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 |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.85K- 42.36% |
$169K - $195K
|
2.51K
$268K
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.82K- 13.11% |
$166K - $192K
|
12K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 36.04% |
$110K - $127K
|
2.13K
$228K
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.09K- 31.67% |
$99.4K - $115K
|
2.34K
$250K
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1K- 22.73% |
$91.6K - $106K
|
3.4K
$363K
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-998- 11.55% |
$91.4K - $105K
|
7.64K
$816K
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-969- 10.81% |
$88.7K - $102K
|
8K
$854K
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-887- 88.0% |
$81.2K - $93.7K
|
121
$12.9K
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-800- 27.51% |
$73.2K - $84.5K
|
2.11K
$225K
|
|
Apr 17, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
PUT |
-660- 9.52% |
$60.4K - $69.7K
|
6.28K
$670K
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-395- 8.59% |
$36.2K - $41.7K
|
4.21K
$449K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-290- 3.7% |
$26.5K - $30.6K
|
7.54K
$805K
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-224- 0.74% |
$20.5K - $23.7K
|
30.1K
$3.22M
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-219- 9.4% |
$20K - $23.1K
|
2.11K
$226K
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-150- 6.47% |
$13.7K - $15.8K
|
2.17K
$232K
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-135- 4.64% |
$12.4K - $14.3K
|
2.78K
$297K
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-128- 76.65% |
$11.7K - $13.5K
|
39
$4.17K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 8.46% |
$9.16K - $10.6K
|
1.08K
$116K
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-100- 4.05% |
$9.16K - $10.6K
|
2.37K
$253K
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-85- 11.81% |
$7.78K - $8.98K
|
635
$67.8K
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-66- 12.29% |
$6.04K - $6.97K
|
471
$50.3K
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-36- 0.83% |
$3.3K - $3.8K
|
4.3K
$459K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-32- 3.0% |
$2.93K - $3.38K
|
1.03K
$110K
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-23- 0.96% |
$2.11K - $2.43K
|
2.38K
$254K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-12- 19.35% |
$1.1K - $1.27K
|
50
$5.34K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.94% |
$275 - $317
|
316
$33.8K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 0.88% |
$91.6 - $106
|
112
$12K
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-213K- 87.85% |
$18.5M - $22.1M
|
29.5K
$3.15M
|
|
Feb 21, 2023
Q4 2022
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-150K- 21.11% |
$13M - $15.6M
|
561K
$59.9M
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-14.3K- 38.52% |
$1.24M - $1.49M
|
22.8K
$2.44M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-9.7K- 71.28% |
$842K - $1.01M
|
3.91K
$417K
|
|
Feb 14, 2023
Q4 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-6.5K- 54.62% |
$564K - $675K
|
5.4K
$577K
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-5.9K- 85.51% |
$512K - $613K
|
1K
$107K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.81K- 3.85% |
$331K - $396K
|
95K
$10.1M
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3K- 40.4% |
$260K - $312K
|
4.43K
$473K
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.56K- 18.55% |
$135K - $162K
|
6.85K
$731K
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 91.74% |
$123K - $148K
|
128
$13.7K
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-445- 17.28% |
$38.6K - $46.2K
|
2.13K
$228K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-369- 18.4% |
$32K - $38.3K
|
1.64K
$175K
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-266- 10.8% |
$23.1K - $27.6K
|
2.2K
$235K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-238- 2.02% |
$20.7K - $24.7K
|
11.5K
$1.23M
|
|
Jan 19, 2023
Q4 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-195- 6.79% |
$16.9K - $20.2K
|
2.68K
$286K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-177- 89.85% |
$15.4K - $18.4K
|
20
$2.14K
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-150- 50.0% |
$13K - $15.6K
|
150
$16K
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-100- 3.54% |
$8.68K - $10.4K
|
2.72K
$291K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 12.97% |
$8.68K - $10.4K
|
671
$71.7K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-54- 2.71% |
$4.69K - $5.61K
|
1.94K
$207K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-761KClosed |
$19M - $84.4M
|
0
$0
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-35.7K- 33.27% |
$889K - $3.96M
|
71.6K
$7.65M
|