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 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.71KNew |
$326K - $370K
|
3.71K
$399K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.7K+ 5.0% |
$325K - $369K
|
77.7K
$8.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.63K+ 6.42% |
$319K - $362K
|
60.1K
$6.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
3.63KNew |
$319K - $362K
|
3.63K
$391K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.55K+ 29.39% |
$312K - $354K
|
15.6K
$1.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.55KNew |
$312K - $354K
|
3.55K
$382K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.5K+ 182.33% |
$308K - $349K
|
5.42K
$584K
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
3.4K+ 32.85% |
$299K - $339K
|
13.8K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.38K+ 0.59% |
$297K - $337K
|
577K
$62.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
3.34K+ 93.51% |
$294K - $333K
|
6.92K
$745K
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
3.33K+ 68.34% |
$293K - $332K
|
8.2K
$884K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.31K+ 29.08% |
$291K - $330K
|
14.7K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
3.24K+ 57.68% |
$285K - $323K
|
8.85K
$954K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
3.23K+ 2.26% |
$285K - $323K
|
146K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.21K+ 26.14% |
$283K - $321K
|
15.5K
$1.67M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
3.19K+ 3.89% |
$280K - $318K
|
85K
$9.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
3.17K+ 2.58% |
$279K - $316K
|
126K
$13.6M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
3.16KNew |
$278K - $315K
|
3.16K
$340K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.14K+ 11.44% |
$277K - $313K
|
30.6K
$3.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
3.14KNew |
$276K - $313K
|
3.14K
$338K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.11K+ 258.22% |
$274K - $310K
|
4.31K
$465K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.06K+ 3.14% |
$269K - $305K
|
101K
$10.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.97K+ 5.12% |
$261K - $296K
|
60.9K
$6.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.94K+ 9.07% |
$258K - $293K
|
35.3K
$3.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.94K+ 1.37% |
$258K - $293K
|
217K
$23.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.9K+ 49.56% |
$255K - $289K
|
8.74K
$942K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.89K+ 38.05% |
$254K - $288K
|
10.5K
$1.13M
|
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
2.88K+ 2.25% |
$253K - $287K
|
131K
$14.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.86K+ 15.6% |
$252K - $286K
|
21.2K
$2.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.84KNew |
$250K - $284K
|
2.84K
$306K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.81K+ 13.26% |
$248K - $281K
|
24K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.79K+ 1.05% |
$246K - $278K
|
268K
$28.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
2.77K+ 14.22% |
$244K - $276K
|
22.3K
$2.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.71K+ 3.53% |
$239K - $270K
|
79.6K
$8.58M
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.71K+ 26.76% |
$238K - $270K
|
12.8K
$1.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.64KNew |
$233K - $264K
|
2.64K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.63K+ 11.63% |
$231K - $262K
|
25.2K
$2.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.57K+ 28.38% |
$226K - $256K
|
11.6K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
2.53KNew |
$223K - $253K
|
2.53K
$273K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.49KNew |
$219K - $249K
|
2.49K
$269K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
2.49K+ 2.15% |
$219K - $248K
|
118K
$12.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.48K+ 26.58% |
$218K - $247K
|
11.8K
$1.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.47KNew |
$217K - $246K
|
2.47K
$266K
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.45KNew |
$216K - $244K
|
2.45K
$264K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.44KNew |
$214K - $243K
|
2.44K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.43K+ 5.74% |
$214K - $243K
|
44.8K
$4.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.42K+ 8.67% |
$213K - $242K
|
30.4K
$3.27M
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.42KNew |
$213K - $241K
|
2.42K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.4K+ 0.46% |
$211K - $239K
|
530K
$57.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.4K+ 146.97% |
$211K - $239K
|
4.03K
$435K
|