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 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-4.02K- 94.98% |
$425K - $490K
|
212
$25.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
104+ 4.31% |
$11K - $12.7K
|
2.52K
$302K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-128- 3.29% |
$13.6K - $15.6K
|
3.76K
$450K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.4K+ 12.23% |
$148K - $170K
|
12.8K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
4+ 0.2% |
$423 - $488
|
1.98K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
268+ 9.21% |
$28.4K - $32.7K
|
3.18K
$381K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
10.3K+ 2.8% |
$1.09M - $1.25M
|
378K
$45.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 9.41% |
$5.72K - $6.59K
|
520
$62.3K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
424New |
$44.9K - $51.7K
|
424
$50.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-141- 0.28% |
$14.9K - $17.2K
|
49.6K
$5.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.44K+ 0.35% |
$153K - $176K
|
409K
$49M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
548+ 6.16% |
$58K - $66.8K
|
9.44K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
2.22KNew |
$235K - $271K
|
2.22K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
233+ 1.12% |
$24.7K - $28.4K
|
21K
$2.52M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-17- 0.11% |
$1.8K - $2.07K
|
15.5K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100+ 14.97% |
$10.6K - $12.2K
|
768
$92K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
333+ 6.82% |
$35.3K - $40.6K
|
5.22K
$625K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
424+ 2.11% |
$44.9K - $51.7K
|
20.5K
$2.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.73KNew |
$183K - $211K
|
1.73K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
288+ 3.22% |
$30.5K - $35.1K
|
9.22K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
1+ 0.0% |
$106 - $122
|
26K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.14KNew |
$226K - $261K
|
2.14K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.75% |
$10.6K - $12.2K
|
5.6K
$671K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.78KNew |
$188K - $217K
|
1.78K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-13- 0.31% |
$1.38K - $1.59K
|
4.18K
$501K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
22+ 0.87% |
$2.33K - $2.68K
|
2.55K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13.1KNew |
$1.39M - $1.6M
|
13.1K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.04% |
$423 - $488
|
9.51K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
701+ 10.84% |
$74.2K - $85.5K
|
7.17K
$859K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-68.2K- 5.25% |
$7.22M - $8.32M
|
1.23M
$147M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-137- 4.06% |
$14.5K - $16.7K
|
3.24K
$388K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
457+ 4.04% |
$48.4K - $55.7K
|
11.8K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
315+ 6.54% |
$33.3K - $38.4K
|
5.13K
$615K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
186+ 6.07% |
$19.7K - $22.7K
|
3.25K
$389K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 0.1% |
$2.44K - $2.81K
|
22.5K
$2.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
73+ 0.2% |
$7.73K - $8.9K
|
35.8K
$4.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.03K+ 45.53% |
$321K - $370K
|
9.7K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
150+ 1.23% |
$15.9K - $18.3K
|
12.4K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-2.33K- 1.04% |
$246K - $284K
|
222K
$26.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-510- 5.6% |
$54K - $62.2K
|
8.6K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.11KNew |
$223K - $257K
|
2.11K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.93KNew |
$204K - $235K
|
1.93K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
919+ 19.25% |
$97.3K - $112K
|
5.69K
$682K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
760+ 17.98% |
$80.5K - $92.7K
|
4.99K
$597K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
147+ 4.35% |
$15.6K - $17.9K
|
3.53K
$422K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-45- 0.8% |
$4.76K - $5.49K
|
5.59K
$670K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-49- 0.86% |
$5.19K - $5.98K
|
5.63K
$675K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-113- 3.07% |
$12K - $13.8K
|
3.57K
$428K
|