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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
188+ 3.19% |
$19.9K - $22.9K
|
6.08K
$712K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-66.1K- 4.14% |
$7M - $8.07M
|
1.53M
$179M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
PUT |
-94.4K- 85.58% |
$9.99M - $11.5M
|
15.9K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-8- 0.28% |
$847 - $976
|
2.9K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-331- 2.8% |
$35K - $40.4K
|
11.5K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-37.8K- 39.62% |
$4.01M - $4.62M
|
57.7K
$6.76M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9- 0.39% |
$953 - $1.1K
|
2.33K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.72K+ 14.47% |
$500K - $576K
|
37.3K
$4.37M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
63+ 217.24% |
$6.67K - $7.68K
|
92
$10.8K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.95K- 43.25% |
$524K - $604K
|
6.49K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.55KNew |
$270K - $312K
|
2.55K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
155+ 0.63% |
$16.4K - $18.9K
|
24.7K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-469- 13.12% |
$49.7K - $57.2K
|
3.11K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-896- 4.29% |
$94.9K - $109K
|
20K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-21- 5.92% |
$2.22K - $2.56K
|
334
$39.1K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
84New |
$8.89K - $10.2K
|
84
$9.84K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
6.96KNew |
$737K - $849K
|
6.96K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-21.6K- 15.67% |
$2.28M - $2.63M
|
116K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-178K- 70.37% |
$18.8M - $21.7M
|
74.9K
$8.78M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-181- 3.18% |
$19.2K - $22.1K
|
5.5K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
274+ 4.79% |
$29K - $33.4K
|
5.99K
$702K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-72.5K- 5.22% |
$7.68M - $8.84M
|
1.32M
$154M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$1.06K - $1.22K
|
10
$1.17K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.87KNew |
$198K - $228K
|
1.87K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
199+ 4.56% |
$21.1K - $24.3K
|
4.56K
$535K
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
409KNew |
$43.3M - $49.9M
|
409K
$47.9M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
13.6K+ 9.0% |
$1.44M - $1.66M
|
165K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-15.2K- 7.2% |
$1.61M - $1.85M
|
196K
$22.9M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12.9K+ 6.37% |
$1.37M - $1.58M
|
216K
$25.3M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.83KNew |
$194K - $223K
|
1.83K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 1.14% |
$5.29K - $6.1K
|
4.32K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-476- 0.89% |
$50.4K - $58.1K
|
52.8K
$6.18M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.77K+ 33.25% |
$187K - $216K
|
7.09K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
71.1K+ 90.75% |
$7.52M - $8.67M
|
149K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.5K+ 9.35% |
$1.53M - $1.77M
|
169K
$19.8M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
165+ 2.15% |
$17.5K - $20.1K
|
7.84K
$919K
|
|
|
May 14, 2025
Q1 2025
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-20K- 10.21% |
$2.12M - $2.44M
|
176K
$20.6M
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
2.13K+ 5.21% |
$225K - $259K
|
42.9K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-16.3K- 10.43% |
$1.73M - $1.99M
|
140K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4K- 24.91% |
$424K - $488K
|
12.1K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
541+ 7.33% |
$57.3K - $66K
|
7.92K
$928K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
813+ 3.52% |
$86.1K - $99.2K
|
23.9K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-332- 11.83% |
$35.1K - $40.5K
|
2.48K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.4K+ 44.98% |
$148K - $170K
|
4.5K
$528K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
308+ 7.17% |
$32.6K - $37.6K
|
4.61K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
20.2KNew |
$2.14M - $2.47M
|
20.2K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.92K+ 12.96% |
$415K - $478K
|
34.2K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.7K+ 154.24% |
$1.66M - $1.91M
|
25.8K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
767+ 2.08% |
$81.2K - $93.6K
|
37.6K
$4.41M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
124K+ 12.93% |
$13.1M - $15.1M
|
1.08M
$127M
|