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 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.98K+ 33.69% |
$739K - $851K
|
27.7K
$3.25M
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
124+ 3.26% |
$13.1K - $15.1K
|
3.92K
$461K
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.77K+ 6.63% |
$187K - $216K
|
28.5K
$3.34M
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-49- 2.58% |
$5.19K - $5.98K
|
1.85K
$218K
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-761- 5.4% |
$80.6K - $92.8K
|
13.3K
$1.57M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
237+ 0.51% |
$25.1K - $28.9K
|
46.9K
$5.51M
|
|
May 14, 2025
Q1 2025
|
Torno Capital, LLC
Cohasset, MA |
SELL
|
CALL |
-12.3KClosed |
$1.3M - $1.5M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
328+ 15.6% |
$34.7K - $40K
|
2.43K
$286K
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-5.37K- 96.95% |
$569K - $655K
|
169
$19.9K
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
4K+ 6.67% |
$423K - $488K
|
64K
$7.52M
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.34KNew |
$142K - $163K
|
1.34K
$157K
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
265K+ 18.94% |
$28.1M - $32.3M
|
1.67M
$196M
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-299- 1.89% |
$31.7K - $36.5K
|
15.5K
$1.82M
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
805+ 8.42% |
$85.2K - $98.2K
|
10.4K
$1.22M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.2KClosed |
$1.72M - $1.98M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
535New |
$56.6K - $65.3K
|
535
$62.8K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
381+ 3.56% |
$40.3K - $46.5K
|
11.1K
$1.3M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
29.3K+ 11.38% |
$3.1M - $3.57M
|
287K
$33.7M
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-198- 4.91% |
$21K - $24.2K
|
3.83K
$450K
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
151KNew |
$15.9M - $18.4M
|
151K
$17.7M
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-130- 87.25% |
$13.8K - $15.9K
|
19
$2.23K
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-90.4K- 42.11% |
$9.57M - $11M
|
124K
$14.6M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-241- 4.46% |
$25.5K - $29.4K
|
5.17K
$607K
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
93.8KNew |
$9.93M - $11.4M
|
93.8K
$11M
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
40+ 5.43% |
$4.23K - $4.88K
|
776
$91.1K
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
83+ 2.7% |
$8.79K - $10.1K
|
3.16K
$371K
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-771K- 44.99% |
$81.6M - $94M
|
942K
$111M
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.21K- 1.4% |
$234K - $269K
|
155K
$18.3M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-111- 0.98% |
$11.8K - $13.5K
|
11.2K
$1.31M
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
39+ 0.49% |
$4.13K - $4.76K
|
8.07K
$948K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-480- 2.52% |
$50.8K - $58.5K
|
18.6K
$2.18M
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.23K+ 50.45% |
$130K - $150K
|
3.67K
$432K
|
|
May 14, 2025
Q1 2025
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
103KNew |
$10.9M - $12.6M
|
103K
$12.1M
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
325+ 10.91% |
$34.4K - $39.6K
|
3.3K
$388K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.4K+ 3.81% |
$1.63M - $1.88M
|
419K
$49.2M
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-1.5K- 7.34% |
$159K - $183K
|
18.9K
$2.23M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.23K+ 16.24% |
$130K - $149K
|
8.77K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.79K+ 3.43% |
$190K - $219K
|
54.1K
$6.36M
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4+ 0.09% |
$423 - $488
|
4.58K
$538K
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
800New |
$84.7K - $97.6K
|
800
$94K
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-86- 0.73% |
$9.1K - $10.5K
|
11.8K
$1.38M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
265K+ 31.28% |
$28.1M - $32.4M
|
1.11M
$131M
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-18.3K- 26.48% |
$1.94M - $2.24M
|
50.9K
$5.98M
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
18.7K+ 6.19% |
$1.98M - $2.28M
|
320K
$37.6M
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-17.7K- 28.81% |
$1.88M - $2.16M
|
43.8K
$5.15M
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.19K+ 3.32% |
$126K - $146K
|
37.2K
$4.36M
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-579- 98.81% |
$61.3K - $70.6K
|
7
$822
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-9- 0.06% |
$953 - $1.1K
|
16K
$1.87M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.28K+ 19.45% |
$877K - $1.01M
|
50.9K
$5.97M
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
339+ 0.83% |
$35.9K - $41.3K
|
41.2K
$4.83M
|