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 11, 2023
Q2 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
2.4KNew |
$211K - $239K
|
2.4K
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-148- 2.4% |
$13K - $14.8K
|
6.01K
$706K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
2New |
$176 - $199
|
2
$235
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-17K- 3.12% |
$1.49M - $1.69M
|
527K
$61.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-83- 83.0% |
$7.3K - $8.28K
|
17
$2K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
45+ 0.39% |
$3.96K - $4.49K
|
11.7K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-12.4K- 40.39% |
$1.09M - $1.23M
|
18.3K
$2.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
77+ 1.13% |
$6.78K - $7.68K
|
6.89K
$809K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.89K+ 8.4% |
$166K - $188K
|
24.4K
$2.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-232- 1.46% |
$20.4K - $23.1K
|
15.6K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.04% |
$176 - $199
|
5.16K
$606K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.4K+ 146.97% |
$211K - $239K
|
4.03K
$474K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-125- 27.29% |
$11K - $12.5K
|
333
$39.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7New |
$616 - $698
|
7
$822
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-194- 30.55% |
$17.1K - $19.3K
|
441
$51.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
28.9KNew |
$2.54M - $2.88M
|
28.9K
$3.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3- 60.0% |
$264 - $299
|
2
$235
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
74+ 3.18% |
$6.51K - $7.38K
|
2.4K
$282K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
25.7KNew |
$2.26M - $2.57M
|
25.7K
$3.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-471- 13.4% |
$41.5K - $47K
|
3.04K
$357K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
254+ 8.99% |
$22.4K - $25.3K
|
3.08K
$362K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
104+ 10.06% |
$9.15K - $10.4K
|
1.14K
$134K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-80.9K- 65.7% |
$7.12M - $8.07M
|
42.2K
$4.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-137- 5.32% |
$12.1K - $13.7K
|
2.44K
$287K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
303New |
$26.7K - $30.2K
|
303
$35.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
12.3KNew |
$1.08M - $1.23M
|
12.3K
$1.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
190+ 54.44% |
$16.7K - $19K
|
539
$63.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.57% |
$264 - $299
|
526
$61.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5.61K+ 35.33% |
$494K - $559K
|
21.5K
$2.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
759+ 91.12% |
$66.8K - $75.7K
|
1.59K
$187K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-798- 4.22% |
$70.2K - $79.6K
|
18.1K
$2.13M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-331- 4.21% |
$29.1K - $33K
|
7.53K
$884K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 22.56% |
$110K - $125K
|
4.3K
$505K
|
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.21K+ 1.9% |
$106K - $120K
|
64.7K
$7.6M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-331- 4.21% |
$29.1K - $33K
|
7.53K
$884K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
2.4KNew |
$211K - $239K
|
2.4K
$281K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.67% |
$528 - $598
|
898
$105K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-196- 7.94% |
$17.2K - $19.5K
|
2.27K
$267K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5+ 62.5% |
$440 - $499
|
13
$1.53K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-112- 1.07% |
$9.86K - $11.2K
|
10.4K
$1.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-1.48K- 27.17% |
$131K - $148K
|
3.98K
$467K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-290- 3.47% |
$25.5K - $28.9K
|
8.07K
$948K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-25- 2.37% |
$2.2K - $2.49K
|
1.03K
$121K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
31+ 1.18% |
$2.73K - $3.09K
|
2.66K
$313K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.09% |
$88 - $99.7
|
1.06K
$125K
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-200- 36.5% |
$17.6K - $19.9K
|
348
$40.9K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
29+ 60.42% |
$2.55K - $2.89K
|
77
$9.04K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.7KNew |
$247K - $285K
|
2.7K
$317K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.86KClosed |
$353K - $407K
|
0
$0
|
|