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 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
22.3KNew |
$2.36M - $2.69M
|
22.3K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
510+ 7.15% |
$53.9K - $61.6K
|
7.64K
$879K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.21K+ 0.62% |
$339K - $387K
|
523K
$60.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
15.5KNew |
$1.64M - $1.87M
|
15.5K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-518- 0.69% |
$54.8K - $62.6K
|
74.7K
$8.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.75K+ 56.14% |
$185K - $211K
|
4.86K
$558K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-489- 6.65% |
$51.7K - $59.1K
|
6.86K
$789K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
174+ 0.51% |
$18.4K - $21K
|
34.3K
$3.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
134+ 0.87% |
$14.2K - $16.2K
|
15.6K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.74K- 23.28% |
$183K - $210K
|
5.72K
$658K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
562K+ 29.15% |
$59.4M - $67.8M
|
2.49M
$286M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-719- 5.58% |
$76K - $86.8K
|
12.2K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
445+ 7.85% |
$47.1K - $53.7K
|
6.12K
$703K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-70- 1.02% |
$7.4K - $8.45K
|
6.81K
$783K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-350- 9.01% |
$37K - $42.3K
|
3.54K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
829+ 1.86% |
$87.7K - $100K
|
45.4K
$5.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
822+ 1.66% |
$86.9K - $99.3K
|
50.2K
$5.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-127- 1.32% |
$13.4K - $15.3K
|
9.47K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.18K- 16.12% |
$125K - $142K
|
6.14K
$705K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
73.9K+ 24.67% |
$7.82M - $8.93M
|
374K
$43M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.4KNew |
$254K - $290K
|
2.4K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.9K- 11.51% |
$4.21M - $4.81M
|
306K
$35.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
257+ 347.3% |
$27.2K - $31K
|
331
$38.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-462- 3.18% |
$48.9K - $55.8K
|
14.1K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.11K- 3.35% |
$118K - $135K
|
32.2K
$3.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
740+ 36.38% |
$78.3K - $89.4K
|
2.77K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
281+ 4.71% |
$29.7K - $33.9K
|
6.25K
$719K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
311+ 1.4% |
$32.9K - $37.6K
|
22.5K
$2.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 10.96% |
$3.49K - $3.99K
|
268
$30.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
37+ 0.58% |
$3.91K - $4.47K
|
6.39K
$735K
|
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-18.3K- 16.26% |
$1.94M - $2.21M
|
94.3K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
287+ 3.65% |
$30.4K - $34.7K
|
8.14K
$936K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-446- 12.48% |
$47.2K - $53.9K
|
3.13K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.35K- 4.15% |
$248K - $284K
|
54.2K
$6.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
3.64KNew |
$385K - $440K
|
3.64K
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.52KNew |
$267K - $305K
|
2.52K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-8.92K- 8.01% |
$944K - $1.08M
|
103K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6+ 0.22% |
$635 - $725
|
2.7K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2+ 0.05% |
$212 - $242
|
3.72K
$427K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
124+ 2.8% |
$13.1K - $15K
|
4.55K
$523K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
971+ 25.45% |
$103K - $117K
|
4.79K
$550K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.21K+ 5.22% |
$233K - $266K
|
44.5K
$5.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
16.1K+ 13.64% |
$1.7M - $1.94M
|
134K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
570+ 3.61% |
$60.3K - $68.8K
|
16.3K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
574+ 1.73% |
$60.7K - $69.3K
|
33.8K
$3.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.34KNew |
$459K - $524K
|
4.34K
$499K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.9K+ 22.3% |
$201K - $229K
|
10.4K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
62+ 3.09% |
$6.56K - $7.49K
|
2.07K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-60- 0.39% |
$6.35K - $7.25K
|
15.1K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
2.5K+ 7.31% |
$264K - $302K
|
36.7K
$4.22M
|