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 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-5.84K- 37.48% |
$514K - $583K
|
9.75K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.88K- 45.21% |
$517K - $586K
|
7.13K
$761K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-6.22K- 3.07% |
$548K - $620K
|
196K
$21M
|
|
|
Aug 04, 2023
Q2 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-6.24K- 1.47% |
$549K - $622K
|
419K
$44.7M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.35K- 18.45% |
$559K - $633K
|
28K
$3M
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-6.52K- 4.55% |
$574K - $650K
|
137K
$14.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.57K- 45.34% |
$578K - $655K
|
7.92K
$846K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-6.68K- 12.87% |
$588K - $666K
|
45.2K
$4.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-6.74K- 14.55% |
$593K - $672K
|
39.6K
$4.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.74K- 21.35% |
$593K - $672K
|
24.8K
$2.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-7.09K- 1.44% |
$624K - $707K
|
486K
$51.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-7.21K- 19.61% |
$634K - $719K
|
29.5K
$3.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-7.26K- 33.32% |
$639K - $724K
|
14.5K
$1.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-7.4K- 44.13% |
$651K - $738K
|
9.37K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-7.67K- 32.53% |
$675K - $765K
|
15.9K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.99K- 1.96% |
$703K - $797K
|
401K
$42.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8.03K- 16.38% |
$706K - $800K
|
41K
$4.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-8.27KClosed |
$728K - $825K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-8.42K- 70.48% |
$741K - $840K
|
3.53K
$377K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.44K- 12.61% |
$742K - $841K
|
58.4K
$6.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-8.53K- 46.75% |
$751K - $851K
|
9.72K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.67K- 43.62% |
$763K - $865K
|
11.2K
$1.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-9.3K- 21.2% |
$819K - $928K
|
34.6K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-10.1K- 3.63% |
$886K - $1M
|
267K
$28.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10.5K- 62.8% |
$920K - $1.04M
|
6.19K
$661K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10.5K- 1.24% |
$926K - $1.05M
|
839K
$89.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-10.6K- 27.52% |
$929K - $1.05M
|
27.8K
$2.97M
|
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-10.8K- 16.62% |
$950K - $1.08M
|
54.2K
$5.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.8K- 1.14% |
$952K - $1.08M
|
934K
$99.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.1K- 61.89% |
$973K - $1.1M
|
6.81K
$727K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-11.3K- 3.6% |
$992K - $1.12M
|
302K
$32.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
SELL
|
- |
-11.3K- 4.53% |
$998K - $1.13M
|
239K
$25.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.5K- 59.01% |
$1.01M - $1.14M
|
7.96K
$850K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11.5K- 28.86% |
$1.01M - $1.15M
|
28.3K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.6K- 2.58% |
$1.02M - $1.16M
|
438K
$46.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-11.6K- 42.17% |
$1.02M - $1.16M
|
15.9K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-12K- 20.0% |
$1.06M - $1.2M
|
48K
$5.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.1K- 32.37% |
$1.06M - $1.2M
|
25.2K
$2.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-12.4K- 40.39% |
$1.09M - $1.23M
|
18.3K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-13.7K- 2.23% |
$1.21M - $1.37M
|
601K
$64.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Guardian Investment Management
|
SELL
|
- |
-14.2K- 71.4% |
$1.25M - $1.42M
|
5.7K
$609K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-15K- 9.53% |
$1.32M - $1.5M
|
142K
$15.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-15.3K- 35.02% |
$1.35M - $1.53M
|
28.4K
$3.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-15.3K- 3.48% |
$1.35M - $1.53M
|
426K
$45.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-15.4KClosed |
$1.36M - $1.54M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-15.6K- 1.68% |
$1.37M - $1.55M
|
913K
$97.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-15.8K- 3.9% |
$1.39M - $1.57M
|
389K
$41.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-15.8K- 1.19% |
$1.39M - $1.58M
|
1.31M
$140M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-15.9K- 69.6% |
$1.4M - $1.59M
|
6.95K
$743K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-17K- 3.12% |
$1.49M - $1.69M
|
527K
$56.3M
|