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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2019
Q4 2018
|
Foresight Wealth Management, LLC
|
BUY
|
PUT |
2.9KNew |
$230K - $264K
|
2.9K
$313K
|
|
|
Feb 07, 2019
Q4 2018
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
2.67KNew |
$212K - $243K
|
2.67K
$288K
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.71KClosed |
$214K - $246K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-392Closed |
$31K - $35.6K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Telemus Capital, LLC
|
BUY
|
PUT |
2KNew |
$158K - $182K
|
2K
$216K
|
|
|
Feb 06, 2019
Q4 2018
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-3.27KClosed |
$259K - $298K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-225Closed |
$17.8K - $20.5K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-32.5KClosed |
$2.57M - $2.95M
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-966Closed |
$76.5K - $87.8K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-606Closed |
$48K - $55.1K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-5.87KClosed |
$465K - $534K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-757Closed |
$59.9K - $68.8K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Meritage Portfolio Management
|
SELL
|
- |
-63.3KClosed |
$5.01M - $5.75M
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-2K- 25.0% |
$158K - $182K
|
6K
$647K
|
|
|
Jan 22, 2019
Q4 2018
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.71KClosed |
$294K - $338K
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Wp Advisors, LLC
|
SELL
|
- |
-205Closed |
$16.2K - $18.6K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Monument Capital Management
|
SELL
|
- |
-242Closed |
$19.2K - $22K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.19KClosed |
$94.1K - $108K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 16, 2018
Q3 2018
|
Exane Asset Management
|
SELL
|
- |
-563Closed |
$44K - $47K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
284New |
$22.2K - $23.7K
|
284
$30.6K
|
|
|
Nov 14, 2018
Q3 2018
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-68Closed |
$5.31K - $5.68K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Point State Capital LP
New York, NY |
SELL
|
- |
-629KClosed |
$49.1M - $52.5M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-9.41KClosed |
$735K - $785K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.39KClosed |
$108K - $116K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-101Closed |
$7.89K - $8.43K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-300Closed |
$23.4K - $25K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.87KClosed |
$146K - $156K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-68Closed |
$5.31K - $5.68K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-15.2KClosed |
$1.19M - $1.27M
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Montgomery Investment Management Inc
|
SELL
|
- |
-2.63KClosed |
$205K - $219K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Fny Investment Advisers, LLC
|
SELL
|
CALL |
-10Closed |
$781 - $835
|
0
$0
|
|
|
Oct 16, 2018
Q3 2018
|
Beacon Capital Management, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2018 | |||||||
|
Apr 05, 2024
Q2 2018
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-16.4KClosed |
$1.19M - $1.32M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-222Closed |
$16K - $17.9K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-103KClosed |
$7.43M - $8.29M
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Canal Insurance CO
|
BUY
|
- |
12K+ 8.69% |
$865K - $966K
|
150K
$16.2M
|
|
|
Aug 10, 2018
Q2 2018
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-70.7KClosed |
$5.1M - $5.69M
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-250Closed |
$18K - $20.1K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.9KClosed |
$209K - $234K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.55KClosed |
$256K - $286K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.71KClosed |
$195K - $218K
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Windsor Group LTD
|
SELL
|
- |
-2.84KClosed |
$205K - $229K
|
0
$0
|
|
|
Jul 19, 2018
Q2 2018
|
Exane Derivatives
|
BUY
|
PUT |
200New |
$14.4K - $16.1K
|
200
$21.6K
|
|
|
Jul 13, 2018
Q2 2018
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-27Closed |
$1.95K - $2.17K
|
0
$0
|
|
|
Jul 12, 2018
Q2 2018
|
Fjarde Ap Fonden
|
SELL
|
- |
-122KClosed |
$8.78M - $9.8M
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-2.4KClosed |
$178K - $200K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.97KClosed |
$295K - $331K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-300Closed |
$22.3K - $25K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-4KClosed |
$297K - $333K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Granite Investment Partners, LLC
|
SELL
|
- |
-3.15KClosed |
$234K - $262K
|
0
$0
|
|