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 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-40- 2.29% |
$3.71K - $4.18K
|
1.71K
$183K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-38- 50.0% |
$3.53K - $3.97K
|
38
$4.06K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-35- 13.01% |
$3.25K - $3.66K
|
234
$25K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
SELL
|
- |
-35- 1.25% |
$3.25K - $3.66K
|
2.76K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-34- 1.15% |
$3.16K - $3.56K
|
2.91K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-21- 1.9% |
$1.95K - $2.2K
|
1.08K
$116K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-21- 0.62% |
$1.95K - $2.2K
|
3.37K
$360K
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-18- 0.18% |
$1.67K - $1.88K
|
10.1K
$1.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-15- 0.62% |
$1.39K - $1.57K
|
2.42K
$259K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-15- 0.34% |
$1.39K - $1.57K
|
4.4K
$470K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-7- 4.05% |
$650 - $732
|
166
$17.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-6- 0.12% |
$557 - $628
|
5.08K
$542K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 44.44% |
$371 - $418
|
5
$534
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-1- 0.03% |
$92.9 - $105
|
3.4K
$364K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1- 0.53% |
$92.9 - $105
|
187
$20K
|
|
| Q1 2024 | |||||||
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-774K- 98.35% |
$70.1M - $76.9M
|
13K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Cincinnati Financial Corp
|
SELL
|
- |
-271K- 87.49% |
$24.6M - $27M
|
38.8K
$4.14M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-71.1K- 29.64% |
$6.45M - $7.07M
|
169K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-64.9K- 75.23% |
$5.88M - $6.45M
|
21.4K
$2.28M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-52.7K- 6.29% |
$4.78M - $5.24M
|
785K
$83.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-6.9K- 27.82% |
$625K - $686K
|
17.9K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-6.66K- 50.0% |
$604K - $662K
|
6.66K
$712K
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-4.9K- 27.75% |
$444K - $487K
|
12.8K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.22K- 26.24% |
$382K - $419K
|
11.9K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-3.66K- 12.33% |
$332K - $364K
|
26K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.56K- 0.64% |
$141K - $155K
|
241K
$25.7M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1K- 16.25% |
$90.7K - $99.4K
|
5.16K
$551K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-996- 22.11% |
$90.3K - $99K
|
3.51K
$375K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-952- 45.59% |
$86.3K - $94.6K
|
1.14K
$121K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-950- 48.62% |
$86.1K - $94.4K
|
1K
$107K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-950- 2.59% |
$86.1K - $94.4K
|
35.7K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-948- 28.32% |
$85.9K - $94.2K
|
2.4K
$256K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-741- 12.32% |
$67.2K - $73.6K
|
5.28K
$563K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-609- 22.41% |
$55.2K - $60.5K
|
2.11K
$225K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-606- 5.61% |
$54.9K - $60.2K
|
10.2K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-570- 50.0% |
$51.7K - $56.7K
|
570
$60.9K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-527- 18.48% |
$47.8K - $52.4K
|
2.33K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-500- 7.35% |
$45.3K - $49.7K
|
6.3K
$673K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-482- 0.25% |
$43.7K - $47.9K
|
195K
$20.9M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-418- 16.57% |
$37.9K - $41.5K
|
2.1K
$225K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-410- 19.1% |
$37.2K - $40.7K
|
1.74K
$186K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-396- 10.82% |
$35.9K - $39.4K
|
3.26K
$349K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-303- 9.71% |
$27.5K - $30.1K
|
2.82K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-290- 53.7% |
$26.3K - $28.8K
|
250
$26.7K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-274- 0.87% |
$24.8K - $27.2K
|
31.1K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-270- 15.07% |
$24.5K - $26.8K
|
1.52K
$163K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-269- 6.37% |
$24.4K - $26.7K
|
3.96K
$422K
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-209- 13.34% |
$18.9K - $20.8K
|
1.36K
$145K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-200- 3.37% |
$18.1K - $19.9K
|
5.73K
$612K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-175- 3.29% |
$15.9K - $17.4K
|
5.14K
$549K
|
|