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 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
116K+ 34.65% |
$11.5M - $13.7M
|
451K
$48.9M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.15% |
$298 - $353
|
2.03K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Nepsis Inc.
|
SELL
|
- |
-169- 1.04% |
$16.8K - $19.9K
|
16.1K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
1.75KNew |
$174K - $206K
|
1.75K
$190K
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.1K+ 198.98% |
$506K - $600K
|
7.66K
$829K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.86KNew |
$185K - $219K
|
1.86K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-672- 6.11% |
$66.8K - $79.1K
|
10.3K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.21KNew |
$219K - $260K
|
2.21K
$239K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-28- 1.5% |
$2.78K - $3.3K
|
1.84K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
65+ 0.34% |
$6.46K - $7.65K
|
19.4K
$2.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-8- 0.23% |
$795 - $942
|
3.46K
$375K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.04K- 2.07% |
$104K - $123K
|
49.4K
$5.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.8K+ 50.98% |
$179K - $212K
|
5.34K
$578K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.24K- 28.43% |
$123K - $146K
|
3.12K
$338K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
125+ 3.97% |
$12.4K - $14.7K
|
3.28K
$354K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
39+ 0.59% |
$3.87K - $4.59K
|
6.65K
$720K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-606- 11.0% |
$60.2K - $71.3K
|
4.9K
$531K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
158+ 7.33% |
$15.7K - $18.6K
|
2.31K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-6- 0.09% |
$596 - $706
|
6.68K
$723K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
93+ 0.92% |
$9.24K - $10.9K
|
10.2K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
344+ 6.91% |
$34.2K - $40.5K
|
5.32K
$576K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.79% |
$9.94K - $11.8K
|
5.5K
$595K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.91KNew |
$190K - $225K
|
1.91K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-349- 5.98% |
$34.7K - $41.1K
|
5.49K
$594K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.44K+ 1.49% |
$143K - $170K
|
98.2K
$10.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.23K- 7.17% |
$122K - $145K
|
16K
$1.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
604+ 2.57% |
$60K - $71.1K
|
24.1K
$2.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.4K+ 4.68% |
$139K - $164K
|
31.3K
$3.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.76KNew |
$175K - $207K
|
1.76K
$190K
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-153- 0.46% |
$15.2K - $18K
|
33.2K
$3.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
125+ 4.34% |
$12.4K - $14.7K
|
3.01K
$326K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-169- 4.28% |
$16.8K - $19.9K
|
3.78K
$409K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
500+ 16.9% |
$49.7K - $58.9K
|
3.46K
$374K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-110- 5.13% |
$10.9K - $12.9K
|
2.03K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.33K- 1.48% |
$430K - $510K
|
287K
$31.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.76K- 16.26% |
$572K - $678K
|
29.7K
$3.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
10.9K+ 151.88% |
$1.09M - $1.29M
|
18.2K
$1.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.1K- 3.53% |
$208K - $247K
|
57.3K
$6.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
427New |
$42.4K - $50.3K
|
427
$46.2K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.31K+ 7.52% |
$627K - $743K
|
90.2K
$9.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
630+ 7.96% |
$62.6K - $74.2K
|
8.54K
$924K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.57K- 0.73% |
$454K - $538K
|
620K
$67.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
57+ 0.42% |
$5.66K - $6.71K
|
13.6K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.28K+ 43.04% |
$624K - $739K
|
20.9K
$2.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-8.31K- 14.4% |
$826K - $978K
|
49.4K
$5.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
262+ 6.37% |
$26K - $30.8K
|
4.38K
$474K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
683+ 8.81% |
$67.9K - $80.4K
|
8.43K
$913K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.64K+ 3.53% |
$163K - $193K
|
48.1K
$5.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-10- 0.06% |
$994 - $1.18K
|
15.6K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.41K+ 16.63% |
$140K - $166K
|
9.88K
$1.07M
|