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 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-620- 71.43% |
$53K - $61K
|
248
$29.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
42.8KNew |
$3.65M - $4.2M
|
42.8K
$5.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
39.6KNew |
$3.38M - $3.89M
|
39.6K
$4.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-35- 1.27% |
$2.99K - $3.44K
|
2.72K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10KNew |
$854K - $983K
|
10K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-171- 6.51% |
$14.6K - $16.8K
|
2.46K
$288K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.51KNew |
$214K - $246K
|
2.51K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-18- 20.45% |
$1.54K - $1.77K
|
70
$8.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-74- 4.59% |
$6.32K - $7.27K
|
1.54K
$181K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-238- 1.53% |
$20.3K - $23.4K
|
15.3K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-603- 3.61% |
$51.5K - $59.3K
|
16.1K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-165- 0.93% |
$14.1K - $16.2K
|
17.7K
$2.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2.19KNew |
$187K - $215K
|
2.19K
$257K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.47KNew |
$297K - $341K
|
3.47K
$408K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.61KNew |
$223K - $257K
|
2.61K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
37New |
$3.16K - $3.64K
|
37
$4.35K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-773- 14.1% |
$66K - $76K
|
4.71K
$553K
|
|
|
Feb 06, 2024
Q4 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$1.17M - $1.35M
|
13.7K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
CALL |
400New |
$34.2K - $39.3K
|
400
$47K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
694New |
$59.3K - $68.2K
|
694
$81.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-3.49K- 64.99% |
$298K - $343K
|
1.88K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-125- 94.7% |
$10.7K - $12.3K
|
7
$822
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2.14KNew |
$183K - $210K
|
2.14K
$251K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
87New |
$7.43K - $8.55K
|
87
$10.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-69- 11.84% |
$5.9K - $6.78K
|
514
$60.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-57- 1.84% |
$4.87K - $5.6K
|
3.04K
$358K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.18K- 50.0% |
$186K - $215K
|
2.18K
$256K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-959- 23.34% |
$81.9K - $94.3K
|
3.15K
$370K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-52- 32.3% |
$4.44K - $5.11K
|
109
$12.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-260- 90.28% |
$22.2K - $25.6K
|
28
$3.29K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-549- 12.82% |
$46.9K - $54K
|
3.73K
$438K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
19.7KNew |
$1.68M - $1.93M
|
19.7K
$2.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-150- 5.63% |
$12.8K - $14.7K
|
2.52K
$295K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
251New |
$21.4K - $24.7K
|
251
$29.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
398+ 1.85% |
$34K - $39.1K
|
21.9K
$2.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-150- 12.84% |
$12.8K - $14.7K
|
1.02K
$120K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
67+ 3.71% |
$5.72K - $6.59K
|
1.87K
$220K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
75+ 0.66% |
$6.41K - $7.37K
|
11.4K
$1.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.14KNew |
$183K - $210K
|
2.14K
$251K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.18KNew |
$357K - $411K
|
4.18K
$491K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-14- 51.85% |
$1.2K - $1.38K
|
13
$1.53K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-182- 7.66% |
$15.6K - $17.9K
|
2.2K
$258K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$193K - $222K
|
2.26K
$266K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
100New |
$8.54K - $9.83K
|
100
$11.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.8K- 9.77% |
$239K - $275K
|
25.9K
$3.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-102- 4.44% |
$8.71K - $10K
|
2.19K
$258K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-223- 6.52% |
$19.1K - $21.9K
|
3.2K
$375K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
2.52KNew |
$215K - $247K
|
2.52K
$296K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-20- 0.65% |
$1.71K - $1.97K
|
3.08K
$361K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-373- 13.62% |
$31.9K - $36.7K
|
2.37K
$278K
|