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
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.79KNew |
$190K - $219K
|
1.79K
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
64+ 2.06% |
$6.78K - $7.81K
|
3.17K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.89KNew |
$200K - $231K
|
1.89K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-308- 15.05% |
$32.6K - $37.6K
|
1.74K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
16+ 0.78% |
$1.69K - $1.95K
|
2.07K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.73K+ 19.83% |
$289K - $333K
|
16.5K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
363+ 0.38% |
$38.4K - $44.3K
|
94.9K
$11.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.29K+ 2.03% |
$454K - $524K
|
216K
$25.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-370- 19.81% |
$39.2K - $45.1K
|
1.5K
$176K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$143K - $164K
|
1.35K
$158K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.15K- 14.08% |
$121K - $140K
|
6.99K
$819K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12+ 0.6% |
$1.27K - $1.46K
|
2.03K
$238K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-15- 0.17% |
$1.59K - $1.83K
|
8.78K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
31+ 0.47% |
$3.28K - $3.78K
|
6.56K
$769K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
259+ 3.03% |
$27.4K - $31.6K
|
8.81K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14+ 8.43% |
$1.48K - $1.71K
|
180
$21.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
590+ 0.77% |
$62.5K - $72K
|
77.1K
$9.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-734- 23.28% |
$77.7K - $89.5K
|
2.42K
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11.4K+ 9.87% |
$1.21M - $1.4M
|
127K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
50+ 0.66% |
$5.29K - $6.1K
|
7.6K
$890K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100- 3.69% |
$10.6K - $12.2K
|
2.61K
$306K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-359- 2.25% |
$38K - $43.8K
|
15.6K
$1.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.84KNew |
$195K - $225K
|
1.84K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-2.63K- 4.83% |
$278K - $321K
|
51.8K
$6.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 0.45% |
$635 - $732
|
1.35K
$158K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-531- 10.6% |
$56.2K - $64.8K
|
4.48K
$525K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
161K+ 344.72% |
$17M - $19.6M
|
207K
$24.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-541- 13.98% |
$57.3K - $66K
|
3.33K
$390K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.64K+ 79.89% |
$174K - $200K
|
3.7K
$433K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
246+ 8.84% |
$26K - $30K
|
3.03K
$355K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
76.9K+ 58.36% |
$8.14M - $9.38M
|
209K
$24.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
581+ 4.34% |
$61.5K - $70.9K
|
14K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
440+ 0.66% |
$46.6K - $53.7K
|
66.7K
$7.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
29+ 0.22% |
$3.07K - $3.54K
|
13.1K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3- 0.11% |
$318 - $366
|
2.68K
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.95K+ 2.16% |
$524K - $604K
|
234K
$27.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
143+ 0.01% |
$15.1K - $17.4K
|
956K
$112M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.17% |
$106 - $122
|
578
$67.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.69K- 8.03% |
$179K - $206K
|
19.3K
$2.27M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
16New |
$1.69K - $1.95K
|
16
$1.87K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-292- 3.26% |
$30.9K - $35.6K
|
8.67K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
64+ 2.34% |
$6.78K - $7.81K
|
2.8K
$328K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.99K+ 1.13% |
$211K - $243K
|
179K
$20.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
42+ 1.48% |
$4.45K - $5.12K
|
2.87K
$336K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-464- 6.6% |
$49.1K - $56.6K
|
6.56K
$769K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
335+ 6.89% |
$35.5K - $40.9K
|
5.2K
$609K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
140+ 0.29% |
$14.8K - $17.1K
|
49.2K
$5.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
418+ 4.63% |
$44.3K - $51K
|
9.45K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
1.5K+ 2.65% |
$159K - $183K
|
58.1K
$6.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
182+ 3.01% |
$19.3K - $22.2K
|
6.22K
$729K
|