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 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-165- 6.15% |
$15K - $16.4K
|
2.52K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-156- 36.11% |
$14.1K - $15.5K
|
276
$29.5K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-133- 8.15% |
$12.1K - $13.2K
|
1.5K
$160K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-133- 50.0% |
$12.1K - $13.2K
|
133
$14.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-120- 84.51% |
$10.9K - $11.9K
|
22
$2.35K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-116- 9.87% |
$10.5K - $11.5K
|
1.06K
$113K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-114- 3.61% |
$10.3K - $11.3K
|
3.05K
$325K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-110- 27.5% |
$9.97K - $10.9K
|
290
$31K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 12.5% |
$9.07K - $9.94K
|
700
$74.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 1.76% |
$9.07K - $9.94K
|
5.59K
$597K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-98- 3.97% |
$8.88K - $9.74K
|
2.37K
$253K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-93- 3.79% |
$8.43K - $9.24K
|
2.36K
$252K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-92- 42.79% |
$8.34K - $9.14K
|
123
$13.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-75- 2.37% |
$6.8K - $7.45K
|
3.09K
$330K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-66- 2.59% |
$5.98K - $6.56K
|
2.49K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-61- 7.47% |
$5.53K - $6.06K
|
756
$80.7K
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-50- 0.89% |
$4.53K - $4.97K
|
5.54K
$592K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-40- 0.77% |
$3.63K - $3.98K
|
5.17K
$552K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-32- 38.1% |
$2.9K - $3.18K
|
52
$5.55K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-32- 2.32% |
$2.9K - $3.18K
|
1.35K
$144K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-25- 0.28% |
$2.27K - $2.48K
|
9.06K
$967K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-15- 8.33% |
$1.36K - $1.49K
|
165
$17.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-5- 0.35% |
$453 - $497
|
1.41K
$150K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-5- 0.08% |
$453 - $497
|
6.24K
$666K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-2- 6.45% |
$181 - $199
|
29
$3.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-6.4K- 8.9% |
$547K - $629K
|
65.5K
$6.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-3.49K- 64.99% |
$298K - $343K
|
1.88K
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3K- 45.59% |
$256K - $295K
|
3.58K
$382K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.8K- 9.77% |
$239K - $275K
|
25.9K
$2.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-2.41K- 95.07% |
$206K - $237K
|
125
$13.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.3K- 7.12% |
$197K - $226K
|
30K
$3.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.18K- 50.0% |
$186K - $215K
|
2.18K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.61K- 33.65% |
$138K - $158K
|
3.18K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.22K- 3.13% |
$104K - $120K
|
37.7K
$4.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-959- 23.34% |
$81.9K - $94.3K
|
3.15K
$336K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-773- 14.1% |
$66K - $76K
|
4.71K
$503K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-620- 71.43% |
$53K - $61K
|
248
$26.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-603- 3.61% |
$51.5K - $59.3K
|
16.1K
$1.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-549- 12.82% |
$46.9K - $54K
|
3.73K
$399K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-529- 6.61% |
$45.2K - $52K
|
7.47K
$798K
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-506- 9.92% |
$43.2K - $49.7K
|
4.6K
$491K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-500- 18.08% |
$42.7K - $49.2K
|
2.27K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-499- 17.13% |
$42.6K - $49.1K
|
2.41K
$258K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-373- 13.62% |
$31.9K - $36.7K
|
2.37K
$253K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-333- 9.56% |
$28.5K - $32.7K
|
3.15K
$337K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-260- 90.28% |
$22.2K - $25.6K
|
28
$2.99K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-258- 10.43% |
$22K - $25.4K
|
2.22K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-245- 7.47% |
$20.9K - $24.1K
|
3.04K
$324K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-238- 1.53% |
$20.3K - $23.4K
|
15.3K
$1.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-238- 5.91% |
$20.3K - $23.4K
|
3.79K
$405K
|
|