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 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-7.74K- 5.4% |
$820K - $944K
|
136K
$15.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
74+ 1.98% |
$7.83K - $9.03K
|
3.82K
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
86+ 0.61% |
$9.1K - $10.5K
|
14.1K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.11K- 42.13% |
$224K - $258K
|
2.9K
$340K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
76+ 2.04% |
$8.05K - $9.27K
|
3.8K
$445K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
641+ 3.59% |
$67.9K - $78.2K
|
18.5K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.77K+ 17.46% |
$822K - $947K
|
52.2K
$6.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
291+ 8.92% |
$30.8K - $35.5K
|
3.55K
$416K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-250- 12.25% |
$26.5K - $30.5K
|
1.79K
$210K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26.8K- 13.89% |
$2.83M - $3.26M
|
166K
$19.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
8.23KNew |
$871K - $1M
|
8.23K
$964K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-4.99K- 5.08% |
$529K - $609K
|
93.3K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8+ 0.2% |
$847 - $976
|
3.98K
$466K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
966+ 3.01% |
$102K - $118K
|
33.1K
$3.87M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 34.41% |
$116K - $133K
|
2.08K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
443New |
$46.9K - $54K
|
443
$51.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
912+ 2.82% |
$96.6K - $111K
|
33.3K
$3.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-298- 14.52% |
$31.5K - $36.3K
|
1.75K
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
526+ 3.34% |
$55.7K - $64.2K
|
16.3K
$1.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-80- 2.5% |
$8.47K - $9.76K
|
3.12K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 0.16% |
$106 - $122
|
627
$73.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
909+ 2.68% |
$96.2K - $111K
|
34.8K
$4.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.48K- 52.11% |
$368K - $424K
|
3.19K
$374K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-597- 48.38% |
$63.2K - $72.8K
|
637
$74.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-100- 5.48% |
$10.6K - $12.2K
|
1.73K
$202K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-40- 5.17% |
$4.23K - $4.88K
|
734
$86K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-30- 0.13% |
$3.18K - $3.66K
|
22.8K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
175+ 6.01% |
$18.5K - $21.3K
|
3.09K
$362K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-385- 11.06% |
$40.8K - $47K
|
3.1K
$363K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-496- 0.3% |
$52.5K - $60.5K
|
167K
$19.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
450+ 2.97% |
$47.6K - $54.9K
|
15.6K
$1.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-504- 5.31% |
$53.4K - $61.5K
|
8.99K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
168New |
$17.8K - $20.5K
|
168
$19.7K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-193- 2.69% |
$20.4K - $23.5K
|
6.99K
$819K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
929+ 11.34% |
$98.4K - $113K
|
9.12K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-3.23K- 4.26% |
$342K - $394K
|
72.7K
$8.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.91KNew |
$308K - $354K
|
2.91K
$340K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-375- 2.49% |
$39.7K - $45.7K
|
14.7K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-138- 6.41% |
$14.6K - $16.8K
|
2.02K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
155+ 0.5% |
$16.4K - $18.9K
|
31.4K
$3.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
589+ 1.19% |
$62.4K - $71.8K
|
49.9K
$5.85M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-209- 72.57% |
$22.1K - $25.5K
|
79
$9.26K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-102- 24.94% |
$10.8K - $12.4K
|
307
$36K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.12KNew |
$648K - $747K
|
6.12K
$718K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-1.44K- 27.44% |
$152K - $175K
|
3.8K
$445K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.26K- 2.53% |
$134K - $154K
|
48.7K
$5.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3+ 0.08% |
$318 - $366
|
3.54K
$414K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-94- 1.76% |
$9.95K - $11.5K
|
5.24K
$614K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5- 0.12% |
$529 - $610
|
4.16K
$488K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.88KNew |
$199K - $229K
|
1.88K
$220K
|