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 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-260- 90.28% |
$22.2K - $25.6K
|
28
$3.28K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-238- 1.53% |
$20.3K - $23.4K
|
15.3K
$1.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-238- 5.91% |
$20.3K - $23.4K
|
3.79K
$444K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-223- 6.52% |
$19.1K - $21.9K
|
3.2K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-198- 17.17% |
$16.9K - $19.5K
|
955
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-193- 7.63% |
$16.5K - $19K
|
2.34K
$274K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-182- 7.66% |
$15.6K - $17.9K
|
2.2K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-171- 6.51% |
$14.6K - $16.8K
|
2.46K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-165- 0.93% |
$14.1K - $16.2K
|
17.7K
$2.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-150- 5.63% |
$12.8K - $14.7K
|
2.52K
$295K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-150- 12.84% |
$12.8K - $14.7K
|
1.02K
$119K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-125- 94.7% |
$10.7K - $12.3K
|
7
$820
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-102- 4.44% |
$8.71K - $10K
|
2.19K
$257K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-85- 10.02% |
$7.26K - $8.36K
|
763
$89.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-74- 4.59% |
$6.32K - $7.27K
|
1.54K
$180K
|
|
|
May 19, 2025
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-69- 3.01% |
$5.9K - $6.78K
|
2.23K
$261K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-69- 11.84% |
$5.9K - $6.78K
|
514
$60.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-57- 1.84% |
$4.87K - $5.6K
|
3.04K
$357K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-52- 32.3% |
$4.44K - $5.11K
|
109
$12.8K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-51- 32.08% |
$4.36K - $5.01K
|
108
$12.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-35- 1.27% |
$2.99K - $3.44K
|
2.72K
$319K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-26- 0.89% |
$2.22K - $2.56K
|
2.88K
$337K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-26- 1.1% |
$2.22K - $2.56K
|
2.34K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-25- 0.07% |
$2.14K - $2.46K
|
33.8K
$3.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-20- 0.65% |
$1.71K - $1.97K
|
3.08K
$361K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-18- 20.45% |
$1.54K - $1.77K
|
70
$8.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-14- 51.85% |
$1.2K - $1.38K
|
13
$1.52K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-20K- 50.0% |
$1.73M - $1.91M
|
20K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-17K- 16.43% |
$1.47M - $1.62M
|
86.2K
$10.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-11.1K- 98.31% |
$961K - $1.06M
|
190
$22.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-7.14K- 27.12% |
$618K - $682K
|
19.2K
$2.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Patrizia Pty LTD
Barton, C3 |
SELL
|
- |
-5.59K- 15.73% |
$484K - $534K
|
29.9K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.92K- 52.26% |
$426K - $470K
|
4.49K
$526K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.77K- 2.22% |
$153K - $169K
|
77.8K
$9.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-1.75K- 28.0% |
$152K - $167K
|
4.5K
$527K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.66K- 31.29% |
$144K - $159K
|
3.65K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.65KClosed |
$143K - $158K
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.24K- 16.06% |
$108K - $119K
|
6.49K
$760K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.01K- 77.06% |
$87.3K - $96.3K
|
300
$35.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-839- 57.07% |
$72.7K - $80.2K
|
631
$73.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-400- 3.52% |
$34.7K - $38.2K
|
11K
$1.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-289- 9.6% |
$25K - $27.6K
|
2.72K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-227- 14.25% |
$19.7K - $21.7K
|
1.37K
$160K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-107- 0.51% |
$9.27K - $10.2K
|
21K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-38- 0.49% |
$3.29K - $3.63K
|
7.75K
$909K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-35- 2.72% |
$3.03K - $3.34K
|
1.25K
$146K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-32- 1.32% |
$2.77K - $3.06K
|
2.39K
$280K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-23- 0.96% |
$1.99K - $2.2K
|
2.38K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2- 0.04% |
$173 - $191
|
5.55K
$651K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 0.11% |
$173 - $191
|
1.81K
$212K
|
|