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
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.95K- 63.03% |
$260K - $294K
|
1.73K
$185K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.96K- 4.29% |
$260K - $295K
|
65.9K
$7.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-3.01K- 4.77% |
$265K - $300K
|
60K
$6.41M
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-3.05K- 39.98% |
$269K - $304K
|
4.58K
$489K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.11K- 1.56% |
$274K - $310K
|
196K
$20.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-3.14K- 33.1% |
$276K - $313K
|
6.34K
$677K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.22K- 1.45% |
$283K - $321K
|
219K
$23.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.26K- 9.0% |
$287K - $325K
|
33K
$3.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.37K- 14.81% |
$296K - $336K
|
19.4K
$2.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.37K- 12.78% |
$296K - $336K
|
23K
$2.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-3.38K- 22.79% |
$297K - $337K
|
11.4K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.39K- 4.73% |
$298K - $338K
|
68.2K
$7.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.4K- 12.91% |
$299K - $339K
|
22.9K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.45K- 3.53% |
$304K - $344K
|
94.4K
$10.1M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-3.55K- 3.94% |
$312K - $354K
|
86.5K
$9.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.56K- 2.87% |
$313K - $355K
|
121K
$12.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-3.57K- 5.32% |
$314K - $356K
|
63.5K
$6.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.59K- 28.41% |
$316K - $358K
|
9.04K
$965K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3.62K- 2.45% |
$319K - $361K
|
144K
$15.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.62K- 16.59% |
$319K - $361K
|
18.2K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-3.62K- 28.31% |
$319K - $361K
|
9.18K
$980K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-3.66K- 29.3% |
$322K - $365K
|
8.83K
$943K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.92K- 1.17% |
$345K - $391K
|
330K
$35.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-3.93K- 7.01% |
$345K - $391K
|
52.1K
$5.57M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.94K- 2.4% |
$347K - $393K
|
160K
$17.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.99K- 14.32% |
$351K - $397K
|
23.8K
$2.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-4K- 4.46% |
$352K - $399K
|
85.7K
$9.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-4.02K- 2.09% |
$354K - $401K
|
188K
$20.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.09K- 0.91% |
$360K - $408K
|
447K
$47.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-4.17K- 12.44% |
$367K - $416K
|
29.3K
$3.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.19K- 47.22% |
$369K - $418K
|
4.68K
$500K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.24K- 56.57% |
$373K - $423K
|
3.25K
$347K
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.24K- 56.57% |
$373K - $423K
|
3.25K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-4.45K- 13.23% |
$391K - $443K
|
29.2K
$3.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-4.47K- 23.05% |
$393K - $446K
|
14.9K
$1.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.47K- 42.3% |
$394K - $446K
|
6.1K
$652K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.48K- 36.31% |
$394K - $446K
|
7.85K
$839K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.56K- 15.04% |
$401K - $455K
|
25.7K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-4.7K- 3.43% |
$414K - $469K
|
132K
$14.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-4.82K- 46.57% |
$424K - $481K
|
5.53K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.86K- 27.21% |
$428K - $485K
|
13K
$1.39M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-4.9K- 25.8% |
$431K - $488K
|
14.1K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-4.92K- 55.73% |
$433K - $491K
|
3.91K
$417K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-4.97K- 16.94% |
$438K - $496K
|
24.4K
$2.6M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.13K- 7.62% |
$452K - $512K
|
62.2K
$6.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5.33K- 5.89% |
$469K - $531K
|
85K
$9.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Patrizia Pty LTD
Barton, C3 |
SELL
|
- |
-5.38K- 13.15% |
$473K - $537K
|
35.5K
$3.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.44K- 21.9% |
$479K - $543K
|
19.4K
$2.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-5.59K- 16.57% |
$492K - $557K
|
28.1K
$3M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-5.83K- 59.53% |
$513K - $582K
|
3.96K
$423K
|