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 |
|---|---|---|---|---|---|---|---|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
40New |
$3.47K - $4.15K
|
40
$4.33K
|
|
|
Feb 21, 2023
Q4 2022
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-150K- 21.11% |
$13M - $15.6M
|
561K
$60.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
11+ 11.0% |
$955 - $1.14K
|
111
$12K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 1.3% |
$86.8 - $104
|
78
$8.44K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
5.54KNew |
$481K - $575K
|
5.54K
$599K
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.18KNew |
$189K - $226K
|
2.18K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
78.1K+ 8.13% |
$6.78M - $8.11M
|
1.04M
$112M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.04% |
$174 - $208
|
5.02K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.09KNew |
$182K - $217K
|
2.09K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-6.5K- 54.62% |
$564K - $675K
|
5.4K
$584K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
207+ 1.6% |
$18K - $21.5K
|
13.2K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3K- 40.4% |
$260K - $312K
|
4.43K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
395New |
$34.3K - $41K
|
395
$42.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
333New |
$28.9K - $34.6K
|
333
$36K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.1KNew |
$269K - $322K
|
3.1K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
CALL |
127KNew |
$11M - $13.2M
|
127K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
7.61KNew |
$661K - $790K
|
7.61K
$824K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
192New |
$16.7K - $19.9K
|
192
$20.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
1.92KNew |
$167K - $199K
|
1.92K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
91New |
$7.9K - $9.45K
|
91
$9.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
26.3KNew |
$2.28M - $2.73M
|
26.3K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
24.1K+ 3.08% |
$2.09M - $2.5M
|
805K
$87.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
2.02KNew |
$176K - $210K
|
2.02K
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-445- 17.28% |
$38.6K - $46.2K
|
2.13K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.36KNew |
$204K - $245K
|
2.36K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-213K- 87.85% |
$18.5M - $22.1M
|
29.5K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
PUT |
3KNew |
$260K - $312K
|
3K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 91.74% |
$123K - $148K
|
128
$13.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
315+ 166.67% |
$27.3K - $32.7K
|
504
$54.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
4.56KNew |
$396K - $474K
|
4.56K
$494K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
96+ 1.07% |
$8.33K - $9.97K
|
9.1K
$985K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
66.8K+ 167.0% |
$5.8M - $6.94M
|
107K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
453+ 17.86% |
$39.3K - $47K
|
2.99K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-9.7K- 71.28% |
$842K - $1.01M
|
3.91K
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
53.3K+ 41.28% |
$4.62M - $5.53M
|
182K
$19.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.19KNew |
$364K - $435K
|
4.19K
$453K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
540+ 274.11% |
$46.9K - $56.1K
|
737
$79.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.08KNew |
$180K - $216K
|
2.08K
$225K
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-5.9K- 85.51% |
$512K - $613K
|
1K
$108K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-100- 3.54% |
$8.68K - $10.4K
|
2.72K
$295K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
206+ 4.18% |
$17.9K - $21.4K
|
5.14K
$556K
|
|
|
Feb 09, 2023
Q4 2022
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
7.2KNew |
$625K - $748K
|
7.2K
$779K
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
404New |
$35.1K - $42K
|
404
$43.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
23New |
$2K - $2.39K
|
23
$2.49K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
555+ 5.78% |
$48.2K - $57.6K
|
10.2K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
2.01KNew |
$174K - $209K
|
2.01K
$217K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-14.3K- 38.52% |
$1.24M - $1.49M
|
22.8K
$2.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.81K- 3.85% |
$331K - $396K
|
95K
$10.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
20+ 0.45% |
$1.74K - $2.08K
|
4.42K
$479K
|
|
|
Feb 03, 2023
Q4 2022
|
Lipe & Dalton
|
BUY
|
- |
100+ 41.15% |
$8.68K - $10.4K
|
343
$37.1K
|