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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-10- 0.02% |
$994 - $1.18K
|
40.8K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
80+ 0.59% |
$7.95K - $9.42K
|
13.6K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.98% |
$199 - $235
|
207
$22.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-491- 4.6% |
$48.8K - $57.8K
|
10.2K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
361+ 2.57% |
$35.9K - $42.5K
|
14.4K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
19.3KNew |
$1.91M - $2.27M
|
19.3K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
2.83KNew |
$281K - $333K
|
2.83K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
489+ 17.26% |
$48.6K - $57.6K
|
3.32K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
53+ 0.16% |
$5.27K - $6.24K
|
33.3K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-496- 17.38% |
$49.3K - $58.4K
|
2.36K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
19.9KNew |
$1.98M - $2.35M
|
19.9K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-429- 5.61% |
$42.6K - $50.5K
|
7.22K
$771K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
761+ 13.42% |
$75.6K - $89.6K
|
6.43K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
171K+ 3.92% |
$17M - $20.1M
|
4.54M
$485M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-243- 5.72% |
$24.1K - $28.6K
|
4.01K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.49KNew |
$347K - $411K
|
3.49K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-65- 2.82% |
$6.46K - $7.65K
|
2.24K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
480+ 20.0% |
$47.7K - $56.5K
|
2.88K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5KNew |
$496K - $588K
|
5K
$534K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
1.92KNew |
$191K - $226K
|
1.92K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
24.2KNew |
$2.41M - $2.85M
|
24.2K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.4K+ 7.92% |
$2.03M - $2.4M
|
278K
$29.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
155KNew |
$15.4M - $18.2M
|
155K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 10.55% |
$168K - $199K
|
17.7K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.18K+ 12.36% |
$415K - $492K
|
38K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
130+ 21.74% |
$12.9K - $15.3K
|
728
$77.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50- 1.24% |
$4.97K - $5.89K
|
3.99K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.52K+ 1.79% |
$151K - $179K
|
86.4K
$9.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10.1K+ 0.77% |
$1M - $1.19M
|
1.33M
$142M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.16KNew |
$214K - $254K
|
2.16K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-774- 0.59% |
$76.9K - $91.1K
|
129K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-66- 0.57% |
$6.56K - $7.77K
|
11.4K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4+ 0.52% |
$397 - $471
|
768
$82K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
13K+ 17.44% |
$1.29M - $1.53M
|
87.6K
$9.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-2.37K- 1.06% |
$235K - $279K
|
221K
$23.6M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.12K- 30.7% |
$310K - $367K
|
7.04K
$752K
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-549- 1.58% |
$54.5K - $64.6K
|
34.1K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-256- 2.53% |
$25.4K - $30.1K
|
9.86K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-758- 18.08% |
$75.3K - $89.2K
|
3.43K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
67+ 0.2% |
$6.66K - $7.89K
|
34.3K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-141- 2.86% |
$14K - $16.6K
|
4.79K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.08KNew |
$207K - $245K
|
2.08K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
297+ 0.65% |
$29.5K - $35K
|
46.1K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.24K- 1.36% |
$123K - $146K
|
89.9K
$9.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
102+ 1.64% |
$10.1K - $12K
|
6.32K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-10.7K- 4.95% |
$1.06M - $1.26M
|
205K
$21.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-97- 1.57% |
$9.64K - $11.4K
|
6.07K
$649K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-47- 38.84% |
$4.67K - $5.53K
|
74
$7.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.26K+ 16.92% |
$820K - $972K
|
57K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
18.6K+ 20.42% |
$1.85M - $2.19M
|
110K
$11.7M
|