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 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.02KNew |
$213K - $244K
|
2.02K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
7.04KNew |
$744K - $850K
|
7.04K
$826K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-75- 86.21% |
$7.93K - $9.06K
|
12
$1.41K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.67% |
$106 - $121
|
148
$17.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
57+ 3.46% |
$6.03K - $6.88K
|
1.71K
$200K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-212- 5.8% |
$22.4K - $25.6K
|
3.45K
$405K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-56- 1.69% |
$5.92K - $6.76K
|
3.27K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-119- 1.27% |
$12.6K - $14.4K
|
9.25K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
8New |
$846 - $966
|
8
$940
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.53K- 44.16% |
$162K - $185K
|
1.94K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
66+ 3.5% |
$6.98K - $7.97K
|
1.95K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
815+ 5.19% |
$86.2K - $98.4K
|
16.5K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
367New |
$38.8K - $44.3K
|
367
$43.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-371- 7.36% |
$39.2K - $44.8K
|
4.67K
$549K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8+ 0.08% |
$846 - $966
|
9.87K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
33+ 1.76% |
$3.49K - $3.99K
|
1.91K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
494New |
$52.2K - $59.7K
|
494
$58K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
182+ 0.63% |
$19.2K - $22K
|
28.9K
$3.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-650- 16.42% |
$68.7K - $78.5K
|
3.31K
$389K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
100+ 2.2% |
$10.6K - $12.1K
|
4.64K
$545K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-2.9K- 40.85% |
$307K - $350K
|
4.2K
$493K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
51+ 0.79% |
$5.39K - $6.16K
|
6.48K
$761K
|
|
|
Feb 04, 2025
Q4 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-1K- 25.0% |
$106K - $121K
|
3K
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
173+ 9.16% |
$18.3K - $20.9K
|
2.06K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
2.51K+ 69.68% |
$266K - $303K
|
6.12K
$719K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
179K+ 732.33% |
$19M - $21.7M
|
204K
$24M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-40- 0.49% |
$4.23K - $4.83K
|
8.08K
$949K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.4KNew |
$3.32M - $3.79M
|
31.4K
$3.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-179- 3.55% |
$18.9K - $21.6K
|
4.87K
$572K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
332New |
$35.1K - $40.1K
|
332
$39K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.1K- 7.38% |
$116K - $133K
|
13.8K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
79+ 1.38% |
$8.36K - $9.54K
|
5.82K
$683K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-10- 0.4% |
$1.06K - $1.21K
|
2.48K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.08% |
$106 - $121
|
1.31K
$154K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
67New |
$7.09K - $8.09K
|
67
$7.87K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-19.2K- 9.18% |
$2.03M - $2.32M
|
190K
$22.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-218- 1.67% |
$23.1K - $26.3K
|
12.9K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
33+ 1.15% |
$3.49K - $3.99K
|
2.89K
$340K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
118+ 6.49% |
$12.5K - $14.2K
|
1.94K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
862New |
$91.2K - $104K
|
862
$101K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
88New |
$9.31K - $10.6K
|
88
$10.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-604- 1.89% |
$63.9K - $72.9K
|
31.3K
$3.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
2.49KNew |
$263K - $301K
|
2.49K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
333+ 1.01% |
$35.2K - $40.2K
|
33.3K
$3.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
2.3K+ 5.31% |
$243K - $278K
|
45.6K
$5.36M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
25+ 1.0% |
$2.64K - $3.02K
|
2.53K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-45- 1.37% |
$4.76K - $5.43K
|
3.23K
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7- 0.15% |
$740 - $845
|
4.53K
$532K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
2.08KNew |
$220K - $252K
|
2.08K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-66- 1.4% |
$6.98K - $7.97K
|
4.66K
$547K
|