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 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-310- 3.31% |
$32.8K - $37.8K
|
9.07K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-30- 2.53% |
$3.18K - $3.66K
|
1.16K
$135K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$106 - $122
|
1
$117
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
592+ 2.48% |
$62.7K - $72.2K
|
24.5K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
98+ 9.44% |
$10.4K - $12K
|
1.14K
$133K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
688+ 10.05% |
$72.8K - $83.9K
|
7.53K
$883K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-55.1K- 2.39% |
$5.84M - $6.72M
|
2.25M
$264M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-25- 0.4% |
$2.65K - $3.05K
|
6.28K
$736K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
263+ 1.42% |
$27.8K - $32.1K
|
18.8K
$2.21M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-153- 0.44% |
$16.2K - $18.7K
|
34.5K
$4.04M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-384- 7.41% |
$40.7K - $46.8K
|
4.8K
$562K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-494- 0.78% |
$52.3K - $60.3K
|
63.1K
$7.39M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-4.99K- 99.8% |
$529K - $609K
|
10
$1.17K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-795- 31.13% |
$84.2K - $97K
|
1.76K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-220- 1.85% |
$23.3K - $26.8K
|
11.7K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
10.8K+ 55.11% |
$1.14M - $1.32M
|
30.4K
$3.56M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
592+ 16.03% |
$62.7K - $72.2K
|
4.29K
$502K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-384- 99.74% |
$40.7K - $46.8K
|
1
$117
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
427+ 23.35% |
$45.2K - $52.1K
|
2.26K
$264K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6- 0.28% |
$635 - $732
|
2.12K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.66K+ 12.75% |
$176K - $202K
|
14.7K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
223New |
$23.6K - $27.2K
|
223
$26.1K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
79+ 11.97% |
$8.36K - $9.64K
|
739
$86.6K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
233+ 10.64% |
$24.7K - $28.4K
|
2.42K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
93+ 155.0% |
$9.85K - $11.3K
|
153
$17.9K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
661+ 3.18% |
$70K - $80.6K
|
21.4K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-81- 0.46% |
$8.58K - $9.88K
|
17.7K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.27K- 5.07% |
$240K - $277K
|
42.5K
$4.98M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.55K+ 0.89% |
$164K - $189K
|
176K
$20.6M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
129K+ 576.54% |
$13.6M - $15.7M
|
151K
$17.7M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
303+ 5.17% |
$32.1K - $37K
|
6.16K
$722K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-114- 3.57% |
$12.1K - $13.9K
|
3.08K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-800- 20.23% |
$84.7K - $97.6K
|
3.16K
$370K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13+ 0.5% |
$1.38K - $1.59K
|
2.63K
$308K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.84K+ 8.08% |
$406K - $468K
|
51.4K
$6.02M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-175- 1.97% |
$18.5K - $21.3K
|
8.7K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-200- 0.6% |
$21.2K - $24.4K
|
33.2K
$3.89M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-258- 4.89% |
$27.3K - $31.5K
|
5.02K
$588K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
38+ 1.47% |
$4.02K - $4.63K
|
2.62K
$307K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
9.99KNew |
$1.06M - $1.22M
|
9.99K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1- 0.07% |
$106 - $122
|
1.39K
$162K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
326+ 7.8% |
$34.5K - $39.8K
|
4.5K
$528K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
9+ 0.19% |
$953 - $1.1K
|
4.81K
$564K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.35K+ 4.69% |
$143K - $164K
|
30K
$3.52M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7New |
$741 - $854
|
7
$820
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
237+ 2.43% |
$25.1K - $28.9K
|
9.98K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.31KNew |
$244K - $282K
|
2.31K
$270K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
332+ 11.97% |
$35.1K - $40.5K
|
3.11K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-20- 0.55% |
$2.12K - $2.44K
|
3.63K
$426K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-195- 5.76% |
$20.6K - $23.8K
|
3.19K
$374K
|