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 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-171- 5.76% |
$18.1K - $20.9K
|
2.8K
$329K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-52- 1.85% |
$5.51K - $6.34K
|
2.76K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1- 0.03% |
$106 - $122
|
3.16K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.12K- 3.27% |
$118K - $136K
|
33.1K
$3.89M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-756- 2.1% |
$80K - $92.2K
|
35.3K
$4.14M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-414- 1.76% |
$43.8K - $50.5K
|
23.1K
$2.72M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.28K- 4.44% |
$136K - $157K
|
27.6K
$3.24M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.52K- 16.52% |
$160K - $185K
|
7.66K
$900K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
40+ 1.25% |
$4.23K - $4.88K
|
3.24K
$381K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.06% |
$212 - $244
|
3.52K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
86+ 0.7% |
$9.1K - $10.5K
|
12.4K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
39.3K+ 253.43% |
$4.17M - $4.8M
|
54.9K
$6.44M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-13.8K- 25.09% |
$1.46M - $1.68M
|
41.2K
$4.84M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.43K+ 4.25% |
$257K - $297K
|
59.6K
$7.01M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-200- 76.63% |
$21.2K - $24.4K
|
61
$7.17K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
1.91KNew |
$202K - $233K
|
1.91K
$224K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-56- 0.39% |
$5.93K - $6.83K
|
14.5K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-5.27K- 27.6% |
$557K - $642K
|
13.8K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-555- 18.48% |
$58.8K - $67.7K
|
2.45K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.89K+ 27.1% |
$200K - $230K
|
8.85K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
206+ 1.18% |
$21.8K - $25.1K
|
17.6K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-50- 0.65% |
$5.29K - $6.1K
|
7.66K
$900K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14+ 0.57% |
$1.48K - $1.71K
|
2.45K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
211+ 5.42% |
$22.3K - $25.7K
|
4.1K
$482K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-189- 4.53% |
$20K - $23.1K
|
3.98K
$467K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-27- 0.85% |
$2.86K - $3.29K
|
3.15K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-157- 2.62% |
$16.6K - $19.1K
|
5.83K
$685K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-44- 0.28% |
$4.66K - $5.37K
|
15.5K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.94KNew |
$311K - $358K
|
2.94K
$345K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.63% |
$212 - $244
|
318
$37.4K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.82KNew |
$193K - $222K
|
1.82K
$214K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1- 0.01% |
$106 - $122
|
9.22K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
9.83K+ 0.05% |
$1.04M - $1.2M
|
18.1M
$2.13B
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.55K- 19.33% |
$164K - $189K
|
6.45K
$758K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
39+ 0.67% |
$4.13K - $4.76K
|
5.87K
$689K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-387- 5.51% |
$41K - $47.2K
|
6.64K
$779K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.41K+ 20.4% |
$149K - $172K
|
8.31K
$976K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
18K+ 264.77% |
$1.91M - $2.2M
|
24.8K
$2.92M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-149- 1.57% |
$15.8K - $18.2K
|
9.33K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
12.9KNew |
$1.36M - $1.57M
|
12.9K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-3.47K- 15.25% |
$367K - $423K
|
19.3K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-131- 7.36% |
$13.9K - $16K
|
1.65K
$194K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
29.9K+ 28.99% |
$3.16M - $3.64M
|
133K
$15.6M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-250- 7.01% |
$26.5K - $30.5K
|
3.32K
$389K
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-968- 4.43% |
$102K - $118K
|
20.9K
$2.46M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
207+ 6.29% |
$21.9K - $25.2K
|
3.5K
$411K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.84KNew |
$407K - $469K
|
3.84K
$452K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-216- 4.45% |
$22.9K - $26.3K
|
4.64K
$545K
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-3.53K- 1.78% |
$374K - $431K
|
195K
$22.9M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-366- 2.55% |
$38.7K - $44.6K
|
14K
$1.65M
|