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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
2.53KNew |
$217K - $249K
|
2.53K
$274K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
34+ 0.71% |
$2.9K - $3.34K
|
4.8K
$520K
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-166- 5.16% |
$14.2K - $16.3K
|
3.05K
$330K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-26- 0.89% |
$2.22K - $2.56K
|
2.88K
$312K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-51- 32.08% |
$4.36K - $5.01K
|
108
$11.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.6% |
$256 - $295
|
499
$54K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-27- 3.99% |
$2.31K - $2.65K
|
649
$70.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-529- 6.61% |
$45.2K - $52K
|
7.47K
$809K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-238- 5.91% |
$20.3K - $23.4K
|
3.79K
$410K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.43K+ 0.89% |
$464K - $533K
|
615K
$66.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-333- 9.56% |
$28.5K - $32.7K
|
3.15K
$341K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
150+ 5.1% |
$12.8K - $14.7K
|
3.09K
$335K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-500- 18.08% |
$42.7K - $49.2K
|
2.27K
$245K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-26- 1.1% |
$2.22K - $2.56K
|
2.34K
$253K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
77New |
$6.67K - $7.36K
|
77
$8.33K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6+ 9.84% |
$520 - $573
|
67
$7.25K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
144New |
$12.5K - $13.8K
|
144
$15.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
28New |
$2.43K - $2.68K
|
28
$3.03K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
159New |
$13.8K - $15.2K
|
159
$17.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
500+ 25.0% |
$43.3K - $47.8K
|
2.5K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
30.5KNew |
$2.64M - $2.92M
|
30.5K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-227- 14.25% |
$19.7K - $21.7K
|
1.37K
$148K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-23- 3.77% |
$1.99K - $2.2K
|
587
$63.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-17K- 16.43% |
$1.47M - $1.62M
|
86.2K
$9.33M
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
66KNew |
$5.72M - $6.31M
|
66K
$7.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
15.4KNew |
$1.34M - $1.47M
|
15.4K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
988+ 9.85% |
$85.6K - $94.4K
|
11K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
92.6KNew |
$8.03M - $8.85M
|
92.6K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
10.4KNew |
$901K - $994K
|
10.4K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
65.6KNew |
$5.68M - $6.27M
|
65.6K
$7.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.81KNew |
$330K - $364K
|
3.81K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.77K- 2.22% |
$153K - $169K
|
77.8K
$8.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2- 0.04% |
$173 - $191
|
5.55K
$601K
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-5.86K- 66.12% |
$507K - $560K
|
3K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-38- 0.49% |
$3.29K - $3.63K
|
7.75K
$839K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.92K- 52.26% |
$426K - $470K
|
4.49K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
107New |
$9.27K - $10.2K
|
107
$11.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.01K- 77.06% |
$87.3K - $96.3K
|
300
$32.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.09K+ 2.01% |
$94.5K - $104K
|
55.3K
$5.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-839- 57.07% |
$72.7K - $80.2K
|
631
$68.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
90+ 1.53% |
$7.8K - $8.6K
|
5.98K
$647K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-1.75K- 28.0% |
$152K - $167K
|
4.5K
$487K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8New |
$693 - $764
|
8
$866
|
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
4.61KNew |
$399K - $440K
|
4.61K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
677+ 268.65% |
$58.7K - $64.7K
|
929
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-35- 2.72% |
$3.03K - $3.34K
|
1.25K
$135K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.65KClosed |
$143K - $158K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
106K+ 217.95% |
$9.17M - $10.1M
|
154K
$16.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
42+ 1.59% |
$3.64K - $4.01K
|
2.68K
$290K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.99% |
$347 - $382
|
408
$44.2K
|
|