Latest Institutional Transactions on Duke Energy Corp (DUK)
This table provides information on the latest institutional transactions involving Duke Energy Corp (DUK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
35New |
$3.38K - $3.67K
|
35
$4.11K
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
1.92KNew |
$186K - $202K
|
1.92K
$226K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
15New |
$1.45K - $1.57K
|
15
$1.76K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
2.14KNew |
$207K - $224K
|
2.14K
$251K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
137New |
$13.2K - $14.4K
|
137
$16.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
116+ 39.46% |
$11.2K - $12.2K
|
410
$48.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-244Closed |
$23.6K - $25.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
845New |
$81.6K - $88.6K
|
845
$99.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-14.1KClosed |
$1.36M - $1.48M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-273Closed |
$26.4K - $28.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-10.1KClosed |
$974K - $1.06M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
100New |
$9.66K - $10.5K
|
100
$11.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
130K+ 3.51% |
$12.6M - $13.6M
|
3.83M
$450M
|
|
|
Feb 14, 2022
Q4 2021
|
Claar Advisors LLC
New York, NY |
SELL
|
- |
-99.5KClosed |
$9.61M - $10.4M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-3.46KClosed |
$334K - $363K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-165Closed |
$15.9K - $17.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.55KClosed |
$150K - $163K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
34New |
$3.29K - $3.57K
|
34
$3.99K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-116Closed |
$11.2K - $12.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
710New |
$68.6K - $74.5K
|
710
$83.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.86KClosed |
$179K - $195K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-2.15KClosed |
$208K - $225K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.6KClosed |
$252K - $273K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
BUY
|
- |
100+ 1.31% |
$9.66K - $10.5K
|
7.72K
$906K
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-7.29KClosed |
$705K - $765K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-147Closed |
$14.2K - $15.4K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-28Closed |
$2.71K - $2.94K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Hall Private Wealth Advisors
|
SELL
|
- |
-5.14KClosed |
$497K - $539K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-78Closed |
$7.54K - $8.18K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-15Closed |
$1.45K - $1.57K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-60Closed |
$5.8K - $6.29K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-143Closed |
$13.8K - $15K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.18K- 30.63% |
$114K - $124K
|
2.68K
$314K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.17KClosed |
$596K - $648K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75New |
$7.25K - $7.87K
|
75
$8.81K
|
|
|
Jan 26, 2022
Q4 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-333Closed |
$32.2K - $34.9K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Keeler T Homas Management LLC
|
SELL
|
- |
-264- 10.35% |
$25.5K - $27.7K
|
2.29K
$269K
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-209- 6.05% |
$20.2K - $21.9K
|
3.24K
$381K
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.64K- 37.47% |
$158K - $172K
|
2.73K
$320K
|
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.06KClosed |
$199K - $216K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-22Closed |
$2.13K - $2.31K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.02KNew |
$292K - $317K
|
3.02K
$355K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.56KNew |
$247K - $268K
|
2.56K
$300K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
SELL
|
CALL |
-35Closed |
$3.38K - $3.67K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.19KClosed |
$310K - $345K
|
0
$0
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
PUT |
-600- 50.0% |
$58.2K - $64.8K
|
600
$70.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.32KClosed |
$225K - $250K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-34Closed |
$3.3K - $3.67K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lsp Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.06KNew |
$297K - $330K
|
3.06K
$359K
|
|