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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.99K+ 47.15% |
$278K - $313K
|
9.34K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4+ 0.35% |
$371 - $418
|
1.13K
$122K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
105+ 3.19% |
$9.75K - $11K
|
3.4K
$368K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
50New |
$4.64K - $5.23K
|
50
$5.41K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-926- 0.68% |
$86K - $96.9K
|
136K
$14.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
1+ 0.0% |
$92.9 - $105
|
25.6K
$2.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-50.9K- 57.09% |
$4.72M - $5.32M
|
38.2K
$4.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.52K- 60.23% |
$234K - $263K
|
1.66K
$180K
|
|
|
Aug 08, 2024
Q2 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-137- 2.68% |
$12.7K - $14.3K
|
4.98K
$539K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-31.9K- 20.04% |
$2.97M - $3.34M
|
127K
$13.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
SELL
|
- |
-2.87K- 7.92% |
$267K - $300K
|
33.4K
$3.61M
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-156K- 34.86% |
$14.4M - $16.3M
|
291K
$31.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
3.76KNew |
$350K - $394K
|
3.76K
$407K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-168- 3.75% |
$15.6K - $17.6K
|
4.31K
$467K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-133- 8.41% |
$12.4K - $13.9K
|
1.45K
$157K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
526+ 0.84% |
$48.8K - $55K
|
63.4K
$6.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.15K- 19.3% |
$107K - $120K
|
4.8K
$519K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.3K- 5.56% |
$121K - $136K
|
22.2K
$2.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 23.58% |
$119K - $134K
|
6.74K
$729K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
102KNew |
$9.52M - $10.7M
|
102K
$11.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
795New |
$73.8K - $83.2K
|
795
$86K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-5K- 93.77% |
$464K - $523K
|
332
$35.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-214- 47.66% |
$19.9K - $22.4K
|
235
$25.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
36+ 1.15% |
$3.34K - $3.77K
|
3.16K
$341K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
28.3KNew |
$2.63M - $2.96M
|
28.3K
$3.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
250KNew |
$23.2M - $26.2M
|
250K
$27.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
74+ 1.48% |
$6.87K - $7.74K
|
5.06K
$548K
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
850+ 36.17% |
$78.9K - $88.9K
|
3.2K
$346K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
71+ 4.72% |
$6.59K - $7.43K
|
1.58K
$171K
|
|
|
Aug 02, 2024
Q2 2024
|
Park Circle CO
|
BUY
|
- |
200New |
$18.6K - $20.9K
|
200
$21.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.03KNew |
$189K - $213K
|
2.03K
$220K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.73K- 27.94% |
$160K - $181K
|
4.46K
$482K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
48.3KNew |
$4.48M - $5.05M
|
48.3K
$5.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
5KNew |
$464K - $523K
|
5K
$541K
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.15KNew |
$199K - $225K
|
2.15K
$232K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
19.3KNew |
$1.8M - $2.02M
|
19.3K
$2.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-670- 13.58% |
$62.2K - $70.1K
|
4.26K
$461K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
3KNew |
$279K - $314K
|
3K
$325K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.82K+ 7.35% |
$262K - $295K
|
41.2K
$4.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
9+ 0.22% |
$836 - $941
|
4.16K
$450K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-325- 36.48% |
$30.2K - $34K
|
566
$61.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-88- 41.71% |
$8.17K - $9.2K
|
123
$13.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1KNew |
$92.9K - $105K
|
1K
$108K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.08% |
$92.9 - $105
|
1.31K
$142K
|
|
|
Jul 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
4+ 0.12% |
$371 - $418
|
3.37K
$364K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
5New |
$464 - $523
|
5
$541
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-7- 4.05% |
$650 - $732
|
166
$18K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
637+ 17.35% |
$59.2K - $66.6K
|
4.31K
$466K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 7.5% |
$4.64K - $5.23K
|
717
$77.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.49KNew |
$231K - $260K
|
2.49K
$269K
|