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 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
380+ 4.26% |
$40.2K - $46.3K
|
9.29K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.33K+ 31.12% |
$458K - $528K
|
18.2K
$2.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
440+ 9.24% |
$46.6K - $53.7K
|
5.2K
$610K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-342- 5.93% |
$36.2K - $41.7K
|
5.43K
$636K
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-239- 0.61% |
$25.3K - $29.2K
|
39.1K
$4.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.7K+ 3.16% |
$498K - $574K
|
153K
$18M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-231- 11.71% |
$24.5K - $28.2K
|
1.74K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
947+ 7.27% |
$100K - $116K
|
14K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-1.25K- 15.58% |
$132K - $152K
|
6.76K
$792K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-6- 0.03% |
$635 - $732
|
22.5K
$2.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-19- 2.12% |
$2.01K - $2.32K
|
877
$103K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.59K+ 43.59% |
$168K - $194K
|
5.23K
$613K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15.7K+ 5.31% |
$1.67M - $1.92M
|
312K
$36.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
912+ 2.93% |
$96.6K - $111K
|
32K
$3.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
615+ 3.07% |
$65.1K - $75K
|
20.7K
$2.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.66KNew |
$176K - $203K
|
1.66K
$195K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-118- 0.34% |
$12.5K - $14.4K
|
34.2K
$4.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-217- 13.14% |
$23K - $26.5K
|
1.44K
$168K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-26- 1.04% |
$2.75K - $3.17K
|
2.49K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-321- 12.02% |
$34K - $39.2K
|
2.35K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
64+ 2.33% |
$6.78K - $7.81K
|
2.81K
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.2K+ 5.39% |
$127K - $147K
|
23.5K
$2.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
84+ 2.85% |
$8.89K - $10.2K
|
3.03K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.69KNew |
$179K - $206K
|
1.69K
$198K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
18+ 0.92% |
$1.91K - $2.2K
|
1.98K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-468- 5.29% |
$49.5K - $57.1K
|
8.37K
$981K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-49- 19.29% |
$5.19K - $5.98K
|
205
$24K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.33K+ 5.35% |
$353K - $407K
|
65.6K
$7.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.14K- 32.26% |
$120K - $139K
|
2.39K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
204+ 7.51% |
$21.6K - $24.9K
|
2.92K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-81- 0.59% |
$8.58K - $9.88K
|
13.6K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.17% |
$423 - $488
|
2.37K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-157- 5.97% |
$16.6K - $19.1K
|
2.47K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.76KNew |
$187K - $215K
|
1.76K
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 2.39% |
$146K - $168K
|
58.9K
$6.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.41K+ 17.75% |
$150K - $172K
|
9.38K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.05K+ 8.67% |
$746K - $860K
|
88.4K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-191- 4.19% |
$20.2K - $23.3K
|
4.37K
$512K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
83+ 31.56% |
$8.79K - $10.1K
|
346
$40.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-103- 0.67% |
$10.9K - $12.6K
|
15.3K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-344- 0.52% |
$36.4K - $42K
|
66K
$7.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-83.1K- 96.13% |
$8.8M - $10.1M
|
3.34K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
641+ 5.86% |
$67.9K - $78.2K
|
11.6K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
764+ 36.47% |
$80.9K - $93.2K
|
2.86K
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
70+ 0.43% |
$7.41K - $8.54K
|
16.4K
$1.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-250- 4.97% |
$26.5K - $30.5K
|
4.78K
$560K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-5- 1.44% |
$529 - $610
|
343
$40.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.8% |
$529 - $610
|
628
$73.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.05% |
$106 - $122
|
1.94K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
116+ 1.96% |
$12.3K - $14.1K
|
6.03K
$706K
|