |
$176 - $199
|
1.81K
$196K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2+ 0.08% |
$176 - $199
|
2.46K
$266K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$176 - $199
|
3.67K
$397K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$176 - $199
|
2.58K
$279K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.05% |
$176 - $199
|
4.08K
$441K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.06% |
$176 - $199
|
3.18K
$344K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.04% |
$176 - $199
|
5.16K
$558K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2+ 0.05% |
$176 - $199
|
3.78K
$409K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
2New |
$176 - $199
|
2
$216
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2+ 0.09% |
$176 - $199
|
2.35K
$255K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.09% |
$88 - $99.7
|
1.06K
$115K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$88 - $99.7
|
3.51K
$380K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.02% |
$88 - $99.7
|
4.34K
$469K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.32% |
$88 - $99.7
|
311
$33.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.04% |
$88 - $99.7
|
2.64K
$286K
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$88 - $99.7
|
2.27K
$246K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1+ 0.04% |
$88 - $99.7
|
2.42K
$262K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.08% |
$88 - $99.7
|
1.31K
$142K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1+ 0.04% |
$88 - $99.7
|
2.7K
$292K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.05% |
$88 - $99.7
|
2.12K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.02% |
$88 - $99.7
|
5.41K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.03% |
$88 - $99.7
|
3.59K
$389K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 1.43% |
$88 - $99.7
|
71
$7.68K
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-1- 0.04% |
$88 - $99.7
|
2.67K
$288K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2- 0.03% |
$176 - $199
|
6.16K
$667K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 1.08% |
$176 - $199
|
184
$19.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2- 0.02% |
$176 - $199
|
9.9K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2- 0.01% |
$176 - $199
|
15.3K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.02% |
$176 - $199
|
10.6K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2- 6.9% |
$176 - $199
|
27
$2.92K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-3- 0.06% |
$264 - $299
|
5.15K
$557K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-3- 0.03% |
$264 - $299
|
9.17K
$992K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-3- 0.09% |
$264 - $299
|
3.45K
$374K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3- 60.0% |
$264 - $299
|
2
$216
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-3- 0.48% |
$264 - $299
|
624
$67.5K
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-3- 0.06% |
$264 - $299
|
4.66K
$504K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-4- 0.13% |
$352 - $399
|
2.99K
$323K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 0.23% |
$440 - $499
|
2.21K
$239K
|