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 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-468- 23.08% |
$41.2K - $46.7K
|
1.56K
$167K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-471- 13.4% |
$41.5K - $47K
|
3.04K
$325K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-477- 7.86% |
$42K - $47.6K
|
5.6K
$598K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-479- 7.29% |
$42.2K - $47.8K
|
6.1K
$651K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-490- 9.7% |
$43.1K - $48.9K
|
4.56K
$487K
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-491- 11.09% |
$43.2K - $49K
|
3.94K
$421K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-496- 3.0% |
$43.7K - $49.5K
|
16.1K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-500- 87.87% |
$44K - $49.9K
|
69
$7.37K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-503- 27.77% |
$44.3K - $50.2K
|
1.31K
$140K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-518- 2.96% |
$45.6K - $51.7K
|
17K
$1.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-520- 2.61% |
$45.8K - $51.9K
|
19.4K
$2.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-525- 2.62% |
$46.2K - $52.4K
|
19.5K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-532- 4.47% |
$46.8K - $53.1K
|
11.4K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-533- 0.62% |
$46.9K - $53.2K
|
84.8K
$9.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-543- 3.42% |
$47.8K - $54.2K
|
15.4K
$1.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-556- 1.69% |
$48.9K - $55.5K
|
32.3K
$3.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-558- 12.36% |
$49.1K - $55.7K
|
3.96K
$423K
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-558- 1.7% |
$49.1K - $55.7K
|
32.3K
$3.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-561- 12.97% |
$49.4K - $56K
|
3.76K
$402K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-567- 14.97% |
$49.9K - $56.6K
|
3.22K
$344K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-567- 0.58% |
$49.9K - $56.6K
|
97.3K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-574- 1.46% |
$50.5K - $57.3K
|
38.7K
$4.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-578- 8.36% |
$50.9K - $57.6K
|
6.34K
$677K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-582- 7.14% |
$51.2K - $58K
|
7.57K
$808K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-585- 10.78% |
$51.5K - $58.3K
|
4.84K
$517K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-600- 11.16% |
$52.8K - $59.8K
|
4.78K
$510K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-615- 4.46% |
$54.1K - $61.3K
|
13.2K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-619- 82.2% |
$54.5K - $61.7K
|
134
$14.3K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-619- 1.45% |
$54.5K - $61.7K
|
41.9K
$4.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-623- 13.34% |
$54.8K - $62.1K
|
4.05K
$432K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-624- 7.3% |
$54.9K - $62.2K
|
7.92K
$846K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-625- 1.39% |
$55K - $62.3K
|
44.3K
$4.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-627- 9.13% |
$55.2K - $62.5K
|
6.24K
$667K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-633- 5.33% |
$55.7K - $63.1K
|
11.3K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-634- 6.91% |
$55.8K - $63.2K
|
8.54K
$912K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-640- 3.15% |
$56.3K - $63.8K
|
19.7K
$2.1M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-647- 5.71% |
$56.9K - $64.5K
|
10.7K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-660- 16.69% |
$58.1K - $65.8K
|
3.3K
$352K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-662- 2.87% |
$58.3K - $66K
|
22.4K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-666- 16.49% |
$58.6K - $66.4K
|
3.37K
$360K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-667- 15.49% |
$58.7K - $66.5K
|
3.64K
$389K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-672- 5.82% |
$59.1K - $67K
|
10.9K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-673- 1.36% |
$59.2K - $67.1K
|
48.8K
$5.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-675- 14.55% |
$59.4K - $67.3K
|
3.97K
$424K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-676- 8.18% |
$59.5K - $67.4K
|
7.59K
$810K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-693- 2.5% |
$61K - $69.1K
|
27K
$2.89M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-697- 83.37% |
$61.3K - $69.5K
|
139
$14.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-700- 22.59% |
$61.6K - $69.8K
|
2.4K
$256K
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-700- 1.84% |
$61.6K - $69.8K
|
37.2K
$3.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-700- 3.95% |
$61.6K - $69.8K
|
17K
$1.82M
|