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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
87New |
$8.08K - $9.1K
|
87
$10.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-320- 12.09% |
$29.7K - $33.5K
|
2.33K
$273K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.99K+ 47.15% |
$278K - $313K
|
9.34K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4+ 0.35% |
$371 - $418
|
1.13K
$133K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
105+ 3.19% |
$9.75K - $11K
|
3.4K
$399K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
50New |
$4.64K - $5.23K
|
50
$5.87K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-926- 0.68% |
$86K - $96.9K
|
136K
$15.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
1+ 0.0% |
$92.9 - $105
|
25.6K
$3.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-50.9K- 57.09% |
$4.72M - $5.32M
|
38.2K
$4.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.52K- 60.23% |
$234K - $263K
|
1.66K
$195K
|
|
|
Aug 08, 2024
Q2 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-137- 2.68% |
$12.7K - $14.3K
|
4.98K
$585K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-133- 8.41% |
$12.4K - $13.9K
|
1.45K
$170K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
526+ 0.84% |
$48.8K - $55K
|
63.4K
$7.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
795New |
$73.8K - $83.2K
|
795
$93.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
850+ 36.17% |
$78.9K - $88.9K
|
3.2K
$376K
|
|
|
Aug 02, 2024
Q2 2024
|
Park Circle CO
|
BUY
|
- |
200New |
$18.6K - $20.9K
|
200
$23.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.03KNew |
$189K - $213K
|
2.03K
$239K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
5KNew |
$464K - $523K
|
5K
$587K
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.15KNew |
$199K - $225K
|
2.15K
$252K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
19.3KNew |
$1.8M - $2.02M
|
19.3K
$2.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
3KNew |
$279K - $314K
|
3K
$352K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
9+ 0.22% |
$836 - $941
|
4.16K
$489K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-88- 41.71% |
$8.17K - $9.2K
|
123
$14.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1KNew |
$92.9K - $105K
|
1K
$117K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
5New |
$464 - $523
|
5
$587
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
637+ 17.35% |
$59.2K - $66.6K
|
4.31K
$506K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-86- 3.86% |
$7.99K - $9K
|
2.14K
$251K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1- 0.53% |
$92.9 - $105
|
187
$22K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
152+ 9.74% |
$14.1K - $15.9K
|
1.71K
$201K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$279 - $314
|
1.75K
$206K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.37K- 35.29% |
$127K - $143K
|
2.51K
$294K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-1.45K- 0.84% |
$134K - $151K
|
171K
$20.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.32KNew |
$215K - $242K
|
2.32K
$272K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.07K+ 2.71% |
$378K - $425K
|
154K
$18.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
159New |
$14.8K - $16.6K
|
159
$18.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
508New |
$47.2K - $53.1K
|
508
$59.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.1KNew |
$102K - $115K
|
1.1K
$129K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11+ 8.46% |
$1.02K - $1.15K
|
141
$16.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-38- 50.0% |
$3.53K - $3.97K
|
38
$4.46K
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-18- 0.18% |
$1.67K - $1.88K
|
10.1K
$1.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10New |
$929 - $1.05K
|
10
$1.17K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-877- 27.64% |
$81.4K - $91.7K
|
2.3K
$270K
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.01K- 24.67% |
$94.2K - $106K
|
3.1K
$364K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
5.93KNew |
$550K - $620K
|
5.93K
$696K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-12.3K- 82.01% |
$1.14M - $1.28M
|
2.69K
$316K
|
|
|
Jul 18, 2024
Q2 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$9.29K - $10.5K
|
100
$11.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
150+ 100.0% |
$13.9K - $15.7K
|
300
$35.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-719- 8.86% |
$66.8K - $75.2K
|
7.4K
$869K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-297- 0.46% |
$27.6K - $31.1K
|
64.9K
$7.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.4KNew |
$594K - $669K
|
6.4K
$752K
|