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 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-225- 8.06% |
$19.8K - $22.4K
|
2.57K
$274K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-228- 3.48% |
$20.1K - $22.7K
|
6.32K
$675K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-232- 16.63% |
$20.4K - $23.1K
|
1.16K
$124K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-232- 1.46% |
$20.4K - $23.1K
|
15.6K
$1.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-233- 4.64% |
$20.5K - $23.2K
|
4.79K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-234- 4.47% |
$20.6K - $23.3K
|
5K
$534K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-235- 5.62% |
$20.7K - $23.4K
|
3.95K
$421K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-235- 13.78% |
$20.7K - $23.4K
|
1.47K
$157K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-238- 0.82% |
$20.9K - $23.7K
|
28.9K
$3.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-242- 4.34% |
$21.3K - $24.1K
|
5.33K
$570K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-244- 4.11% |
$21.5K - $24.3K
|
5.69K
$607K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-245- 35.51% |
$21.6K - $24.4K
|
445
$47.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-246- 40.86% |
$21.7K - $24.5K
|
356
$38K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-246- 0.43% |
$21.7K - $24.5K
|
56.5K
$6.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-248- 5.45% |
$21.8K - $24.7K
|
4.3K
$460K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-249- 1.72% |
$21.9K - $24.8K
|
14.2K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-249- 9.61% |
$21.9K - $24.8K
|
2.34K
$250K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-250- 1.58% |
$22K - $24.9K
|
15.6K
$1.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 3.21% |
$22K - $24.9K
|
7.54K
$805K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-259- 1.23% |
$22.8K - $25.8K
|
20.8K
$2.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Bender Robert & Associates
|
SELL
|
- |
-259- 10.16% |
$22.8K - $25.8K
|
2.29K
$245K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-260- 13.62% |
$22.9K - $25.9K
|
1.65K
$176K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-261- 0.91% |
$23K - $26K
|
28.3K
$3.03M
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-264- 6.36% |
$23.2K - $26.3K
|
3.89K
$415K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-268- 4.64% |
$23.6K - $26.7K
|
5.5K
$588K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-269- 13.5% |
$23.7K - $26.8K
|
1.72K
$184K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-269- 5.56% |
$23.7K - $26.8K
|
4.57K
$488K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-270- 3.08% |
$23.8K - $26.9K
|
8.5K
$908K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-270- 3.08% |
$23.8K - $26.9K
|
8.5K
$908K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-273- 1.07% |
$24K - $27.2K
|
25.3K
$2.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-275- 8.65% |
$24.2K - $27.4K
|
2.91K
$310K
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-276- 3.87% |
$24.3K - $27.5K
|
6.85K
$731K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-280- 0.36% |
$24.6K - $27.9K
|
77.4K
$8.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-282- 3.18% |
$24.8K - $28.1K
|
8.6K
$918K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-285- 6.7% |
$25.1K - $28.4K
|
3.97K
$424K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-287- 0.16% |
$25.3K - $28.6K
|
177K
$18.9M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-290- 3.47% |
$25.5K - $28.9K
|
8.07K
$862K
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-290- 0.99% |
$25.5K - $28.9K
|
28.9K
$3.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-294- 9.55% |
$25.9K - $29.3K
|
2.78K
$297K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-299- 0.15% |
$26.3K - $29.8K
|
196K
$20.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-299- 5.36% |
$26.3K - $29.8K
|
5.28K
$564K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-300- 4.43% |
$26.4K - $29.9K
|
6.47K
$691K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-300- 9.65% |
$26.4K - $29.9K
|
2.81K
$300K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-305- 0.55% |
$26.8K - $30.4K
|
55.4K
$5.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-306- 2.43% |
$26.9K - $30.5K
|
12.3K
$1.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-310- 1.37% |
$27.3K - $30.9K
|
22.3K
$2.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-311- 6.12% |
$27.4K - $31K
|
4.77K
$510K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-325- 5.23% |
$28.6K - $32.4K
|
5.89K
$629K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-328- 52.23% |
$28.9K - $32.7K
|
300
$32K
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-330- 1.66% |
$29K - $32.9K
|
19.6K
$2.09M
|