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 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-94- 38.68% |
$9.34K - $11.1K
|
149
$16.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.02KNew |
$200K - $237K
|
2.02K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
498+ 13.64% |
$49.5K - $58.6K
|
4.15K
$449K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-368- 4.92% |
$36.6K - $43.3K
|
7.12K
$770K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$99.4 - $118
|
2.35K
$254K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.26KNew |
$224K - $266K
|
2.26K
$244K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-65- 1.36% |
$6.46K - $7.65K
|
4.71K
$510K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-527- 11.96% |
$52.4K - $62K
|
3.88K
$420K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
284+ 1.08% |
$28.2K - $33.4K
|
26.6K
$2.88M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
344+ 5.06% |
$34.2K - $40.5K
|
7.14K
$772K
|
|
|
Oct 17, 2024
Q3 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-430- 0.86% |
$42.7K - $50.6K
|
49.9K
$5.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
11+ 6.71% |
$1.09K - $1.29K
|
175
$18.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.81KNew |
$179K - $212K
|
1.81K
$195K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
262+ 2.83% |
$26K - $30.8K
|
9.51K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-116- 1.22% |
$11.5K - $13.7K
|
9.38K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-254- 4.17% |
$25.2K - $29.9K
|
5.84K
$632K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-36- 0.86% |
$3.58K - $4.24K
|
4.13K
$447K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-1.06K- 34.16% |
$106K - $125K
|
2.05K
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-150- 90.91% |
$14.9K - $17.7K
|
15
$1.62K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.96KNew |
$195K - $230K
|
1.96K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-343- 7.21% |
$34.1K - $40.4K
|
4.42K
$478K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-313- 5.85% |
$31.1K - $36.8K
|
5.04K
$545K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
21+ 0.13% |
$2.09K - $2.47K
|
16.3K
$1.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.8K+ 7.51% |
$278K - $329K
|
40.1K
$4.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.76KNew |
$174K - $207K
|
1.76K
$190K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.86K+ 5.41% |
$185K - $219K
|
36.3K
$3.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-68- 1.37% |
$6.76K - $8K
|
4.89K
$530K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-112- 0.71% |
$11.1K - $13.2K
|
15.6K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-91- 1.08% |
$9.04K - $10.7K
|
8.35K
$903K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-235- 2.19% |
$23.3K - $27.7K
|
10.5K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-120- 2.44% |
$11.9K - $14.1K
|
4.81K
$520K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
413+ 11.42% |
$41K - $48.6K
|
4.03K
$436K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
14+ 0.47% |
$1.39K - $1.65K
|
2.98K
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1- 0.01% |
$99.4 - $118
|
14.1K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-379- 20.74% |
$37.7K - $44.6K
|
1.45K
$157K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
5.21K+ 158.86% |
$517K - $613K
|
8.48K
$918K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-532- 2.2% |
$52.9K - $62.6K
|
23.7K
$2.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.49K+ 8.13% |
$148K - $176K
|
19.8K
$2.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.2% |
$695 - $824
|
3.6K
$389K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.18K- 8.81% |
$118K - $139K
|
12.3K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.08KNew |
$207K - $245K
|
2.08K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
646+ 2.07% |
$64.2K - $76K
|
31.9K
$3.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-342- 4.74% |
$34K - $40.3K
|
6.87K
$744K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
349+ 9.02% |
$34.7K - $41.1K
|
4.22K
$457K
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-750- 7.9% |
$74.5K - $88.3K
|
8.75K
$946K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-122- 0.96% |
$12.1K - $14.4K
|
12.6K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 26.1% |
$217K - $257K
|
10.6K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-706- 12.53% |
$70.1K - $83.1K
|
4.93K
$533K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.89KNew |
$188K - $222K
|
1.89K
$204K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7+ 0.26% |
$695 - $824
|
2.71K
$293K
|