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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-969- 10.81% |
$88.7K - $102K
|
8K
$865K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-42.1K- 64.66% |
$3.86M - $4.45M
|
23K
$2.49M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
6+ 0.28% |
$549 - $634
|
2.17K
$235K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
535New |
$49K - $56.5K
|
535
$57.9K
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
2.36KNew |
$216K - $249K
|
2.36K
$255K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
806New |
$73.8K - $85.2K
|
806
$87.2K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-3.94K- 62.4% |
$361K - $416K
|
2.37K
$257K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-128- 76.65% |
$11.7K - $13.5K
|
39
$4.22K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.08MNew |
$557M - $642M
|
6.08M
$658M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-32- 3.0% |
$2.93K - $3.38K
|
1.03K
$112K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
118+ 16.01% |
$10.8K - $12.5K
|
855
$92.5K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
146New |
$13.4K - $15.4K
|
146
$15.8K
|
|
|
May 08, 2023
Q1 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
13.6K+ 272.0% |
$1.25M - $1.44M
|
18.6K
$2.01M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.54KNew |
$324K - $374K
|
3.54K
$383K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-12- 19.35% |
$1.1K - $1.27K
|
50
$5.41K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 1.3% |
$183 - $211
|
156
$16.9K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
42+ 0.61% |
$3.85K - $4.44K
|
6.89K
$745K
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-224- 0.74% |
$20.5K - $23.7K
|
30.1K
$3.26M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 8.46% |
$9.16K - $10.6K
|
1.08K
$117K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
46+ 7.8% |
$4.21K - $4.86K
|
636
$68.8K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
251+ 12.85% |
$23K - $26.5K
|
2.21K
$239K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 0.88% |
$91.6 - $106
|
112
$12.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.82K- 13.11% |
$166K - $192K
|
12K
$1.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-395- 8.59% |
$36.2K - $41.7K
|
4.21K
$455K
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
8.13KNew |
$744K - $859K
|
8.13K
$880K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-290- 3.7% |
$26.5K - $30.6K
|
7.54K
$816K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-23- 0.96% |
$2.11K - $2.43K
|
2.38K
$257K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-150- 6.47% |
$13.7K - $15.8K
|
2.17K
$235K
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
2.56KNew |
$234K - $270K
|
2.56K
$277K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
157+ 1.75% |
$14.4K - $16.6K
|
9.15K
$991K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-100- 4.05% |
$9.16K - $10.6K
|
2.37K
$256K
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-800- 27.51% |
$73.2K - $84.5K
|
2.11K
$228K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.79KNew |
$164K - $189K
|
1.79K
$194K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
400+ 48.02% |
$36.6K - $42.3K
|
1.23K
$133K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-85- 11.81% |
$7.78K - $8.98K
|
635
$68.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1K- 22.73% |
$91.6K - $106K
|
3.4K
$368K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.1KNew |
$101K - $116K
|
1.1K
$119K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-219- 9.4% |
$20K - $23.1K
|
2.11K
$229K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.2KNew |
$202K - $233K
|
2.2K
$238K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
160+ 4.34% |
$14.6K - $16.9K
|
3.85K
$417K
|
|
|
Apr 17, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
PUT |
-660- 9.52% |
$60.4K - $69.7K
|
6.28K
$679K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-135- 4.64% |
$12.4K - $14.3K
|
2.78K
$301K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-998- 11.55% |
$91.4K - $105K
|
7.64K
$827K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.09K- 31.67% |
$99.4K - $115K
|
2.34K
$254K
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.85K- 42.36% |
$169K - $195K
|
2.51K
$272K
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.08KNew |
$190K - $220K
|
2.08K
$225K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-66- 12.29% |
$6.04K - $6.97K
|
471
$51K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 30.91% |
$158K - $182K
|
7.29K
$789K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
9.35K+ 45.75% |
$856K - $987K
|
29.8K
$3.22M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
160+ 7.14% |
$14.6K - $16.9K
|
2.4K
$260K
|