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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1.91KClosed |
$187K - $220K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-333Closed |
$32.6K - $38.4K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.61KNew |
$451K - $532K
|
4.61K
$492K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
59New |
$5.77K - $6.81K
|
59
$6.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
71+ 295.83% |
$6.95K - $8.2K
|
95
$10.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
341+ 4.28% |
$33.4K - $39.4K
|
8.31K
$888K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-500- 88.34% |
$48.9K - $57.7K
|
66
$7.05K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.48KClosed |
$145K - $171K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-36- 1.59% |
$3.52K - $4.16K
|
2.22K
$238K
|
|
|
Jul 13, 2022
Q2 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
2.31KNew |
$226K - $266K
|
2.31K
$246K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-76- 0.4% |
$7.43K - $8.77K
|
19K
$2.03M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-20KClosed |
$1.95M - $2.3M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-179- 7.74% |
$17.5K - $20.7K
|
2.14K
$228K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.42KClosed |
$334K - $394K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
1.71K+ 38.41% |
$167K - $197K
|
6.16K
$658K
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 20.4% |
$106K - $125K
|
6.38K
$681K
|
|
| Q1 2022 | |||||||
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.25K+ 37.37% |
$121K - $140K
|
4.6K
$491K
|
|
|
May 17, 2022
Q1 2022
|
Kidder Stephen W
|
SELL
|
- |
-1.99KClosed |
$193K - $222K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-11.5KClosed |
$1.11M - $1.28M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-2.39KClosed |
$232K - $267K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.57KClosed |
$250K - $287K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-40- 41.24% |
$3.88K - $4.47K
|
57
$6.09K
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-4.56KClosed |
$442K - $509K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
- |
-1MClosed |
$97M - $112M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
178+ 7.57% |
$17.3K - $19.9K
|
2.53K
$270K
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-14KClosed |
$1.35M - $1.56M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-141KClosed |
$13.7M - $15.7M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-3.5KClosed |
$340K - $391K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-117KClosed |
$11.3M - $13M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-151KClosed |
$14.6M - $16.8M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Clear Bridge Investments LTD
Sydney, C3 |
SELL
|
- |
-2.57KClosed |
$249K - $287K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-5.26KClosed |
$511K - $588K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
649New |
$63K - $72.5K
|
649
$69.3K
|
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-50- 0.36% |
$4.85K - $5.58K
|
14K
$1.5M
|
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
4.8K+ 10.17% |
$466K - $536K
|
52K
$5.55M
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
58New |
$5.63K - $6.48K
|
58
$6.19K
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.91KClosed |
$186K - $214K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.3KClosed |
$126K - $145K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-15K- 41.99% |
$1.45M - $1.67M
|
20.7K
$2.21M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-443Closed |
$43K - $49.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-649- 29.26% |
$63K - $72.5K
|
1.57K
$168K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-52Closed |
$5.05K - $5.81K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-6.78KClosed |
$658K - $757K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-4.27KClosed |
$414K - $477K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
7.75KNew |
$752K - $866K
|
7.75K
$828K
|
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-1.29KClosed |
$125K - $144K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
SELL
|
- |
-4.89KClosed |
$474K - $546K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-1.5K- 75.0% |
$146K - $167K
|
500
$53.4K
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.88KNew |
$183K - $210K
|
1.88K
$201K
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1+ 0.05% |
$97 - $112
|
2.02K
$216K
|
|