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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1.88KClosed |
$184K - $217K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.88KClosed |
$184K - $217K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-94Closed |
$9.2K - $10.9K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-895- 79.84% |
$87.5K - $103K
|
226
$26.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.21K- 57.1% |
$118K - $140K
|
910
$107K
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
1.93KNew |
$188K - $222K
|
1.93K
$226K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-362Closed |
$35.4K - $41.8K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-2- 0.1% |
$196 - $231
|
2K
$235K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-1.3K- 4.03% |
$127K - $150K
|
30.9K
$3.61M
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
2.11KNew |
$207K - $244K
|
2.11K
$247K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
22+ 13.02% |
$2.15K - $2.54K
|
191
$22.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-1.3K- 4.74% |
$127K - $150K
|
26.1K
$3.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
3.06KNew |
$300K - $353K
|
3.06K
$359K
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.81KClosed |
$177K - $209K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.7K+ 19.33% |
$264K - $312K
|
16.7K
$1.95M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.29K- 3.89% |
$126K - $148K
|
31.7K
$3.72M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
60New |
$5.87K - $6.93K
|
60
$7.03K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.12KClosed |
$110K - $129K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
485+ 7.57% |
$47.4K - $56K
|
6.89K
$807K
|
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
BUY
|
- |
2.98KNew |
$291K - $344K
|
2.98K
$349K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-2.48KClosed |
$242K - $286K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
SELL
|
- |
-13- 0.68% |
$1.27K - $1.5K
|
1.89K
$221K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-2.37K- 22.01% |
$231K - $273K
|
8.39K
$983K
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.39K+ 55.05% |
$527K - $622K
|
15.2K
$1.78M
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-12.3KClosed |
$1.2M - $1.42M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-358Closed |
$35K - $41.3K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.83KClosed |
$179K - $211K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1.91KClosed |
$187K - $220K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-333Closed |
$32.6K - $38.4K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.61KNew |
$451K - $532K
|
4.61K
$540K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
59New |
$5.77K - $6.81K
|
59
$6.91K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
71+ 295.83% |
$6.95K - $8.2K
|
95
$11.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
341+ 4.28% |
$33.4K - $39.4K
|
8.31K
$974K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-500- 88.34% |
$48.9K - $57.7K
|
66
$7.73K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-36- 1.59% |
$3.52K - $4.16K
|
2.22K
$261K
|
|
|
Jul 13, 2022
Q2 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
2.31KNew |
$226K - $266K
|
2.31K
$270K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-76- 0.4% |
$7.43K - $8.77K
|
19K
$2.23M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-20KClosed |
$1.95M - $2.3M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-179- 7.74% |
$17.5K - $20.7K
|
2.14K
$250K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.42KClosed |
$334K - $394K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
1.71K+ 38.41% |
$167K - $197K
|
6.16K
$722K
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 20.4% |
$106K - $125K
|
6.38K
$747K
|
|
| Q1 2022 | |||||||
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.25K+ 37.37% |
$121K - $140K
|
4.6K
$538K
|
|
|
May 17, 2022
Q1 2022
|
Kidder Stephen W
|
SELL
|
- |
-1.99KClosed |
$193K - $222K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-11.5KClosed |
$1.11M - $1.28M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-2.39KClosed |
$232K - $267K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.57KClosed |
$250K - $287K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-40- 41.24% |
$3.88K - $4.47K
|
57
$6.68K
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-4.56KClosed |
$442K - $509K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
- |
-1MClosed |
$97M - $112M
|
0
$0
|
|