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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-147Closed |
$14.2K - $15.4K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-28Closed |
$2.71K - $2.94K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Hall Private Wealth Advisors
|
SELL
|
- |
-5.14KClosed |
$497K - $539K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-78Closed |
$7.54K - $8.18K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-15Closed |
$1.45K - $1.57K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-60Closed |
$5.8K - $6.29K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-143Closed |
$13.8K - $15K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.18K- 30.63% |
$114K - $124K
|
2.68K
$286K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.17KClosed |
$596K - $648K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75New |
$7.25K - $7.87K
|
75
$8.01K
|
|
|
Jan 26, 2022
Q4 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-333Closed |
$32.2K - $34.9K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Keeler T Homas Management LLC
|
SELL
|
- |
-264- 10.35% |
$25.5K - $27.7K
|
2.29K
$244K
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-209- 6.05% |
$20.2K - $21.9K
|
3.24K
$346K
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.64K- 37.47% |
$158K - $172K
|
2.73K
$291K
|
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.06KClosed |
$199K - $216K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-22Closed |
$2.13K - $2.31K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.02KNew |
$292K - $317K
|
3.02K
$323K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.56KNew |
$247K - $268K
|
2.56K
$273K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
SELL
|
CALL |
-35Closed |
$3.38K - $3.67K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.19KClosed |
$310K - $345K
|
0
$0
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
PUT |
-600- 50.0% |
$58.2K - $64.8K
|
600
$64.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.32KClosed |
$225K - $250K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-34Closed |
$3.3K - $3.67K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2.98KClosed |
$289K - $321K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lsp Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.06KNew |
$297K - $330K
|
3.06K
$327K
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-41Closed |
$3.98K - $4.43K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-246K- 98.4% |
$23.9M - $26.5M
|
4K
$427K
|
|
|
Nov 12, 2021
Q3 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-2.86KClosed |
$277K - $308K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
300New |
$29.1K - $32.4K
|
300
$32K
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-836Closed |
$81.1K - $90.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
CALL |
-12.3KClosed |
$1.19M - $1.33M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-49.2K- 23.38% |
$4.77M - $5.31M
|
161K
$17.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
26.4K+ 53.88% |
$2.56M - $2.85M
|
75.4K
$8.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-50Closed |
$4.85K - $5.4K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-17.2KClosed |
$1.67M - $1.86M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.84KClosed |
$179K - $199K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
75New |
$7.28K - $8.09K
|
75
$8.01K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-20.7KClosed |
$2.01M - $2.23M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.67KClosed |
$259K - $288K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-33Closed |
$3.2K - $3.56K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-6.97KClosed |
$677K - $752K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.43KClosed |
$235K - $262K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-473K- 99.61% |
$45.9M - $51M
|
1.83K
$196K
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-724Closed |
$70.3K - $78.1K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
10.1KNew |
$984K - $1.09M
|
10.1K
$1.08M
|
|
|
Oct 21, 2021
Q3 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
10K+ 44.12% |
$971K - $1.08M
|
32.7K
$3.49M
|
|
|
Oct 21, 2021
Q3 2021
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-4.05KClosed |
$393K - $437K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.42KClosed |
$235K - $261K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.2KNew |
$310K - $345K
|
3.2K
$342K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-87Closed |
$8.44K - $9.39K
|
0
$0
|
|