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 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
49New |
$5.19K - $5.98K
|
49
$5.76K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.9K+ 35.51% |
$201K - $232K
|
7.25K
$852K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.38K- 3.28% |
$146K - $168K
|
40.6K
$4.77M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
200+ 4.55% |
$21.2K - $24.4K
|
4.59K
$539K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.65KNew |
$280K - $323K
|
2.65K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.74KNew |
$184K - $212K
|
1.74K
$205K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
210+ 1.43% |
$22.2K - $25.6K
|
14.9K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 0.94% |
$1.38K - $1.59K
|
1.39K
$164K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
161+ 0.98% |
$17K - $19.6K
|
16.6K
$1.95M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.67KNew |
$176K - $203K
|
1.67K
$196K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.76K+ 7.24% |
$186K - $214K
|
26K
$3.06M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28.1KNew |
$2.97M - $3.42M
|
28.1K
$3.3M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-250- 20.99% |
$26.5K - $30.5K
|
941
$111K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-492- 1.19% |
$52.1K - $60K
|
41K
$4.82M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
19+ 0.14% |
$2.01K - $2.32K
|
13.2K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2.94K+ 3.07% |
$312K - $359K
|
99K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.38KNew |
$463K - $534K
|
4.38K
$514K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
84+ 3.3% |
$8.89K - $10.2K
|
2.63K
$309K
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
2.07KNew |
$219K - $252K
|
2.07K
$243K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.82KNew |
$192K - $221K
|
1.82K
$213K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.3K- 4.94% |
$243K - $280K
|
44.2K
$5.19M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.33K+ 3.19% |
$140K - $162K
|
42.9K
$5.04M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
56.5K+ 1741.88% |
$5.98M - $6.89M
|
59.8K
$7.02M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
88+ 1.76% |
$9.32K - $10.7K
|
5.09K
$598K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.74KNew |
$184K - $212K
|
1.74K
$204K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-498- 1.96% |
$52.7K - $60.7K
|
24.9K
$2.92M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-173- 2.64% |
$18.3K - $21.1K
|
6.37K
$749K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
742+ 6.81% |
$78.6K - $90.5K
|
11.6K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.28K- 8.33% |
$135K - $156K
|
14.1K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5.26K+ 2.8% |
$557K - $642K
|
193K
$22.7M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-18.5K- 5.21% |
$1.96M - $2.26M
|
336K
$39.5M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
CALL |
-24- 20.51% |
$2.54K - $2.93K
|
93
$10.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-17- 0.47% |
$1.8K - $2.07K
|
3.57K
$419K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 24.6% |
$228K - $262K
|
6.59K
$774K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.82K- 6.05% |
$299K - $344K
|
43.8K
$5.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.37K- 0.49% |
$145K - $166K
|
280K
$32.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-429- 0.21% |
$45.4K - $52.3K
|
208K
$24.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.85K+ 19.16% |
$302K - $347K
|
17.7K
$2.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-214- 3.6% |
$22.7K - $26.1K
|
5.73K
$673K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
17+ 0.64% |
$1.8K - $2.07K
|
2.68K
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.86K+ 7.16% |
$303K - $349K
|
42.8K
$5.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-89- 1.46% |
$9.42K - $10.9K
|
6.03K
$708K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.07K- 10.69% |
$219K - $252K
|
17.3K
$2.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82+ 0.2% |
$8.68K - $10K
|
40.1K
$4.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 7.18% |
$52.9K - $61K
|
6.47K
$760K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
16+ 0.78% |
$1.69K - $1.95K
|
2.08K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.76K- 8.94% |
$186K - $214K
|
17.9K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.34K- 3.58% |
$142K - $164K
|
36.1K
$4.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-100- 3.64% |
$10.6K - $12.2K
|
2.65K
$311K
|