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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-374- 8.16% |
$32.4K - $35.7K
|
4.21K
$455K
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.03KNew |
$262K - $289K
|
3.03K
$328K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.66K- 31.29% |
$144K - $159K
|
3.65K
$395K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
42New |
$3.64K - $4.01K
|
42
$4.55K
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.38KNew |
$639K - $705K
|
7.38K
$798K
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
507+ 18.81% |
$43.9K - $48.4K
|
3.2K
$347K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
204KNew |
$17.7M - $19.5M
|
204K
$22M
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1+ 0.04% |
$86.7 - $95.6
|
2.35K
$255K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3New |
$260 - $287
|
3
$325
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
300+ 20.82% |
$26K - $28.7K
|
1.74K
$188K
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-289- 9.6% |
$25K - $27.6K
|
2.72K
$294K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-107- 0.51% |
$9.27K - $10.2K
|
21K
$2.27M
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.77K+ 160.12% |
$240K - $265K
|
4.5K
$487K
|
|
Nov 02, 2023
Q3 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-20K- 50.0% |
$1.73M - $1.91M
|
20K
$2.16M
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.05K+ 124.49% |
$264K - $291K
|
5.5K
$595K
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-66- 0.94% |
$5.72K - $6.31K
|
6.95K
$753K
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-418- 0.76% |
$36.2K - $39.9K
|
54.5K
$5.89M
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 0.11% |
$173 - $191
|
1.81K
$196K
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-11.1K- 98.31% |
$961K - $1.06M
|
190
$20.6K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
431+ 17.97% |
$37.3K - $41.2K
|
2.83K
$306K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
832+ 640.0% |
$72.1K - $79.5K
|
962
$104K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-7.14K- 27.12% |
$618K - $682K
|
19.2K
$2.07M
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
16New |
$1.39K - $1.53K
|
16
$1.73K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.39K+ 31.19% |
$640K - $706K
|
31.1K
$3.36M
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-32- 1.32% |
$2.77K - $3.06K
|
2.39K
$259K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
507New |
$43.9K - $48.4K
|
507
$54.9K
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-400- 3.52% |
$34.7K - $38.2K
|
11K
$1.19M
|
|
Oct 24, 2023
Q3 2023
|
Patrizia Pty LTD
Barton, C3 |
SELL
|
- |
-5.59K- 15.73% |
$484K - $534K
|
29.9K
$3.24M
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
8.5KNew |
$737K - $812K
|
8.5K
$920K
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$8.67K - $9.56K
|
100
$10.8K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
1.74K+ 12.33% |
$150K - $166K
|
15.8K
$1.71M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2+ 1.08% |
$173 - $191
|
188
$20.3K
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.86KNew |
$248K - $274K
|
2.86K
$310K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.24K- 16.06% |
$108K - $119K
|
6.49K
$702K
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
288New |
$25K - $27.5K
|
288
$31.2K
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-1.2K- 33.16% |
$104K - $115K
|
2.42K
$262K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
927+ 2.59% |
$80.3K - $88.6K
|
36.7K
$3.97M
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-55- 0.5% |
$4.77K - $5.26K
|
11K
$1.19M
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.27KNew |
$110K - $121K
|
1.27K
$137K
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
275+ 16.41% |
$23.8K - $26.3K
|
1.95K
$211K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
17.8KNew |
$1.54M - $1.7M
|
17.8K
$1.93M
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
124+ 11.49% |
$10.7K - $11.8K
|
1.2K
$130K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
236New |
$20.4K - $22.6K
|
236
$25.5K
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-105- 4.11% |
$9.1K - $10K
|
2.45K
$265K
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.55K+ 20.87% |
$134K - $148K
|
8.95K
$969K
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-373- 11.14% |
$32.3K - $35.6K
|
2.98K
$322K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
65+ 46.76% |
$5.63K - $6.21K
|
204
$22.1K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-23- 0.96% |
$1.99K - $2.2K
|
2.38K
$258K
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
85+ 1.63% |
$7.37K - $8.12K
|
5.3K
$573K
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
90+ 0.98% |
$7.8K - $8.6K
|
9.29K
$1.01M
|