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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-482K- 15.93% |
$51.1M - $58.8M
|
2.55M
$298M
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-19.3K- 2.11% |
$2.04M - $2.36M
|
895K
$105M
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
6.78KNew |
$717K - $826K
|
6.78K
$794K
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.51M- 59.64% |
$160M - $184M
|
1.02M
$120M
|
|
May 15, 2025
Q1 2025
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
6.5K+ 13.87% |
$688K - $792K
|
53.4K
$6.25M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-157- 16.44% |
$16.6K - $19.1K
|
798
$93.5K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
355+ 0.67% |
$37.6K - $43.3K
|
53.6K
$6.28M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 8.59% |
$175K - $202K
|
17.6K
$2.06M
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.46K+ 3.09% |
$473K - $544K
|
149K
$17.4M
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
800K+ 2.01% |
$84.7M - $97.6M
|
40.5M
$4.75B
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.23K+ 0.34% |
$130K - $149K
|
360K
$42.2M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-172- 2.02% |
$18.2K - $21K
|
8.33K
$976K
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-200K- 81.27% |
$21.1M - $24.4M
|
46K
$5.39M
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-11- 0.49% |
$1.16K - $1.34K
|
2.24K
$262K
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
10.4K+ 22.27% |
$1.1M - $1.27M
|
57.1K
$6.69M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 3.62% |
$1.06K - $1.22K
|
286
$33.5K
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
492+ 17.51% |
$52.1K - $60K
|
3.3K
$387K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
105+ 98.13% |
$11.1K - $12.8K
|
212
$24.8K
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-4.83K- 13.03% |
$511K - $589K
|
32.2K
$3.78M
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-82- 0.94% |
$8.68K - $10K
|
8.64K
$1.01M
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15+ 0.24% |
$1.59K - $1.83K
|
6.27K
$735K
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.28KNew |
$347K - $400K
|
3.28K
$384K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
299+ 9.04% |
$31.7K - $36.5K
|
3.61K
$423K
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-147- 0.59% |
$15.6K - $17.9K
|
24.8K
$2.91M
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
32New |
$3.39K - $3.9K
|
32
$3.75K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
425K+ 118.98% |
$45M - $51.9M
|
783K
$91.7M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-100- 33.33% |
$10.6K - $12.2K
|
200
$23.4K
|
|
May 15, 2025
Q1 2025
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
4.26K+ 7.63% |
$450K - $519K
|
60K
$7.03M
|
|
May 15, 2025
Q1 2025
|
Sir Capital Management, L.P.
New York, NY |
BUY
|
- |
120KNew |
$12.7M - $14.7M
|
120K
$14.1M
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-694K- 80.19% |
$73.5M - $84.6M
|
171K
$20.1M
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-51.3K- 73.5% |
$5.43M - $6.26M
|
18.5K
$2.17M
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
124+ 3.9% |
$13.1K - $15.1K
|
3.31K
$387K
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 27.74% |
$112K - $129K
|
4.87K
$570K
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.1K+ 73.17% |
$1.18M - $1.36M
|
26.4K
$3.09M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.49K+ 6.86% |
$687K - $791K
|
101K
$11.8M
|
|
May 15, 2025
Q1 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
20.9KNew |
$2.22M - $2.55M
|
20.9K
$2.45M
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
5.12KNew |
$542K - $625K
|
5.12K
$600K
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
99.5K+ 151.85% |
$10.5M - $12.1M
|
165K
$19.3M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.32KNew |
$140K - $161K
|
1.32K
$155K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.27K+ 2.79% |
$452K - $521K
|
158K
$18.5M
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-320- 2.46% |
$33.9K - $39K
|
12.7K
$1.48M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
686+ 18.14% |
$72.6K - $83.7K
|
4.47K
$524K
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
421+ 8.18% |
$44.6K - $51.3K
|
5.57K
$652K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.3K- 20.08% |
$1.4M - $1.62M
|
52.8K
$6.18M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.66KNew |
$175K - $202K
|
1.66K
$194K
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
15K+ 6.25% |
$1.59M - $1.83M
|
255K
$29.9M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
562+ 1.86% |
$59.5K - $68.5K
|
30.7K
$3.6M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.28K- 6.4% |
$453K - $522K
|
62.5K
$7.32M
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
630+ 0.15% |
$66.7K - $76.8K
|
423K
$49.6M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.71K+ 5.74% |
$922K - $1.06M
|
160K
$18.8M
|