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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-18.5K- 5.21% |
$1.96M - $2.26M
|
336K
$39.4M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
CALL |
-24- 20.51% |
$2.54K - $2.93K
|
93
$10.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-17- 0.47% |
$1.8K - $2.07K
|
3.57K
$418K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 24.6% |
$228K - $262K
|
6.59K
$772K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.82K- 6.05% |
$299K - $344K
|
43.8K
$5.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.37K- 0.49% |
$145K - $166K
|
280K
$32.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-429- 0.21% |
$45.4K - $52.3K
|
208K
$24.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.85K+ 19.16% |
$302K - $347K
|
17.7K
$2.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-214- 3.6% |
$22.7K - $26.1K
|
5.73K
$672K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
17+ 0.64% |
$1.8K - $2.07K
|
2.68K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.86K+ 7.16% |
$303K - $349K
|
42.8K
$5.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-89- 1.46% |
$9.42K - $10.9K
|
6.03K
$706K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.07K- 10.69% |
$219K - $252K
|
17.3K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82+ 0.2% |
$8.68K - $10K
|
40.1K
$4.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 7.18% |
$52.9K - $61K
|
6.47K
$758K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
458+ 2.45% |
$48.5K - $55.9K
|
19.2K
$2.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
16+ 0.78% |
$1.69K - $1.95K
|
2.08K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.76K- 8.94% |
$186K - $214K
|
17.9K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.34K- 3.58% |
$142K - $164K
|
36.1K
$4.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-100- 3.64% |
$10.6K - $12.2K
|
2.65K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
287+ 0.89% |
$30.4K - $35K
|
32.5K
$3.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27+ 23.08% |
$2.86K - $3.29K
|
144
$16.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
63+ 1.07% |
$6.67K - $7.68K
|
5.96K
$699K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-309- 11.87% |
$32.7K - $37.7K
|
2.29K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5.97KNew |
$632K - $729K
|
5.97K
$700K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 1.9% |
$74.1K - $85.4K
|
36.1K
$4.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
4+ 0.12% |
$423 - $488
|
3.38K
$396K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-239- 0.58% |
$25.3K - $29.2K
|
40.6K
$4.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
35+ 0.57% |
$3.71K - $4.27K
|
6.22K
$728K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
221+ 7.14% |
$23.4K - $27K
|
3.32K
$389K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-588- 15.07% |
$62.3K - $71.7K
|
3.32K
$388K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
20+ 1.04% |
$2.12K - $2.44K
|
1.95K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.79% |
$318 - $366
|
381
$44.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-209- 3.01% |
$22.1K - $25.5K
|
6.74K
$789K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
907+ 697.69% |
$96K - $111K
|
1.04K
$122K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
10.1K+ 10.86% |
$1.07M - $1.23M
|
103K
$12.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
134New |
$14.2K - $16.3K
|
134
$15.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.07K+ 40.04% |
$113K - $130K
|
3.74K
$438K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.46KNew |
$366K - $422K
|
3.46K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-16- 0.17% |
$1.69K - $1.95K
|
9.32K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
741+ 21.79% |
$78.4K - $90.4K
|
4.14K
$485K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30K+ 10.02% |
$3.18M - $3.66M
|
330K
$38.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
663+ 3.6% |
$70.2K - $80.9K
|
19.1K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
900+ 0.43% |
$95.3K - $110K
|
211K
$24.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.8K+ 41.54% |
$1.25M - $1.44M
|
40.3K
$4.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.89K+ 1.71% |
$200K - $230K
|
112K
$13.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
74+ 1.17% |
$7.83K - $9.03K
|
6.4K
$750K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-505- 9.97% |
$53.5K - $61.6K
|
4.56K
$534K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-5- 0.81% |
$529 - $610
|
611
$71.6K
|