Latest Institutional Transactions on Duke Energy Corp New Jr Sub De (DUKB)
This table provides information on the latest institutional transactions involving Duke Energy Corp New Jr Sub De (DUKB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
23.1KNew |
$574K - $588K
|
23.1K
$556K
|
|
| Q2 2024 | |||||||
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8New |
$189 - $201
|
8
$193
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$590 - $636
|
25
$602
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
419+ 0.29% |
$9.19K - $10.3K
|
146K
$3.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
419+ 0.29% |
$9.19K - $10.3K
|
146K
$3.52M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.5KNew |
$103K - $111K
|
4.5K
$108K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
531KNew |
$12.7M - $13.8M
|
531K
$12.8M
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Iat Reinsurance CO Ltd.
New York, NY |
BUY
|
- |
25KNew |
$628K - $667K
|
25K
$602K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
SELL
|
- |
-1.43KClosed |
$37.7K - $39.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Securian Asset Management, Inc
|
SELL
|
- |
-38.3KClosed |
$1.05M - $1.1M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 03, 2020
Q2 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-27.2KClosed |
$685K - $762K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 10, 2020
Q1 2020
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-8.53KClosed |
$192K - $239K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 05, 2019
Q2 2019
|
Weaver Consulting Group
|
SELL
|
- |
-1.08KClosed |
N/A
|
0
$0
|
|