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 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-3.47K- 15.25% |
$367K - $423K
|
19.3K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-131- 7.36% |
$13.9K - $16K
|
1.65K
$193K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
29.9K+ 28.99% |
$3.16M - $3.64M
|
133K
$15.6M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-250- 7.01% |
$26.5K - $30.5K
|
3.32K
$389K
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-968- 4.43% |
$102K - $118K
|
20.9K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
207+ 6.29% |
$21.9K - $25.2K
|
3.5K
$410K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.84KNew |
$407K - $469K
|
3.84K
$450K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-216- 4.45% |
$22.9K - $26.3K
|
4.64K
$544K
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-3.53K- 1.78% |
$374K - $431K
|
195K
$22.8M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-366- 2.55% |
$38.7K - $44.6K
|
14K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.58K+ 7.49% |
$485K - $559K
|
65.8K
$7.71M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.2K+ 227.93% |
$1.29M - $1.48M
|
17.5K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
193K+ 34.94% |
$20.4M - $23.6M
|
746K
$87.4M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
32+ 0.86% |
$3.39K - $3.9K
|
3.76K
$441K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-135- 32.07% |
$14.3K - $16.5K
|
286
$33.5K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-222- 35.52% |
$23.5K - $27.1K
|
403
$47.2K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.95K+ 14.31% |
$207K - $238K
|
15.6K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.68K+ 16.07% |
$178K - $205K
|
12.2K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.7KNew |
$286K - $330K
|
2.7K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.39K- 2.22% |
$147K - $169K
|
61.1K
$7.16M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.93KNew |
$204K - $235K
|
1.93K
$226K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-27- 1.2% |
$2.86K - $3.29K
|
2.23K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
24+ 0.34% |
$2.54K - $2.93K
|
7.1K
$832K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-86- 1.67% |
$9.1K - $10.5K
|
5.07K
$593K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.18% |
$953 - $1.1K
|
4.94K
$579K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-82- 0.46% |
$8.68K - $10K
|
17.8K
$2.09M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
119+ 5.96% |
$12.6K - $14.5K
|
2.11K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8+ 0.3% |
$847 - $976
|
2.71K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-134- 1.18% |
$14.2K - $16.3K
|
11.2K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
91.3KNew |
$9.67M - $11.1M
|
91.3K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
162+ 3.6% |
$17.2K - $19.8K
|
4.66K
$546K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
7.14K+ 113.77% |
$756K - $871K
|
13.4K
$1.57M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
294+ 0.67% |
$31.1K - $35.9K
|
43.9K
$5.14M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-122- 0.38% |
$12.9K - $14.9K
|
31.8K
$3.73M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.7K+ 13.62% |
$815K - $939K
|
64.2K
$7.52M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.1% |
$212 - $244
|
2.06K
$242K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
569+ 2.51% |
$60.2K - $69.4K
|
23.2K
$2.72M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.23K+ 3.08% |
$130K - $149K
|
41K
$4.81M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-606- 13.17% |
$64.2K - $73.9K
|
4K
$468K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-217- 0.69% |
$23K - $26.5K
|
31.4K
$3.68M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-380- 2.44% |
$40.2K - $46.3K
|
15.2K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-125- 35.51% |
$13.2K - $15.2K
|
227
$26.6K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-16- 42.11% |
$1.69K - $1.95K
|
22
$2.58K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
150+ 3.69% |
$15.9K - $18.3K
|
4.22K
$494K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7+ 0.28% |
$741 - $854
|
2.53K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-147- 2.7% |
$15.6K - $17.9K
|
5.3K
$621K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-134- 3.38% |
$14.2K - $16.3K
|
3.83K
$449K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
26+ 0.68% |
$2.75K - $3.17K
|
3.87K
$453K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8+ 0.38% |
$847 - $976
|
2.1K
$246K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
593+ 3.76% |
$62.8K - $72.3K
|
16.4K
$1.92M
|