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 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-709- 15.0% |
$62.4K - $70.7K
|
4.02K
$429K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-716- 17.24% |
$63K - $71.4K
|
3.44K
$367K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-717- 20.9% |
$63.1K - $71.5K
|
2.71K
$290K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-727- 0.25% |
$64K - $72.5K
|
291K
$31.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-732- 8.18% |
$64.4K - $73K
|
8.21K
$877K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-737- 2.36% |
$64.9K - $73.5K
|
30.6K
$3.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-741- 14.45% |
$65.2K - $73.9K
|
4.39K
$469K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-745- 7.11% |
$65.6K - $74.3K
|
9.74K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-750- 3.6% |
$66K - $74.8K
|
20.1K
$2.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-780- 81.76% |
$68.6K - $77.8K
|
174
$18.6K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-784- 5.58% |
$69K - $78.2K
|
13.3K
$1.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-798- 4.22% |
$70.2K - $79.6K
|
18.1K
$1.93M
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-800- 9.12% |
$70.4K - $79.8K
|
7.97K
$851K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-801- 25.96% |
$70.5K - $79.9K
|
2.29K
$244K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-812- 5.11% |
$71.5K - $81K
|
15.1K
$1.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-813- 8.76% |
$71.6K - $81.1K
|
8.46K
$904K
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-816- 2.02% |
$71.8K - $81.4K
|
39.5K
$4.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-818- 40.0% |
$72K - $81.6K
|
1.23K
$131K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-820- 18.22% |
$72.2K - $81.8K
|
3.68K
$393K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-822- 8.07% |
$72.3K - $82K
|
9.36K
$1M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-829- 4.75% |
$73K - $82.7K
|
16.6K
$1.78M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-829- 10.34% |
$73K - $82.7K
|
7.19K
$768K
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
SELL
|
- |
-833- 0.68% |
$73.3K - $83.1K
|
122K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-833- 5.95% |
$73.3K - $83.1K
|
13.2K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-840- 2.93% |
$73.9K - $83.8K
|
27.8K
$2.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-841- 86.61% |
$74K - $83.9K
|
130
$13.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-856- 2.49% |
$75.3K - $85.4K
|
33.6K
$3.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-860- 1.35% |
$75.7K - $85.8K
|
62.8K
$6.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-871- 20.59% |
$76.7K - $86.9K
|
3.36K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-879- 8.38% |
$77.4K - $87.7K
|
9.61K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-879- 7.82% |
$77.4K - $87.7K
|
10.4K
$1.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-893- 1.31% |
$78.6K - $89.1K
|
67.4K
$7.2M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-917- 3.79% |
$80.7K - $91.5K
|
23.3K
$2.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-928- 12.23% |
$81.7K - $92.6K
|
6.66K
$712K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-929- 2.55% |
$81.8K - $92.7K
|
35.5K
$3.79M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-932- 94.91% |
$82K - $93K
|
50
$5.34K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-936- 0.81% |
$82.4K - $93.4K
|
115K
$12.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-941- 7.52% |
$82.8K - $93.9K
|
11.6K
$1.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-944- 25.83% |
$83.1K - $94.2K
|
2.71K
$290K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-965- 20.4% |
$84.9K - $96.2K
|
3.77K
$402K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-967- 41.03% |
$85.1K - $96.4K
|
1.39K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.02K- 7.34% |
$89.6K - $102K
|
12.8K
$1.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.05K- 1.09% |
$92.2K - $105K
|
95.1K
$10.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.05K- 3.87% |
$92.2K - $105K
|
26.1K
$2.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.05K- 0.46% |
$92.7K - $105K
|
229K
$24.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.06K- 5.94% |
$93.6K - $106K
|
16.8K
$1.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.07K- 4.84% |
$94.4K - $107K
|
21.1K
$2.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 4.85% |
$95.1K - $108K
|
21.2K
$2.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.09K- 30.59% |
$96.2K - $109K
|
2.48K
$265K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.09K- 19.01% |
$96.2K - $109K
|
4.66K
$497K
|