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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Coann Capital LLC
Westport, CT |
BUY
|
- |
46.1K+ 64.42% |
$4M - $4.78M
|
118K
$12.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.01KNew |
$348K - $416K
|
4.01K
$434K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.91K+ 5.29% |
$166K - $198K
|
38K
$4.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.08KNew |
$181K - $216K
|
2.08K
$226K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
144New |
$12.5K - $15K
|
144
$15.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 12.97% |
$8.68K - $10.4K
|
671
$72.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
172New |
$14.9K - $17.9K
|
172
$18.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
9+ 0.36% |
$781 - $935
|
2.53K
$274K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
307+ 1.34% |
$26.7K - $31.9K
|
23.2K
$2.51M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
106+ 84.8% |
$9.2K - $11K
|
231
$25K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
142+ 0.48% |
$12.3K - $14.7K
|
30K
$3.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.93KNew |
$255K - $305K
|
2.93K
$318K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2KNew |
$174K - $208K
|
2K
$216K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-177- 89.85% |
$15.4K - $18.4K
|
20
$2.16K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
64+ 2.38% |
$5.56K - $6.65K
|
2.76K
$298K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-369- 18.4% |
$32K - $38.3K
|
1.64K
$177K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
39+ 1.78% |
$3.39K - $4.05K
|
2.23K
$241K
|
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.56K- 18.55% |
$135K - $162K
|
6.85K
$741K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-266- 10.8% |
$23.1K - $27.6K
|
2.2K
$238K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.01KNew |
$174K - $208K
|
2.01K
$217K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-238- 2.02% |
$20.7K - $24.7K
|
11.5K
$1.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
2.05KNew |
$178K - $213K
|
2.05K
$222K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.13KNew |
$185K - $221K
|
2.13K
$230K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
2.6KNew |
$226K - $270K
|
2.6K
$281K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
129+ 3.64% |
$11.2K - $13.4K
|
3.68K
$398K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9New |
$781 - $935
|
9
$974
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
2KNew |
$174K - $208K
|
2K
$216K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-54- 2.71% |
$4.69K - $5.61K
|
1.94K
$210K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-150- 50.0% |
$13K - $15.6K
|
150
$16.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
120New |
$10.4K - $12.5K
|
120
$13K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
166+ 1.52% |
$14.4K - $17.2K
|
11.1K
$1.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
93New |
$8.07K - $9.66K
|
93
$10.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-195- 6.79% |
$16.9K - $20.2K
|
2.68K
$290K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.49K+ 18.43% |
$129K - $154K
|
9.54K
$1.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
2.15KNew |
$186K - $223K
|
2.15K
$232K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
371New |
$32.2K - $38.5K
|
371
$40.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
505+ 22.7% |
$43.8K - $52.4K
|
2.73K
$295K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
283New |
$24.6K - $29.4K
|
283
$30.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
317New |
$27.5K - $32.9K
|
317
$34.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.59K+ 20.76% |
$225K - $269K
|
15.1K
$1.63M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
14New |
$1.22K - $1.45K
|
14
$1.52K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.93KNew |
$167K - $200K
|
1.93K
$208K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
666New |
$57.8K - $69.2K
|
666
$72.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
64New |
$5.56K - $6.65K
|
64
$6.93K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
271New |
$23.5K - $28.1K
|
271
$29.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.25KNew |
$108K - $129K
|
1.25K
$135K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
490New |
$42.5K - $50.9K
|
490
$53K
|
|
| Q3 2022 | |||||||
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.21KClosed |
$55K - $245K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-778Closed |
$19.4K - $86.3K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
12.2K+ 254.64% |
$304K - $1.35M
|
17K
$1.84M
|
|