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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.71K- 27.35% |
$159K - $179K
|
4.54K
$484K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-1.45K- 0.84% |
$134K - $151K
|
171K
$18.3M
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.37K- 35.29% |
$127K - $143K
|
2.51K
$268K
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.33K- 13.13% |
$123K - $139K
|
8.77K
$936K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.3K- 5.56% |
$121K - $136K
|
22.2K
$2.37M
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-1.3K- 15.61% |
$121K - $136K
|
7.05K
$753K
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.15K- 19.3% |
$107K - $120K
|
4.8K
$512K
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1.09K- 3.84% |
$101K - $114K
|
27.3K
$2.91M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.05K- 18.05% |
$97K - $109K
|
4.75K
$507K
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.01K- 24.67% |
$94.2K - $106K
|
3.1K
$331K
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-926- 0.68% |
$86K - $96.9K
|
136K
$14.5M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-877- 27.64% |
$81.4K - $91.7K
|
2.3K
$245K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-775- 16.82% |
$72K - $81.1K
|
3.83K
$409K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-719- 8.86% |
$66.8K - $75.2K
|
7.4K
$790K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-696- 23.84% |
$64.6K - $72.8K
|
2.22K
$237K
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-670- 13.58% |
$62.2K - $70.1K
|
4.26K
$455K
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-660- 16.82% |
$61.3K - $69K
|
3.26K
$349K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-655- 13.7% |
$60.8K - $68.5K
|
4.13K
$441K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-568- 13.29% |
$52.8K - $59.4K
|
3.71K
$396K
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-525- 7.01% |
$48.8K - $54.9K
|
6.97K
$744K
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-391- 6.49% |
$36.3K - $40.9K
|
5.63K
$602K
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-336- 12.96% |
$31.2K - $35.1K
|
2.26K
$241K
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-325- 36.48% |
$30.2K - $34K
|
566
$60.5K
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-320- 12.09% |
$29.7K - $33.5K
|
2.33K
$249K
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-297- 0.46% |
$27.6K - $31.1K
|
64.9K
$6.94M
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-278- 34.19% |
$25.8K - $29.1K
|
535
$57.1K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-272- 27.39% |
$25.3K - $28.5K
|
721
$77K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-267- 13.85% |
$24.8K - $27.9K
|
1.66K
$177K
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-214- 47.66% |
$19.9K - $22.4K
|
235
$25.1K
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-171- 6.27% |
$15.9K - $17.9K
|
2.56K
$273K
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-168- 3.75% |
$15.6K - $17.6K
|
4.31K
$461K
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-168- 5.23% |
$15.6K - $17.6K
|
3.05K
$325K
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-167- 49.7% |
$15.5K - $17.5K
|
169
$18.1K
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-166- 0.91% |
$15.4K - $17.4K
|
18K
$1.92M
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-163- 7.11% |
$15.1K - $17K
|
2.13K
$227K
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-146- 1.04% |
$13.6K - $15.3K
|
13.9K
$1.48M
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-145- 6.77% |
$13.5K - $15.2K
|
2K
$213K
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-140- 2.59% |
$13K - $14.6K
|
5.28K
$563K
|
|
Aug 08, 2024
Q2 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-137- 2.68% |
$12.7K - $14.3K
|
4.98K
$532K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-133- 8.41% |
$12.4K - $13.9K
|
1.45K
$155K
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-133- 2.89% |
$12.4K - $13.9K
|
4.47K
$478K
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-125- 4.08% |
$11.6K - $13.1K
|
2.94K
$314K
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-99- 4.2% |
$9.19K - $10.4K
|
2.26K
$241K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-88- 41.71% |
$8.17K - $9.2K
|
123
$13.1K
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-86- 3.86% |
$7.99K - $9K
|
2.14K
$229K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-75- 6.39% |
$6.97K - $7.85K
|
1.1K
$117K
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-67- 0.7% |
$6.22K - $7.01K
|
9.5K
$1.02M
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-58- 42.65% |
$5.39K - $6.07K
|
78
$8.33K
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-50- 1.49% |
$4.64K - $5.23K
|
3.3K
$352K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-50- 8.05% |
$4.64K - $5.23K
|
571
$61K
|