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 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
93+ 3.28% |
$2.32K - $10.3K
|
2.93K
$343K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.69K- 9.81% |
$42.2K - $188K
|
15.6K
$1.82M
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
260+ 4.44% |
$6.47K - $28.8K
|
6.12K
$717K
|
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-582- 2.91% |
$14.5K - $64.5K
|
19.4K
$2.27M
|
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-16- 0.69% |
$398 - $1.77K
|
2.31K
$270K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
74+ 1.01% |
$1.84K - $8.21K
|
7.41K
$869K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.45KNew |
$86K - $383K
|
3.45K
$405K
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
8.56KNew |
$213K - $949K
|
8.56K
$1M
|
|
| Q2 2022 | |||||||
|
May 05, 2025
Q2 2022
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-1.91KClosed |
$187K - $220K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.84KClosed |
$179K - $212K
|
0
$0
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.01K- 43.0% |
$197K - $232K
|
2.67K
$313K
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-1.8KClosed |
$176K - $208K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.11KClosed |
$108K - $128K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.53KNew |
$247K - $292K
|
2.53K
$296K
|
|
|
Aug 15, 2022
Q2 2022
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-2.28K- 25.96% |
$223K - $263K
|
6.49K
$761K
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-18.3K- 45.72% |
$1.79M - $2.12M
|
21.8K
$2.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-634- 10.95% |
$62K - $73.2K
|
5.15K
$604K
|
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.64K- 8.47% |
$161K - $190K
|
17.8K
$2.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-70- 16.79% |
$6.85K - $8.08K
|
347
$40.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
12.5K+ 59.7% |
$1.22M - $1.44M
|
33.4K
$3.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
8.13KNew |
$795K - $939K
|
8.13K
$953K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
3.7KNew |
$362K - $427K
|
3.7K
$434K
|
|
|
Aug 15, 2022
Q2 2022
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-7.8KClosed |
$763K - $900K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.83KClosed |
$179K - $212K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
2.05KNew |
$200K - $236K
|
2.05K
$240K
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.56K- 40.05% |
$153K - $180K
|
2.34K
$274K
|
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-2.22KClosed |
$217K - $256K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-914Closed |
$89.4K - $106K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.98K+ 9.02% |
$194K - $229K
|
24K
$2.81M
|
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-294Closed |
$28.8K - $33.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-68Closed |
$6.65K - $7.85K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.97KClosed |
$193K - $228K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-8.2KClosed |
$802K - $947K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
554+ 97.36% |
$54.2K - $63.9K
|
1.12K
$132K
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.86KClosed |
$182K - $215K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
177+ 16.45% |
$17.3K - $20.4K
|
1.25K
$147K
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.13KClosed |
$209K - $246K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-24.7KClosed |
$2.42M - $2.85M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
5.62K+ 45.45% |
$550K - $648K
|
18K
$2.11M
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
20.5KNew |
$2.01M - $2.37M
|
20.5K
$2.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.85KClosed |
$181K - $213K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
122+ 0.97% |
$11.9K - $14.1K
|
12.7K
$1.49M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-71- 3.81% |
$6.95K - $8.2K
|
1.79K
$210K
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.33KClosed |
$717K - $846K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-75- 71.43% |
$7.34K - $8.66K
|
30
$3.52K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-29- 26.61% |
$2.84K - $3.35K
|
80
$9.37K
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-110KClosed |
$10.8M - $12.7M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-85- 27.33% |
$8.31K - $9.81K
|
226
$26.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-7.74KClosed |
$757K - $894K
|
0
$0
|
|