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 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-778- 2.0% |
$82.4K - $94.9K
|
38.2K
$4.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.69% |
$3.6K - $4.15K
|
4.87K
$570K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.35K- 1.15% |
$143K - $164K
|
116K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.67KNew |
$177K - $203K
|
1.67K
$195K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 1.58% |
$953 - $1.1K
|
562
$65.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2+ 0.05% |
$212 - $244
|
3.72K
$436K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.52K- 33.38% |
$161K - $185K
|
3.03K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
28+ 0.85% |
$2.96K - $3.42K
|
3.32K
$389K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.46K+ 160.92% |
$473K - $544K
|
7.24K
$848K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-75- 1.69% |
$7.94K - $9.15K
|
4.36K
$511K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-26- 0.24% |
$2.75K - $3.17K
|
10.8K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.72KNew |
$182K - $210K
|
1.72K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.11K+ 7.61% |
$117K - $135K
|
15.7K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-485- 13.36% |
$51.3K - $59.2K
|
3.14K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.65M- 99.18% |
$175M - $201M
|
13.6K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.04KNew |
$216K - $249K
|
2.04K
$239K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
500+ 13.34% |
$52.9K - $61K
|
4.25K
$498K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$183K - $211K
|
1.73K
$203K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-150- 4.55% |
$15.9K - $18.3K
|
3.15K
$368K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.15K+ 6.88% |
$228K - $262K
|
33.4K
$3.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.85KNew |
$195K - $225K
|
1.85K
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
354+ 0.88% |
$37.5K - $43.2K
|
40.5K
$4.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
$178K - $206K
|
1.69K
$197K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
100+ 2.52% |
$10.6K - $12.2K
|
4.07K
$477K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.83K- 37.76% |
$300K - $346K
|
4.67K
$547K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.39K+ 20.8% |
$359K - $414K
|
19.7K
$2.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-54- 1.52% |
$5.72K - $6.59K
|
3.49K
$409K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
71+ 1.23% |
$7.52K - $8.66K
|
5.83K
$683K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
110+ 5.21% |
$11.6K - $13.4K
|
2.22K
$260K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-449- 37.76% |
$47.5K - $54.8K
|
740
$86.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
50+ 2.13% |
$5.29K - $6.1K
|
2.39K
$281K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-157- 6.55% |
$16.6K - $19.1K
|
2.24K
$262K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
2.22K+ 1.1% |
$235K - $271K
|
204K
$24M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-283- 2.54% |
$30K - $34.5K
|
10.9K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12+ 52.17% |
$1.27K - $1.46K
|
35
$4.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-3.65K- 4.39% |
$386K - $445K
|
79.4K
$9.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.61K+ 10.68% |
$276K - $318K
|
27.1K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.87K+ 6.38% |
$198K - $229K
|
31.3K
$3.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-263- 8.59% |
$27.8K - $32.1K
|
2.8K
$328K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.1K+ 8.2% |
$328K - $378K
|
40.9K
$4.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
156+ 2.49% |
$16.5K - $19K
|
6.43K
$753K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-241- 4.77% |
$25.5K - $29.4K
|
4.82K
$564K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
290+ 0.72% |
$30.7K - $35.4K
|
40.8K
$4.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-212- 11.0% |
$22.4K - $25.9K
|
1.72K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 14.91% |
$190K - $218K
|
10.2K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-705- 2.77% |
$74.6K - $86K
|
24.8K
$2.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-508- 4.1% |
$53.8K - $62K
|
11.9K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
345K+ 140.82% |
$36.5M - $42.1M
|
590K
$69.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
82+ 1.95% |
$8.68K - $10K
|
4.29K
$502K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
216+ 10.55% |
$22.9K - $26.3K
|
2.26K
$265K
|