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 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-85- 11.81% |
$7.78K - $8.98K
|
635
$74.4K
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-23- 0.96% |
$2.11K - $2.43K
|
2.38K
$278K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-12- 19.35% |
$1.1K - $1.27K
|
50
$5.86K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.94% |
$275 - $317
|
316
$37K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 0.88% |
$91.6 - $106
|
112
$13.1K
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-14.3K- 38.52% |
$1.24M - $1.49M
|
22.8K
$2.68M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-9.7K- 71.28% |
$842K - $1.01M
|
3.91K
$458K
|
|
Feb 14, 2023
Q4 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-6.5K- 54.62% |
$564K - $675K
|
5.4K
$633K
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-5.9K- 85.51% |
$512K - $613K
|
1K
$117K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.81K- 3.85% |
$331K - $396K
|
95K
$11.1M
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3K- 40.4% |
$260K - $312K
|
4.43K
$518K
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.56K- 18.55% |
$135K - $162K
|
6.85K
$802K
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 91.74% |
$123K - $148K
|
128
$15K
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-445- 17.28% |
$38.6K - $46.2K
|
2.13K
$250K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-369- 18.4% |
$32K - $38.3K
|
1.64K
$192K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-238- 2.02% |
$20.7K - $24.7K
|
11.5K
$1.35M
|
|
Jan 19, 2023
Q4 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-195- 6.79% |
$16.9K - $20.2K
|
2.68K
$314K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-177- 89.85% |
$15.4K - $18.4K
|
20
$2.34K
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-150- 50.0% |
$13K - $15.6K
|
150
$17.6K
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-100- 3.54% |
$8.68K - $10.4K
|
2.72K
$319K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-54- 2.71% |
$4.69K - $5.61K
|
1.94K
$228K
|
|
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
$8.39M
|
|
Nov 09, 2022
Q3 2022
|
Ccla Investment Management LTD
London, X0 |
SELL
|
- |
-22.2KClosed |
$553K - $2.46M
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.59K- 16.55% |
$164K - $731K
|
33.2K
$3.89M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.19KClosed |
$104K - $465K
|
0
$0
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.15KClosed |
$78.4K - $349K
|
0
$0
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-2.4K- 1.9% |
$59.8K - $266K
|
124K
$14.6M
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.21KClosed |
$55K - $245K
|
0
$0
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.69K- 9.81% |
$42.2K - $188K
|
15.6K
$1.82M
|
|
Nov 04, 2022
Q3 2022
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-1.3K- 61.9% |
$32.4K - $144K
|
800
$93.7K
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-1.19K- 7.93% |
$29.6K - $132K
|
13.8K
$1.62M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-778Closed |
$19.4K - $86.3K
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-597- 11.21% |
$14.9K - $66.2K
|
4.73K
$554K
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-582- 2.91% |
$14.5K - $64.5K
|
19.4K
$2.27M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-453- 0.61% |
$11.3K - $50.2K
|
73.4K
$8.6M
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-427- 5.6% |
$10.6K - $47.3K
|
7.19K
$843K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-145- 26.7% |
$3.61K - $16.1K
|
398
$46.6K
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-97- 3.69% |
$2.42K - $10.8K
|
2.53K
$297K
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-16- 0.69% |
$398 - $1.77K
|
2.31K
$270K
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-110KClosed |
$10.8M - $12.7M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-24.7KClosed |
$2.42M - $2.85M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-20KClosed |
$1.95M - $2.3M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-18.3K- 45.72% |
$1.79M - $2.12M
|
21.8K
$2.55M
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-12.3KClosed |
$1.2M - $1.42M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-8.2KClosed |
$802K - $947K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-7.8KClosed |
$763K - $900K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-7.74KClosed |
$757K - $894K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.33KClosed |
$717K - $846K
|
0
$0
|