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 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.4K+ 0.77% |
$1.52M - $1.76M
|
1.87M
$219M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-3.07K- 4.9% |
$325K - $374K
|
59.6K
$6.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.3K+ 9.46% |
$137K - $158K
|
15K
$1.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
952+ 6.31% |
$101K - $116K
|
16K
$1.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-41- 6.41% |
$4.34K - $5K
|
599
$70.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-46- 1.7% |
$4.87K - $5.61K
|
2.65K
$311K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.79KNew |
$189K - $218K
|
1.79K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-175- 6.29% |
$18.5K - $21.3K
|
2.61K
$305K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.1K+ 31.04% |
$117K - $135K
|
4.66K
$546K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-22.7K- 3.5% |
$2.4M - $2.77M
|
625K
$73.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.83K+ 1.21% |
$194K - $223K
|
153K
$17.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-1.32K- 15.81% |
$140K - $161K
|
7.05K
$826K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-16- 0.77% |
$1.69K - $1.95K
|
2.06K
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
241+ 2.56% |
$25.5K - $29.4K
|
9.67K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-215- 1.1% |
$22.8K - $26.2K
|
19.4K
$2.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-459- 4.65% |
$48.6K - $56K
|
9.41K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-412- 5.85% |
$43.6K - $50.3K
|
6.63K
$776K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
363+ 2.09% |
$38.4K - $44.3K
|
17.7K
$2.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-23- 1.55% |
$2.44K - $2.81K
|
1.46K
$171K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15- 18.52% |
$1.59K - $1.83K
|
66
$7.73K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-255- 6.26% |
$27K - $31.1K
|
3.82K
$448K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-87- 1.81% |
$9.21K - $10.6K
|
4.73K
$554K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-56- 1.39% |
$5.93K - $6.83K
|
3.97K
$465K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.26K+ 9.84% |
$451K - $520K
|
47.6K
$5.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.55K- 3.88% |
$165K - $190K
|
38.5K
$4.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
47+ 0.06% |
$4.98K - $5.73K
|
75.2K
$8.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-222- 0.79% |
$23.5K - $27.1K
|
27.8K
$3.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-45- 2.91% |
$4.76K - $5.49K
|
1.5K
$176K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.2KNew |
$127K - $147K
|
1.2K
$141K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3+ 0.27% |
$318 - $366
|
1.1K
$129K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1.66KNew |
$176K - $203K
|
1.66K
$195K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
232+ 0.45% |
$24.6K - $28.3K
|
51.8K
$6.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-134- 4.05% |
$14.2K - $16.3K
|
3.17K
$372K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
441New |
$46.7K - $53.8K
|
441
$51.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.4K+ 56.0% |
$148K - $171K
|
3.9K
$457K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-53- 19.2% |
$5.61K - $6.46K
|
223
$26.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.6K+ 127.14% |
$805K - $927K
|
13.6K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-418- 1.74% |
$44.3K - $51K
|
23.5K
$2.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
86+ 3.65% |
$9.1K - $10.5K
|
2.44K
$286K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
539+ 1.28% |
$57.1K - $65.7K
|
42.5K
$4.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.4KNew |
$360K - $415K
|
3.4K
$399K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-286- 4.41% |
$30.3K - $34.9K
|
6.2K
$726K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.69KNew |
$709K - $816K
|
6.69K
$784K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.03K- 23.59% |
$109K - $126K
|
3.35K
$393K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
25+ 0.27% |
$2.65K - $3.05K
|
9.17K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-70- 1.74% |
$7.41K - $8.54K
|
3.96K
$464K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.83KNew |
$194K - $224K
|
1.83K
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-3.68K- 22.93% |
$389K - $449K
|
12.4K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.28K- 9.37% |
$136K - $156K
|
12.4K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.93K+ 6.05% |
$310K - $357K
|
51.3K
$6.01M
|