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 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.93% |
$318 - $366
|
324
$38K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
415+ 16.73% |
$43.9K - $50.6K
|
2.9K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
193+ 6.28% |
$20.4K - $23.5K
|
3.27K
$383K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.64KNew |
$915K - $1.05M
|
8.64K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
25+ 0.51% |
$2.65K - $3.05K
|
4.89K
$573K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-356- 0.67% |
$37.7K - $43.4K
|
52.7K
$6.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.56K- 10.23% |
$271K - $312K
|
22.4K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-38- 2.7% |
$4.02K - $4.63K
|
1.37K
$161K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-500- 69.35% |
$52.9K - $61K
|
221
$25.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.87KNew |
$198K - $228K
|
1.87K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
2+ 0.1% |
$212 - $244
|
2.05K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.9K+ 7.74% |
$2.22M - $2.55M
|
292K
$34.2M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
248+ 4.65% |
$26.3K - $30.2K
|
5.59K
$655K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
452+ 2.71% |
$47.9K - $55.1K
|
17.1K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
514+ 5.39% |
$54.4K - $62.7K
|
10.1K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
456+ 1.82% |
$48.3K - $55.6K
|
25.5K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
5.04KNew |
$534K - $615K
|
5.04K
$591K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-924- 21.71% |
$97.8K - $113K
|
3.33K
$390K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-139- 2.85% |
$14.7K - $17K
|
4.73K
$554K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.31% |
$1.69K - $1.95K
|
5.14K
$602K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-368- 13.36% |
$39K - $44.9K
|
2.39K
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1New |
$106 - $122
|
1
$117
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
74+ 0.33% |
$7.83K - $9.03K
|
22.7K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-98- 2.99% |
$10.4K - $12K
|
3.18K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1+ 0.04% |
$106 - $122
|
2.64K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.64KNew |
$174K - $200K
|
1.64K
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-5- 0.17% |
$529 - $610
|
2.97K
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
204+ 2.82% |
$21.6K - $24.9K
|
7.43K
$871K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-25- 0.91% |
$2.65K - $3.05K
|
2.74K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
5.82K+ 263.02% |
$616K - $710K
|
8.03K
$941K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
133+ 4.63% |
$14.1K - $16.2K
|
3K
$352K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-539- 5.39% |
$57.1K - $65.7K
|
9.45K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
34+ 0.67% |
$3.6K - $4.15K
|
5.14K
$603K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
729+ 0.77% |
$77.2K - $88.9K
|
95.4K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
242+ 0.13% |
$25.6K - $29.5K
|
184K
$21.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.5KNew |
$265K - $305K
|
2.5K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.65KNew |
$175K - $201K
|
1.65K
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
401+ 5.76% |
$42.5K - $48.9K
|
7.36K
$863K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-24- 0.31% |
$2.54K - $2.93K
|
7.65K
$896K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1+ 0.04% |
$106 - $122
|
2.42K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
15+ 0.59% |
$1.59K - $1.83K
|
2.55K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-546- 2.99% |
$57.8K - $66.6K
|
17.7K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.81KNew |
$191K - $221K
|
1.81K
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
439+ 2.35% |
$46.5K - $53.5K
|
19.2K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-159- 2.04% |
$16.8K - $19.4K
|
7.62K
$893K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.14K+ 10.52% |
$226K - $261K
|
22.5K
$2.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
54+ 0.31% |
$5.72K - $6.59K
|
17.5K
$2.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-15- 7.69% |
$1.59K - $1.83K
|
180
$21.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
500+ 5.25% |
$52.9K - $61K
|
10K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.81K+ 3.18% |
$297K - $342K
|
90.9K
$10.7M
|