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 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-141- 1.53% |
$12.4K - $14.1K
|
9.08K
$970K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-142- 0.15% |
$12.5K - $14.2K
|
91.6K
$9.79M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-143- 5.92% |
$12.6K - $14.3K
|
2.27K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-143- 7.83% |
$12.6K - $14.3K
|
1.68K
$180K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-145- 2.87% |
$12.8K - $14.5K
|
4.91K
$524K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-146- 11.02% |
$12.8K - $14.6K
|
1.18K
$126K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-147- 22.97% |
$12.9K - $14.7K
|
493
$52.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-148- 2.4% |
$13K - $14.8K
|
6.01K
$642K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-149- 2.16% |
$13.1K - $14.9K
|
6.74K
$720K
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-150- 4.37% |
$13.2K - $15K
|
3.28K
$350K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150- 5.9% |
$13.2K - $15K
|
2.39K
$255K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-150- 1.07% |
$13.2K - $15K
|
13.9K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-150- 4.79% |
$13.2K - $15K
|
2.98K
$318K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-151- 1.3% |
$13.3K - $15.1K
|
11.5K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-155- 1.51% |
$13.6K - $15.5K
|
10.1K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-158- 1.11% |
$13.9K - $15.8K
|
14.1K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-160- 1.48% |
$14.1K - $16K
|
10.6K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-164- 3.28% |
$14.4K - $16.4K
|
4.84K
$517K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-165- 2.34% |
$14.5K - $16.5K
|
6.89K
$736K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-167- 7.24% |
$14.7K - $16.7K
|
2.14K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-168- 1.49% |
$14.8K - $16.8K
|
11.1K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-172- 0.33% |
$15.1K - $17.2K
|
52.5K
$5.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-173- 2.15% |
$15.2K - $17.3K
|
7.89K
$842K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-175- 4.75% |
$15.4K - $17.5K
|
3.51K
$375K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-176- 6.85% |
$15.5K - $17.6K
|
2.39K
$256K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-176- 2.18% |
$15.5K - $17.6K
|
7.89K
$843K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-177- 36.49% |
$15.6K - $17.7K
|
308
$32.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-179- 0.71% |
$15.8K - $17.9K
|
25K
$2.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-186- 2.45% |
$16.4K - $18.6K
|
7.4K
$791K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-188- 2.91% |
$16.5K - $18.8K
|
6.26K
$669K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-191- 5.4% |
$16.8K - $19.1K
|
3.34K
$357K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-191- 6.41% |
$16.8K - $19.1K
|
2.79K
$298K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-194- 30.55% |
$17.1K - $19.3K
|
441
$47.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-196- 8.06% |
$17.2K - $19.5K
|
2.24K
$239K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-196- 7.94% |
$17.2K - $19.5K
|
2.27K
$243K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-196- 2.32% |
$17.2K - $19.5K
|
8.24K
$880K
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-200- 36.5% |
$17.6K - $19.9K
|
348
$37.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-200- 2.01% |
$17.6K - $19.9K
|
9.76K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-201- 1.35% |
$17.7K - $20K
|
14.7K
$1.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-201- 1.48% |
$17.7K - $20K
|
13.4K
$1.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-202- 4.19% |
$17.8K - $20.1K
|
4.61K
$493K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-204- 5.48% |
$18K - $20.3K
|
3.52K
$376K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-204- 5.02% |
$18K - $20.3K
|
3.86K
$412K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-212- 4.86% |
$18.7K - $21.1K
|
4.15K
$443K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-212- 0.38% |
$18.7K - $21.1K
|
56.1K
$5.99M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-215- 2.31% |
$18.9K - $21.4K
|
9.09K
$970K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-215- 5.91% |
$18.9K - $21.4K
|
3.42K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-217- 1.21% |
$19.1K - $21.6K
|
17.7K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-219- 3.76% |
$19.3K - $21.8K
|
5.61K
$599K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-221- 39.46% |
$19.5K - $22K
|
339
$36.2K
|