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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-48- 81.36% |
$4.77K - $5.65K
|
11
$1.29K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-44- 7.09% |
$4.37K - $5.18K
|
577
$67.6K
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-17- 10.18% |
$1.69K - $2K
|
150
$17.6K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-9- 0.06% |
$894 - $1.06K
|
14.7K
$1.73M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-8- 0.66% |
$795 - $942
|
1.21K
$141K
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-50.9K- 57.09% |
$4.72M - $5.32M
|
38.2K
$4.48M
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-12.3K- 82.01% |
$1.14M - $1.28M
|
2.69K
$316K
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-8.68K- 78.93% |
$806K - $908K
|
2.32K
$271K
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-5.15KClosed |
$478K - $539K
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.85K- 92.55% |
$357K - $403K
|
310
$36.3K
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-3.8K- 95.0% |
$353K - $397K
|
200
$23.4K
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-2.79K- 2.66% |
$259K - $292K
|
102K
$12M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.52K- 60.23% |
$234K - $263K
|
1.66K
$195K
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-2.29K- 11.9% |
$213K - $240K
|
17K
$1.99M
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-1.45K- 0.84% |
$134K - $151K
|
171K
$20M
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.37K- 35.29% |
$127K - $143K
|
2.51K
$294K
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.01K- 24.67% |
$94.2K - $106K
|
3.1K
$363K
|
|
Feb 24, 2025
Q2 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1K- 31.5% |
$92.9K - $105K
|
2.18K
$255K
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-926- 0.68% |
$86K - $96.9K
|
136K
$15.9M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-877- 27.64% |
$81.4K - $91.7K
|
2.3K
$269K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-719- 8.86% |
$66.8K - $75.2K
|
7.4K
$867K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-655- 13.7% |
$60.8K - $68.5K
|
4.13K
$483K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-568- 13.29% |
$52.8K - $59.4K
|
3.71K
$434K
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-320- 12.09% |
$29.7K - $33.5K
|
2.33K
$273K
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-297- 0.46% |
$27.6K - $31.1K
|
64.9K
$7.61M
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-278- 34.19% |
$25.8K - $29.1K
|
535
$62.7K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-267- 13.85% |
$24.8K - $27.9K
|
1.66K
$195K
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-167- 49.7% |
$15.5K - $17.5K
|
169
$19.8K
|
|
Aug 08, 2024
Q2 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-137- 2.68% |
$12.7K - $14.3K
|
4.98K
$583K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-133- 8.41% |
$12.4K - $13.9K
|
1.45K
$170K
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-133- 2.89% |
$12.4K - $13.9K
|
4.47K
$524K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-88- 41.71% |
$8.17K - $9.2K
|
123
$14.4K
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-86- 3.86% |
$7.99K - $9K
|
2.14K
$251K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-75- 6.39% |
$6.97K - $7.85K
|
1.1K
$129K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-40- 2.29% |
$3.71K - $4.18K
|
1.71K
$200K
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-38- 50.0% |
$3.53K - $3.97K
|
38
$4.45K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-35- 13.01% |
$3.25K - $3.66K
|
234
$27.4K
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-18- 0.18% |
$1.67K - $1.88K
|
10.1K
$1.18M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1- 0.53% |
$92.9 - $105
|
187
$21.9K
|
|
Q1 2024 | |||||||
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-774K- 98.35% |
$70.1M - $76.9M
|
13K
$1.52M
|
|
May 03, 2024
Q1 2024
|
Cincinnati Financial Corp
|
SELL
|
- |
-271K- 87.49% |
$24.6M - $27M
|
38.8K
$4.54M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-52.7K- 6.29% |
$4.78M - $5.24M
|
785K
$91.9M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-6.9K- 27.82% |
$625K - $686K
|
17.9K
$2.1M
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-4.9K- 27.75% |
$444K - $487K
|
12.8K
$1.49M
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.22K- 26.24% |
$382K - $419K
|
11.9K
$1.39M
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-3.66K- 12.33% |
$332K - $364K
|
26K
$3.05M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.56K- 0.64% |
$141K - $155K
|
241K
$28.2M
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1K- 16.25% |
$90.7K - $99.4K
|
5.16K
$604K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-952- 45.59% |
$86.3K - $94.6K
|
1.14K
$133K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-950- 2.59% |
$86.1K - $94.4K
|
35.7K
$4.18M
|