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 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
832+ 640.0% |
$72.1K - $79.5K
|
962
$113K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-7.14K- 27.12% |
$618K - $682K
|
19.2K
$2.25M
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
16New |
$1.39K - $1.53K
|
16
$1.87K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.39K+ 31.19% |
$640K - $706K
|
31.1K
$3.64M
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-32- 1.32% |
$2.77K - $3.06K
|
2.39K
$280K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
507New |
$43.9K - $48.4K
|
507
$59.4K
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-400- 3.52% |
$34.7K - $38.2K
|
11K
$1.29M
|
|
Oct 24, 2023
Q3 2023
|
Patrizia Pty LTD
Barton, C3 |
SELL
|
- |
-5.59K- 15.73% |
$484K - $534K
|
29.9K
$3.51M
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
8.5KNew |
$737K - $812K
|
8.5K
$996K
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$8.67K - $9.56K
|
100
$11.7K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
1.74K+ 12.33% |
$150K - $166K
|
15.8K
$1.85M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2+ 1.08% |
$173 - $191
|
188
$22K
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.86KNew |
$248K - $274K
|
2.86K
$336K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.24K- 16.06% |
$108K - $119K
|
6.49K
$760K
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
288New |
$25K - $27.5K
|
288
$33.7K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
927+ 2.59% |
$80.3K - $88.6K
|
36.7K
$4.3M
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.27KNew |
$110K - $121K
|
1.27K
$148K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
17.8KNew |
$1.54M - $1.7M
|
17.8K
$2.09M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
236New |
$20.4K - $22.6K
|
236
$27.7K
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.55K+ 20.87% |
$134K - $148K
|
8.95K
$1.05M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-23- 0.96% |
$1.99K - $2.2K
|
2.38K
$279K
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
85+ 1.63% |
$7.37K - $8.12K
|
5.3K
$620K
|
|
Q2 2023 | |||||||
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-50- 11.96% |
$4.4K - $4.99K
|
368
$43.1K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-28K- 75.37% |
$2.46M - $2.79M
|
9.15K
$1.07M
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
120New |
$10.6K - $12K
|
120
$14.1K
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-21- 0.8% |
$1.85K - $2.09K
|
2.6K
$305K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
26New |
$2.29K - $2.59K
|
26
$3.05K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
36New |
$3.17K - $3.59K
|
36
$4.22K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-780- 81.76% |
$68.6K - $77.8K
|
174
$20.4K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-150- 4.79% |
$13.2K - $15K
|
2.98K
$349K
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-8.42K- 70.48% |
$741K - $840K
|
3.53K
$413K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
962+ 43.1% |
$84.7K - $95.9K
|
3.19K
$374K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
148KNew |
$13M - $14.7M
|
148K
$17.3M
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
564+ 0.37% |
$49.6K - $56.3K
|
153K
$18M
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
37+ 1.38% |
$3.26K - $3.69K
|
2.72K
$318K
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6+ 1.0% |
$528 - $598
|
605
$70.9K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
511+ 7.15% |
$45K - $51K
|
7.66K
$897K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.59K+ 95.88% |
$580K - $657K
|
13.5K
$1.58M
|
|
Aug 11, 2023
Q2 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
2.4KNew |
$211K - $239K
|
2.4K
$281K
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-148- 2.4% |
$13K - $14.8K
|
6.01K
$704K
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
2New |
$176 - $199
|
2
$234
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-17K- 3.12% |
$1.49M - $1.69M
|
527K
$61.8M
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-83- 83.0% |
$7.3K - $8.28K
|
17
$1.99K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
45+ 0.39% |
$3.96K - $4.49K
|
11.7K
$1.37M
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-12.4K- 40.39% |
$1.09M - $1.23M
|
18.3K
$2.14M
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
77+ 1.13% |
$6.78K - $7.68K
|
6.89K
$807K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.89K+ 8.4% |
$166K - $188K
|
24.4K
$2.86M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-232- 1.46% |
$20.4K - $23.1K
|
15.6K
$1.83M
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.04% |
$176 - $199
|
5.16K
$604K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.4K+ 146.97% |
$211K - $239K
|
4.03K
$473K
|