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 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
CALL |
100+ 50.0% |
$9.71K - $10.8K
|
300
$32K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 1.73% |
$388 - $432
|
235
$25.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
67New |
$6.5K - $7.23K
|
67
$7.16K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.58KClosed |
$154K - $171K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
140+ 105.26% |
$13.6K - $15.1K
|
273
$29.2K
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-1Closed |
$97.1 - $108
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-312Closed |
$30.3K - $33.7K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-282Closed |
$27.4K - $30.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-16K- 98.96% |
$1.55M - $1.66M
|
168
$17.9K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-231- 20.19% |
$22.2K - $24K
|
913
$97.5K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
185New |
$17.8K - $19.2K
|
185
$19.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.21KClosed |
$213K - $229K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-636Closed |
$61.2K - $66K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-6.24KClosed |
$601K - $648K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-9.55KClosed |
$919K - $990K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.35KClosed |
$227K - $244K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Davide Leone & Partners Investment CO Ltd.
London, X0 |
SELL
|
- |
-9.81KClosed |
$945K - $1.02M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-164Closed |
$15.8K - $17K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.07KNew |
$200K - $215K
|
2.07K
$221K
|
|
|
Aug 13, 2021
Q2 2021
|
Courage Capital Management LLC
Nashville, TN |
SELL
|
- |
-10KClosed |
$963K - $1.04M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-800Closed |
$77K - $83K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-4.16KClosed |
$401K - $432K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Quilter PLC
|
SELL
|
- |
-4.78KClosed |
$460K - $496K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.89KClosed |
$278K - $299K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.02KClosed |
$195K - $210K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-2.96KClosed |
$285K - $307K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-289Closed |
$27.8K - $30K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-309Closed |
$29.8K - $32.1K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-57- 63.33% |
$5.49K - $5.91K
|
33
$3.52K
|
|
|
Aug 04, 2021
Q2 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-84Closed |
$8.09K - $8.71K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-188Closed |
$18.1K - $19.5K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-320Closed |
$30.8K - $33.2K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-398Closed |
$38.3K - $41.3K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-66Closed |
$6.35K - $6.85K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.14KClosed |
$206K - $222K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-858Closed |
$82.6K - $89K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
141KNew |
$13.6M - $14.7M
|
141K
$15.1M
|
|
|
Jul 21, 2021
Q2 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-7.89KClosed |
$759K - $818K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
28.3K+ 9772.07% |
$2.73M - $2.94M
|
28.6K
$3.06M
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-300Closed |
$28.9K - $31.1K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
584New |
$56.2K - $60.6K
|
584
$62.4K
|
|
|
Jul 19, 2021
Q2 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-460- 12.68% |
$44.3K - $47.7K
|
3.17K
$338K
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-759Closed |
$65K - $74.1K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
400New |
$34.2K - $39K
|
400
$42.7K
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-759Closed |
$65K - $74.1K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-287Closed |
$24.6K - $28K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.3KClosed |
$197K - $224K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-127KClosed |
$10.9M - $12.4M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
CALL |
-32KClosed |
$2.74M - $3.12M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-34KClosed |
$2.91M - $3.32M
|
0
$0
|
|