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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2020
Q1 2020
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.88KClosed |
$185K - $295K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-903Closed |
$57.9K - $92.5K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Gratus Capital LLC
|
BUY
|
PUT |
71.4KNew |
$4.58M - $7.31M
|
71.4K
$7.63M
|
|
|
Apr 30, 2020
Q1 2020
|
Unigestion Holding Sa
|
SELL
|
- |
-143KClosed |
$9.18M - $14.7M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Everett Harris & CO
|
SELL
|
- |
-2.52KClosed |
$162K - $258K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-164Closed |
$10.5K - $16.8K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-41Closed |
$2.63K - $4.2K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-108Closed |
$6.93K - $11.1K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.31KClosed |
$212K - $339K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-11.3KClosed |
$727K - $1.16M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.2KClosed |
$206K - $328K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Brave Asset Management Inc
|
SELL
|
- |
-2.24KClosed |
$144K - $230K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
731New |
$46.9K - $74.9K
|
731
$78.1K
|
|
|
Apr 14, 2020
Q1 2020
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2.85KClosed |
$183K - $292K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5.5KClosed |
$353K - $563K
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.54KClosed |
$163K - $261K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.15MClosed |
$99.6M - $112M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-2.28KClosed |
$198K - $222K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-2.66KClosed |
$230K - $258K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.32KClosed |
$201K - $225K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-9K- 79.26% |
$780K - $874K
|
2.35K
$251K
|
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-829Closed |
$71.8K - $80.6K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Hilton Capital Management, LLC
|
SELL
|
- |
-433Closed |
$37.5K - $42.1K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.31KClosed |
$200K - $224K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-9.17KClosed |
$794K - $891K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-732Closed |
$63.4K - $71.1K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Monte Financial Group, LLC
|
SELL
|
- |
-2.28KClosed |
$197K - $221K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Clear Investment Research, LLC
|
SELL
|
- |
-183Closed |
$15.9K - $17.8K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.71KClosed |
$321K - $360K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
346New |
$30K - $33.6K
|
346
$37K
|
|
|
Jan 16, 2020
Q4 2019
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-12.6KClosed |
$1.09M - $1.22M
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2.13KClosed |
$185K - $207K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Atwater Malick LLC
|
SELL
|
- |
-272Closed |
$23.6K - $26.4K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-500Closed |
$43.2K - $48.1K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.21KClosed |
$364K - $405K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-36Closed |
$3.11K - $3.47K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-466Closed |
$40.3K - $44.9K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Mint Tower Capital Management B.V.
|
SELL
|
PUT |
-100- 0.8% |
$8.65K - $9.63K
|
12.4K
$1.32M
|
|
|
Nov 14, 2019
Q3 2019
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-111Closed |
$9.6K - $10.7K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-2.6KClosed |
$225K - $250K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-2.6KClosed |
$225K - $250K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-3.11KClosed |
$269K - $300K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-14.1KClosed |
$1.22M - $1.36M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.66KClosed |
$576K - $641K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.54KClosed |
$133K - $148K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Silvant Capital Management LLC
|
SELL
|
- |
-415- 18.04% |
$35.9K - $40K
|
1.89K
$201K
|
|
|
Nov 01, 2019
Q3 2019
|
Sharkey, Howes & Javer
|
SELL
|
- |
-104Closed |
$8.99K - $10K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Braun Stacey Associates Inc
|
SELL
|
- |
-49.1KClosed |
$4.25M - $4.73M
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1KNew |
$86.5K - $96.3K
|
1K
$107K
|
|
|
Oct 28, 2019
Q3 2019
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.46KClosed |
$213K - $237K
|
0
$0
|
|