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 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.12K- 30.7% |
$310K - $367K
|
7.04K
$759K
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.08K- 21.71% |
$306K - $363K
|
11.1K
$1.2M
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3.08K- 5.34% |
$306K - $362K
|
54.5K
$5.87M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.05K- 6.79% |
$303K - $358K
|
41.8K
$4.51M
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-3.03K- 35.63% |
$301K - $357K
|
5.47K
$590K
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.96K- 0.31% |
$294K - $349K
|
954K
$103M
|
|
Nov 14, 2024
Q3 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.92K- 1.29% |
$290K - $344K
|
224K
$24.2M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.88K- 6.4% |
$286K - $339K
|
42.1K
$4.53M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.86K- 29.71% |
$284K - $337K
|
6.77K
$729K
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.83K- 38.83% |
$281K - $333K
|
4.46K
$481K
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.79K- 22.69% |
$277K - $328K
|
9.51K
$1.02M
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.76K- 4.25% |
$274K - $325K
|
62.3K
$6.71M
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.52K- 3.06% |
$250K - $296K
|
79.7K
$8.59M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.46K- 23.25% |
$244K - $289K
|
8.12K
$875K
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-2.46K- 0.66% |
$244K - $289K
|
369K
$39.8M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.4K- 2.57% |
$238K - $282K
|
90.7K
$9.78M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.39K- 3.59% |
$238K - $282K
|
64.2K
$6.92M
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.39K- 1.59% |
$237K - $281K
|
148K
$16M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.37K- 11.56% |
$236K - $279K
|
18.1K
$1.95M
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-2.37K- 1.06% |
$235K - $279K
|
221K
$23.8M
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.35K- 7.89% |
$234K - $277K
|
27.5K
$2.96M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.29K- 22.08% |
$228K - $270K
|
8.09K
$872K
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.28K- 2.34% |
$226K - $268K
|
95.1K
$10.2M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.27K- 31.17% |
$225K - $267K
|
5.01K
$540K
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.27K- 4.74% |
$225K - $267K
|
45.5K
$4.91M
|
|
Nov 15, 2024
Q3 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-2.19K- 0.6% |
$217K - $257K
|
365K
$39.3M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.15K- 7.95% |
$214K - $254K
|
25K
$2.69M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.11K- 37.37% |
$210K - $248K
|
3.54K
$381K
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-2.1K- 11.71% |
$209K - $248K
|
15.9K
$1.71M
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.1K- 15.18% |
$208K - $247K
|
11.7K
$1.26M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.1K- 3.53% |
$208K - $247K
|
57.3K
$6.18M
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.08K- 3.27% |
$207K - $245K
|
61.6K
$6.64M
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.06K- 8.94% |
$205K - $243K
|
21K
$2.26M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.04K- 8.18% |
$202K - $240K
|
22.9K
$2.46M
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.03K- 31.75% |
$202K - $239K
|
4.37K
$471K
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.02K- 17.07% |
$200K - $237K
|
9.79K
$1.06M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 2.16% |
$198K - $235K
|
90.4K
$9.75M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.96K- 3.54% |
$195K - $231K
|
53.5K
$5.77M
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.96K- 1.62% |
$194K - $230K
|
119K
$12.8M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.91K- 8.14% |
$190K - $225K
|
21.5K
$2.32M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.9K- 0.36% |
$189K - $224K
|
534K
$57.6M
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.9K- 40.66% |
$188K - $223K
|
2.77K
$298K
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.9K- 28.9% |
$188K - $223K
|
4.66K
$502K
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.88K- 2.38% |
$187K - $221K
|
77.3K
$8.33M
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.87K- 35.99% |
$186K - $221K
|
3.33K
$359K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.87K- 2.9% |
$186K - $220K
|
62.6K
$6.75M
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.87K- 50.2% |
$185K - $220K
|
1.85K
$199K
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.85K- 5.77% |
$184K - $218K
|
30.2K
$3.26M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.83K- 15.63% |
$182K - $215K
|
9.86K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
CALL |
-1.8K- 3.73% |
$179K - $212K
|
46.5K
$5.01M
|