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 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11+ 0.04% |
$1.16K - $1.34K
|
25.8K
$3.03M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
367+ 4.51% |
$38.9K - $44.8K
|
8.51K
$1M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
228K+ 9.5% |
$24.1M - $27.8M
|
2.63M
$309M
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.84K+ 29.56% |
$300K - $346K
|
12.4K
$1.46M
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-360- 8.51% |
$38.1K - $43.9K
|
3.87K
$454K
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.87KNew |
$198K - $228K
|
1.87K
$220K
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.78K+ 285.94% |
$612K - $704K
|
7.8K
$916K
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-47- 14.2% |
$4.98K - $5.73K
|
284
$33.4K
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-567- 19.73% |
$60K - $69.2K
|
2.31K
$271K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-29.3K- 18.44% |
$3.11M - $3.58M
|
130K
$15.2M
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
325+ 9.45% |
$34.4K - $39.6K
|
3.76K
$442K
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-279- 3.46% |
$29.5K - $34K
|
7.8K
$916K
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-68.5K- 12.22% |
$7.25M - $8.35M
|
492K
$57.8M
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
733+ 18.59% |
$77.6K - $89.4K
|
4.68K
$549K
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-139- 0.78% |
$14.7K - $17K
|
17.7K
$2.08M
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.75K- 33.93% |
$185K - $214K
|
3.41K
$401K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.55KNew |
$587K - $677K
|
5.55K
$652K
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
44+ 0.79% |
$4.66K - $5.37K
|
5.63K
$661K
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-272- 0.64% |
$28.8K - $33.2K
|
42.2K
$4.95M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.72K- 2.93% |
$182K - $209K
|
56.9K
$6.68M
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
1.66K+ 2.75% |
$176K - $202K
|
62K
$7.28M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
28+ 1.02% |
$2.96K - $3.42K
|
2.77K
$325K
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.79KNew |
$190K - $219K
|
1.79K
$211K
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
64+ 2.06% |
$6.78K - $7.81K
|
3.17K
$372K
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.89KNew |
$200K - $231K
|
1.89K
$222K
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-308- 15.05% |
$32.6K - $37.6K
|
1.74K
$204K
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
16+ 0.78% |
$1.69K - $1.95K
|
2.07K
$243K
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.73K+ 19.83% |
$289K - $333K
|
16.5K
$1.94M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
363+ 0.38% |
$38.4K - $44.3K
|
94.9K
$11.1M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.29K+ 2.03% |
$454K - $524K
|
216K
$25.3M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-370- 19.81% |
$39.2K - $45.1K
|
1.5K
$176K
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$143K - $164K
|
1.35K
$158K
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.15K- 14.08% |
$121K - $140K
|
6.99K
$821K
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12+ 0.6% |
$1.27K - $1.46K
|
2.03K
$238K
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-15- 0.17% |
$1.59K - $1.83K
|
8.78K
$1.03M
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
31+ 0.47% |
$3.28K - $3.78K
|
6.56K
$771K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
259+ 3.03% |
$27.4K - $31.6K
|
8.81K
$1.03M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14+ 8.43% |
$1.48K - $1.71K
|
180
$21.1K
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-734- 23.28% |
$77.7K - $89.5K
|
2.42K
$284K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11.4K+ 9.87% |
$1.21M - $1.4M
|
127K
$15M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
50+ 0.66% |
$5.29K - $6.1K
|
7.6K
$892K
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100- 3.69% |
$10.6K - $12.2K
|
2.61K
$307K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-359- 2.25% |
$38K - $43.8K
|
15.6K
$1.83M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.84KNew |
$195K - $225K
|
1.84K
$216K
|
|
Apr 28, 2025
Q1 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-2.63K- 4.83% |
$278K - $321K
|
51.8K
$6.08M
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-531- 10.6% |
$56.2K - $64.8K
|
4.48K
$526K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
161K+ 344.72% |
$17M - $19.6M
|
207K
$24.3M
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-541- 13.98% |
$57.3K - $66K
|
3.33K
$391K
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
76.9K+ 58.36% |
$8.14M - $9.38M
|
209K
$24.5M
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
581+ 4.34% |
$61.5K - $70.9K
|
14K
$1.64M
|