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 13, 2025
Q1 2025
|
Windward Capital Management CO
|
SELL
|
- |
-765- 1.09% |
$81K - $93.3K
|
69.3K
$8.12M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.2K+ 19.76% |
$2.78M - $3.2M
|
159K
$18.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.13M+ 45.72% |
$120M - $138M
|
3.61M
$423M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-225K- 62.05% |
$23.8M - $27.4M
|
137K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.14K+ 48.74% |
$121K - $139K
|
3.49K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.39K+ 94.81% |
$147K - $169K
|
2.85K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-135- 5.21% |
$14.3K - $16.5K
|
2.46K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
82+ 0.46% |
$8.68K - $10K
|
17.9K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.47K+ 10.75% |
$156K - $180K
|
15.2K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
153K+ 1.91% |
$16.1M - $18.6M
|
8.15M
$955M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.67KNew |
$176K - $203K
|
1.67K
$195K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.01KNew |
$212K - $245K
|
2.01K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.26K+ 37.09% |
$345K - $397K
|
12K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-186- 1.62% |
$19.7K - $22.7K
|
11.3K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.7KNew |
$1.35M - $1.55M
|
12.7K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-427K- 75.01% |
$45.2M - $52M
|
142K
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.55KNew |
$376K - $433K
|
3.55K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.55K+ 8.95% |
$905K - $1.04M
|
104K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
227K+ 156.5% |
$24.1M - $27.7M
|
373K
$43.7M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.58K+ 6.03% |
$802K - $924K
|
133K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
35+ 0.51% |
$3.71K - $4.27K
|
6.83K
$801K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6- 0.15% |
$635 - $732
|
4K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.7K+ 6.52% |
$4.94M - $5.7M
|
763K
$89.4M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.13K+ 1.98% |
$119K - $137K
|
58.1K
$6.81M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.04K+ 4.71% |
$110K - $126K
|
23K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.53KNew |
$268K - $309K
|
2.53K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.63KNew |
$172K - $198K
|
1.63K
$190K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
161K+ 13.13% |
$17.1M - $19.7M
|
1.39M
$163M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-986- 1.84% |
$104K - $120K
|
52.6K
$6.16M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-51- 3.98% |
$5.4K - $6.22K
|
1.23K
$144K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-2.8K- 0.13% |
$296K - $342K
|
2.18M
$255M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
579K+ 110.82% |
$61.3M - $70.6M
|
1.1M
$129M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
PUT |
168K+ 558.33% |
$17.7M - $20.4M
|
198K
$23.1M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.62K+ 3.02% |
$383K - $442K
|
123K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.27K+ 2.34% |
$134K - $155K
|
55.5K
$6.5M
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-17K- 15.27% |
$1.8M - $2.07M
|
94.3K
$11M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
310K+ 76.71% |
$32.8M - $37.8M
|
714K
$83.7M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
BUY
|
- |
1.8KNew |
$191K - $220K
|
1.8K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-5.2K- 2.07% |
$551K - $634K
|
246K
$28.9M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
116K+ 97.11% |
$12.3M - $14.2M
|
236K
$27.7M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
491+ 18.34% |
$52K - $59.9K
|
3.17K
$371K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.89KNew |
$200K - $230K
|
1.89K
$221K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.59K+ 55.86% |
$274K - $316K
|
7.23K
$847K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
402+ 11.83% |
$42.6K - $49K
|
3.8K
$445K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-86.5K- 56.28% |
$9.16M - $10.6M
|
67.2K
$7.87M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-267K- 98.95% |
$28.2M - $32.5M
|
2.83K
$331K
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
57.4KNew |
$6.07M - $7M
|
57.4K
$6.72M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
210+ 1.71% |
$22.2K - $25.6K
|
12.5K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
361+ 1.07% |
$38.2K - $44K
|
34.2K
$4.01M
|