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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
327New |
$32.5K - $38.5K
|
327
$35.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
150K+ 411.33% |
$14.9M - $17.6M
|
186K
$20.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-598- 1.24% |
$59.4K - $70.4K
|
47.8K
$5.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
810+ 5.7% |
$80.5K - $95.3K
|
15K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
424+ 1.21% |
$42.1K - $49.9K
|
35.4K
$3.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-108- 2.35% |
$10.7K - $12.7K
|
4.49K
$486K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
838+ 0.3% |
$83.3K - $98.6K
|
280K
$30.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.29K+ 15.19% |
$228K - $270K
|
17.4K
$1.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
209+ 4.35% |
$20.8K - $24.6K
|
5.02K
$543K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
98+ 0.35% |
$9.74K - $11.5K
|
28.3K
$3.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.5K+ 1.63% |
$149K - $176K
|
93.2K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-199- 1.28% |
$19.8K - $23.4K
|
15.4K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
34+ 0.88% |
$3.38K - $4K
|
3.89K
$421K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
9.6KNew |
$954K - $1.13M
|
9.6K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.9K- 28.9% |
$188K - $223K
|
4.66K
$505K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-722- 3.06% |
$71.7K - $85K
|
22.9K
$2.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-632- 47.16% |
$62.8K - $74.4K
|
708
$76.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-396- 13.13% |
$39.3K - $46.6K
|
2.62K
$284K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.97K- 4.45% |
$792K - $938K
|
171K
$18.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-699- 3.46% |
$69.4K - $82.3K
|
19.5K
$2.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.18KNew |
$217K - $257K
|
2.18K
$236K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.05K- 5.56% |
$105K - $124K
|
17.9K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
836+ 4.03% |
$83.1K - $98.4K
|
21.6K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
1.81KNew |
$180K - $213K
|
1.81K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
107+ 1.16% |
$10.6K - $12.6K
|
9.35K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.09KNew |
$207K - $246K
|
2.09K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 1.22% |
$9.94K - $11.8K
|
8.12K
$879K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
16KNew |
$1.59M - $1.88M
|
16K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.71K+ 86.19% |
$270K - $319K
|
5.86K
$635K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
210+ 8.96% |
$20.9K - $24.7K
|
2.55K
$276K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-180- 1.51% |
$17.9K - $21.2K
|
11.7K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.73K+ 107.92% |
$271K - $321K
|
5.25K
$568K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
627+ 7.66% |
$62.3K - $73.8K
|
8.81K
$954K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
22+ 0.73% |
$2.19K - $2.59K
|
3.05K
$330K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-1.66K- 19.09% |
$165K - $196K
|
7.04K
$762K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-599- 15.43% |
$59.5K - $70.5K
|
3.28K
$355K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-82- 3.79% |
$8.15K - $9.65K
|
2.08K
$225K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1.8KNew |
$179K - $212K
|
1.8K
$195K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-258- 10.56% |
$25.6K - $30.4K
|
2.19K
$236K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
579+ 5.72% |
$57.5K - $68.2K
|
10.7K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-71- 0.75% |
$7.05K - $8.36K
|
9.37K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-852- 28.23% |
$84.6K - $100K
|
2.17K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.05K- 1.68% |
$104K - $123K
|
61.2K
$6.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.79K+ 1.07% |
$177K - $210K
|
168K
$18.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
37.5K+ 4.06% |
$3.72M - $4.41M
|
960K
$104M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-427- 16.32% |
$42.4K - $50.3K
|
2.19K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.82KNew |
$180K - $214K
|
1.82K
$197K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$99.4 - $118
|
7.47K
$808K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-113- 2.21% |
$11.2K - $13.3K
|
5.01K
$542K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
398+ 17.57% |
$39.5K - $46.8K
|
2.66K
$288K
|