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 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
187+ 3.27% |
$19.8K - $22.8K
|
5.91K
$692K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-89.9K- 5.63% |
$9.51M - $10.9M
|
1.51M
$177M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-692- 3.29% |
$73.2K - $83.6K
|
20.4K
$2.39M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
6.68KNew |
$707K - $807K
|
6.68K
$783K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13K- 3.72% |
$1.38M - $1.58M
|
337K
$39.5M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
65.4K+ 5.07% |
$6.92M - $7.9M
|
1.36M
$159M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
5.34K+ 2.32% |
$565K - $645K
|
235K
$27.6M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-714- 9.73% |
$75.5K - $86.2K
|
6.63K
$776K
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-92- 0.95% |
$9.73K - $11.1K
|
9.55K
$1.12M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.97KNew |
$631K - $721K
|
5.97K
$699K
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.33K- 2.61% |
$140K - $160K
|
49.5K
$5.8M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
34New |
$3.6K - $4.11K
|
34
$3.98K
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.88KNew |
$199K - $227K
|
1.88K
$220K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
388New |
$41K - $46.9K
|
388
$45.5K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-212- 5.34% |
$22.4K - $25.6K
|
3.76K
$440K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
12.4KNew |
$1.31M - $1.5M
|
12.4K
$1.46M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
121New |
$12.8K - $14.6K
|
121
$14.2K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
200New |
$21.2K - $24.2K
|
200
$23.4K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
4.56KNew |
$482K - $551K
|
4.56K
$534K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-257- 0.95% |
$27.2K - $31K
|
26.9K
$3.15M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.34KNew |
$247K - $282K
|
2.34K
$274K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
244New |
$25.8K - $29.5K
|
244
$28.6K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
122New |
$12.9K - $14.7K
|
122
$14.3K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
587New |
$62.1K - $70.9K
|
587
$68.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-942- 3.08% |
$99.6K - $114K
|
29.7K
$3.48M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.3K- 4.6% |
$349K - $398K
|
68.4K
$8.01M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.39KNew |
$253K - $288K
|
2.39K
$280K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.17KNew |
$335K - $382K
|
3.17K
$371K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
250New |
$26.4K - $30.2K
|
250
$29.3K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-463- 8.96% |
$49K - $55.9K
|
4.7K
$551K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
188New |
$19.9K - $22.7K
|
188
$22K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
2.61KNew |
$276K - $315K
|
2.61K
$305K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
27.4KNew |
$2.9M - $3.31M
|
27.4K
$3.21M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.5K+ 26.32% |
$264K - $302K
|
12K
$1.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
272+ 6.32% |
$28.8K - $32.8K
|
4.57K
$536K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.9K+ 39.72% |
$519K - $592K
|
17.2K
$2.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
24New |
$2.54K - $2.9K
|
24
$2.81K
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
13KNew |
$1.37M - $1.56M
|
13K
$1.52M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-340- 3.25% |
$36K - $41.1K
|
10.1K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
625K+ 14.83% |
$66.1M - $75.5M
|
4.84M
$567M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-64.3K- 90.71% |
$6.8M - $7.76M
|
6.58K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
BUY
|
- |
15.9K+ 12.94% |
$1.68M - $1.92M
|
139K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
122+ 0.05% |
$12.9K - $14.7K
|
224K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-537- 5.92% |
$56.8K - $64.8K
|
8.53K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
CALL |
-10.3K- 56.28% |
$1.09M - $1.24M
|
8K
$937K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
3.19KNew |
$337K - $385K
|
3.19K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-125- 2.03% |
$13.2K - $15.1K
|
6.02K
$706K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-17.4K- 60.68% |
$1.84M - $2.1M
|
11.3K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-38- 0.55% |
$4.02K - $4.59K
|
6.87K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
555+ 26.57% |
$58.7K - $67K
|
2.64K
$310K
|
|