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 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.08K+ 3.88% |
$535K - $606K
|
163K
$17.5M
|
|
Aug 14, 2023
Q2 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
5.86K+ 195.2% |
$515K - $584K
|
8.86K
$954K
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
5.79KNew |
$509K - $577K
|
5.79K
$624K
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.71KNew |
$503K - $570K
|
5.71K
$616K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5.61K+ 35.33% |
$494K - $559K
|
21.5K
$2.32M
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
5.5KNew |
$484K - $549K
|
5.5K
$593K
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.48KNew |
$482K - $546K
|
5.48K
$590K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.46K+ 7.72% |
$480K - $544K
|
76.1K
$8.2M
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.4K+ 8.03% |
$475K - $539K
|
72.6K
$7.83M
|
|
Aug 11, 2023
Q2 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
5.36K+ 5.49% |
$472K - $535K
|
103K
$11.1M
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
5.28KNew |
$465K - $527K
|
5.28K
$570K
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.28KNew |
$464K - $526K
|
5.28K
$569K
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.27KNew |
$464K - $526K
|
5.27K
$568K
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
5.25KNew |
$462K - $524K
|
5.25K
$566K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.24K+ 119.22% |
$461K - $523K
|
9.64K
$1.04M
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.2K+ 226.25% |
$457K - $518K
|
7.49K
$808K
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
5.18KNew |
$456K - $517K
|
5.18K
$558K
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
5.1KNew |
$449K - $509K
|
5.1K
$550K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.09K+ 7.35% |
$448K - $507K
|
74.3K
$8.01M
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
4.93K+ 12.01% |
$434K - $492K
|
46K
$4.96M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.9K+ 10.42% |
$432K - $489K
|
52K
$5.6M
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.79K+ 16.84% |
$421K - $477K
|
33.2K
$3.58M
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
4.77KNew |
$420K - $476K
|
4.77K
$514K
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
4.67KNew |
$411K - $465K
|
4.67K
$503K
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
4.58K+ 8.49% |
$403K - $457K
|
58.6K
$6.31M
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.57K+ 109.98% |
$403K - $456K
|
8.73K
$941K
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4.56KNew |
$401K - $455K
|
4.56K
$492K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.56K+ 3.77% |
$401K - $455K
|
126K
$13.5M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.55K+ 6.76% |
$400K - $454K
|
71.9K
$7.74M
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
4.43KNew |
$389K - $441K
|
4.43K
$477K
|
|
Jul 17, 2023
Q2 2023
|
Nepsis Inc.
|
BUY
|
- |
4.35K+ 32.54% |
$382K - $433K
|
17.7K
$1.91M
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
4.3K+ 1.86% |
$378K - $429K
|
235K
$25.4M
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
4.29K+ 10.75% |
$377K - $428K
|
44.2K
$4.76M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.27K+ 10.19% |
$376K - $426K
|
46.2K
$4.98M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.26K+ 4.71% |
$375K - $425K
|
94.6K
$10.2M
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
4.24K+ 6.66% |
$373K - $423K
|
67.9K
$7.32M
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
4.12K+ 7.15% |
$362K - $410K
|
61.7K
$6.65M
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.11K+ 73.17% |
$362K - $410K
|
9.73K
$1.05M
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
4.08K+ 8.02% |
$359K - $407K
|
54.9K
$5.92M
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.07K+ 14.1% |
$358K - $406K
|
32.9K
$3.55M
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.07K+ 3.17% |
$358K - $406K
|
132K
$14.3M
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.02K+ 6.37% |
$354K - $401K
|
67.1K
$7.24M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.01K+ 41.69% |
$353K - $400K
|
13.6K
$1.47M
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4.01KNew |
$353K - $400K
|
4.01K
$432K
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
4KNew |
$352K - $399K
|
4K
$431K
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.95K+ 62.93% |
$348K - $394K
|
10.2K
$1.1M
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.93K+ 10.49% |
$346K - $392K
|
41.4K
$4.46M
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
3.91KNew |
$344K - $390K
|
3.91K
$421K
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.88K+ 70.28% |
$341K - $387K
|
9.4K
$1.01M
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
3.84K+ 2.68% |
$338K - $383K
|
147K
$15.9M
|