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 12, 2022
Q1 2022
|
Sara Bay Financial
|
SELL
|
- |
-2.23KClosed |
$216K - $249K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Kidder Stephen W
|
SELL
|
- |
-1.99KClosed |
$193K - $222K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.91KClosed |
$186K - $214K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.54KClosed |
$150K - $172K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.52KClosed |
$147K - $169K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-1.5K- 75.0% |
$146K - $167K
|
500
$53.9K
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.3KClosed |
$126K - $145K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-1.29KClosed |
$125K - $144K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
SELL
|
- |
-1.04K- 33.98% |
$101K - $116K
|
2.01K
$217K
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-840Closed |
$81.5K - $93.8K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-649- 29.26% |
$63K - $72.5K
|
1.57K
$169K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-500Closed |
$48.5K - $55.8K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-443Closed |
$43K - $49.5K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-394Closed |
$38.2K - $44K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-310Closed |
$30.1K - $34.6K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-309Closed |
$30K - $34.5K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-52Closed |
$5.05K - $5.81K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-50- 0.36% |
$4.85K - $5.58K
|
14K
$1.51M
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-40- 41.24% |
$3.88K - $4.47K
|
57
$6.14K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-6Closed |
$582 - $670
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Claar Advisors LLC
New York, NY |
SELL
|
- |
-99.5KClosed |
$9.61M - $10.4M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-14.1KClosed |
$1.36M - $1.48M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-10.1KClosed |
$974K - $1.06M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-7.29KClosed |
$705K - $765K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.17KClosed |
$596K - $648K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Hall Private Wealth Advisors
|
SELL
|
- |
-5.14KClosed |
$497K - $539K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-3.46KClosed |
$334K - $363K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.6KClosed |
$252K - $273K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-2.15KClosed |
$208K - $225K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.06KClosed |
$199K - $216K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.86KClosed |
$179K - $195K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.64K- 37.47% |
$158K - $172K
|
2.73K
$294K
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.55KClosed |
$150K - $163K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.4KClosed |
$135K - $147K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.18K- 30.63% |
$114K - $124K
|
2.68K
$288K
|
|
Jan 26, 2022
Q4 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-333Closed |
$32.2K - $34.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-273Closed |
$26.4K - $28.6K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Keeler T Homas Management LLC
|
SELL
|
- |
-264- 10.35% |
$25.5K - $27.7K
|
2.29K
$246K
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-244Closed |
$23.6K - $25.6K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-209- 6.05% |
$20.2K - $21.9K
|
3.24K
$350K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-165Closed |
$15.9K - $17.3K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-147Closed |
$14.2K - $15.4K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-143Closed |
$13.8K - $15K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-116Closed |
$11.2K - $12.2K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-78Closed |
$7.54K - $8.18K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-60Closed |
$5.8K - $6.29K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-42Closed |
$4.06K - $4.41K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
SELL
|
CALL |
-35Closed |
$3.38K - $3.67K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-28Closed |
$2.71K - $2.94K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-22Closed |
$2.13K - $2.31K
|
0
$0
|