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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-311- 14.35% |
$32.9K - $37.6K
|
1.86K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-297- 82.5% |
$31.4K - $35.9K
|
63
$7.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-285- 10.63% |
$30.1K - $34.4K
|
2.4K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-275- 6.06% |
$29.1K - $33.2K
|
4.26K
$499K
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-260- 5.98% |
$27.5K - $31.4K
|
4.09K
$479K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-257- 0.95% |
$27.2K - $31K
|
26.9K
$3.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-250- 1.05% |
$26.4K - $30.2K
|
23.6K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-250- 11.33% |
$26.4K - $30.2K
|
1.96K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-221- 5.53% |
$23.4K - $26.7K
|
3.78K
$443K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-218- 1.67% |
$23.1K - $26.3K
|
12.9K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-218- 3.3% |
$23.1K - $26.3K
|
6.4K
$750K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-212- 5.34% |
$22.4K - $25.6K
|
3.76K
$440K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-212- 5.8% |
$22.4K - $25.6K
|
3.45K
$404K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-190- 21.79% |
$20.1K - $22.9K
|
682
$79.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-184- 2.68% |
$19.5K - $22.2K
|
6.69K
$784K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-181- 13.62% |
$19.1K - $21.9K
|
1.15K
$135K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-179- 3.55% |
$18.9K - $21.6K
|
4.87K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-177- 7.84% |
$18.7K - $21.4K
|
2.08K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-160- 5.05% |
$16.9K - $19.3K
|
3.01K
$353K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-135- 0.72% |
$14.3K - $16.3K
|
18.5K
$2.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-132- 7.16% |
$14K - $15.9K
|
1.71K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-130- 17.86% |
$13.7K - $15.7K
|
598
$70.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-125- 2.03% |
$13.2K - $15.1K
|
6.02K
$706K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-119- 1.27% |
$12.6K - $14.4K
|
9.25K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-118- 5.05% |
$12.5K - $14.2K
|
2.22K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-100- 4.76% |
$10.6K - $12.1K
|
2K
$234K
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-92- 0.95% |
$9.73K - $11.1K
|
9.55K
$1.12M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-80- 3.77% |
$8.46K - $9.66K
|
2.04K
$239K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-75- 86.21% |
$7.93K - $9.06K
|
12
$1.41K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-66- 1.4% |
$6.98K - $7.97K
|
4.66K
$546K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-56- 1.69% |
$5.92K - $6.76K
|
3.27K
$383K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-50- 1.83% |
$5.29K - $6.04K
|
2.69K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-50- 2.08% |
$5.29K - $6.04K
|
2.36K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-45- 1.37% |
$4.76K - $5.43K
|
3.23K
$379K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-40- 0.49% |
$4.23K - $4.83K
|
8.08K
$946K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-40- 1.21% |
$4.23K - $4.83K
|
3.26K
$382K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-39- 0.19% |
$4.12K - $4.71K
|
20.8K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-38- 0.55% |
$4.02K - $4.59K
|
6.87K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-35- 0.93% |
$3.7K - $4.23K
|
3.73K
$437K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-33- 1.62% |
$3.49K - $3.99K
|
2K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-31- 1.88% |
$3.28K - $3.74K
|
1.62K
$189K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-25- 0.49% |
$2.64K - $3.02K
|
5.05K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-17- 6.61% |
$1.8K - $2.05K
|
240
$28.1K
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-17- 0.51% |
$1.8K - $2.05K
|
3.34K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-17- 6.61% |
$1.8K - $2.05K
|
240
$28.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-10- 0.4% |
$1.06K - $1.21K
|
2.48K
$290K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8- 0.18% |
$846 - $966
|
4.43K
$519K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7- 0.15% |
$740 - $845
|
4.53K
$531K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.67% |
$106 - $121
|
148
$17.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1- 0.04% |
$106 - $121
|
2.55K
$299K
|