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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.9KNew |
$47.3K - $211K
|
1.9K
$203K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-2.4K- 1.9% |
$59.8K - $266K
|
124K
$13.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
43New |
$1.07K - $4.77K
|
43
$4.59K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.03KNew |
$175K - $779K
|
7.03K
$750K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
781+ 38.72% |
$19.4K - $86.6K
|
2.8K
$299K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
75+ 3.53% |
$1.87K - $8.32K
|
2.2K
$235K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
2.38K+ 183.23% |
$59.3K - $264K
|
3.68K
$393K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.27K+ 18.21% |
$31.6K - $141K
|
8.25K
$881K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-597- 11.21% |
$14.9K - $66.2K
|
4.73K
$505K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
5.86KNew |
$146K - $650K
|
5.86K
$626K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
155New |
$3.86K - $17.2K
|
155
$16.6K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
332+ 1.4% |
$8.27K - $36.8K
|
24K
$2.56M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
583New |
$14.5K - $64.6K
|
583
$62.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
93+ 3.28% |
$2.32K - $10.3K
|
2.93K
$313K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.69K- 9.81% |
$42.2K - $188K
|
15.6K
$1.66M
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
260+ 4.44% |
$6.47K - $28.8K
|
6.12K
$653K
|
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-582- 2.91% |
$14.5K - $64.5K
|
19.4K
$2.07M
|
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-16- 0.69% |
$398 - $1.77K
|
2.31K
$246K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
74+ 1.01% |
$1.84K - $8.21K
|
7.41K
$792K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.45KNew |
$86K - $383K
|
3.45K
$369K
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
8.56KNew |
$213K - $949K
|
8.56K
$914K
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-16- 0.52% |
$398 - $1.77K
|
3.08K
$329K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.74% |
$293 - $346
|
406
$43.4K
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
26.5KNew |
$2.6M - $3.06M
|
26.5K
$2.84M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.84KClosed |
$179K - $212K
|
0
$0
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.01K- 43.0% |
$197K - $232K
|
2.67K
$285K
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-1.8KClosed |
$176K - $208K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.11KClosed |
$108K - $128K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.53KNew |
$247K - $292K
|
2.53K
$270K
|
|
|
Aug 15, 2022
Q2 2022
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-2.28K- 25.96% |
$223K - $263K
|
6.49K
$694K
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-18.3K- 45.72% |
$1.79M - $2.12M
|
21.8K
$2.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-634- 10.95% |
$62K - $73.2K
|
5.15K
$550K
|
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.64K- 8.47% |
$161K - $190K
|
17.8K
$1.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.81KClosed |
$177K - $209K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-70- 16.79% |
$6.85K - $8.08K
|
347
$37.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.93KNew |
$189K - $223K
|
1.93K
$206K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
12.5K+ 59.7% |
$1.22M - $1.44M
|
33.4K
$3.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
8.13KNew |
$795K - $939K
|
8.13K
$868K
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-280- 1.19% |
$27.4K - $32.3K
|
23.2K
$2.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
3.7KNew |
$362K - $427K
|
3.7K
$395K
|
|
|
Aug 15, 2022
Q2 2022
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-7.8KClosed |
$763K - $900K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.83KClosed |
$179K - $212K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
2.05KNew |
$200K - $236K
|
2.05K
$219K
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.56K- 40.05% |
$153K - $180K
|
2.34K
$250K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.12KClosed |
$110K - $130K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-2.22KClosed |
$217K - $256K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-914Closed |
$89.4K - $106K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.98K+ 9.02% |
$194K - $229K
|
24K
$2.56M
|
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-294Closed |
$28.8K - $33.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-68Closed |
$6.65K - $7.85K
|
0
$0
|
|