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 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.64KNew |
$262K - $311K
|
2.64K
$286K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-111- 6.51% |
$11K - $13.1K
|
1.6K
$173K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-230- 4.5% |
$22.9K - $27.1K
|
4.89K
$529K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
658+ 12.45% |
$65.4K - $77.5K
|
5.94K
$643K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.88K- 2.38% |
$187K - $221K
|
77.3K
$8.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
28.9KNew |
$2.87M - $3.4M
|
28.9K
$3.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-918- 24.94% |
$91.2K - $108K
|
2.76K
$299K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
79.1K+ 84.95% |
$7.86M - $9.32M
|
172K
$18.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
781+ 21.96% |
$77.6K - $91.9K
|
4.34K
$469K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.23K- 7.22% |
$122K - $144K
|
15.8K
$1.7M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-500- 6.45% |
$49.7K - $58.9K
|
7.25K
$785K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-39- 0.64% |
$3.87K - $4.59K
|
6.08K
$658K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-113- 0.56% |
$11.2K - $13.3K
|
20K
$2.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Guardian Investment Management
|
SELL
|
- |
-50- 1.14% |
$4.97K - $5.89K
|
4.35K
$471K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5.55K- 28.0% |
$551K - $653K
|
14.3K
$1.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
6+ 0.01% |
$596 - $706
|
66.3K
$7.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-199- 49.01% |
$19.8K - $23.4K
|
207
$22.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18+ 0.64% |
$1.79K - $2.12K
|
2.83K
$306K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.97K+ 45.83% |
$395K - $468K
|
12.6K
$1.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-110- 1.87% |
$10.9K - $12.9K
|
5.77K
$624K
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-145- 0.59% |
$14.4K - $17.1K
|
24.5K
$2.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-146- 3.41% |
$14.5K - $17.2K
|
4.13K
$447K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1.95KNew |
$193K - $229K
|
1.95K
$211K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.79KNew |
$178K - $211K
|
1.79K
$194K
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
46.9K+ 230.67% |
$4.66M - $5.52M
|
67.3K
$7.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-310- 5.26% |
$30.8K - $36.5K
|
5.58K
$604K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.74KNew |
$173K - $205K
|
1.74K
$188K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-236- 11.46% |
$23.4K - $27.8K
|
1.82K
$197K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
873+ 5.11% |
$86.7K - $103K
|
18K
$1.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-76- 0.38% |
$7.55K - $8.95K
|
19.7K
$2.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8.21K+ 26.64% |
$815K - $966K
|
39K
$4.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-22.2K- 91.61% |
$2.21M - $2.61M
|
2.03K
$220K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-100- 1.25% |
$9.94K - $11.8K
|
7.92K
$858K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$99.4 - $118
|
1
$108
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
535+ 36.15% |
$53.2K - $63K
|
2.02K
$218K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-34- 1.81% |
$3.38K - $4K
|
1.84K
$200K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
310+ 2.57% |
$30.8K - $36.5K
|
12.4K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$99.4 - $118
|
3.24K
$351K
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-12- 0.77% |
$1.19K - $1.41K
|
1.54K
$167K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.18K- 41.57% |
$316K - $374K
|
4.47K
$483K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
635+ 5.0% |
$63.1K - $74.7K
|
13.3K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-72- 1.56% |
$7.15K - $8.48K
|
4.56K
$493K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.53K+ 14.59% |
$152K - $180K
|
12K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-514- 6.08% |
$51.1K - $60.5K
|
7.94K
$859K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.84K- 4.69% |
$381K - $452K
|
78.1K
$8.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-762- 7.85% |
$75.7K - $89.7K
|
8.94K
$968K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.7K+ 4.1% |
$467K - $553K
|
119K
$12.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-20- 6.67% |
$1.99K - $2.35K
|
280
$30.3K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-404- 2.1% |
$40.1K - $47.6K
|
18.9K
$2.04M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.34K+ 41.31% |
$133K - $158K
|
4.59K
$497K
|