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 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-23.9K- 34.38% |
$2.53M - $2.92M
|
45.6K
$5.35M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.02KNew |
$214K - $246K
|
2.02K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-51- 1.03% |
$5.4K - $6.22K
|
4.92K
$576K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
129+ 3.65% |
$13.7K - $15.7K
|
3.66K
$429K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-334- 4.01% |
$35.4K - $40.7K
|
7.99K
$936K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-155- 3.22% |
$16.4K - $18.9K
|
4.65K
$545K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6- 0.06% |
$635 - $732
|
9.63K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-587- 4.01% |
$62.1K - $71.6K
|
14.1K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
17+ 0.41% |
$1.8K - $2.07K
|
4.15K
$487K
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-14.9K- 88.5% |
$1.58M - $1.81M
|
1.93K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
58.5K+ 80.99% |
$6.19M - $7.14M
|
131K
$15.3M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-11.1K- 15.13% |
$1.17M - $1.35M
|
62.1K
$7.28M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.47K+ 9.42% |
$155K - $179K
|
17K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13New |
$1.38K - $1.59K
|
13
$1.52K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.99K+ 65.36% |
$317K - $365K
|
7.57K
$886K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.44K- 3.12% |
$152K - $175K
|
44.5K
$5.22M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-500- 4.5% |
$52.9K - $61K
|
10.6K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.78KNew |
$189K - $217K
|
1.78K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-444- 1.09% |
$47K - $54.2K
|
40.4K
$4.74M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
915+ 21.64% |
$96.9K - $112K
|
5.14K
$603K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-100- 3.99% |
$10.6K - $12.2K
|
2.41K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
SELL
|
- |
-57- 0.36% |
$6.03K - $6.95K
|
15.8K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-296- 4.33% |
$31.3K - $36.1K
|
6.54K
$767K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
9.82K+ 50.03% |
$1.04M - $1.2M
|
29.4K
$3.45M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.19K+ 0.89% |
$126K - $145K
|
135K
$15.8M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
340+ 2.48% |
$36K - $41.5K
|
14K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.85% |
$212 - $244
|
237
$27.8K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
11.2KNew |
$1.18M - $1.36M
|
11.2K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
13+ 0.6% |
$1.38K - $1.59K
|
2.2K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5.76K- 9.86% |
$610K - $703K
|
52.7K
$6.17M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-78K- 27.32% |
$8.26M - $9.51M
|
207K
$24.3M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.02K+ 1.15% |
$108K - $124K
|
89.9K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.63K- 2.6% |
$278K - $320K
|
98.2K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
269+ 4.85% |
$28.5K - $32.8K
|
5.81K
$681K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31+ 1.37% |
$3.28K - $3.78K
|
2.3K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.03K- 29.72% |
$321K - $370K
|
7.17K
$840K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.77KNew |
$187K - $215K
|
1.77K
$207K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-105- 2.58% |
$11.1K - $12.8K
|
3.96K
$464K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-48- 0.42% |
$5.08K - $5.85K
|
11.5K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.63K+ 3.49% |
$172K - $199K
|
48.3K
$5.66M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1K- 16.08% |
$106K - $122K
|
5.22K
$612K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-845- 5.58% |
$89.5K - $103K
|
14.3K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
26.5K+ 19.44% |
$2.8M - $3.23M
|
163K
$19.1M
|
|
|
May 12, 2025
Q1 2025
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
1.83K+ 0.73% |
$194K - $224K
|
252K
$29.5M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-531K- 10.69% |
$56.2M - $64.8M
|
4.44M
$520M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4New |
$423 - $488
|
4
$469
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
5.76MNew |
$610M - $702M
|
5.76M
$675M
|
|
|
May 12, 2025
Q1 2025
|
Maple Brown Abbott LTD
|
BUY
|
- |
181K+ 37.84% |
$19.2M - $22.1M
|
660K
$77.3M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-408- 42.46% |
$43.2K - $49.8K
|
553
$64.8K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
45New |
$4.76K - $5.49K
|
45
$5.27K
|