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 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
37.4K+ 3.23% |
$3.96M - $4.56M
|
1.2M
$140M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-333- 3.83% |
$35.3K - $40.6K
|
8.37K
$980K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.66KNew |
$176K - $203K
|
1.66K
$195K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
28.6K+ 93.94% |
$3.03M - $3.49M
|
59.1K
$6.93M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
884+ 2.51% |
$93.6K - $108K
|
36.1K
$4.23M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
32.7KNew |
$3.46M - $3.98M
|
32.7K
$3.83M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.7K- 5.21% |
$180K - $207K
|
30.9K
$3.62M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.38K- 5.7% |
$146K - $168K
|
22.8K
$2.67M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.39K+ 107.45% |
$359K - $413K
|
6.54K
$767K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4+ 0.22% |
$423 - $488
|
1.8K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-426- 2.74% |
$45.1K - $52K
|
15.1K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.07% |
$212 - $244
|
2.68K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.68M+ 2.3% |
$177M - $204M
|
74.6M
$8.74B
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-875- 6.57% |
$92.6K - $107K
|
12.5K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
79+ 17.87% |
$8.36K - $9.64K
|
521
$61K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
86+ 1.78% |
$9.1K - $10.5K
|
4.93K
$578K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.84K+ 29.88% |
$618K - $712K
|
25.4K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-108- 22.41% |
$11.4K - $13.2K
|
374
$43.8K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
27+ 61.36% |
$2.86K - $3.29K
|
71
$8.32K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
583+ 5.61% |
$61.7K - $71.1K
|
11K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-6.1K- 16.62% |
$646K - $744K
|
30.6K
$3.59M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
93.7K+ 1.09% |
$9.92M - $11.4M
|
8.66M
$1.01B
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.7KNew |
$180K - $207K
|
1.7K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
911+ 2.03% |
$96.4K - $111K
|
45.9K
$5.38M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-36- 1.08% |
$3.81K - $4.39K
|
3.3K
$387K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-12- 0.49% |
$1.27K - $1.46K
|
2.46K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-207- 4.63% |
$21.9K - $25.2K
|
4.26K
$500K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.49K- 13.2% |
$581K - $669K
|
36.1K
$4.23M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
657+ 17.49% |
$69.6K - $80.1K
|
4.41K
$517K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-29- 0.57% |
$3.07K - $3.54K
|
5.08K
$595K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-524- 12.08% |
$55.5K - $63.9K
|
3.82K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-2.5K- 8.33% |
$265K - $305K
|
27.5K
$3.22M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.06K+ 335.29% |
$853K - $983K
|
10.5K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
271K+ 8.46% |
$28.7M - $33.1M
|
3.48M
$407M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-26.6K- 45.01% |
$2.82M - $3.25M
|
32.5K
$3.81M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5.35K- 4.43% |
$566K - $652K
|
115K
$13.5M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
86+ 0.69% |
$9.1K - $10.5K
|
12.6K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.07K- 2.62% |
$113K - $130K
|
39.7K
$4.66M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-406- 2.53% |
$43K - $49.5K
|
15.6K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-62- 1.04% |
$6.56K - $7.56K
|
5.89K
$690K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
7.27K+ 9314.1% |
$769K - $886K
|
7.34K
$860K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-216- 3.57% |
$22.9K - $26.3K
|
5.83K
$683K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.8K+ 146.94% |
$1.99M - $2.29M
|
31.6K
$3.7M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 0.4% |
$5.29K - $6.1K
|
12.6K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
356+ 3.99% |
$37.7K - $43.4K
|
9.28K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
627+ 2.75% |
$66.4K - $76.5K
|
23.4K
$2.75M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-24- 0.38% |
$2.54K - $2.93K
|
6.37K
$746K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-70- 0.57% |
$7.41K - $8.54K
|
12.3K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.56K+ 9.03% |
$801K - $922K
|
91.3K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-262- 13.52% |
$27.7K - $32K
|
1.68K
$196K
|