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 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.6KClosed |
$231K - $253K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-3.49KClosed |
$310K - $339K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-3.97KClosed |
$353K - $386K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
BUY
|
- |
591New |
$52.6K - $57.5K
|
591
$63.1K
|
|
|
Feb 09, 2021
Q4 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.27KClosed |
$647K - $707K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-266Closed |
$23.7K - $25.9K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-84Closed |
$7.48K - $8.17K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-5Closed |
$445 - $487
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-84KClosed |
$7.48M - $8.17M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-279KClosed |
$24.9M - $27.2M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.13KClosed |
$101K - $110K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.79KClosed |
$248K - $271K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.35KClosed |
$210K - $229K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-2.5KClosed |
$223K - $243K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.78KClosed |
$247K - $270K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-6.1KClosed |
$543K - $594K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
600New |
$53.4K - $58.4K
|
600
$64.1K
|
|
|
Jan 27, 2021
Q4 2020
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.57KClosed |
$229K - $250K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Demars Financial Group, LLC
|
SELL
|
- |
-9.14KClosed |
$814K - $889K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-75- 30.0% |
$6.68K - $7.3K
|
175
$18.7K
|
|
|
Jan 22, 2021
Q4 2020
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-5.04KClosed |
$448K - $490K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Mathes Company, Inc.
|
SELL
|
- |
-3.7KClosed |
$329K - $360K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-100Closed |
$8.9K - $9.73K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Trust CO
|
SELL
|
- |
-215Closed |
$19.1K - $20.9K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-27.5KClosed |
$2.45M - $2.67M
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
SELL
|
PUT |
-9.23K- 33.04% |
$822K - $898K
|
18.7K
$2M
|
|
| Q3 2020 | |||||||
|
Dec 11, 2020
Q3 2020
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.44KNew |
$193K - $216K
|
2.44K
$260K
|
|
|
Nov 23, 2020
Q3 2020
|
Bank Of Stockton
|
SELL
|
- |
-2.62KClosed |
$207K - $232K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-3.3KClosed |
$261K - $292K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.18KNew |
$490K - $547K
|
6.18K
$660K
|
|
|
Nov 13, 2020
Q3 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
CALL |
-2.4KClosed |
$190K - $213K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-19.7KClosed |
$1.56M - $1.74M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-969Closed |
$76.8K - $85.8K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ferguson Shapiro LLC
|
SELL
|
- |
-13.2KClosed |
$1.04M - $1.17M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Alliancebernstein L.P.
New York, NY |
BUY
|
CALL |
807KNew |
$63.9M - $71.5M
|
807K
$86.2M
|
|
|
Nov 12, 2020
Q3 2020
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-299Closed |
$23.7K - $26.5K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-4.37KClosed |
$346K - $387K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Amica Mutual Insurance CO
|
SELL
|
- |
-27.5KClosed |
$2.18M - $2.44M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Amica Retiree Medical Trust
|
SELL
|
- |
-4.26KClosed |
$337K - $377K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Shayne & Co., LLC
|
BUY
|
- |
2.5KNew |
$198K - $221K
|
2.5K
$267K
|
|
|
Nov 06, 2020
Q3 2020
|
Fusion Capital, LLC
|
SELL
|
- |
-2.98KClosed |
$236K - $264K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-4.87KClosed |
$386K - $432K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Ims Capital Management
|
SELL
|
- |
-2.65KClosed |
$210K - $235K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Sageworth Trust CO
|
SELL
|
- |
-1Closed |
$79.2 - $88.6
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-7.48KClosed |
$593K - $663K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Versor Investments LP
|
SELL
|
- |
-10.2KClosed |
$807K - $902K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Verus Financial Partners, Inc.
|
BUY
|
CALL |
200New |
$15.8K - $17.7K
|
200
$21.4K
|
|
|
Nov 03, 2020
Q3 2020
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-15KClosed |
$1.19M - $1.33M
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-4.43KClosed |
$351K - $393K
|
0
$0
|
|