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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
150+ 100.0% |
$13.9K - $15.7K
|
300
$32.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-58- 42.65% |
$5.39K - $6.07K
|
78
$8.44K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-6- 0.12% |
$557 - $628
|
5.08K
$549K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.33KNew |
$123K - $139K
|
1.33K
$144K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-719- 8.86% |
$66.8K - $75.2K
|
7.4K
$801K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
2.01KNew |
$186K - $210K
|
2.01K
$217K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
5.63K+ 42.94% |
$523K - $589K
|
18.8K
$2.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
26+ 5.91% |
$2.41K - $2.72K
|
466
$50.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-696- 23.84% |
$64.6K - $72.8K
|
2.22K
$241K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-297- 0.46% |
$27.6K - $31.1K
|
64.9K
$7.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.4KNew |
$594K - $669K
|
6.4K
$693K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.62K+ 992.64% |
$150K - $169K
|
1.78K
$193K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-133- 2.89% |
$12.4K - $13.9K
|
4.47K
$484K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.84KNew |
$264K - $297K
|
2.84K
$307K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-525- 7.01% |
$48.8K - $54.9K
|
6.97K
$754K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-50- 8.05% |
$4.64K - $5.23K
|
571
$61.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-655- 13.7% |
$60.8K - $68.5K
|
4.13K
$447K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
42+ 13.46% |
$3.9K - $4.39K
|
354
$38.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
60New |
$5.57K - $6.28K
|
60
$6.49K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
100+ 4.89% |
$9.29K - $10.5K
|
2.15K
$232K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
BUY
|
- |
50+ 2.29% |
$4.64K - $5.23K
|
2.23K
$241K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-1.3K- 15.61% |
$121K - $136K
|
7.05K
$763K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
153New |
$14.2K - $16K
|
153
$16.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.99KNew |
$277K - $312K
|
2.99K
$323K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
500New |
$46.4K - $52.3K
|
500
$54.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.05KNew |
$376K - $424K
|
4.05K
$438K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-40- 2.29% |
$3.71K - $4.18K
|
1.71K
$185K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-15- 0.34% |
$1.39K - $1.57K
|
4.4K
$476K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
121K+ 12.02% |
$10.9M - $12M
|
1.12M
$122M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1K+ 43.71% |
$90.7K - $99.4K
|
3.29K
$356K
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-71.1K- 29.64% |
$6.45M - $7.07M
|
169K
$18.3M
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-774K- 98.35% |
$70.1M - $76.9M
|
13K
$1.41M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.86KNew |
$441K - $483K
|
4.86K
$526K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$367K - $403K
|
4.05K
$439K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-950- 48.62% |
$86.1K - $94.4K
|
1K
$109K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-952- 45.59% |
$86.3K - $94.6K
|
1.14K
$123K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
58+ 1.61% |
$5.26K - $5.76K
|
3.65K
$395K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
10K+ 39.86% |
$907K - $995K
|
35.1K
$3.8M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-290- 53.7% |
$26.3K - $28.8K
|
250
$27.1K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-948- 28.32% |
$85.9K - $94.2K
|
2.4K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.75KNew |
$431K - $472K
|
4.75K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-61- 7.47% |
$5.53K - $6.06K
|
756
$81.8K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.61KNew |
$237K - $260K
|
2.61K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.22K- 26.24% |
$382K - $419K
|
11.9K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
78New |
$7.07K - $7.75K
|
78
$8.44K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1+ 0.99% |
$90.7 - $99.4
|
102
$11K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.07K+ 7.28% |
$97.4K - $107K
|
15.8K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
23.7KNew |
$2.15M - $2.36M
|
23.7K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-270- 15.07% |
$24.5K - $26.8K
|
1.52K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.49K+ 24.04% |
$225K - $247K
|
12.8K
$1.39M
|
|