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 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-87- 0.31% |
$7.66K - $8.68K
|
27.8K
$2.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-88- 0.8% |
$7.74K - $8.78K
|
10.9K
$1.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-90- 0.47% |
$7.92K - $8.98K
|
19.1K
$2.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-90- 1.35% |
$7.92K - $8.98K
|
6.57K
$701K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-91- 40.99% |
$8.01K - $9.08K
|
131
$14K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-92- 0.89% |
$8.1K - $9.18K
|
10.2K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-93- 3.62% |
$8.18K - $9.28K
|
2.48K
$265K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-94- 0.23% |
$8.27K - $9.38K
|
41.6K
$4.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-96- 0.21% |
$8.45K - $9.58K
|
45.6K
$4.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-97- 2.33% |
$8.54K - $9.67K
|
4.06K
$434K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-98- 1.38% |
$8.62K - $9.77K
|
6.98K
$746K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-99- 3.14% |
$8.71K - $9.87K
|
3.05K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-99- 0.25% |
$8.71K - $9.87K
|
39.8K
$4.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-99- 0.24% |
$8.71K - $9.87K
|
40.7K
$4.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-99- 37.08% |
$8.71K - $9.87K
|
168
$17.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-100- 0.22% |
$8.8K - $9.97K
|
45.6K
$4.87M
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-100- 0.86% |
$8.8K - $9.97K
|
11.5K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-100- 1.42% |
$8.8K - $9.97K
|
6.92K
$739K
|
|
|
Aug 08, 2023
Q2 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-100- 1.25% |
$8.8K - $9.97K
|
7.89K
$842K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 27.62% |
$8.8K - $9.97K
|
262
$28K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-103- 12.32% |
$9.07K - $10.3K
|
733
$78.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-104- 0.36% |
$9.15K - $10.4K
|
28.8K
$3.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-104- 0.75% |
$9.15K - $10.4K
|
13.8K
$1.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-107- 0.54% |
$9.42K - $10.7K
|
19.9K
$2.12M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-107- 0.76% |
$9.42K - $10.7K
|
13.9K
$1.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-108- 4.06% |
$9.51K - $10.8K
|
2.55K
$272K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-110- 5.67% |
$9.68K - $11K
|
1.83K
$196K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-111- 4.15% |
$9.77K - $11.1K
|
2.57K
$274K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-112- 1.07% |
$9.86K - $11.2K
|
10.4K
$1.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-112- 1.69% |
$9.86K - $11.2K
|
6.52K
$697K
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-113- 0.69% |
$9.95K - $11.3K
|
16.2K
$1.73M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-115- 2.62% |
$10.1K - $11.5K
|
4.27K
$456K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-116- 1.17% |
$10.2K - $11.6K
|
9.79K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-116- 1.72% |
$10.2K - $11.6K
|
6.64K
$709K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-116- 40.14% |
$10.2K - $11.6K
|
173
$18.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-118- 0.16% |
$10.4K - $11.8K
|
73.2K
$7.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-118- 3.93% |
$10.4K - $11.8K
|
2.89K
$308K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-118- 4.3% |
$10.4K - $11.8K
|
2.63K
$281K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-119- 4.85% |
$10.5K - $11.9K
|
2.33K
$249K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-123- 0.21% |
$10.8K - $12.3K
|
58.7K
$6.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-123- 1.12% |
$10.8K - $12.3K
|
10.9K
$1.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-125- 0.75% |
$11K - $12.5K
|
16.4K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-125- 27.29% |
$11K - $12.5K
|
333
$35.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-130- 3.04% |
$11.4K - $13K
|
4.15K
$443K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-133- 2.8% |
$11.7K - $13.3K
|
4.62K
$494K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-133- 1.43% |
$11.7K - $13.3K
|
9.16K
$979K
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-134- 0.19% |
$11.8K - $13.4K
|
69.2K
$7.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-135- 7.04% |
$11.9K - $13.5K
|
1.78K
$190K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-137- 5.32% |
$12.1K - $13.7K
|
2.44K
$261K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-141- 10.08% |
$12.4K - $14.1K
|
1.26K
$134K
|