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 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.33K+ 2.85% |
$132K - $157K
|
48K
$5.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-67- 2.62% |
$6.66K - $7.89K
|
2.49K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
341+ 1.09% |
$33.9K - $40.1K
|
31.6K
$3.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.86K- 29.71% |
$284K - $337K
|
6.77K
$732K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-35- 1.09% |
$3.48K - $4.12K
|
3.17K
$343K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.74KNew |
$173K - $205K
|
1.74K
$189K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.81KNew |
$279K - $331K
|
2.81K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
79+ 2.1% |
$7.85K - $9.3K
|
3.84K
$415K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 1.2% |
$1.99K - $2.35K
|
1.65K
$178K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-410- 4.48% |
$40.7K - $48.3K
|
8.74K
$946K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-23- 0.95% |
$2.29K - $2.71K
|
2.4K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
30+ 1.21% |
$2.98K - $3.53K
|
2.52K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.5K+ 12.46% |
$149K - $177K
|
13.5K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8+ 0.17% |
$795 - $942
|
4.69K
$507K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3+ 0.08% |
$298 - $353
|
3.86K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.5K+ 2684.95% |
$248K - $294K
|
2.59K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.05K- 6.79% |
$303K - $358K
|
41.8K
$4.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.4K- 3.71% |
$437K - $518K
|
114K
$12.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5+ 0.14% |
$497 - $589
|
3.49K
$378K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-300- 85.71% |
$29.8K - $35.3K
|
50
$5.41K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
557+ 10.45% |
$55.3K - $65.6K
|
5.89K
$637K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
1.87K+ 0.87% |
$185K - $220K
|
217K
$23.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-89- 2.36% |
$8.84K - $10.5K
|
3.68K
$398K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
100+ 1.24% |
$9.94K - $11.8K
|
8.17K
$884K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
147+ 0.13% |
$14.6K - $17.3K
|
111K
$12.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.14% |
$298 - $353
|
2.08K
$225K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-682- 9.35% |
$67.8K - $80.3K
|
6.62K
$716K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.64K+ 12.16% |
$361K - $428K
|
33.5K
$3.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.87K- 2.9% |
$186K - $220K
|
62.6K
$6.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.9K+ 9.31% |
$2.58M - $3.05M
|
304K
$32.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
314+ 21.63% |
$31.2K - $37K
|
1.77K
$191K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
339+ 10.81% |
$33.7K - $39.9K
|
3.47K
$376K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-10- 0.46% |
$994 - $1.18K
|
2.17K
$235K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-19.5K- 14.02% |
$1.93M - $2.29M
|
119K
$12.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-107- 3.8% |
$10.6K - $12.6K
|
2.71K
$293K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-268- 4.64% |
$26.6K - $31.5K
|
5.51K
$597K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
53+ 0.46% |
$5.27K - $6.24K
|
11.6K
$1.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
515+ 1.9% |
$51.2K - $60.6K
|
27.7K
$3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.08K+ 85.37% |
$306K - $363K
|
6.69K
$724K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-94- 9.46% |
$9.34K - $11.1K
|
900
$97.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
30+ 0.92% |
$2.98K - $3.53K
|
3.31K
$358K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.83K- 15.63% |
$182K - $215K
|
9.86K
$1.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-19- 0.29% |
$1.89K - $2.24K
|
6.56K
$710K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
78+ 0.2% |
$7.75K - $9.18K
|
39.8K
$4.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.44K+ 4.35% |
$143K - $169K
|
34.5K
$3.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-305- 2.65% |
$30.3K - $35.9K
|
11.2K
$1.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-129- 2.8% |
$12.8K - $15.2K
|
4.48K
$485K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-750- 28.36% |
$74.5K - $88.3K
|
1.9K
$205K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.6K+ 29.37% |
$159K - $188K
|
7.03K
$761K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
224+ 1.17% |
$22.3K - $26.4K
|
19.4K
$2.1M
|