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 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-16- 0.77% |
$1.69K - $1.95K
|
2.06K
$241K
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
241+ 2.56% |
$25.5K - $29.4K
|
9.67K
$1.14M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-215- 1.1% |
$22.8K - $26.2K
|
19.4K
$2.28M
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-459- 4.65% |
$48.6K - $56K
|
9.41K
$1.1M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-412- 5.85% |
$43.6K - $50.3K
|
6.63K
$778K
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
363+ 2.09% |
$38.4K - $44.3K
|
17.7K
$2.08M
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-23- 1.55% |
$2.44K - $2.81K
|
1.46K
$171K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15- 18.52% |
$1.59K - $1.83K
|
66
$7.75K
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-255- 6.26% |
$27K - $31.1K
|
3.82K
$449K
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-87- 1.81% |
$9.21K - $10.6K
|
4.73K
$556K
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-56- 1.39% |
$5.93K - $6.83K
|
3.97K
$466K
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.26K+ 9.84% |
$451K - $520K
|
47.6K
$5.59M
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.55K- 3.88% |
$165K - $190K
|
38.5K
$4.52M
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-45- 2.91% |
$4.76K - $5.49K
|
1.5K
$176K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.2KNew |
$127K - $147K
|
1.2K
$141K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3+ 0.27% |
$318 - $366
|
1.1K
$129K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1.66KNew |
$176K - $203K
|
1.66K
$195K
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-134- 4.05% |
$14.2K - $16.3K
|
3.17K
$372K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
441New |
$46.7K - $53.8K
|
441
$51.8K
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.4K+ 56.0% |
$148K - $171K
|
3.9K
$458K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-53- 19.2% |
$5.61K - $6.46K
|
223
$26.2K
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-418- 1.74% |
$44.3K - $51K
|
23.5K
$2.76M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
86+ 3.65% |
$9.1K - $10.5K
|
2.44K
$287K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
539+ 1.28% |
$57.1K - $65.7K
|
42.5K
$5M
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-286- 4.41% |
$30.3K - $34.9K
|
6.2K
$728K
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.69KNew |
$709K - $816K
|
6.69K
$786K
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.03K- 23.59% |
$109K - $126K
|
3.35K
$393K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
25+ 0.27% |
$2.65K - $3.05K
|
9.17K
$1.08M
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.83KNew |
$194K - $224K
|
1.83K
$215K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.93K+ 6.05% |
$310K - $357K
|
51.3K
$6.03M
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
872New |
$92.3K - $106K
|
872
$102K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-199- 6.32% |
$21.1K - $24.3K
|
2.95K
$346K
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-90.8K- 33.4% |
$9.61M - $11.1M
|
181K
$21.3M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-48- 0.24% |
$5.08K - $5.85K
|
20.2K
$2.37M
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-115- 0.77% |
$12.2K - $14K
|
14.8K
$1.74M
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-62.5K- 99.55% |
$6.62M - $7.63M
|
282
$33.1K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
279+ 357.69% |
$29.5K - $34K
|
357
$41.9K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-408- 8.69% |
$43.2K - $49.8K
|
4.29K
$504K
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-422- 0.95% |
$44.7K - $51.5K
|
44.2K
$5.19M
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-39.2K- 6.56% |
$4.15M - $4.78M
|
558K
$65.6M
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
1.23K+ 28.27% |
$130K - $150K
|
5.57K
$654K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
45+ 0.29% |
$4.76K - $5.49K
|
15.3K
$1.8M
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.14K- 55.84% |
$544K - $627K
|
4.07K
$477K
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.65KNew |
$175K - $202K
|
1.65K
$194K
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
831+ 23.1% |
$88K - $101K
|
4.43K
$520K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-4.02K- 94.98% |
$425K - $490K
|
212
$24.9K
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
104+ 4.31% |
$11K - $12.7K
|
2.52K
$296K
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-128- 3.29% |
$13.6K - $15.6K
|
3.76K
$441K
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.4K+ 12.23% |
$148K - $170K
|
12.8K
$1.5M
|