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 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
|
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
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
43+ 0.89% |
$4.55K - $5.24K
|
4.9K
$574K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
106+ 0.85% |
$11.2K - $12.9K
|
12.6K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-11.6K- 2.04% |
$1.22M - $1.41M
|
554K
$64.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1K- 5.06% |
$106K - $122K
|
18.8K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
7.87K+ 15.51% |
$833K - $959K
|
58.6K
$6.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.99KNew |
$211K - $243K
|
1.99K
$233K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
20.8K+ 18.67% |
$2.2M - $2.54M
|
132K
$15.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.26K- 21.97% |
$133K - $153K
|
4.46K
$523K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
215+ 1.21% |
$22.8K - $26.2K
|
18K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-477- 3.71% |
$50.5K - $58.2K
|
12.4K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
149+ 2.96% |
$15.8K - $18.2K
|
5.18K
$607K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
956+ 12.78% |
$101K - $117K
|
8.43K
$988K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-295- 2.57% |
$31.2K - $36K
|
11.2K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
38+ 0.57% |
$4.02K - $4.63K
|
6.74K
$789K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$223K - $256K
|
2.1K
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-1.33K- 7.4% |
$141K - $162K
|
16.6K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
14+ 0.5% |
$1.48K - $1.71K
|
2.82K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
180+ 3.77% |
$19.1K - $22K
|
4.95K
$580K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-1.06K- 10.9% |
$112K - $129K
|
8.66K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-56- 2.75% |
$5.93K - $6.83K
|
1.98K
$232K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
498+ 4.16% |
$52.7K - $60.7K
|
12.5K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-28- 0.52% |
$2.96K - $3.42K
|
5.36K
$628K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
152+ 3.5% |
$16.1K - $18.5K
|
4.49K
$526K
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
14.1K+ 16.85% |
$1.49M - $1.72M
|
97.7K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
47+ 1.95% |
$4.98K - $5.73K
|
2.45K
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-929- 2.63% |
$98.4K - $113K
|
34.4K
$4.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.91KNew |
$202K - $233K
|
1.91K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
11+ 0.42% |
$1.16K - $1.34K
|
2.65K
$310K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
37New |
$3.92K - $4.51K
|
37
$4.34K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-74- 19.79% |
$7.83K - $9.03K
|
300
$35.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.5K- 4.69% |
$582K - $671K
|
112K
$13.1M
|