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 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
7.36K+ 2.33% |
$780K - $898K
|
324K
$38M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.27KNew |
$981K - $1.13M
|
9.27K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
127+ 1.29% |
$13.4K - $15.5K
|
9.98K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.87K- 2.66% |
$728K - $838K
|
252K
$29.5M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.56K+ 6.58% |
$1.01M - $1.17M
|
155K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-100- 20.0% |
$10.6K - $12.2K
|
400
$46.9K
|
|
|
May 08, 2025
Q1 2025
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-630- 1.27% |
$66.7K - $76.8K
|
49.1K
$5.76M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-781- 1.34% |
$82.7K - $95.3K
|
57.5K
$6.74M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-113- 2.27% |
$12K - $13.8K
|
4.87K
$571K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-85- 0.34% |
$9K - $10.4K
|
25.2K
$2.96M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-59- 1.56% |
$6.25K - $7.2K
|
3.73K
$437K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
435+ 0.72% |
$46.1K - $53.1K
|
61.3K
$7.18M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
7+ 0.2% |
$741 - $854
|
3.59K
$421K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
162+ 8.25% |
$17.2K - $19.8K
|
2.13K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-157- 2.18% |
$16.6K - $19.1K
|
7.05K
$825K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
1.37K+ 20.02% |
$145K - $168K
|
8.24K
$965K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-50- 1.77% |
$5.29K - $6.1K
|
2.77K
$324K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
499+ 1.05% |
$52.8K - $60.9K
|
48.2K
$5.65M
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
1.81KNew |
$192K - $221K
|
1.81K
$212K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-6- 0.05% |
$635 - $732
|
12.6K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.09K+ 5.95% |
$433K - $498K
|
72.8K
$8.53M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-95- 3.12% |
$10.1K - $11.6K
|
2.95K
$346K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-11.8K- 3.29% |
$1.24M - $1.43M
|
345K
$40.4M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
21+ 4.2% |
$2.22K - $2.56K
|
521
$61K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.84K+ 15.67% |
$406K - $468K
|
28.3K
$3.32M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-77- 1.28% |
$8.15K - $9.39K
|
5.95K
$697K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
34.8K+ 9.3% |
$3.68M - $4.24M
|
408K
$47.9M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
438+ 1.67% |
$46.4K - $53.4K
|
26.6K
$3.12M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
250+ 3.45% |
$26.5K - $30.5K
|
7.51K
$879K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-567- 2.95% |
$60K - $69.2K
|
18.7K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-490- 7.23% |
$51.9K - $59.8K
|
6.29K
$737K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.6K+ 7.55% |
$169K - $195K
|
22.8K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 9.12% |
$16M - $18.4M
|
1.8M
$211M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-30- 1.52% |
$3.18K - $3.66K
|
1.94K
$228K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-665- 62.5% |
$70.4K - $81.1K
|
399
$46.8K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
3.24K+ 31.34% |
$343K - $395K
|
13.6K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-94- 0.33% |
$9.95K - $11.5K
|
28.4K
$3.32M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.55KNew |
$587K - $677K
|
5.55K
$650K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
16+ 0.8% |
$1.69K - $1.95K
|
2K
$235K
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
124+ 6.56% |
$13.1K - $15.1K
|
2.02K
$236K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-17.6K- 26.94% |
$1.86M - $2.14M
|
47.6K
$5.58M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-207- 10.13% |
$21.9K - $25.2K
|
1.84K
$215K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-691- 4.21% |
$73.2K - $84.3K
|
15.7K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-337- 2.98% |
$35.7K - $41.1K
|
11K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-19- 0.83% |
$2.01K - $2.32K
|
2.27K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-20- 80.0% |
$2.12K - $2.44K
|
5
$586
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
614+ 5.68% |
$65K - $74.9K
|
11.4K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-964K- 99.18% |
$102M - $118M
|
7.97K
$934K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
7.52K+ 12.99% |
$796K - $917K
|
65.4K
$7.67M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
310+ 14.73% |
$32.8K - $37.8K
|
2.41K
$283K
|