Latest Institutional Transactions on Duke Energy Corp New Dep Shs E (DUKPRA)
This table provides information on the latest institutional transactions involving Duke Energy Corp New Dep Shs E (DUKPRA) 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 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
8KNew |
N/A
|
8K
$0
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-828- 29.98% |
N/A
|
1.93K
$0
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
5.3K+ 53.81% |
N/A
|
15.2K
$0
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
57New |
N/A
|
57
$0
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
N/A
|
15
$0
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-450- 1.81% |
N/A
|
24.4K
$0
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
560New |
N/A
|
560
$0
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
376+ 1566.67% |
N/A
|
400
$0
|
|
Q2 2023 | |||||||
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
59.3KNew |
N/A
|
59.3K
$0
|
|
Q4 2022 | |||||||
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
125New |
N/A
|
125
$0
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-7.72KClosed |
N/A
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
501KNew |
N/A
|
501K
$0
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
38.3KNew |
N/A
|
38.3K
$0
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
Q1 2022 | |||||||
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.88KClosed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
Feb 04, 2022
Q4 2021
|
F
|
SELL
|
- |
-19.4KClosed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.1KClosed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.04MClosed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.06KClosed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Jul 17, 2020
Q2 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
400+ 66.67% |
N/A
|
1K
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.62KNew |
N/A
|
1.62K
$0
|
|
Q2 2019 | |||||||
Aug 05, 2019
Q2 2019
|
Weaver Consulting Group
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|