Latest Institutional Sells of Duke Energy Corp (DUK)
This list provides information on the latest institutional transactions involving Duke Energy Corp (DUK) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-241- 4.46% |
$25.5K - $29.4K
|
5.17K
$606K
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-241- 4.77% |
$25.5K - $29.4K
|
4.82K
$564K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-239- 0.58% |
$25.3K - $29.2K
|
40.6K
$4.76M
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-239- 0.61% |
$25.3K - $29.2K
|
39.1K
$4.58M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-231- 11.71% |
$24.5K - $28.2K
|
1.74K
$204K
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-230- 4.89% |
$24.4K - $28.1K
|
4.48K
$525K
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-230- 4.13% |
$24.4K - $28.1K
|
5.34K
$625K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-229- 7.94% |
$24.2K - $27.9K
|
2.66K
$311K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-228- 20.77% |
$24.1K - $27.8K
|
870
$102K
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-223- 3.08% |
$23.6K - $27.2K
|
7.01K
$821K
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-222- 0.98% |
$23.5K - $27.1K
|
22.4K
$2.62M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-222- 35.52% |
$23.5K - $27.1K
|
403
$47.2K
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-222- 0.79% |
$23.5K - $27.1K
|
27.8K
$3.26M
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-221- 11.13% |
$23.4K - $27K
|
1.77K
$207K
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-220- 1.85% |
$23.3K - $26.8K
|
11.7K
$1.37M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-220- 3.52% |
$23.3K - $26.8K
|
6.03K
$707K
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-218- 1.97% |
$23.1K - $26.6K
|
10.8K
$1.27M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-217- 16.27% |
$23K - $26.5K
|
1.12K
$131K
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-217- 0.69% |
$23K - $26.5K
|
31.4K
$3.68M
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-217- 13.14% |
$23K - $26.5K
|
1.44K
$168K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-216- 3.57% |
$22.9K - $26.3K
|
5.83K
$683K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-216- 4.45% |
$22.9K - $26.3K
|
4.64K
$544K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-215- 1.1% |
$22.8K - $26.2K
|
19.4K
$2.27M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-214- 3.6% |
$22.7K - $26.1K
|
5.73K
$672K
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-213- 9.92% |
$22.6K - $26K
|
1.94K
$227K
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-212- 11.0% |
$22.4K - $25.9K
|
1.72K
$201K
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-210- 11.48% |
$22.2K - $25.6K
|
1.62K
$190K
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-209- 3.01% |
$22.1K - $25.5K
|
6.74K
$789K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-209- 72.57% |
$22.1K - $25.5K
|
79
$9.26K
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-207- 4.63% |
$21.9K - $25.2K
|
4.26K
$500K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-207- 10.13% |
$21.9K - $25.2K
|
1.84K
$215K
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-203- 6.57% |
$21.5K - $24.8K
|
2.89K
$338K
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-200- 0.6% |
$21.2K - $24.4K
|
33.2K
$3.89M
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-200- 76.63% |
$21.2K - $24.4K
|
61
$7.15K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-199- 6.32% |
$21.1K - $24.3K
|
2.95K
$345K
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-198- 4.91% |
$21K - $24.2K
|
3.83K
$449K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-195- 1.37% |
$20.6K - $23.8K
|
14.1K
$1.65M
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-195- 5.76% |
$20.6K - $23.8K
|
3.19K
$374K
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-193- 7.79% |
$20.4K - $23.5K
|
2.28K
$267K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-193- 2.69% |
$20.4K - $23.5K
|
6.99K
$819K
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-191- 4.19% |
$20.2K - $23.3K
|
4.37K
$512K
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-190- 2.68% |
$20.1K - $23.2K
|
6.9K
$808K
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-189- 4.53% |
$20K - $23.1K
|
3.98K
$466K
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-189- 6.88% |
$20K - $23.1K
|
2.56K
$300K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-187- 5.6% |
$19.8K - $22.8K
|
3.15K
$369K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-187- 3.7% |
$19.8K - $22.8K
|
4.87K
$570K
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-186- 1.62% |
$19.7K - $22.7K
|
11.3K
$1.32M
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-185- 1.92% |
$19.6K - $22.6K
|
9.44K
$1.11M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-181- 3.18% |
$19.2K - $22.1K
|
5.5K
$645K
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-179- 9.29% |
$19K - $21.8K
|
1.75K
$205K
|