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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
287+ 0.89% |
$30.4K - $35K
|
32.5K
$3.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27+ 23.08% |
$2.86K - $3.29K
|
144
$16.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
63+ 1.07% |
$6.67K - $7.68K
|
5.96K
$700K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-309- 11.87% |
$32.7K - $37.7K
|
2.29K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 1.9% |
$74.1K - $85.4K
|
36.1K
$4.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
4+ 0.12% |
$423 - $488
|
3.38K
$397K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-239- 0.58% |
$25.3K - $29.2K
|
40.6K
$4.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
35+ 0.57% |
$3.71K - $4.27K
|
6.22K
$730K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
221+ 7.14% |
$23.4K - $27K
|
3.32K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-588- 15.07% |
$62.3K - $71.7K
|
3.32K
$389K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.79% |
$318 - $366
|
381
$44.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-209- 3.01% |
$22.1K - $25.5K
|
6.74K
$791K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
907+ 697.69% |
$96K - $111K
|
1.04K
$122K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
10.1K+ 10.86% |
$1.07M - $1.23M
|
103K
$12.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
134New |
$14.2K - $16.3K
|
134
$15.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.07K+ 40.04% |
$113K - $130K
|
3.74K
$439K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.46KNew |
$366K - $422K
|
3.46K
$406K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
741+ 21.79% |
$78.4K - $90.4K
|
4.14K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30K+ 10.02% |
$3.18M - $3.66M
|
330K
$38.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
663+ 3.6% |
$70.2K - $80.9K
|
19.1K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
900+ 0.43% |
$95.3K - $110K
|
211K
$24.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.8K+ 41.54% |
$1.25M - $1.44M
|
40.3K
$4.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.89K+ 1.71% |
$200K - $230K
|
112K
$13.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
74+ 1.17% |
$7.83K - $9.03K
|
6.4K
$752K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-505- 9.97% |
$53.5K - $61.6K
|
4.56K
$536K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-5- 0.81% |
$529 - $610
|
611
$71.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-800- 3.44% |
$84.7K - $97.6K
|
22.4K
$2.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
490+ 15.1% |
$51.9K - $59.8K
|
3.74K
$439K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.91K+ 6.85% |
$308K - $354K
|
45.3K
$5.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-2.05K- 6.07% |
$217K - $250K
|
31.7K
$3.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-12- 0.15% |
$1.27K - $1.46K
|
7.79K
$914K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.57K+ 3.91% |
$484K - $558K
|
122K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-377- 19.26% |
$39.9K - $46K
|
1.58K
$186K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
688+ 1.64% |
$72.8K - $83.9K
|
42.6K
$5.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.06K+ 15.44% |
$112K - $129K
|
7.92K
$930K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.75K+ 2.25% |
$185K - $213K
|
79.4K
$9.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.92KNew |
$309K - $356K
|
2.92K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
60+ 0.19% |
$6.35K - $7.32K
|
30.9K
$3.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-83- 2.82% |
$8.79K - $10.1K
|
2.86K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 5.7% |
$125K - $144K
|
21.9K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-23- 0.71% |
$2.44K - $2.81K
|
3.2K
$376K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.74K+ 8.84% |
$185K - $213K
|
21.5K
$2.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
227New |
$24K - $27.7K
|
227
$26.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.17K+ 10.42% |
$123K - $142K
|
12.4K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.86KNew |
$196K - $226K
|
1.86K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
135+ 46.55% |
$14.3K - $16.5K
|
425
$49.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-114- 45.6% |
$12.1K - $13.9K
|
136
$16K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-20- 7.14% |
$2.12K - $2.44K
|
260
$30.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 6.97% |
$5.29K - $6.1K
|
767
$90.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
21.2KNew |
$2.24M - $2.58M
|
21.2K
$2.49M
|