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 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-800- 3.44% |
$84.7K - $97.6K
|
22.4K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
490+ 15.1% |
$51.9K - $59.8K
|
3.74K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.91K+ 6.85% |
$308K - $354K
|
45.3K
$5.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-2.05K- 6.07% |
$217K - $250K
|
31.7K
$3.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-12- 0.15% |
$1.27K - $1.46K
|
7.79K
$912K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.57K+ 3.91% |
$484K - $558K
|
122K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-377- 19.26% |
$39.9K - $46K
|
1.58K
$185K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
688+ 1.64% |
$72.8K - $83.9K
|
42.6K
$4.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.06K+ 15.44% |
$112K - $129K
|
7.92K
$928K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.75K+ 2.25% |
$185K - $213K
|
79.4K
$9.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.03K- 0.27% |
$215K - $248K
|
742K
$86.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.92KNew |
$309K - $356K
|
2.92K
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
60+ 0.19% |
$6.35K - $7.32K
|
30.9K
$3.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-83- 2.82% |
$8.79K - $10.1K
|
2.86K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 5.7% |
$125K - $144K
|
21.9K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-23- 0.71% |
$2.44K - $2.81K
|
3.2K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.74K+ 8.84% |
$185K - $213K
|
21.5K
$2.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
227New |
$24K - $27.7K
|
227
$26.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.17K+ 10.42% |
$123K - $142K
|
12.4K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.86KNew |
$196K - $226K
|
1.86K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
135+ 46.55% |
$14.3K - $16.5K
|
425
$49.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-114- 45.6% |
$12.1K - $13.9K
|
136
$15.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-20- 7.14% |
$2.12K - $2.44K
|
260
$30.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 6.97% |
$5.29K - $6.1K
|
767
$89.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
21.2KNew |
$2.24M - $2.58M
|
21.2K
$2.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11+ 0.04% |
$1.16K - $1.34K
|
25.8K
$3.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
367+ 4.51% |
$38.9K - $44.8K
|
8.51K
$997K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
228K+ 9.5% |
$24.1M - $27.8M
|
2.63M
$308M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.84K+ 29.56% |
$300K - $346K
|
12.4K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-360- 8.51% |
$38.1K - $43.9K
|
3.87K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.87KNew |
$198K - $228K
|
1.87K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.78K+ 285.94% |
$612K - $704K
|
7.8K
$913K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-47- 14.2% |
$4.98K - $5.73K
|
284
$33.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-567- 19.73% |
$60K - $69.2K
|
2.31K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-29.3K- 18.44% |
$3.11M - $3.58M
|
130K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-550- 5.94% |
$58.2K - $67.1K
|
8.71K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.87K- 33.11% |
$621K - $715K
|
11.9K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
325+ 9.45% |
$34.4K - $39.6K
|
3.76K
$441K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-279- 3.46% |
$29.5K - $34K
|
7.8K
$913K
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-68.5K- 12.22% |
$7.25M - $8.35M
|
492K
$57.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
733+ 18.59% |
$77.6K - $89.4K
|
4.68K
$548K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.81K+ 3.63% |
$191K - $221K
|
51.6K
$6.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-139- 0.78% |
$14.7K - $17K
|
17.7K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.75K- 33.93% |
$185K - $214K
|
3.41K
$400K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.55KNew |
$587K - $677K
|
5.55K
$650K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
44+ 0.79% |
$4.66K - $5.37K
|
5.63K
$659K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-272- 0.64% |
$28.8K - $33.2K
|
42.2K
$4.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.72K- 2.93% |
$182K - $209K
|
56.9K
$6.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
1.66K+ 2.75% |
$176K - $202K
|
62K
$7.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
28+ 1.02% |
$2.96K - $3.42K
|
2.77K
$325K
|