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 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
291+ 1.72% |
$30.8K - $35.5K
|
17.2K
$2.02M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-89- 13.19% |
$9.42K - $10.9K
|
586
$68.7K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.86K+ 30.7% |
$197K - $227K
|
7.92K
$927K
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
BUY
|
- |
821+ 7.31% |
$86.9K - $100K
|
12.1K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
767+ 5.89% |
$81.2K - $93.6K
|
13.8K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
3.25KNew |
$344K - $397K
|
3.25K
$381K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.6K- 4.58% |
$169K - $195K
|
33.3K
$3.9M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-230- 4.13% |
$24.4K - $28.1K
|
5.34K
$625K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-608- 6.73% |
$64.4K - $74.2K
|
8.42K
$987K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
333+ 13.75% |
$35.3K - $40.6K
|
2.76K
$323K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-48- 0.68% |
$5.08K - $5.85K
|
6.98K
$817K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.21K+ 3.07% |
$340K - $391K
|
108K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.1K+ 10.61% |
$4.99M - $5.75M
|
491K
$57.6M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-29.6K- 36.45% |
$3.14M - $3.62M
|
51.7K
$6.06M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-23- 0.56% |
$2.44K - $2.81K
|
4.07K
$477K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.58K- 3.77% |
$167K - $192K
|
40.2K
$4.71M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
1.41K+ 7.23% |
$149K - $172K
|
20.9K
$2.45M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.79KNew |
$190K - $219K
|
1.79K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-1.74K- 25.85% |
$185K - $213K
|
5K
$586K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-105- 3.48% |
$11.1K - $12.8K
|
2.91K
$341K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
581+ 1.31% |
$61.5K - $70.9K
|
44.8K
$5.25M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
51+ 2.04% |
$5.4K - $6.22K
|
2.55K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-836- 1.84% |
$88.5K - $102K
|
44.5K
$5.22M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
214+ 0.39% |
$22.7K - $26.1K
|
55.2K
$6.47M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.66KNew |
$175K - $202K
|
1.66K
$194K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
9.04K+ 23.63% |
$957K - $1.1M
|
47.3K
$5.54M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
43+ 0.8% |
$4.55K - $5.24K
|
5.44K
$637K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
561+ 26.64% |
$59.4K - $68.4K
|
2.67K
$312K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-6.76K- 1.86% |
$716K - $825K
|
358K
$41.9M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-185- 1.92% |
$19.6K - $22.6K
|
9.44K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-190- 2.68% |
$20.1K - $23.2K
|
6.9K
$808K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9- 0.17% |
$953 - $1.1K
|
5.26K
$616K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-106- 2.83% |
$11.2K - $12.9K
|
3.64K
$426K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.22K- 1.6% |
$129K - $148K
|
74.7K
$8.75M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.82K+ 5.2% |
$192K - $222K
|
36.8K
$4.31M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
55.7K+ 20.3% |
$5.89M - $6.79M
|
330K
$38.7M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.87K+ 56.23% |
$198K - $229K
|
5.21K
$610K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1K+ 5.75% |
$106K - $122K
|
18.5K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
25+ 1.19% |
$2.65K - $3.05K
|
2.12K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-111- 0.91% |
$11.8K - $13.5K
|
12.1K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 17.1% |
$254K - $293K
|
11.7K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2.4KNew |
$254K - $292K
|
2.4K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
22+ 1.08% |
$2.33K - $2.68K
|
2.07K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-17.8K- 55.44% |
$1.89M - $2.18M
|
14.3K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
475+ 18.4% |
$50.3K - $57.9K
|
3.06K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.21K+ 3.76% |
$128K - $148K
|
33.4K
$3.91M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-100- 2.84% |
$10.6K - $12.2K
|
3.43K
$401K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.51K+ 2.15% |
$159K - $184K
|
71.4K
$8.37M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
996+ 4.75% |
$105K - $121K
|
22K
$2.57M
|