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 18, 2025
Q1 2025
|
Bender Robert & Associates
|
BUY
|
- |
1.85KNew |
$196K - $225K
|
1.85K
$217K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
224+ 1.59% |
$23.7K - $27.3K
|
14.3K
$1.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.25K+ 4.33% |
$132K - $152K
|
30K
$3.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-680- 7.59% |
$72K - $82.9K
|
8.28K
$970K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.36K+ 3.93% |
$144K - $166K
|
35.9K
$4.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-133- 5.22% |
$14.1K - $16.2K
|
2.41K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
384+ 25.21% |
$40.7K - $46.8K
|
1.91K
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-12- 0.07% |
$1.27K - $1.46K
|
17.4K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
10+ 0.05% |
$1.06K - $1.22K
|
18.7K
$2.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
22+ 0.92% |
$2.33K - $2.68K
|
2.42K
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-284- 13.15% |
$30.1K - $34.6K
|
1.88K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.03K- 23.99% |
$109K - $126K
|
3.26K
$382K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
7.64K+ 27.96% |
$809K - $931K
|
35K
$4.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-7.25K- 67.09% |
$767K - $884K
|
3.56K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
221+ 8.47% |
$23.4K - $27K
|
2.83K
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-10.2K- 35.64% |
$1.08M - $1.24M
|
18.4K
$2.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-876- 12.97% |
$92.7K - $107K
|
5.88K
$689K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-189- 6.88% |
$20K - $23.1K
|
2.56K
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
70+ 2.14% |
$7.41K - $8.54K
|
3.34K
$392K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
932New |
$98.7K - $114K
|
932
$109K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-336- 51.38% |
$35.6K - $41K
|
318
$37.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.6K+ 10.81% |
$170K - $196K
|
16.4K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-248- 4.63% |
$26.3K - $30.2K
|
5.11K
$599K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
23+ 0.5% |
$2.44K - $2.81K
|
4.67K
$547K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.16K- 6.8% |
$122K - $141K
|
15.8K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.94K+ 0.77% |
$523K - $603K
|
646K
$75.7M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2+ 0.08% |
$212 - $244
|
2.39K
$280K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1+ 0.04% |
$106 - $122
|
2.28K
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-11- 0.42% |
$1.16K - $1.34K
|
2.62K
$306K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.22K+ 22.09% |
$235K - $270K
|
12.2K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
88+ 382.61% |
$9.32K - $10.7K
|
111
$13K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.07K+ 24.81% |
$643K - $740K
|
30.5K
$3.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
445+ 1.38% |
$47.1K - $54.3K
|
32.6K
$3.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
18.1K+ 9.86% |
$1.91M - $2.2M
|
201K
$23.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.75KNew |
$185K - $213K
|
1.75K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
98+ 1.52% |
$10.4K - $12K
|
6.53K
$765K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.23KNew |
$342K - $394K
|
3.23K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.79KNew |
$189K - $218K
|
1.79K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
387+ 4.31% |
$41K - $47.2K
|
9.36K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-52- 2.83% |
$5.51K - $6.34K
|
1.79K
$209K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
933+ 1110.71% |
$98.8K - $114K
|
1.02K
$119K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.55K- 3.08% |
$164K - $189K
|
48.7K
$5.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-428- 1.36% |
$45.3K - $52.2K
|
30.9K
$3.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-29- 0.04% |
$3.07K - $3.54K
|
68K
$7.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-220- 3.52% |
$23.3K - $26.8K
|
6.03K
$707K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-166- 5.73% |
$17.6K - $20.2K
|
2.73K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
40+ 0.35% |
$4.23K - $4.88K
|
11.6K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
67New |
$7.09K - $8.17K
|
67
$7.85K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
229+ 1.55% |
$24.2K - $27.9K
|
15K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-617- 5.64% |
$65.3K - $75.3K
|
10.3K
$1.21M
|