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 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.87KNew |
$186K - $220K
|
1.87K
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-593- 3.82% |
$58.9K - $69.8K
|
14.9K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15- 15.0% |
$1.49K - $1.77K
|
85
$9.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-72- 0.89% |
$7.15K - $8.48K
|
8.05K
$871K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
25+ 0.7% |
$2.48K - $2.94K
|
3.57K
$387K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-42- 0.81% |
$4.17K - $4.94K
|
5.13K
$556K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-91- 22.3% |
$9.04K - $10.7K
|
317
$34.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
319+ 9.01% |
$31.7K - $37.5K
|
3.86K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-321- 1.81% |
$31.9K - $37.8K
|
17.4K
$1.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
15.4KNew |
$1.53M - $1.81M
|
15.4K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-31- 0.56% |
$3.08K - $3.65K
|
5.46K
$591K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.65K+ 80.53% |
$164K - $194K
|
3.7K
$400K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
105+ 0.21% |
$10.4K - $12.4K
|
49.5K
$5.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-859- 3.5% |
$85.3K - $101K
|
23.7K
$2.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-76- 1.97% |
$7.55K - $8.95K
|
3.78K
$409K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.03K+ 2.23% |
$301K - $356K
|
139K
$15M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
17.7K+ 32.14% |
$1.75M - $2.08M
|
72.6K
$7.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1.99KNew |
$198K - $234K
|
1.99K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-247- 7.73% |
$24.5K - $29.1K
|
2.95K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-71- 6.47% |
$7.05K - $8.36K
|
1.03K
$111K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
172+ 4.66% |
$17.1K - $20.2K
|
3.86K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
53+ 1.51% |
$5.27K - $6.24K
|
3.56K
$385K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-72- 2.99% |
$7.15K - $8.48K
|
2.34K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
15+ 0.66% |
$1.49K - $1.77K
|
2.29K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
54+ 0.56% |
$5.36K - $6.36K
|
9.75K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
66+ 0.2% |
$6.56K - $7.77K
|
32.8K
$3.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
842+ 33.07% |
$83.7K - $99.1K
|
3.39K
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.12K+ 10.51% |
$410K - $485K
|
43.4K
$4.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.87KNew |
$186K - $220K
|
1.87K
$202K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.42K+ 2.19% |
$141K - $167K
|
65.9K
$7.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-127- 0.72% |
$12.6K - $14.9K
|
17.6K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-253- 3.8% |
$25.1K - $29.8K
|
6.41K
$694K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.4K+ 28.44% |
$238K - $282K
|
10.8K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.96KNew |
$194K - $230K
|
1.96K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.57K+ 14.81% |
$355K - $420K
|
27.7K
$2.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-7.48K- 31.02% |
$743K - $880K
|
16.6K
$1.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-263- 5.53% |
$26.1K - $31K
|
4.49K
$486K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
22+ 0.91% |
$2.19K - $2.59K
|
2.45K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
428+ 8.88% |
$42.5K - $50.4K
|
5.25K
$568K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
362+ 4.47% |
$36K - $42.6K
|
8.46K
$916K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-268- 4.96% |
$26.6K - $31.5K
|
5.13K
$555K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
154+ 1.73% |
$15.3K - $18.1K
|
9.04K
$979K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.31K- 18.1% |
$130K - $154K
|
5.91K
$639K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
312+ 11.4% |
$31K - $36.7K
|
3.05K
$330K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
484+ 18.69% |
$48.1K - $57K
|
3.07K
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
21+ 0.89% |
$2.09K - $2.47K
|
2.37K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.08K- 10.03% |
$107K - $127K
|
9.65K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
24+ 0.37% |
$2.38K - $2.83K
|
6.48K
$701K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
12+ 0.46% |
$1.19K - $1.41K
|
2.62K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
124+ 5.84% |
$12.3K - $14.6K
|
2.25K
$243K
|