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 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-130- 0.97% |
$12.9K - $15.3K
|
13.2K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-87.6K- 26.98% |
$8.71M - $10.3M
|
237K
$25.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
191+ 0.5% |
$19K - $22.5K
|
38.3K
$4.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
15.1K+ 5.93% |
$1.5M - $1.77M
|
269K
$29.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
15+ 0.46% |
$1.49K - $1.77K
|
3.3K
$357K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.62K+ 6.28% |
$260K - $309K
|
44.4K
$4.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
314+ 0.98% |
$31.2K - $37K
|
32.3K
$3.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
BUY
|
- |
123KNew |
$12.2M - $14.4M
|
123K
$13.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.71K- 46.1% |
$170K - $201K
|
2K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-615- 13.95% |
$61.1K - $72.4K
|
3.79K
$411K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
6.5K+ 0.28% |
$646K - $765K
|
2.29M
$248M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.11% |
$298 - $353
|
2.67K
$289K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.92K+ 28.52% |
$290K - $344K
|
13.2K
$1.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
94.5K+ 9.44% |
$9.39M - $11.1M
|
1.1M
$119M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.24K- 1.18% |
$421K - $499K
|
355K
$38.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
50+ 1.4% |
$4.97K - $5.89K
|
3.63K
$393K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-746- 4.7% |
$74.1K - $87.8K
|
15.1K
$1.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
931+ 29.38% |
$92.5K - $110K
|
4.1K
$444K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.35K+ 2.99% |
$134K - $159K
|
46.4K
$5.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
6+ 0.24% |
$596 - $706
|
2.54K
$274K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-644- 3.34% |
$64K - $75.8K
|
18.6K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Ninepoint Partners LP
|
BUY
|
- |
9.11KNew |
$905K - $1.07M
|
9.11K
$986K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-613- 26.09% |
$60.9K - $72.2K
|
1.74K
$188K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
32+ 8.51% |
$3.18K - $3.77K
|
408
$44.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-79.9K- 5.16% |
$7.94M - $9.4M
|
1.47M
$159M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7+ 0.23% |
$695 - $824
|
3K
$325K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
405+ 7.19% |
$40.2K - $47.7K
|
6.04K
$653K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
270+ 7.22% |
$26.8K - $31.8K
|
4.01K
$434K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-6.42K- 21.11% |
$637K - $755K
|
24K
$2.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-4.34K- 2.4% |
$431K - $510K
|
177K
$19.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-8.3K- 31.2% |
$825K - $977K
|
18.3K
$1.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
11.2KNew |
$1.11M - $1.31M
|
11.2K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
11+ 0.54% |
$1.09K - $1.29K
|
2.04K
$220K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-78- 0.27% |
$7.75K - $9.18K
|
28.6K
$3.1M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.36K- 3.17% |
$334K - $395K
|
103K
$11.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-642- 21.57% |
$63.8K - $75.6K
|
2.34K
$253K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
25.8K+ 1.42% |
$2.57M - $3.04M
|
1.84M
$199M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.9K- 40.66% |
$188K - $223K
|
2.77K
$300K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.17K+ 3.64% |
$216K - $256K
|
62K
$6.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.61K+ 36.23% |
$260K - $308K
|
9.83K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
37+ 1.34% |
$3.68K - $4.36K
|
2.79K
$302K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
134+ 1.68% |
$13.3K - $15.8K
|
8.13K
$880K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6+ 1.27% |
$596 - $706
|
477
$51.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
27.4K+ 301.95% |
$2.72M - $3.23M
|
36.5K
$3.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
14.5KNew |
$1.45M - $1.71M
|
14.5K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.08K- 3.27% |
$207K - $245K
|
61.6K
$6.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.76KNew |
$175K - $208K
|
1.76K
$191K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.83KNew |
$182K - $216K
|
1.83K
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
723New |
$71.8K - $85.1K
|
723
$78.3K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.34K- 17.89% |
$133K - $158K
|
6.15K
$666K
|