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 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.53K+ 38.95% |
$152K - $180K
|
5.44K
$589K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-40- 1.15% |
$3.97K - $4.71K
|
3.43K
$371K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-180K- 91.52% |
$17.9M - $21.2M
|
16.7K
$1.81M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
45+ 1.43% |
$4.47K - $5.3K
|
3.2K
$346K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-54- 0.71% |
$5.36K - $6.36K
|
7.58K
$820K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.41K- 9.9% |
$140K - $166K
|
12.8K
$1.39M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.73K- 12.04% |
$569K - $674K
|
41.8K
$4.53M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-31- 0.76% |
$3.08K - $3.65K
|
4.03K
$436K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
453+ 7.84% |
$45K - $53.3K
|
6.23K
$674K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
19+ 0.74% |
$1.89K - $2.24K
|
2.58K
$279K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-159- 0.58% |
$15.8K - $18.7K
|
27.4K
$2.97M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-46- 0.6% |
$4.57K - $5.41K
|
7.61K
$823K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
83+ 27.76% |
$8.25K - $9.77K
|
382
$41.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
240+ 1.11% |
$23.8K - $28.3K
|
21.8K
$2.36M
|
|
|
Oct 01, 2024
Q3 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
1.87KNew |
$186K - $220K
|
1.87K
$202K
|
|
|
Oct 01, 2024
Q3 2024
|
Maple Brown Abbott LTD
|
SELL
|
- |
-131K- 18.22% |
$13M - $15.4M
|
586K
$63.5M
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-3.8K- 95.0% |
$353K - $397K
|
200
$21.6K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
309K+ 6677.93% |
$28.7M - $32.3M
|
313K
$33.9M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-2.41K- 4.65% |
$223K - $252K
|
49.3K
$5.34M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
151+ 6.07% |
$14K - $15.8K
|
2.64K
$286K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 44.44% |
$371 - $418
|
5
$541
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
71.1K+ 42.12% |
$6.6M - $7.44M
|
240K
$26M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.49KNew |
$417K - $470K
|
4.49K
$486K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.33KNew |
$124K - $139K
|
1.33K
$144K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
98New |
$9.1K - $10.3K
|
98
$10.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-3.03K- 30.06% |
$281K - $317K
|
7.05K
$762K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.23K+ 26.75% |
$114K - $128K
|
5.81K
$629K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
3.36KNew |
$312K - $351K
|
3.36K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-278- 34.19% |
$25.8K - $29.1K
|
535
$57.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
128New |
$11.9K - $13.4K
|
128
$13.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
15+ 0.67% |
$1.39K - $1.57K
|
2.25K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
5.04KNew |
$468K - $528K
|
5.04K
$546K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-75- 6.39% |
$6.97K - $7.85K
|
1.1K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.85K- 92.55% |
$357K - $403K
|
310
$33.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-50- 1.49% |
$4.64K - $5.23K
|
3.3K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.91K- 57.98% |
$641K - $722K
|
5K
$542K
|
|
|
Aug 14, 2024
Q2 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
10K+ 49.75% |
$929K - $1.05M
|
30.1K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-331K- 63.19% |
$30.7M - $34.6M
|
193K
$20.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$214K - $241K
|
2.3K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-2.29K- 11.9% |
$213K - $240K
|
17K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
1.36K+ 10.32% |
$127K - $143K
|
14.6K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-762K- 99.0% |
$70.7M - $79.7M
|
7.68K
$831K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-67- 0.7% |
$6.22K - $7.01K
|
9.5K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.79KNew |
$259K - $291K
|
2.79K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-336- 12.96% |
$31.2K - $35.1K
|
2.26K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
393+ 623.81% |
$36.5K - $41.1K
|
456
$49.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
4.83KNew |
$448K - $505K
|
4.83K
$522K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-29.4K- 91.61% |
$2.73M - $3.07M
|
2.69K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
15KNew |
$1.39M - $1.57M
|
15K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
25.4KNew |
$2.35M - $2.65M
|
25.4K
$2.74M
|
|