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 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.12K+ 25.11% |
$210K - $249K
|
10.5K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.87K- 35.99% |
$186K - $221K
|
3.33K
$361K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
46+ 0.23% |
$4.57K - $5.41K
|
19.9K
$2.16M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
549+ 17.04% |
$54.5K - $64.6K
|
3.77K
$408K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
465+ 0.62% |
$46.2K - $54.7K
|
75.7K
$8.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
92+ 3.49% |
$9.14K - $10.8K
|
2.73K
$295K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.31K+ 9.81% |
$825K - $978K
|
93K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.02K+ 2.64% |
$101K - $120K
|
39.7K
$4.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.91KNew |
$189K - $224K
|
1.91K
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
708+ 5.76% |
$70.3K - $83.3K
|
13K
$1.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
155New |
$15.4K - $18.2K
|
155
$16.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
107K+ 10.45% |
$10.7M - $12.6M
|
1.13M
$123M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-22.3K- 6.92% |
$2.21M - $2.62M
|
300K
$32.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
4.85K+ 9.03% |
$482K - $571K
|
58.5K
$6.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.27K+ 2.18% |
$425K - $503K
|
201K
$21.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-272- 0.45% |
$27K - $32K
|
60.3K
$6.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.89KNew |
$187K - $222K
|
1.89K
$204K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-504- 3.54% |
$50.1K - $59.3K
|
13.7K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
7+ 0.11% |
$695 - $824
|
6.35K
$687K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.91K+ 0.78% |
$190K - $225K
|
248K
$26.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-9.56K- 4.29% |
$949K - $1.12M
|
213K
$23.1M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
31+ 0.89% |
$3.08K - $3.65K
|
3.52K
$381K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5+ 0.03% |
$497 - $589
|
15.4K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
24.5KNew |
$2.43M - $2.88M
|
24.5K
$2.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.32K- 6.11% |
$330K - $390K
|
51K
$5.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.05K+ 95.95% |
$403K - $477K
|
8.28K
$896K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-5- 0.15% |
$497 - $589
|
3.23K
$350K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.04KNew |
$203K - $240K
|
2.04K
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-35- 0.55% |
$3.48K - $4.12K
|
6.36K
$688K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-414- 21.71% |
$41.1K - $48.7K
|
1.49K
$162K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.04KNew |
$401K - $475K
|
4.04K
$437K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-479- 3.16% |
$47.6K - $56.4K
|
14.7K
$1.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-37.6K- 40.39% |
$3.74M - $4.43M
|
55.6K
$6.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
22New |
$2.19K - $2.59K
|
22
$2.38K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
7.33K+ 15.3% |
$728K - $862K
|
55.2K
$5.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.66K+ 4.89% |
$164K - $195K
|
35.5K
$3.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-4.38K- 7.52% |
$435K - $515K
|
53.8K
$5.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.04K- 8.18% |
$202K - $240K
|
22.9K
$2.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
15+ 0.08% |
$1.49K - $1.77K
|
18K
$1.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
305+ 2.26% |
$30.3K - $35.9K
|
13.8K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6+ 0.08% |
$596 - $706
|
7.4K
$801K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-506- 0.58% |
$50.3K - $59.6K
|
86.5K
$9.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.81KNew |
$180K - $213K
|
1.81K
$196K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
564+ 2.18% |
$56K - $66.4K
|
26.5K
$2.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.43K+ 9.44% |
$142K - $169K
|
16.6K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
43+ 0.36% |
$4.27K - $5.06K
|
11.9K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
9+ 0.13% |
$894 - $1.06K
|
6.68K
$723K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-528- 12.68% |
$52.5K - $62.2K
|
3.64K
$393K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
204+ 6.82% |
$20.3K - $24K
|
3.19K
$346K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
10+ 0.17% |
$994 - $1.18K
|
5.77K
$624K
|