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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.97KClosed |
$193K - $228K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-8.2KClosed |
$802K - $947K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-337Closed |
$33K - $38.9K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
554+ 97.36% |
$54.2K - $63.9K
|
1.12K
$120K
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.86KClosed |
$182K - $215K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
177+ 16.45% |
$17.3K - $20.4K
|
1.25K
$134K
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.13KClosed |
$209K - $246K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-24.7KClosed |
$2.42M - $2.85M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
5.62K+ 45.45% |
$550K - $648K
|
18K
$1.92M
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
20.5KNew |
$2.01M - $2.37M
|
20.5K
$2.19M
|
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.85KClosed |
$181K - $213K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
122+ 0.97% |
$11.9K - $14.1K
|
12.7K
$1.36M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-71- 3.81% |
$6.95K - $8.2K
|
1.79K
$191K
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.33KClosed |
$717K - $846K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-75- 71.43% |
$7.34K - $8.66K
|
30
$3.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-29- 26.61% |
$2.84K - $3.35K
|
80
$8.54K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-16Closed |
$1.57K - $1.85K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-110KClosed |
$10.8M - $12.7M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-85- 27.33% |
$8.31K - $9.81K
|
226
$24.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-7.74KClosed |
$757K - $894K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1.88KClosed |
$184K - $217K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.88KClosed |
$184K - $217K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-94Closed |
$9.2K - $10.9K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Hgk Asset Management Inc
|
SELL
|
- |
-3.67K- 8.02% |
$359K - $424K
|
42.1K
$4.49M
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-895- 79.84% |
$87.5K - $103K
|
226
$24.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.21K- 57.1% |
$118K - $140K
|
910
$97.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
1.93KNew |
$188K - $222K
|
1.93K
$206K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-362Closed |
$35.4K - $41.8K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-2- 0.1% |
$196 - $231
|
2K
$214K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-1.3K- 4.03% |
$127K - $150K
|
30.9K
$3.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
2.11KNew |
$207K - $244K
|
2.11K
$226K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
22+ 13.02% |
$2.15K - $2.54K
|
191
$20.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-1.3K- 4.74% |
$127K - $150K
|
26.1K
$2.79M
|
|
|
Jul 25, 2022
Q2 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-10.9KClosed |
$1.07M - $1.26M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
3.06KNew |
$300K - $353K
|
3.06K
$327K
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.81KClosed |
$177K - $209K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.7K+ 19.33% |
$264K - $312K
|
16.7K
$1.78M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.29K- 3.89% |
$126K - $148K
|
31.7K
$3.39M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
60New |
$5.87K - $6.93K
|
60
$6.41K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.12KClosed |
$110K - $129K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
485+ 7.57% |
$47.4K - $56K
|
6.89K
$736K
|
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
BUY
|
- |
2.98KNew |
$291K - $344K
|
2.98K
$318K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-2.48KClosed |
$242K - $286K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
SELL
|
- |
-13- 0.68% |
$1.27K - $1.5K
|
1.89K
$201K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-2.37K- 22.01% |
$231K - $273K
|
8.39K
$896K
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.39K+ 55.05% |
$527K - $622K
|
15.2K
$1.62M
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-12.3KClosed |
$1.2M - $1.42M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-358Closed |
$35K - $41.3K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.83KClosed |
$179K - $211K
|
0
$0
|