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 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-331- 4.21% |
$29.1K - $33K
|
7.53K
$834K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-331- 4.21% |
$29.1K - $33K
|
7.53K
$834K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-331- 5.28% |
$29.1K - $33K
|
5.94K
$658K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-331- 9.51% |
$29.1K - $33K
|
3.15K
$349K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-338- 10.32% |
$29.7K - $33.7K
|
2.94K
$325K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-342- 1.36% |
$30.1K - $34.1K
|
24.9K
$2.76M
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-344- 5.84% |
$30.3K - $34.3K
|
5.55K
$614K
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-350- 0.95% |
$30.8K - $34.9K
|
36.4K
$4.03M
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-350- 0.95% |
$30.8K - $34.9K
|
36.4K
$4.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-352- 2.15% |
$31K - $35.1K
|
16K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-352- 1.4% |
$31K - $35.1K
|
24.8K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-352- 2.41% |
$31K - $35.1K
|
14.2K
$1.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-358- 0.64% |
$31.5K - $35.7K
|
55.6K
$6.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-358- 3.23% |
$31.5K - $35.7K
|
10.7K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-360- 2.48% |
$31.7K - $35.9K
|
14.1K
$1.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-368- 1.45% |
$32.4K - $36.7K
|
25K
$2.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-373- 11.51% |
$32.8K - $37.2K
|
2.87K
$318K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-373- 9.96% |
$32.8K - $37.2K
|
3.37K
$374K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-374- 1.46% |
$32.9K - $37.3K
|
25.3K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-374- 18.48% |
$32.9K - $37.3K
|
1.65K
$183K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-377- 22.41% |
$33.2K - $37.6K
|
1.31K
$145K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-382- 11.05% |
$33.6K - $38.1K
|
3.08K
$341K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-389- 9.98% |
$34.2K - $38.8K
|
3.51K
$389K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-391- 2.81% |
$34.4K - $39K
|
13.5K
$1.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-392- 25.49% |
$34.5K - $39.1K
|
1.15K
$127K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-392- 81.33% |
$34.5K - $39.1K
|
90
$9.97K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-397- 1.43% |
$34.9K - $39.6K
|
27.4K
$3.04M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-398- 5.75% |
$35K - $39.7K
|
6.53K
$723K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-399- 4.38% |
$35.1K - $39.8K
|
8.71K
$965K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-400- 1.96% |
$35.2K - $39.9K
|
20K
$2.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-402- 2.54% |
$35.4K - $40.1K
|
15.4K
$1.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-407- 5.22% |
$35.8K - $40.6K
|
7.39K
$819K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-409- 8.1% |
$36K - $40.8K
|
4.64K
$514K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-410- 9.43% |
$36.1K - $40.9K
|
3.94K
$436K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-410- 11.39% |
$36.1K - $40.9K
|
3.19K
$353K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-412- 0.81% |
$36.3K - $41.1K
|
50.3K
$5.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-412- 3.4% |
$36.3K - $41.1K
|
11.7K
$1.3M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-412- 0.81% |
$36.3K - $41.1K
|
50.3K
$5.57M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-413- 2.0% |
$36.3K - $41.2K
|
20.3K
$2.24M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-421- 7.67% |
$37.1K - $42K
|
5.07K
$561K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-426- 10.03% |
$37.5K - $42.5K
|
3.82K
$423K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-433- 15.16% |
$38.1K - $43.2K
|
2.42K
$269K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-435- 2.02% |
$38.3K - $43.4K
|
21.1K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-437- 1.25% |
$38.5K - $43.6K
|
34.6K
$3.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-438- 7.51% |
$38.5K - $43.7K
|
5.4K
$598K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-442- 15.3% |
$38.9K - $44.1K
|
2.45K
$271K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-446- 6.25% |
$39.3K - $44.5K
|
6.69K
$741K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-450- 6.72% |
$39.6K - $44.9K
|
6.25K
$692K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-452- 3.82% |
$39.8K - $45.1K
|
11.4K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-465- 7.39% |
$40.9K - $46.4K
|
5.82K
$645K
|