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
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.04K- 2.44% |
$103K - $122K
|
41.5K
$4.49M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.55KNew |
$253K - $300K
|
2.55K
$276K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.55K+ 0.43% |
$154K - $182K
|
363K
$39.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.76K- 4.25% |
$274K - $325K
|
62.3K
$6.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-738- 3.61% |
$73.3K - $86.9K
|
19.7K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
167+ 100.0% |
$16.6K - $19.7K
|
334
$36.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-56- 12.53% |
$5.56K - $6.59K
|
391
$42.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
23+ 0.08% |
$2.29K - $2.71K
|
29.6K
$3.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
130+ 6.86% |
$12.9K - $15.3K
|
2.03K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.3K- 1.74% |
$527K - $624K
|
300K
$32.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.09K+ 4.92% |
$208K - $246K
|
44.5K
$4.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.64K+ 5.03% |
$163K - $193K
|
34.2K
$3.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-390- 5.77% |
$38.7K - $45.9K
|
6.37K
$689K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-224- 3.15% |
$22.3K - $26.4K
|
6.88K
$744K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.58K- 2.08% |
$157K - $186K
|
74.5K
$8.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.96K- 1.62% |
$194K - $230K
|
119K
$12.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
900+ 4.09% |
$89.4K - $106K
|
22.9K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.46K- 23.25% |
$244K - $289K
|
8.12K
$878K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-6.6K- 13.91% |
$656K - $777K
|
40.8K
$4.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.8K+ 28.55% |
$675K - $800K
|
30.6K
$3.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.1K+ 64.62% |
$209K - $247K
|
5.35K
$579K
|
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-4.55K- 3.88% |
$452K - $536K
|
113K
$12.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.37K- 11.56% |
$236K - $279K
|
18.1K
$1.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.22K- 0.78% |
$121K - $143K
|
155K
$16.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.96KNew |
$195K - $230K
|
1.96K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
12.7K+ 7.52% |
$1.26M - $1.49M
|
182K
$19.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-156- 3.78% |
$15.5K - $18.4K
|
3.97K
$429K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.64K+ 6.64% |
$263K - $311K
|
42.5K
$4.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.37K- 7.61% |
$136K - $161K
|
16.6K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
108+ 9.69% |
$10.7K - $12.7K
|
1.22K
$132K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.92K+ 24.59% |
$190K - $225K
|
9.7K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-573- 24.73% |
$56.9K - $67.4K
|
1.74K
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-53- 1.08% |
$5.27K - $6.24K
|
4.86K
$526K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-43- 0.46% |
$4.27K - $5.06K
|
9.31K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-715- 25.54% |
$71K - $84.2K
|
2.08K
$226K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-238- 1.19% |
$23.6K - $28K
|
19.7K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
413+ 13.33% |
$41K - $48.6K
|
3.51K
$380K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
38+ 1.29% |
$3.78K - $4.47K
|
2.99K
$323K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
2.84K+ 10.93% |
$282K - $334K
|
28.8K
$3.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-121- 0.45% |
$12K - $14.2K
|
26.8K
$2.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-146- 2.78% |
$14.5K - $17.2K
|
5.1K
$552K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-465- 12.9% |
$46.2K - $54.7K
|
3.14K
$340K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-250- 2.63% |
$24.8K - $29.4K
|
9.25K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.88K- 84.34% |
$385K - $457K
|
720
$77.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.6% |
$695 - $824
|
1.17K
$127K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
30+ 0.84% |
$2.98K - $3.53K
|
3.6K
$389K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-61- 1.37% |
$6.06K - $7.18K
|
4.4K
$476K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-971- 31.98% |
$96.5K - $114K
|
2.07K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.38K- 9.96% |
$137K - $163K
|
12.5K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-25- 0.29% |
$2.48K - $2.94K
|
8.46K
$916K
|