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 |
|---|---|---|---|---|---|---|---|
|
Sep 30, 2024
Q2 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.59K- 2.75% |
$139K - $158K
|
56K
$6.56M
|
|
|
Oct 01, 2024
Q2 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.59K- 2.75% |
$139K - $158K
|
56K
$6.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.59K- 3.17% |
$140K - $159K
|
48.6K
$5.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.6K- 11.04% |
$140K - $159K
|
12.9K
$1.51M
|
|
|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-1.6K- 26.09% |
$141K - $160K
|
4.54K
$532K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.61K- 26.95% |
$142K - $161K
|
4.37K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.62K- 4.72% |
$142K - $161K
|
32.7K
$3.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.63K- 9.88% |
$144K - $163K
|
14.9K
$1.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.64K- 2.23% |
$145K - $164K
|
72.1K
$8.45M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.65K- 2.97% |
$146K - $165K
|
54.1K
$6.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.68K- 36.8% |
$148K - $168K
|
2.89K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.68K- 12.24% |
$148K - $168K
|
12.1K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.72K- 0.55% |
$151K - $171K
|
311K
$36.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.78K- 31.88% |
$156K - $177K
|
3.8K
$445K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.78K- 25.49% |
$157K - $178K
|
5.21K
$610K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.79K- 4.77% |
$158K - $179K
|
35.8K
$4.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.79K- 0.73% |
$158K - $179K
|
243K
$28.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.97K- 83.73% |
$173K - $197K
|
383
$44.9K
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.98K- 5.04% |
$175K - $198K
|
37.4K
$4.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2K- 4.36% |
$176K - $199K
|
43.8K
$5.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-2.02K- 31.81% |
$178K - $201K
|
4.33K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-2.02K- 1.18% |
$178K - $202K
|
169K
$19.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 26.19% |
$179K - $203K
|
5.75K
$673K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.05K- 11.21% |
$180K - $204K
|
16.2K
$1.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.07K- 3.4% |
$182K - $207K
|
58.9K
$6.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-2.09K- 15.13% |
$184K - $209K
|
11.7K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-2.12K- 45.41% |
$187K - $212K
|
2.55K
$299K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.15K- 22.1% |
$189K - $215K
|
7.59K
$889K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.19K- 26.94% |
$193K - $219K
|
5.95K
$697K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.21K- 13.41% |
$194K - $220K
|
14.2K
$1.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.23K- 16.17% |
$196K - $222K
|
11.6K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.25K- 1.69% |
$198K - $224K
|
131K
$15.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.27K- 40.08% |
$200K - $227K
|
3.4K
$398K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.31K- 61.36% |
$203K - $230K
|
1.46K
$170K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.32K- 20.38% |
$204K - $232K
|
9.07K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-2.36K- 8.4% |
$208K - $235K
|
25.7K
$3.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.38K- 41.3% |
$209K - $237K
|
3.38K
$396K
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.4K- 4.79% |
$211K - $239K
|
47.7K
$5.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-2.41K- 4.72% |
$212K - $240K
|
48.6K
$5.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.44K- 7.83% |
$214K - $243K
|
28.7K
$3.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-2.45K- 6.9% |
$216K - $245K
|
33.1K
$3.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.5K- 3.55% |
$220K - $249K
|
67.9K
$7.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.54K- 5.17% |
$224K - $253K
|
46.6K
$5.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.58K- 81.94% |
$227K - $258K
|
569
$66.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.61K- 1.83% |
$229K - $260K
|
140K
$16.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.67K- 4.26% |
$235K - $266K
|
59.9K
$7.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-2.67K- 1.38% |
$235K - $267K
|
191K
$22.3M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-2.67K- 1.38% |
$235K - $267K
|
191K
$22.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Reaves W H & CO Inc
|
SELL
|
- |
-2.68K- 0.28% |
$236K - $267K
|
968K
$113M
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.7K- 2.21% |
$238K - $269K
|
119K
$14M
|