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 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.34K+ 3.18% |
$133K - $158K
|
43.6K
$4.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-393- 4.76% |
$39K - $46.3K
|
7.86K
$850K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
918+ 2.43% |
$91.2K - $108K
|
38.8K
$4.19M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-862- 7.29% |
$85.6K - $101K
|
11K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.88KNew |
$187K - $222K
|
1.88K
$204K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
156+ 7.09% |
$15.5K - $18.4K
|
2.36K
$255K
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2+ 0.05% |
$199 - $235
|
3.71K
$402K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-41- 0.54% |
$4.07K - $4.83K
|
7.58K
$820K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-741- 1.18% |
$73.6K - $87.2K
|
62.1K
$6.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-319- 0.98% |
$31.7K - $37.5K
|
32.2K
$3.48M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.76K+ 52.17% |
$175K - $207K
|
5.13K
$555K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.04K+ 2.09% |
$103K - $122K
|
50.6K
$5.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.49% |
$99.4 - $118
|
204
$22.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.85KNew |
$184K - $218K
|
1.85K
$200K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.85K- 2.48% |
$482K - $571K
|
190K
$20.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
961+ 1.14% |
$95.5K - $113K
|
85.1K
$9.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.61K+ 40.83% |
$160K - $189K
|
5.55K
$601K
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
300+ 10.22% |
$29.8K - $35.3K
|
3.24K
$350K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
328+ 8.55% |
$32.6K - $38.6K
|
4.16K
$451K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-23- 0.65% |
$2.29K - $2.71K
|
3.49K
$378K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
5+ 0.15% |
$497 - $589
|
3.45K
$374K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.06% |
$1.19K - $1.41K
|
18.7K
$2.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.89KNew |
$187K - $222K
|
1.89K
$204K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.33K- 42.89% |
$132K - $156K
|
1.76K
$191K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-966- 3.52% |
$96K - $114K
|
26.4K
$2.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-48- 0.4% |
$4.77K - $5.65K
|
12K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-504- 16.9% |
$50.1K - $59.3K
|
2.48K
$268K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-466- 7.38% |
$46.3K - $54.9K
|
5.85K
$633K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.02KNew |
$200K - $238K
|
2.02K
$218K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
425+ 15.43% |
$42.2K - $50K
|
3.18K
$344K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
2+ 0.99% |
$199 - $235
|
204
$22.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
82+ 3.76% |
$8.15K - $9.65K
|
2.27K
$245K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9+ 0.2% |
$894 - $1.06K
|
4.44K
$481K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.67K- 63.04% |
$861K - $1.02M
|
5.08K
$550K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
292New |
$29K - $34.4K
|
292
$31.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
23+ 0.8% |
$2.29K - $2.71K
|
2.92K
$316K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-362- 13.43% |
$36K - $42.6K
|
2.33K
$253K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
117+ 5.2% |
$11.6K - $13.8K
|
2.37K
$256K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
107+ 0.81% |
$10.6K - $12.6K
|
13.3K
$1.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-5.26K- 28.59% |
$523K - $620K
|
13.1K
$1.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-500- 95.24% |
$49.7K - $58.9K
|
25
$2.71K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-144- 0.43% |
$14.3K - $17K
|
33.3K
$3.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-104- 3.08% |
$10.3K - $12.2K
|
3.27K
$354K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-50- 9.09% |
$4.97K - $5.89K
|
500
$54.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 0.4% |
$695 - $824
|
1.73K
$187K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-74- 0.85% |
$7.35K - $8.71K
|
8.66K
$937K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21+ 0.37% |
$2.09K - $2.47K
|
5.71K
$618K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
69+ 2.41% |
$6.86K - $8.12K
|
2.93K
$317K
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.2K+ 6.92% |
$1.01M - $1.2M
|
157K
$17M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-276- 7.25% |
$27.4K - $32.5K
|
3.53K
$382K
|