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 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 0.19% |
$440 - $499
|
2.58K
$279K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-5- 0.17% |
$440 - $499
|
2.89K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 1.45% |
$440 - $499
|
339
$36.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-6- 0.05% |
$528 - $598
|
12.6K
$1.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-6- 2.26% |
$528 - $598
|
260
$28.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-6- 40.0% |
$528 - $598
|
9
$974
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-10- 0.26% |
$880 - $997
|
3.85K
$417K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-11- 15.28% |
$968 - $1.1K
|
61
$6.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-11- 0.36% |
$968 - $1.1K
|
3.01K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-12- -0.0% |
$1.06K - $1.2K
|
242K
$26.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-13- 0.42% |
$1.14K - $1.3K
|
3.1K
$335K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-14- 0.31% |
$1.23K - $1.4K
|
4.44K
$481K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-14- 0.5% |
$1.23K - $1.4K
|
2.76K
$299K
|
|
|
Aug 07, 2023
Q2 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-14- 0.12% |
$1.23K - $1.4K
|
11.8K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-14- 0.45% |
$1.23K - $1.4K
|
3.13K
$339K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-17- 0.68% |
$1.5K - $1.7K
|
2.48K
$269K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-17- 12.14% |
$1.5K - $1.7K
|
123
$13.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-18- 2.29% |
$1.58K - $1.8K
|
769
$83.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-19- 0.69% |
$1.67K - $1.9K
|
2.73K
$295K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-20- 0.86% |
$1.76K - $1.99K
|
2.31K
$250K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-21- 3.61% |
$1.85K - $2.09K
|
560
$60.6K
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-21- 0.8% |
$1.85K - $2.09K
|
2.6K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-22- 0.21% |
$1.94K - $2.19K
|
10.5K
$1.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-23- 0.62% |
$2.02K - $2.29K
|
3.68K
$398K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-24- 0.96% |
$2.11K - $2.39K
|
2.49K
$269K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-25- 2.37% |
$2.2K - $2.49K
|
1.03K
$111K
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-25- 0.62% |
$2.2K - $2.49K
|
4.03K
$436K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-26- 0.24% |
$2.29K - $2.59K
|
10.6K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-28- 0.35% |
$2.46K - $2.79K
|
8.09K
$875K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-29- 0.85% |
$2.55K - $2.89K
|
3.37K
$364K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-29- 0.06% |
$2.55K - $2.89K
|
48.7K
$5.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-30- 0.61% |
$2.64K - $2.99K
|
4.86K
$526K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-30- 0.13% |
$2.64K - $2.99K
|
23.8K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-32- 0.55% |
$2.82K - $3.19K
|
5.75K
$623K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-32- 0.12% |
$2.82K - $3.19K
|
26.6K
$2.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-33- 1.43% |
$2.9K - $3.29K
|
2.28K
$247K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-34- 0.37% |
$2.99K - $3.39K
|
9.09K
$983K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-36- 0.25% |
$3.17K - $3.59K
|
14.6K
$1.58M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-37- 0.82% |
$3.26K - $3.69K
|
4.5K
$486K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-37- 0.12% |
$3.26K - $3.69K
|
30K
$3.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-37- 1.38% |
$3.26K - $3.69K
|
2.64K
$286K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-37- 2.86% |
$3.26K - $3.69K
|
1.26K
$136K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-38- 0.4% |
$3.34K - $3.79K
|
9.35K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-39- 0.01% |
$3.43K - $3.89K
|
286K
$31M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-39- 17.03% |
$3.43K - $3.89K
|
190
$20.6K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-40- 1.82% |
$3.52K - $3.99K
|
2.16K
$233K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-40- 1.18% |
$3.52K - $3.99K
|
3.35K
$362K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-40- 9.13% |
$3.52K - $3.99K
|
398
$43.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-42- 1.82% |
$3.7K - $4.19K
|
2.26K
$245K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-43- 0.88% |
$3.78K - $4.29K
|
4.85K
$525K
|