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 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-43- 1.32% |
$3.78K - $4.29K
|
3.21K
$347K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-44- 1.53% |
$3.87K - $4.39K
|
2.84K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-44- 0.13% |
$3.87K - $4.39K
|
34.1K
$3.69M
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-45- 1.82% |
$3.96K - $4.49K
|
2.43K
$263K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-45- 1.13% |
$3.96K - $4.49K
|
3.93K
$426K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-45- 0.71% |
$3.96K - $4.49K
|
6.31K
$683K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-48- 1.07% |
$4.22K - $4.79K
|
4.44K
$480K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-49- 0.23% |
$4.31K - $4.89K
|
21.4K
$2.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-50- 0.25% |
$4.4K - $4.99K
|
19.6K
$2.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-50- 0.74% |
$4.4K - $4.99K
|
6.67K
$722K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-50- 2.08% |
$4.4K - $4.99K
|
2.36K
$255K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-50- 0.84% |
$4.4K - $4.99K
|
5.88K
$636K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-50- 1.59% |
$4.4K - $4.99K
|
3.1K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-50- 7.58% |
$4.4K - $4.99K
|
610
$66K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-50- 1.81% |
$4.4K - $4.99K
|
2.72K
$294K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-50- 11.96% |
$4.4K - $4.99K
|
368
$39.8K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-52- 1.26% |
$4.58K - $5.19K
|
4.07K
$440K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-52- 2.12% |
$4.58K - $5.19K
|
2.41K
$260K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-54- 2.07% |
$4.75K - $5.39K
|
2.56K
$277K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-56- 0.46% |
$4.93K - $5.59K
|
12K
$1.3M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-56- 1.8% |
$4.93K - $5.59K
|
3.06K
$331K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-57- 2.32% |
$5.02K - $5.69K
|
2.4K
$260K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-58- 0.49% |
$5.1K - $5.78K
|
11.7K
$1.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-58- 0.5% |
$5.1K - $5.78K
|
11.5K
$1.24M
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-59- 1.67% |
$5.19K - $5.88K
|
3.48K
$377K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-60- 1.22% |
$5.28K - $5.98K
|
4.85K
$525K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-60- 0.45% |
$5.28K - $5.98K
|
13.3K
$1.44M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-61- 0.24% |
$5.37K - $6.08K
|
25.1K
$2.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-61- 0.92% |
$5.37K - $6.08K
|
6.56K
$709K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-62- 1.0% |
$5.46K - $6.18K
|
6.11K
$662K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-62- 0.6% |
$5.46K - $6.18K
|
10.3K
$1.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-64- 2.83% |
$5.63K - $6.38K
|
2.2K
$238K
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-66- 0.66% |
$5.81K - $6.58K
|
9.96K
$1.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-66- 1.89% |
$5.81K - $6.58K
|
3.42K
$370K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-66- 0.35% |
$5.81K - $6.58K
|
18.5K
$2.01M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-66- 2.07% |
$5.81K - $6.58K
|
3.13K
$338K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-68- 32.38% |
$5.98K - $6.78K
|
142
$15.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-70- 1.08% |
$6.16K - $6.98K
|
6.43K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-75- 1.54% |
$6.6K - $7.48K
|
4.79K
$518K
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-75- 3.19% |
$6.6K - $7.48K
|
2.27K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 0.79% |
$6.6K - $7.48K
|
9.37K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-77- 0.94% |
$6.78K - $7.68K
|
8.09K
$875K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-80- 5.68% |
$7.04K - $7.98K
|
1.33K
$144K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-81- 0.55% |
$7.13K - $8.08K
|
14.7K
$1.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-82- 1.04% |
$7.22K - $8.18K
|
7.79K
$843K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-83- 83.0% |
$7.3K - $8.28K
|
17
$1.84K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-84- 0.41% |
$7.39K - $8.38K
|
20.5K
$2.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-85- 3.11% |
$7.48K - $8.48K
|
2.65K
$286K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-87- 0.31% |
$7.66K - $8.68K
|
28.2K
$3.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-87- 0.48% |
$7.66K - $8.68K
|
18K
$1.95M
|