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 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
11.2K+ 21.96% |
$985K - $1.12M
|
62.2K
$6.7M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11K+ 62.39% |
$972K - $1.1M
|
28.7K
$3.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11K+ 24.1% |
$968K - $1.1M
|
56.6K
$6.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11K+ 49.57% |
$965K - $1.09M
|
33.1K
$3.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10.9K+ 1.3% |
$963K - $1.09M
|
851K
$91.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10.7K+ 0.77% |
$943K - $1.07M
|
1.4M
$151M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
10.6KNew |
$929K - $1.05M
|
10.6K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
10.4K+ 32.77% |
$912K - $1.03M
|
42K
$4.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 27.43% |
$890K - $1.01M
|
47K
$5.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
10K+ 4.77% |
$882K - $1M
|
220K
$23.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
10KNew |
$881K - $998K
|
10K
$1.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.86K+ 14.51% |
$868K - $984K
|
77.8K
$8.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
9.67K+ 42.56% |
$851K - $964K
|
32.4K
$3.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.56K+ 3.57% |
$841K - $954K
|
277K
$29.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
9.54K+ 17.32% |
$839K - $951K
|
64.6K
$6.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.44K+ 1.48% |
$831K - $941K
|
645K
$69.5M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
9.38K+ 12.28% |
$826K - $936K
|
85.8K
$9.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.32K+ 4.71% |
$820K - $930K
|
207K
$22.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
9.24KNew |
$813K - $921K
|
9.24K
$995K
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
9.21K+ 180.25% |
$811K - $919K
|
14.3K
$1.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
9.2KNew |
$810K - $918K
|
9.2K
$992K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9.14KNew |
$804K - $912K
|
9.14K
$985K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.89K+ 3.18% |
$782K - $886K
|
289K
$31.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
8.76K+ 245.58% |
$771K - $873K
|
12.3K
$1.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.54K+ 12.17% |
$751K - $851K
|
78.7K
$8.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
8.36KNew |
$735K - $833K
|
8.36K
$901K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8.09K+ 10.45% |
$712K - $807K
|
85.5K
$9.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
8.07K+ 17.2% |
$710K - $805K
|
55K
$5.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
8.04K+ 38.04% |
$708K - $802K
|
29.2K
$3.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
7.91K+ 157.82% |
$696K - $788K
|
12.9K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.9KNew |
$695K - $788K
|
7.9K
$851K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
7.8K+ 5.69% |
$687K - $778K
|
145K
$15.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.72K+ 1.22% |
$679K - $770K
|
642K
$69.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.72K+ 63.21% |
$679K - $770K
|
19.9K
$2.15M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.71K+ 25.91% |
$679K - $769K
|
37.5K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.65K+ 98.71% |
$673K - $763K
|
15.4K
$1.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
7.53K+ 278.93% |
$663K - $751K
|
10.2K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.48K+ 0.55% |
$658K - $746K
|
1.37M
$148M
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
7.48K+ 568.95% |
$658K - $746K
|
8.79K
$947K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.13K+ 18.12% |
$627K - $711K
|
46.5K
$5.01M
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
6.98K+ 292.7% |
$614K - $696K
|
9.37K
$1.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
6.78K+ 3.66% |
$596K - $676K
|
192K
$20.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.74K+ 40.05% |
$593K - $672K
|
23.6K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
6.64KNew |
$585K - $663K
|
6.64K
$716K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.59K+ 95.88% |
$580K - $657K
|
13.5K
$1.45M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
6.35K+ 20.15% |
$559K - $633K
|
37.9K
$4.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6.33K+ 28.19% |
$557K - $632K
|
28.8K
$3.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.27K+ 123.62% |
$552K - $625K
|
11.3K
$1.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.26KNew |
$551K - $624K
|
6.26K
$674K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6.09K+ 124.97% |
$536K - $607K
|
11K
$1.18M
|