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 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
129K+ 27.71% |
$12.8M - $15.2M
|
596K
$64.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-340- 1.06% |
$33.8K - $40K
|
31.6K
$3.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.16% |
$99.4 - $118
|
632
$68.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
32+ 1.34% |
$3.18K - $3.77K
|
2.42K
$262K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
455+ 3.96% |
$45.2K - $53.6K
|
11.9K
$1.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
4.39KNew |
$436K - $517K
|
4.39K
$475K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-190- 9.31% |
$18.9K - $22.4K
|
1.85K
$200K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.31K+ 1.74% |
$130K - $154K
|
76.4K
$8.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.02K- 4.58% |
$101K - $120K
|
21.3K
$2.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-80- 0.98% |
$7.95K - $9.42K
|
8.08K
$874K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-316- 6.07% |
$31.4K - $37.2K
|
4.89K
$529K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-33- 1.04% |
$3.28K - $3.88K
|
3.13K
$339K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.03K- 31.75% |
$202K - $239K
|
4.37K
$473K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
938+ 11.44% |
$93.2K - $110K
|
9.14K
$989K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-124- 9.82% |
$12.3K - $14.6K
|
1.14K
$123K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
386+ 8.92% |
$38.3K - $45.4K
|
4.71K
$510K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-823- 1.67% |
$81.8K - $96.9K
|
48.5K
$5.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-8- 0.66% |
$795 - $942
|
1.21K
$131K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3.08K- 5.34% |
$306K - $362K
|
54.5K
$5.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
958+ 5.33% |
$95.2K - $113K
|
18.9K
$2.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
757+ 10.41% |
$75.2K - $89.1K
|
8.03K
$869K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-650- 10.4% |
$64.6K - $76.5K
|
5.6K
$606K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-22- 3.16% |
$2.19K - $2.59K
|
675
$73.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.49K+ 6.22% |
$148K - $176K
|
25.5K
$2.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.11K+ 13.24% |
$309K - $366K
|
26.6K
$2.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-80- 0.24% |
$7.95K - $9.42K
|
32.9K
$3.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.17K- 2.34% |
$117K - $138K
|
49K
$5.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.04K+ 5.08% |
$401K - $475K
|
83.5K
$9.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.83KNew |
$182K - $215K
|
1.83K
$198K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-90- 1.2% |
$8.94K - $10.6K
|
7.41K
$802K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.14K+ 3.45% |
$113K - $134K
|
34.2K
$3.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
571+ 4.54% |
$56.7K - $67.2K
|
13.2K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-1.1K- 27.39% |
$109K - $130K
|
2.92K
$316K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-376- 5.85% |
$37.4K - $44.3K
|
6.05K
$655K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
1.15K+ 7.97% |
$114K - $135K
|
15.6K
$1.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-564- 3.2% |
$56K - $66.4K
|
17.1K
$1.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-26.2K- 10.18% |
$2.6M - $3.08M
|
231K
$25M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-12.7K- 11.8% |
$1.26M - $1.5M
|
94.9K
$10.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
34+ 0.69% |
$3.38K - $4K
|
4.94K
$534K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
115+ 2.6% |
$11.4K - $13.5K
|
4.54K
$491K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-840- 2.09% |
$83.5K - $98.9K
|
39.4K
$4.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
371+ 5.55% |
$36.9K - $43.7K
|
7.05K
$763K
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-535- 6.84% |
$53.2K - $63K
|
7.28K
$788K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.22K- 8.61% |
$122K - $144K
|
13K
$1.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
149+ 0.86% |
$14.8K - $17.5K
|
17.4K
$1.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.38% |
$99.4 - $118
|
263
$28.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-125- 5.25% |
$12.4K - $14.7K
|
2.26K
$244K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
90+ 4.85% |
$8.94K - $10.6K
|
1.94K
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.85KNew |
$183K - $217K
|
1.85K
$200K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
236+ 3.33% |
$23.4K - $27.8K
|
7.32K
$792K
|