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 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
345K+ 140.82% |
$36.5M - $42.1M
|
590K
$70.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
275+ 7.99% |
$29.1K - $33.5K
|
3.72K
$445K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-849- 11.46% |
$89.9K - $104K
|
6.56K
$786K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-187- 3.7% |
$19.8K - $22.8K
|
4.87K
$583K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.5KNew |
$265K - $305K
|
2.5K
$300K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.82KNew |
$193K - $222K
|
1.82K
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
8.02K+ 73.48% |
$849K - $978K
|
18.9K
$2.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3+ 0.11% |
$318 - $366
|
2.81K
$337K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.62K- 6.67% |
$171K - $197K
|
22.6K
$2.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-41- 2.84% |
$4.34K - $5K
|
1.4K
$168K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.67KNew |
$177K - $204K
|
1.67K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.57K+ 24.2% |
$167K - $192K
|
8.07K
$967K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.73K+ 29.52% |
$1.03M - $1.19M
|
42.7K
$5.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-678- 23.01% |
$71.8K - $82.7K
|
2.27K
$272K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.13K+ 14.39% |
$225K - $259K
|
16.9K
$2.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-101- 6.17% |
$10.7K - $12.3K
|
1.54K
$184K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-12- 0.57% |
$1.27K - $1.46K
|
2.08K
$250K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.4K+ 4.32% |
$148K - $170K
|
33.7K
$4.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-666- 19.84% |
$70.5K - $81.2K
|
2.69K
$322K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1- 0.1% |
$106 - $122
|
999
$120K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-919- 23.31% |
$97.3K - $112K
|
3.02K
$362K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
115+ 2.54% |
$12.2K - $14K
|
4.65K
$557K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
377+ 2.87% |
$39.9K - $46K
|
13.5K
$1.62M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$222K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-129- 1.89% |
$13.7K - $15.7K
|
6.69K
$801K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 0.18% |
$106 - $122
|
567
$67.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.61K- 33.64% |
$383K - $441K
|
7.13K
$854K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
17+ 3.91% |
$1.8K - $2.07K
|
452
$54.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
3+ 0.02% |
$318 - $366
|
12.3K
$1.48M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 3.37% |
$1.06K - $1.22K
|
307
$36.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-136- 2.46% |
$14.4K - $16.6K
|
5.4K
$647K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-641- 4.38% |
$67.9K - $78.2K
|
14K
$1.68M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-300- 7.21% |
$31.8K - $36.6K
|
3.86K
$463K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.51K+ 18.65% |
$159K - $184K
|
9.57K
$1.15M
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.85KNew |
$196K - $225K
|
1.85K
$221K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
187+ 3.27% |
$19.8K - $22.8K
|
5.91K
$708K
|
|
| Q4 2024 | |||||||
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
120+ 3.41% |
$12.7K - $14.5K
|
3.64K
$436K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-89.9K- 5.63% |
$9.51M - $10.9M
|
1.51M
$181M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-692- 3.29% |
$73.2K - $83.6K
|
20.4K
$2.44M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
6.68KNew |
$707K - $807K
|
6.68K
$801K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13K- 3.72% |
$1.38M - $1.58M
|
337K
$40.4M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
65.4K+ 5.07% |
$6.92M - $7.9M
|
1.36M
$163M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
5.34K+ 2.32% |
$565K - $645K
|
235K
$28.2M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-714- 9.73% |
$75.5K - $86.2K
|
6.63K
$794K
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-92- 0.95% |
$9.73K - $11.1K
|
9.55K
$1.14M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.97KNew |
$631K - $721K
|
5.97K
$715K
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.33K- 2.61% |
$140K - $160K
|
49.5K
$5.93M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
34New |
$3.6K - $4.11K
|
34
$4.07K
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.88KNew |
$199K - $227K
|
1.88K
$225K
|
|