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
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.1K- 3.29% |
$96.5K - $109K
|
32.3K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-1.1K- 52.28% |
$96.8K - $110K
|
1K
$107K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.1K- 12.18% |
$97K - $110K
|
7.94K
$848K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-1.11K- 5.08% |
$97.3K - $110K
|
20.6K
$2.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.12K- 48.75% |
$98.1K - $111K
|
1.17K
$125K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.12K- 2.72% |
$98.7K - $112K
|
40.1K
$4.28M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.14K- 3.1% |
$101K - $114K
|
35.7K
$3.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
SELL
|
- |
-1.15K- 23.88% |
$101K - $115K
|
3.66K
$391K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.15K- 2.34% |
$101K - $115K
|
48K
$5.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.15K- 1.75% |
$101K - $115K
|
64.5K
$6.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.15K- 11.45% |
$101K - $115K
|
8.9K
$951K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.16K- 1.36% |
$102K - $115K
|
83.8K
$8.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.16K- 2.87% |
$102K - $116K
|
39.3K
$4.19M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-1.17K- 12.82% |
$103K - $116K
|
7.94K
$848K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.19K- 22.95% |
$105K - $119K
|
4K
$427K
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-1.2K- 10.25% |
$105K - $119K
|
10.5K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.21K- 16.87% |
$106K - $120K
|
5.94K
$634K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.24K- 7.09% |
$109K - $123K
|
16.2K
$1.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 22.56% |
$110K - $125K
|
4.3K
$459K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.25K- 5.02% |
$110K - $125K
|
23.7K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.27K- 2.72% |
$111K - $126K
|
45.2K
$4.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.27K- 9.24% |
$112K - $127K
|
12.5K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.28K- 0.78% |
$113K - $128K
|
162K
$17.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.3K- 34.49% |
$114K - $129K
|
2.46K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.3K- 3.17% |
$114K - $129K
|
39.7K
$4.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-1.32K- 30.5% |
$116K - $131K
|
3K
$321K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.33K- 18.22% |
$117K - $132K
|
5.95K
$635K
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-1.33K- 37.09% |
$117K - $132K
|
2.25K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.33K- 5.71% |
$117K - $132K
|
21.9K
$2.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.34K- 26.22% |
$118K - $134K
|
3.77K
$403K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.35K- 5.16% |
$118K - $134K
|
24.7K
$2.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.36K- 9.64% |
$120K - $136K
|
12.7K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.4K- 32.59% |
$123K - $139K
|
2.89K
$309K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.43K- 4.55% |
$126K - $143K
|
30K
$3.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.43K- 19.13% |
$126K - $143K
|
6.05K
$646K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.44K- 2.11% |
$127K - $143K
|
66.8K
$7.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.47K- 12.38% |
$129K - $146K
|
10.4K
$1.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.47K- 0.9% |
$130K - $147K
|
163K
$17.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-1.48K- 27.17% |
$131K - $148K
|
3.98K
$425K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.49K- 3.05% |
$131K - $149K
|
47.5K
$5.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.5K- 0.37% |
$132K - $150K
|
404K
$43.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.57K- 3.21% |
$138K - $156K
|
47.2K
$5.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.57K- 20.44% |
$138K - $157K
|
6.12K
$654K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.58K- 1.97% |
$139K - $157K
|
78.5K
$8.39M
|
|
|
Sep 30, 2024
Q2 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.59K- 2.75% |
$139K - $158K
|
56K
$5.98M
|
|
|
Oct 01, 2024
Q2 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.59K- 2.75% |
$139K - $158K
|
56K
$5.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.59K- 3.17% |
$140K - $159K
|
48.6K
$5.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.6K- 11.04% |
$140K - $159K
|
12.9K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.61K- 26.95% |
$142K - $161K
|
4.37K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.62K- 4.72% |
$142K - $161K
|
32.7K
$3.49M
|