Purchases and Sales Made in Q2 2023 in Duke Energy Corp (DUK)

DUK Quotes by TradingView

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 26, 2023 Q2 2023
Latitude Advisors, LLC

BUY
 -
1.75K
+ 72.48%
$154K - $174K
4.16K $449K
Aug 07, 2023 Q2 2023
Hall Capital Management CO Inc

BUY
 -
1.74K
+ 4.84%
$153K - $173K
37.6K $4.06M
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
1.73K
+ 26.06%
$152K - $173K
8.38K $903K
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
1.73K
+ 7.63%
$152K - $172K
24.4K $2.63M
Aug 14, 2023 Q2 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.73K
+ 13.83%
$152K - $172K
14.2K $1.53M
Jul 28, 2023 Q2 2023
Tufton Capital Management

BUY
 -
1.71K
+ 3.45%
$151K - $171K
51.4K $5.53M
Jul 20, 2023 Q2 2023
Baker Tilly Wealth Management, LLC

BUY
 -
1.71K
+ 13.43%
$150K - $170K
14.4K $1.55M
Jul 17, 2023 Q2 2023
New Mexico Educational Retirement Board

BUY
 -
1.7K
+ 4.77%
$150K - $170K
37.4K $4.03M
Aug 01, 2023 Q2 2023
Wolff Wiese Magana LLC

BUY
 -
1.69K
+ 10.27%
$149K - $169K
18.2K $1.96M
Jul 18, 2023 Q2 2023
Octavia Wealth Advisors, LLC

BUY
 -
1.69K
+ 44.92%
$149K - $169K
5.46K $588K
Jul 18, 2023 Q2 2023
Greystone Financial Group, LLC

BUY
 -
1.67K
+ 2.27%
$147K - $167K
75.3K $8.11M
Jul 18, 2023 Q2 2023
Cutler Group LP

BUY
 -
1.63K
+ 288.18%
$144K - $163K
2.2K $237K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
1.63K
+ 7.48%
$143K - $162K
23.3K $2.52M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
1.6K
+ 24.23%
$141K - $159K
8.19K $883K
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.59K
+ 31.39%
$140K - $159K
6.66K $718K
Jul 28, 2023 Q2 2023
Novare Capital Management LLC

BUY
 -
1.59K
+ 2.65%
$140K - $159K
61.6K $6.64M
Jul 21, 2023 Q2 2023
Stiles Financial Services Inc

BUY
 -
1.56K
+ 13.44%
$137K - $155K
13.1K $1.42M
Aug 11, 2023 Q2 2023
Schroder Investment Management Group

London, X0
BUY
 -
1.56K
+ 1.52%
$137K - $155K
104K $11.2M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.54K
+ 3.42%
$136K - $154K
46.6K $5.02M
Aug 14, 2023 Q2 2023
Te Ahumairangi Investment Management LTD

Wellington Central, Q2
BUY
 -
1.54K
+ 5.55%
$136K - $154K
29.3K $3.16M
Jul 31, 2023 Q2 2023
Moloney Securities Asset Management, LLC

BUY
 -
1.54K
+ 8.63%
$135K - $153K
19.4K $2.09M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.52K
+ 0.25%
$134K - $152K
605K $65.2M
Aug 11, 2023 Q2 2023
Alley Investment Management Company, LLC

BUY
 -
1.51K
+ 3.26%
$132K - $150K
47.7K $5.14M
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

BUY
 -
1.5K
+ 30.54%
$132K - $150K
6.41K $691K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
1.49K
+ 25.48%
$131K - $148K
7.31K $788K
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.48K
+ 5.27%
$131K - $148K
29.6K $3.19M
Aug 14, 2023 Q2 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
1.48K
+ 1.24%
$130K - $148K
121K $13M
Jul 24, 2023 Q2 2023
Annex Advisory Services, LLC

BUY
 -
1.48K
+ 70.3%
$130K - $147K
3.58K $386K
Jul 21, 2023 Q2 2023
Graypoint LLC

BUY
 -
1.47K
+ 44.46%
$129K - $147K
4.77K $514K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1.46K
+ 4.91%
$128K - $145K
31.1K $3.35M
Jul 27, 2023 Q2 2023
Bank Ozk

BUY
 -
1.45K
+ 8.05%
$128K - $145K
19.5K $2.1M
Aug 03, 2023 Q2 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
1.45K
+ 985.03%
$127K - $144K
1.6K $172K
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
1.4K
+ 10.11%
$123K - $140K
15.3K $1.64M
Aug 01, 2023 Q2 2023
Davis Investment Partners, LLC

Charlotte, NC
BUY
 -
1.4K
+ 8.5%
$123K - $140K
17.9K $1.93M
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
1.4K
+ 22.07%
$123K - $139K
7.73K $833K
Aug 07, 2023 Q2 2023
Red Door Wealth Management, LLC

BUY
 -
1.39K
+ 5.45%
$122K - $139K
26.9K $2.9M
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.38K
+ 2.45%
$121K - $137K
57.6K $6.21M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
1.37K
+ 24.1%
$120K - $136K
7.04K $759K
Aug 11, 2023 Q2 2023
Old Point Trust & Financial Services N A

BUY
 -
1.36K
New
$120K - $136K
1.36K $147K
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
1.36K
+ 46.23%
$119K - $135K
4.29K $462K
Jul 17, 2023 Q2 2023
Procyon Advisors, LLC

BUY
 -
1.36K
+ 8.73%
$119K - $135K
16.9K $1.82M
Aug 01, 2023 Q2 2023
Boston Research & Management Inc

Manchester, MA
BUY
 -
1.35K
+ 3.5%
$119K - $134K
39.9K $4.3M
Aug 10, 2023 Q2 2023
Flaharty Asset Management, LLC

BUY
 -
1.34K
+ 37.27%
$118K - $134K
4.93K $532K
Aug 11, 2023 Q2 2023
Edgewood Management LLC

Greenwich, CT
BUY
 -
1.33K
+ 24.4%
$117K - $133K
6.8K $733K
Aug 02, 2023 Q2 2023
Gables Capital Management Inc.

BUY
 -
1.33K
+ 12.25%
$117K - $132K
12.1K $1.31M
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.33K
+ 16.92%
$117K - $132K
9.15K $987K
Jul 18, 2023 Q2 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
1.32K
+ 4.28%
$116K - $131K
32.1K $3.46M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.31K
New
$116K - $131K
1.31K $142K
Jul 20, 2023 Q2 2023
Argus Investors' Counsel, Inc.

BUY
 -
1.31K
+ 40.23%
$115K - $131K
4.57K $493K

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