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 |
---|---|---|---|---|---|---|---|
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
$300K
|
|
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
$256K
|
|
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
$363K
|
|
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
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-15Closed |
$1.45K - $1.57K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2021 | |||||||
Oct 27, 2021
Q3 2021
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-473K- 99.61% |
$45.9M - $51M
|
1.83K
$205K
|
|
Nov 15, 2021
Q3 2021
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-246K- 98.4% |
$23.9M - $26.5M
|
4K
$448K
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-49.2K- 23.38% |
$4.77M - $5.31M
|
161K
$18.1M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-20.7KClosed |
$2.01M - $2.23M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-17.2KClosed |
$1.67M - $1.86M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
CALL |
-12.3KClosed |
$1.19M - $1.33M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-6.97KClosed |
$677K - $752K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-4.05KClosed |
$393K - $437K
|
0
$0
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.19KClosed |
$310K - $345K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2.98KClosed |
$289K - $321K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-2.86KClosed |
$277K - $308K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.67KClosed |
$259K - $288K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.43KClosed |
$235K - $262K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.42KClosed |
$235K - $261K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.32KClosed |
$225K - $250K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.84KClosed |
$179K - $199K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.58KClosed |
$154K - $171K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-836Closed |
$81.1K - $90.2K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-724Closed |
$70.3K - $78.1K
|
0
$0
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
PUT |
-600- 50.0% |
$58.2K - $64.8K
|
600
$67.2K
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-312Closed |
$30.3K - $33.7K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-282Closed |
$27.4K - $30.4K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-87Closed |
$8.44K - $9.39K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-50Closed |
$4.85K - $5.4K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-41Closed |
$3.98K - $4.43K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-34Closed |
$3.3K - $3.67K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-33Closed |
$3.2K - $3.56K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-1Closed |
$97.1 - $108
|
0
$0
|
|
Q2 2021 | |||||||
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-16K- 98.96% |
$1.55M - $1.66M
|
168
$18.8K
|
|
Aug 13, 2021
Q2 2021
|
Courage Capital Management LLC
Nashville, TN |
SELL
|
- |
-10KClosed |
$963K - $1.04M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Davide Leone & Partners Investment CO Ltd.
London, X0 |
SELL
|
- |
-9.81KClosed |
$945K - $1.02M
|
0
$0
|