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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
380+ 43.68% |
$36.9K - $42.4K
|
1.25K
$134K
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
SELL
|
- |
-1.04K- 33.98% |
$101K - $116K
|
2.01K
$215K
|
|
|
Apr 29, 2022
Q1 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-2.65KClosed |
$257K - $296K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.52KClosed |
$147K - $169K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-6Closed |
$582 - $670
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
104New |
$10.1K - $11.6K
|
104
$11.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$1.3M - $1.5M
|
13.4K
$1.43M
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
883New |
$85.7K - $98.6K
|
883
$94.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-394Closed |
$38.2K - $44K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-310Closed |
$30.1K - $34.6K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
32New |
$3.11K - $3.57K
|
32
$3.42K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
12+ 0.14% |
$1.16K - $1.34K
|
8.33K
$890K
|
|
|
Apr 20, 2022
Q1 2022
|
Harvey Investment CO LLC
|
SELL
|
- |
-2.68KClosed |
$260K - $299K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
1.87KNew |
$182K - $209K
|
1.87K
$200K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-840Closed |
$81.5K - $93.8K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
100New |
$9.7K - $11.2K
|
100
$10.7K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.42KClosed |
$234K - $270K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-309Closed |
$30K - $34.5K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-500Closed |
$48.5K - $55.8K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.54KClosed |
$150K - $172K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Sara Bay Financial
|
SELL
|
- |
-2.23KClosed |
$216K - $249K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
35New |
$3.38K - $3.67K
|
35
$3.74K
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
1.92KNew |
$186K - $202K
|
1.92K
$205K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
15New |
$1.45K - $1.57K
|
15
$1.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
2.14KNew |
$207K - $224K
|
2.14K
$228K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
137New |
$13.2K - $14.4K
|
137
$14.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
116+ 39.46% |
$11.2K - $12.2K
|
410
$43.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2.42KNew |
$233K - $253K
|
2.42K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-244Closed |
$23.6K - $25.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
845New |
$81.6K - $88.6K
|
845
$90.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-14.1KClosed |
$1.36M - $1.48M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-273Closed |
$26.4K - $28.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-10.1KClosed |
$974K - $1.06M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
100New |
$9.66K - $10.5K
|
100
$10.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
130K+ 3.51% |
$12.6M - $13.6M
|
3.83M
$409M
|
|
|
Feb 14, 2022
Q4 2021
|
Claar Advisors LLC
New York, NY |
SELL
|
- |
-99.5KClosed |
$9.61M - $10.4M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.4KClosed |
$135K - $147K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-3.46KClosed |
$334K - $363K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-165Closed |
$15.9K - $17.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.55KClosed |
$150K - $163K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
34New |
$3.29K - $3.57K
|
34
$3.63K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-116Closed |
$11.2K - $12.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
710New |
$68.6K - $74.5K
|
710
$75.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.86KClosed |
$179K - $195K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-42Closed |
$4.06K - $4.41K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-2.15KClosed |
$208K - $225K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.6KClosed |
$252K - $273K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
BUY
|
- |
100+ 1.31% |
$9.66K - $10.5K
|
7.72K
$824K
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-7.29KClosed |
$705K - $765K
|
0
$0
|
|