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 11, 2023
Q2 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
2.4KNew |
$211K - $239K
|
2.4K
$259K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
2.4KNew |
$211K - $239K
|
2.4K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.38KNew |
$209K - $237K
|
2.38K
$256K
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.37KNew |
$209K - $237K
|
2.37K
$256K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.36K+ 1.01% |
$208K - $235K
|
236K
$25.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.35K+ 2.77% |
$207K - $234K
|
87K
$9.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
2.35KNew |
$206K - $234K
|
2.35K
$253K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.33K+ 162.81% |
$205K - $233K
|
3.77K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.33K+ 14.1% |
$205K - $233K
|
18.9K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.32K+ 3.47% |
$204K - $231K
|
69K
$7.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.31K+ 3.8% |
$204K - $231K
|
63.2K
$6.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.31K+ 6.08% |
$203K - $231K
|
40.4K
$4.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.3K+ 25.01% |
$203K - $230K
|
11.5K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.3KNew |
$202K - $229K
|
2.3K
$247K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.29K+ 25.26% |
$201K - $228K
|
11.3K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.29K+ 4.26% |
$201K - $228K
|
55.9K
$6.03M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.29K+ 4.26% |
$201K - $228K
|
55.9K
$6.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.28K+ 25.01% |
$201K - $228K
|
11.4K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
2.28KNew |
$201K - $227K
|
2.28K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.28K+ 2.86% |
$200K - $227K
|
82K
$8.83M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.27KNew |
$200K - $226K
|
2.27K
$245K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2.26K+ 94.41% |
$199K - $226K
|
4.66K
$502K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.25K+ 7.46% |
$198K - $225K
|
32.5K
$3.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.25KNew |
$198K - $224K
|
2.25K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.25K+ 67.53% |
$198K - $224K
|
5.58K
$601K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.23K+ 1.31% |
$197K - $223K
|
173K
$18.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.18K+ 36.11% |
$192K - $218K
|
8.23K
$887K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.18K+ 2.72% |
$192K - $218K
|
82.5K
$8.89M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.17KNew |
$191K - $216K
|
2.17K
$234K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.17K+ 7.87% |
$191K - $216K
|
29.7K
$3.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.16K+ 51.17% |
$190K - $216K
|
6.39K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
2.16KNew |
$190K - $215K
|
2.16K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.12K+ 3.03% |
$186K - $211K
|
72K
$7.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.09K+ 2.63% |
$184K - $209K
|
81.5K
$8.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.06K+ 6.16% |
$181K - $205K
|
35.5K
$3.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.06K+ 3.94% |
$181K - $205K
|
54.2K
$5.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.05K+ 9.41% |
$181K - $205K
|
23.8K
$2.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
2.05K+ 3.1% |
$180K - $204K
|
68.1K
$7.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2K+ 17.09% |
$176K - $199K
|
13.7K
$1.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.98K+ 86.16% |
$174K - $197K
|
4.28K
$461K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.96K+ 22.17% |
$172K - $195K
|
10.8K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.94K+ 2.71% |
$171K - $193K
|
73.5K
$7.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.92K+ 1.46% |
$169K - $192K
|
133K
$14.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.91K+ 40.18% |
$168K - $190K
|
6.65K
$716K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.9K+ 11.56% |
$167K - $189K
|
18.3K
$1.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.89K+ 8.4% |
$166K - $188K
|
24.4K
$2.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.89K+ 3.72% |
$166K - $188K
|
52.7K
$5.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.86K+ 2.03% |
$164K - $185K
|
93.3K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.84K+ 80.54% |
$162K - $183K
|
4.12K
$444K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
1.77K+ 20.85% |
$156K - $176K
|
10.2K
$1.1M
|