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 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-390- 6.83% |
$38.7K - $45.9K
|
5.32K
$576K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-212- 86.18% |
$21.1K - $25K
|
34
$3.68K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.07K+ 22.83% |
$504K - $597K
|
27.3K
$2.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.94K+ 3922.22% |
$491K - $582K
|
5.07K
$549K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.83K- 14.61% |
$480K - $569K
|
28.2K
$3.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
65.3KNew |
$6.48M - $7.68M
|
65.3K
$7.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
234+ 4.95% |
$23.2K - $27.5K
|
4.96K
$537K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.01K+ 23.14% |
$100K - $119K
|
5.36K
$580K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
23K+ 9.91% |
$2.29M - $2.71M
|
255K
$27.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.75K+ 18.7% |
$174K - $206K
|
11.1K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-128- 4.7% |
$12.7K - $15.1K
|
2.6K
$281K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
2.51KNew |
$249K - $295K
|
2.51K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-19.5K- 8.53% |
$1.94M - $2.3M
|
209K
$22.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
397+ 1.58% |
$39.4K - $46.7K
|
25.6K
$2.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
593+ 2.74% |
$58.9K - $69.8K
|
22.2K
$2.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.27K+ 8.94% |
$424K - $503K
|
52K
$5.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
20.2K+ 10.73% |
$2.01M - $2.38M
|
208K
$22.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 3.42% |
$1.99K - $2.35K
|
604
$65.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-66- 2.21% |
$6.56K - $7.77K
|
2.92K
$316K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-3.65K- 7.82% |
$363K - $430K
|
43K
$4.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
1.79KNew |
$178K - $211K
|
1.79K
$194K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
5+ 0.01% |
$497 - $589
|
46.5K
$5.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
63+ 1.97% |
$6.26K - $7.42K
|
3.26K
$353K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.72K- 18.81% |
$369K - $437K
|
16K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.77K+ 6.88% |
$573K - $679K
|
89.7K
$9.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-16- 0.28% |
$1.59K - $1.88K
|
5.69K
$615K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-367- 20.29% |
$36.5K - $43.2K
|
1.44K
$156K
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
250+ 1.89% |
$24.8K - $29.4K
|
13.4K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-6- 0.07% |
$596 - $706
|
8.82K
$955K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
13.9K+ 20.55% |
$1.38M - $1.63M
|
81.4K
$8.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-3.49K- 31.1% |
$346K - $410K
|
7.72K
$836K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50New |
$4.97K - $5.89K
|
50
$5.41K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7.09K+ 174.75% |
$704K - $834K
|
11.1K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.47K- 13.55% |
$444K - $526K
|
28.5K
$3.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.88KNew |
$187K - $221K
|
1.88K
$204K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-688- 25.16% |
$68.4K - $81K
|
2.05K
$222K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
187+ 2.25% |
$18.6K - $22K
|
8.5K
$919K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
207+ 3.78% |
$20.6K - $24.4K
|
5.68K
$615K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-191- 1.55% |
$19K - $22.5K
|
12.1K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
443+ 2.98% |
$44K - $52.1K
|
15.3K
$1.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.06% |
$99.4 - $118
|
1.65K
$179K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
124+ 15.2% |
$12.3K - $14.6K
|
940
$102K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.52K+ 21.57% |
$549K - $650K
|
31.1K
$3.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 0.45% |
$1.09K - $1.29K
|
2.47K
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
100+ 3.89% |
$9.94K - $11.8K
|
2.67K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.77KNew |
$176K - $209K
|
1.77K
$192K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
3.15K+ 4.57% |
$313K - $370K
|
72K
$7.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
131+ 6.14% |
$13K - $15.4K
|
2.27K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-16- 0.12% |
$1.59K - $1.88K
|
12.8K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
344+ 2.88% |
$34.2K - $40.5K
|
12.3K
$1.33M
|