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 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-35.7K- 33.27% |
$889K - $3.96M
|
71.6K
$7.75M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-453- 0.61% |
$11.3K - $50.2K
|
73.4K
$7.94M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
757+ 3.35% |
$18.8K - $83.9K
|
23.3K
$2.53M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.15KClosed |
$78.4K - $349K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.03KNew |
$100K - $447K
|
4.03K
$436K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
248+ 2.81% |
$6.18K - $27.5K
|
9.09K
$984K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
780+ 6.81% |
$19.4K - $86.5K
|
12.2K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.19KClosed |
$104K - $465K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.27K+ 1.09% |
$31.6K - $141K
|
118K
$12.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.23KNew |
$30.6K - $136K
|
1.23K
$133K
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
4.75KNew |
$118K - $527K
|
4.75K
$514K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-97- 3.69% |
$2.42K - $10.8K
|
2.53K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.98K+ 10.0% |
$49.3K - $219K
|
21.8K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-145- 26.7% |
$3.61K - $16.1K
|
398
$43.1K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.23K+ 202.87% |
$130K - $579K
|
7.8K
$844K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
3.78KNew |
$94.2K - $419K
|
3.78K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1.24K+ 8.93% |
$30.9K - $137K
|
15.1K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
738New |
$18.4K - $81.8K
|
738
$79.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.05K+ 0.09% |
$26.1K - $116K
|
1.14M
$123M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
133New |
$3.31K - $14.7K
|
133
$14.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-761KClosed |
$19M - $84.4M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-1.19K- 7.93% |
$29.6K - $132K
|
13.8K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
2.3KNew |
$57.3K - $255K
|
2.3K
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
3+ 0.06% |
$74.7 - $333
|
5.17K
$560K
|
|
|
Nov 14, 2022
Q3 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
450New |
$11.2K - $49.9K
|
450
$48.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
384+ 1.47% |
$9.56K - $42.6K
|
26.6K
$2.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
352+ 14.33% |
$8.76K - $39K
|
2.81K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
4.2KNew |
$105K - $466K
|
4.2K
$455K
|
|
|
Nov 10, 2022
Q3 2022
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
34.1K+ 0.96% |
$848K - $3.78M
|
3.57M
$386M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.59K- 16.55% |
$164K - $731K
|
33.2K
$3.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
6.98K+ 79.73% |
$174K - $774K
|
15.7K
$1.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
10.5K+ 40.45% |
$261K - $1.16M
|
36.4K
$3.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Ccla Investment Management LTD
London, X0 |
SELL
|
- |
-22.2KClosed |
$553K - $2.46M
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.02KNew |
$50.3K - $224K
|
2.02K
$219K
|
|
|
Nov 09, 2022
Q3 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
4.38KNew |
$109K - $486K
|
4.38K
$474K
|
|
|
Nov 09, 2022
Q3 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
50KNew |
$1.25M - $5.54M
|
50K
$5.41M
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.35KNew |
$58.5K - $261K
|
2.35K
$254K
|
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-427- 5.6% |
$10.6K - $47.3K
|
7.19K
$778K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.56KNew |
$63.6K - $283K
|
2.56K
$277K
|
|
|
Nov 07, 2022
Q3 2022
|
Samson Rock Capital LLP
|
BUY
|
- |
3.55KNew |
$88.3K - $393K
|
3.55K
$384K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.09KNew |
$201K - $897K
|
8.09K
$875K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
207+ 6.48% |
$5.15K - $23K
|
3.4K
$368K
|
|
|
Nov 04, 2022
Q3 2022
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-1.3K- 61.9% |
$32.4K - $144K
|
800
$86.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.12KNew |
$28K - $125K
|
1.12K
$122K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
140New |
$3.49K - $15.5K
|
140
$15.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
72+ 3.02% |
$1.79K - $7.98K
|
2.46K
$266K
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
5+ 0.19% |
$125 - $554
|
2.67K
$289K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
167+ 7.45% |
$4.16K - $18.5K
|
2.41K
$261K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 2.08% |
$24.9 - $111
|
49
$5.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2KNew |
$49.8K - $222K
|
2K
$216K
|