Latest Institutional Transactions on Duke Energy Corp (DUK)
This table provides information on the latest institutional transactions involving Duke Energy Corp (DUK) 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
13.6K+ 272.0% |
$1.25M - $1.44M
|
18.6K
$2.08M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.54KNew |
$324K - $374K
|
3.54K
$395K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-12- 19.35% |
$1.1K - $1.27K
|
50
$5.58K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 1.3% |
$183 - $211
|
156
$17.4K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
42+ 0.61% |
$3.85K - $4.44K
|
6.89K
$768K
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-224- 0.74% |
$20.5K - $23.7K
|
30.1K
$3.36M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 8.46% |
$9.16K - $10.6K
|
1.08K
$121K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
46+ 7.8% |
$4.21K - $4.86K
|
636
$71K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
251+ 12.85% |
$23K - $26.5K
|
2.21K
$246K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 0.88% |
$91.6 - $106
|
112
$12.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.82K- 13.11% |
$166K - $192K
|
12K
$1.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-395- 8.59% |
$36.2K - $41.7K
|
4.21K
$469K
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
8.13KNew |
$744K - $859K
|
8.13K
$907K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-290- 3.7% |
$26.5K - $30.6K
|
7.54K
$841K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-23- 0.96% |
$2.11K - $2.43K
|
2.38K
$265K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-150- 6.47% |
$13.7K - $15.8K
|
2.17K
$242K
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
2.56KNew |
$234K - $270K
|
2.56K
$285K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
157+ 1.75% |
$14.4K - $16.6K
|
9.15K
$1.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-100- 4.05% |
$9.16K - $10.6K
|
2.37K
$264K
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-800- 27.51% |
$73.2K - $84.5K
|
2.11K
$235K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.79KNew |
$164K - $189K
|
1.79K
$200K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
400+ 48.02% |
$36.6K - $42.3K
|
1.23K
$138K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-85- 11.81% |
$7.78K - $8.98K
|
635
$70.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1K- 22.73% |
$91.6K - $106K
|
3.4K
$379K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.1KNew |
$101K - $116K
|
1.1K
$123K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-219- 9.4% |
$20K - $23.1K
|
2.11K
$236K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.2KNew |
$202K - $233K
|
2.2K
$246K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
160+ 4.34% |
$14.6K - $16.9K
|
3.85K
$430K
|
|
|
Apr 17, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
PUT |
-660- 9.52% |
$60.4K - $69.7K
|
6.28K
$700K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-135- 4.64% |
$12.4K - $14.3K
|
2.78K
$310K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-998- 11.55% |
$91.4K - $105K
|
7.64K
$853K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.09K- 31.67% |
$99.4K - $115K
|
2.34K
$261K
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.85K- 42.36% |
$169K - $195K
|
2.51K
$280K
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.08KNew |
$190K - $220K
|
2.08K
$232K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-66- 12.29% |
$6.04K - $6.97K
|
471
$52.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 30.91% |
$158K - $182K
|
7.29K
$813K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
9.35K+ 45.75% |
$856K - $987K
|
29.8K
$3.32M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
160+ 7.14% |
$14.6K - $16.9K
|
2.4K
$268K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
40New |
$3.47K - $4.15K
|
40
$4.46K
|
|
|
Feb 21, 2023
Q4 2022
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-150K- 21.11% |
$13M - $15.6M
|
561K
$62.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
11+ 11.0% |
$955 - $1.14K
|
111
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 1.3% |
$86.8 - $104
|
78
$8.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
5.54KNew |
$481K - $575K
|
5.54K
$618K
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.18KNew |
$189K - $226K
|
2.18K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
78.1K+ 8.13% |
$6.78M - $8.11M
|
1.04M
$116M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.04% |
$174 - $208
|
5.02K
$560K
|
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.09KNew |
$182K - $217K
|
2.09K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-6.5K- 54.62% |
$564K - $675K
|
5.4K
$603K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
207+ 1.6% |
$18K - $21.5K
|
13.2K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3K- 40.4% |
$260K - $312K
|
4.43K
$494K
|
|