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 |
---|---|---|---|---|---|---|---|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-1.21KClosed |
$95.5K - $107K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-41- 1.86% |
$3.25K - $3.63K
|
2.17K
$232K
|
|
Oct 28, 2020
Q3 2020
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-6.83KClosed |
$541K - $605K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
3.57KNew |
$283K - $316K
|
3.57K
$381K
|
|
Oct 23, 2020
Q3 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-14.9KClosed |
$1.18M - $1.32M
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-177KClosed |
$14M - $15.6M
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Hall Laurie J Trustee
|
SELL
|
- |
-116Closed |
$9.19K - $10.3K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-254Closed |
$20.1K - $22.5K
|
0
$0
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-17.2KClosed |
$1.36M - $1.52M
|
0
$0
|
|
Oct 01, 2020
Q3 2020
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-28KClosed |
$2.22M - $2.48M
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.64K+ 16.46% |
$201K - $243K
|
18.7K
$2M
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-23Closed |
$1.75K - $2.11K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Luminus Management LLC
Houston, TX |
SELL
|
- |
-53.1KClosed |
$4.04M - $4.88M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-175KClosed |
$13.3M - $16.1M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-10KClosed |
$764K - $923K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-776- 5.55% |
$59K - $71.3K
|
13.2K
$1.41M
|
|
Aug 14, 2020
Q2 2020
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-6.36KClosed |
$483K - $584K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
- |
-731KClosed |
$55.6M - $67.2M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-37KClosed |
$2.81M - $3.4M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-45.4KClosed |
$3.45M - $4.17M
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.33KClosed |
$253K - $306K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-11.8KClosed |
$894K - $1.08M
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.68KClosed |
$204K - $247K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-335Closed |
$25.5K - $30.8K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Lincoln Capital Corp
|
SELL
|
- |
-1.46KClosed |
$111K - $134K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-89KClosed |
$6.77M - $8.18M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-188Closed |
$14.3K - $17.3K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-17.5KClosed |
$1.33M - $1.61M
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Manchester Financial Inc
|
SELL
|
- |
-61Closed |
$4.64K - $5.61K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.67KClosed |
$203K - $245K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-7.97KClosed |
$606K - $733K
|
0
$0
|
|
Q1 2020 | |||||||
May 19, 2020
Q1 2020
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
100New |
$6.42K - $10.2K
|
100
$10.7K
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-36.1K- 53.32% |
$2.32M - $3.7M
|
31.6K
$3.38M
|
|
May 15, 2020
Q1 2020
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-8KClosed |
$513K - $819K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-20KClosed |
$1.28M - $2.05M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Mork Capital Management, LLC
Healdsburg, CA |
SELL
|
- |
-8.8KClosed |
$565K - $901K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-59.6KClosed |
$3.82M - $6.1M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-2.66KClosed |
$171K - $273K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-8.14KClosed |
$522K - $834K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-18.6KClosed |
$1.19M - $1.9M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-37.9KClosed |
$2.43M - $3.88M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-261Closed |
$16.7K - $26.7K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-360Closed |
$23.1K - $36.9K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-13.8KClosed |
$885K - $1.41M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Copperwynd Financial, LLC
|
SELL
|
- |
-18.9KClosed |
$1.21M - $1.94M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.37KClosed |
$87.9K - $140K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.33KClosed |
$150K - $239K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Citizens & Northern Corp
|
SELL
|
- |
-12.9KClosed |
$829K - $1.32M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-759Closed |
$48.7K - $77.7K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.72KClosed |
$174K - $278K
|
0
$0
|