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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
56+ 2.81% |
$5.92K - $6.76K
|
2.05K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.68KNew |
$495K - $565K
|
4.68K
$549K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.7K- 78.28% |
$1.45M - $1.65M
|
3.79K
$445K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
398New |
$42.1K - $48.1K
|
398
$46.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.17K+ 83.9% |
$864K - $987K
|
17.9K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
194New |
$20.5K - $23.4K
|
194
$22.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
600KNew |
$63.5M - $72.5M
|
600K
$70.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
429+ 10.76% |
$45.4K - $51.8K
|
4.42K
$519K
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
19.6KNew |
$2.07M - $2.36M
|
19.6K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.2K- 97.8% |
$127K - $145K
|
27
$3.17K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
500+ 19.6% |
$52.9K - $60.4K
|
3.05K
$358K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-135- 0.72% |
$14.3K - $16.3K
|
18.5K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
112KNew |
$11.9M - $13.6M
|
112K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
15New |
$1.59K - $1.81K
|
15
$1.76K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.66K+ 11.98% |
$704K - $804K
|
62.2K
$7.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-190- 21.79% |
$20.1K - $22.9K
|
682
$80.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
335+ 7.86% |
$35.4K - $40.5K
|
4.6K
$540K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-50- 1.83% |
$5.29K - $6.04K
|
2.69K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.01KNew |
$319K - $364K
|
3.01K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
100New |
$10.6K - $12.1K
|
100
$11.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
704+ 109.83% |
$74.5K - $85K
|
1.35K
$158K
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
441+ 22.9% |
$46.6K - $53.3K
|
2.37K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-36.6K- 4.8% |
$3.88M - $4.43M
|
727K
$85.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
67.6K+ 136.42% |
$7.15M - $8.16M
|
117K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.2KNew |
$127K - $145K
|
1.2K
$141K
|
|
|
Feb 10, 2025
Q4 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2.49K- 35.37% |
$264K - $301K
|
4.55K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
284+ 118.83% |
$30K - $34.3K
|
523
$61.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.77KNew |
$187K - $214K
|
1.77K
$208K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
9+ 0.18% |
$952 - $1.09K
|
5.14K
$603K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.37KNew |
$144K - $165K
|
1.37K
$160K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-464- 19.88% |
$49.1K - $56K
|
1.87K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
47+ 6.35% |
$4.97K - $5.68K
|
787
$92.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
563New |
$59.5K - $68K
|
563
$66.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
12.9KNew |
$1.36M - $1.55M
|
12.9K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.6KNew |
$380K - $434K
|
3.6K
$423K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
510+ 7.15% |
$53.9K - $61.6K
|
7.64K
$898K
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
15.5KNew |
$1.64M - $1.87M
|
15.5K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-719- 5.58% |
$76K - $86.8K
|
12.2K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.18K- 16.12% |
$125K - $142K
|
6.14K
$721K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
62+ 3.09% |
$6.56K - $7.49K
|
2.07K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
100New |
$10.6K - $12.1K
|
100
$11.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
15.9KNew |
$1.68M - $1.91M
|
15.9K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
2.23KNew |
$236K - $269K
|
2.23K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
28+ 0.7% |
$2.96K - $3.38K
|
4.02K
$472K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
34New |
$3.6K - $4.11K
|
34
$3.99K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-100- 4.76% |
$10.6K - $12.1K
|
2K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
46+ 0.08% |
$4.86K - $5.55K
|
60.4K
$7.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-7.43K- 39.06% |
$786K - $897K
|
11.6K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.4KNew |
$148K - $168K
|
1.4K
$164K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-2.31K- 20.72% |
$245K - $279K
|
8.85K
$1.04M
|