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 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.3K+ 1.32% |
$115K - $130K
|
99.7K
$10.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.3K+ 6.97% |
$114K - $129K
|
19.9K
$2.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.3K+ 10.31% |
$114K - $129K
|
13.9K
$1.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
1.28K+ 12.87% |
$113K - $128K
|
11.2K
$1.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.28K+ 0.39% |
$112K - $127K
|
331K
$35.7M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.27K+ 2.91% |
$112K - $127K
|
45K
$4.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.27K+ 12.72% |
$112K - $126K
|
11.2K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 1.43% |
$112K - $126K
|
90.1K
$9.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.26K+ 8.36% |
$110K - $125K
|
16.3K
$1.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.24K+ 3.87% |
$109K - $124K
|
33.4K
$3.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.23K+ 4.86% |
$108K - $122K
|
26.5K
$2.85M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.22K+ 6.08% |
$108K - $122K
|
21.3K
$2.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.21K+ 8.16% |
$107K - $121K
|
16.1K
$1.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.21K+ 1.11% |
$107K - $121K
|
111K
$11.9M
|
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.21K+ 1.9% |
$106K - $120K
|
64.7K
$6.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.19K+ 7.44% |
$105K - $119K
|
17.2K
$1.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.19KNew |
$105K - $118K
|
1.19K
$128K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.18K+ 20.31% |
$104K - $118K
|
7K
$754K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.17KNew |
$103K - $117K
|
1.17K
$127K
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.17K+ 20.01% |
$103K - $117K
|
7.03K
$757K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.17K+ 6.24% |
$103K - $116K
|
19.8K
$2.14M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.15K+ 50.29% |
$101K - $114K
|
3.42K
$369K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.14K+ 8.3% |
$100K - $114K
|
14.9K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.14K+ 9.29% |
$100K - $114K
|
13.4K
$1.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.14K+ 22.8% |
$100K - $114K
|
6.13K
$661K
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.13K+ 3.24% |
$99.5K - $113K
|
36.1K
$3.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.13K+ 1.89% |
$99.1K - $112K
|
60.6K
$6.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.11K+ 3.33% |
$97.9K - $111K
|
34.5K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.11K+ 5.32% |
$97.5K - $111K
|
22K
$2.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.1K+ 3.27% |
$97K - $110K
|
34.8K
$3.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.08K+ 1.77% |
$95.1K - $108K
|
62K
$6.68M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.08K+ 4.62% |
$94.7K - $107K
|
24.4K
$2.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 9.71% |
$94.5K - $107K
|
12.1K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.07K+ 5.38% |
$94.1K - $107K
|
20.9K
$2.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.07K+ 0.66% |
$93.9K - $106K
|
162K
$17.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.06K+ 11.81% |
$93K - $105K
|
10K
$1.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.06K+ 13.79% |
$92.9K - $105K
|
8.71K
$938K
|
|
|
Jul 10, 2023
Q2 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.05K+ 9.72% |
$92K - $104K
|
11.8K
$1.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.03K+ 2.07% |
$90.9K - $103K
|
51K
$5.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.03K+ 5.78% |
$90.9K - $103K
|
18.9K
$2.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.03K+ 19.4% |
$90.4K - $102K
|
6.32K
$681K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.03KNew |
$90.2K - $102K
|
1.03K
$110K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
1.02K+ 4.35% |
$89.5K - $101K
|
24.4K
$2.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.01K+ 2.55% |
$89.2K - $101K
|
40.8K
$4.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1K+ 4.95% |
$88.1K - $99.8K
|
21.2K
$2.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1K+ 72.36% |
$88K - $99.7K
|
2.38K
$257K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
999+ 9.88% |
$87.9K - $99.6K
|
11.1K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
989+ 8.33% |
$87K - $98.6K
|
12.9K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
971+ 15.71% |
$85.5K - $96.8K
|
7.15K
$771K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
962+ 43.1% |
$84.7K - $95.9K
|
3.19K
$344K
|