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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-289- 9.6% |
$25K - $27.6K
|
2.72K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-227- 14.25% |
$19.7K - $21.7K
|
1.37K
$146K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-107- 0.51% |
$9.27K - $10.2K
|
21K
$2.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-105- 4.11% |
$9.1K - $10K
|
2.45K
$262K
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-66- 0.94% |
$5.72K - $6.31K
|
6.95K
$743K
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-55- 0.5% |
$4.77K - $5.26K
|
11K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-38- 0.49% |
$3.29K - $3.63K
|
7.75K
$828K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-35- 2.72% |
$3.03K - $3.34K
|
1.25K
$134K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-32- 1.32% |
$2.77K - $3.06K
|
2.39K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-23- 3.77% |
$1.99K - $2.2K
|
587
$62.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-23- 0.96% |
$1.99K - $2.2K
|
2.38K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2- 0.04% |
$173 - $191
|
5.55K
$593K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 0.11% |
$173 - $191
|
1.81K
$193K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-80.9K- 65.7% |
$7.12M - $8.07M
|
42.2K
$4.51M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-28K- 75.37% |
$2.46M - $2.79M
|
9.15K
$978K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-17K- 3.12% |
$1.49M - $1.69M
|
527K
$56.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-12.4K- 40.39% |
$1.09M - $1.23M
|
18.3K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-8.42K- 70.48% |
$741K - $840K
|
3.53K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-2.12K- 45.41% |
$187K - $212K
|
2.55K
$272K
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-1.48K- 27.17% |
$131K - $148K
|
3.98K
$425K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 22.56% |
$110K - $125K
|
4.3K
$459K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-798- 4.22% |
$70.2K - $79.6K
|
18.1K
$1.93M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-780- 81.76% |
$68.6K - $77.8K
|
174
$18.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-471- 13.4% |
$41.5K - $47K
|
3.04K
$325K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-331- 4.21% |
$29.1K - $33K
|
7.53K
$804K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-331- 4.21% |
$29.1K - $33K
|
7.53K
$804K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-290- 3.47% |
$25.5K - $28.9K
|
8.07K
$862K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-232- 1.46% |
$20.4K - $23.1K
|
15.6K
$1.67M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-200- 36.5% |
$17.6K - $19.9K
|
348
$37.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-196- 7.94% |
$17.2K - $19.5K
|
2.27K
$243K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-194- 30.55% |
$17.1K - $19.3K
|
441
$47.1K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-150- 4.79% |
$13.2K - $15K
|
2.98K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-148- 2.4% |
$13K - $14.8K
|
6.01K
$642K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-137- 5.32% |
$12.1K - $13.7K
|
2.44K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-130- 3.04% |
$11.4K - $13K
|
4.15K
$443K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-125- 27.29% |
$11K - $12.5K
|
333
$35.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-112- 1.07% |
$9.86K - $11.2K
|
10.4K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-83- 83.0% |
$7.3K - $8.28K
|
17
$1.82K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-60- 1.22% |
$5.28K - $5.98K
|
4.85K
$518K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-50- 11.96% |
$4.4K - $4.99K
|
368
$39.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-25- 2.37% |
$2.2K - $2.49K
|
1.03K
$110K
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-21- 0.8% |
$1.85K - $2.09K
|
2.6K
$278K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-20- 0.86% |
$1.76K - $1.99K
|
2.31K
$247K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3- 60.0% |
$264 - $299
|
2
$214
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-42.1K- 64.66% |
$3.86M - $4.45M
|
23K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-10.1K- 62.99% |
$922K - $1.06M
|
5.92K
$632K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-3.94K- 62.4% |
$361K - $416K
|
2.37K
$253K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.86KClosed |
$353K - $407K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3.62K- 1.69% |
$331K - $382K
|
210K
$22.4M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-2.54K- 8.86% |
$233K - $268K
|
26.1K
$2.79M
|
|