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 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1.82KClosed |
$157K - $175K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.21KClosed |
$104K - $116K
|
0
$0
|
|
|
Oct 07, 2019
Q3 2019
|
Salem Capital Management Inc
|
SELL
|
- |
-2.49KClosed |
$215K - $240K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
2.55KNew |
$218K - $232K
|
2.55K
$272K
|
|
|
Aug 15, 2019
Q2 2019
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-174Closed |
$14.9K - $15.9K
|
0
$0
|
|
|
Aug 15, 2019
Q2 2019
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.04KClosed |
$88.5K - $94.3K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-980Closed |
$83.8K - $89.3K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Pacific Global Investment Management CO
|
SELL
|
- |
-2.52KClosed |
$216K - $230K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-7.36KClosed |
$630K - $671K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Mint Tower Capital Management B.V.
|
SELL
|
- |
-4.39K- 44.81% |
$376K - $400K
|
5.41K
$578K
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-933Closed |
$79.8K - $85K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-11.4KClosed |
$978K - $1.04M
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Gam Holding Ag
|
SELL
|
- |
-2.42KClosed |
$207K - $220K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Sepio Capital, LP
|
SELL
|
- |
-26.7KClosed |
$2.28M - $2.43M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-44Closed |
$3.76K - $4.01K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.06KClosed |
$91K - $97K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-241Closed |
$20.6K - $22K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Andesa Financial Management Inc.
|
SELL
|
- |
-4.18KClosed |
$358K - $381K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Suncoast Equity Management
|
SELL
|
- |
-2.64KClosed |
$225K - $240K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-704Closed |
$60.2K - $64.1K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-54Closed |
$4.62K - $4.92K
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-22- 0.44% |
$1.88K - $2K
|
4.99K
$533K
|
|
| Q1 2019 | |||||||
|
Feb 10, 2021
Q1 2019
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-49Closed |
$4.1K - $4.48K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-198Closed |
$16.6K - $18.1K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-83Closed |
$6.94K - $7.6K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.6KClosed |
$218K - $238K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-3.59KClosed |
$301K - $329K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.66KClosed |
$223K - $244K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.31K- 66.19% |
$109K - $120K
|
667
$71.2K
|
|
|
May 10, 2019
Q1 2019
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-22.6KClosed |
$1.89M - $2.07M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-198Closed |
$16.6K - $18.1K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
CALL |
400New |
$33.5K - $36.6K
|
400
$42.7K
|
|
|
May 06, 2019
Q1 2019
|
Peoples Bank
|
SELL
|
- |
-2.87KClosed |
$240K - $263K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-46.7KClosed |
$3.91M - $4.28M
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Camelot Portfolios, LLC
|
SELL
|
- |
-8.36KClosed |
$700K - $765K
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-5.7KClosed |
$477K - $522K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Wood Trust Financial Corp
|
SELL
|
- |
-7.67KClosed |
$642K - $702K
|
0
$0
|
|
|
Apr 01, 2019
Q1 2019
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-18.3KClosed |
$1.53M - $1.67M
|
0
$0
|
|
|
Apr 01, 2019
Q1 2019
|
Pensionfund Sabic
|
SELL
|
- |
-12.7KClosed |
$1.06M - $1.16M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-344Closed |
$27.2K - $31.3K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-468Closed |
$37.1K - $42.5K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Candriam S.C.A.
|
SELL
|
- |
-50.9KClosed |
$4.03M - $4.62M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-28KClosed |
$2.22M - $2.55M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-8.4KClosed |
$665K - $764K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-714KClosed |
$56.5M - $64.9M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
300New |
$23.8K - $27.3K
|
300
$32K
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.23KNew |
$335K - $384K
|
4.23K
$451K
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-474Closed |
$37.5K - $43.1K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-715Closed |
$56.6K - $65K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.51KClosed |
$278K - $319K
|
0
$0
|
|