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 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 1.76% |
$9.07K - $9.94K
|
5.59K
$605K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
365+ 10.09% |
$33.1K - $36.3K
|
3.98K
$431K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-6.9K- 27.82% |
$625K - $686K
|
17.9K
$1.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.17KNew |
$106K - $116K
|
1.17K
$127K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-609- 22.41% |
$55.2K - $60.5K
|
2.11K
$228K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
15KNew |
$1.36M - $1.49M
|
15K
$1.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
200+ 8.81% |
$18.1K - $19.9K
|
2.47K
$267K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
50New |
$4.53K - $4.97K
|
50
$5.41K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
2.67KNew |
$242K - $266K
|
2.67K
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-5- 0.08% |
$453 - $497
|
6.24K
$675K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-75- 2.37% |
$6.8K - $7.45K
|
3.09K
$335K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-133- 50.0% |
$12.1K - $13.2K
|
133
$14.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
72+ 2.33% |
$6.53K - $7.16K
|
3.16K
$342K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
133+ 1.76% |
$12.1K - $13.2K
|
7.68K
$831K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-116- 9.87% |
$10.5K - $11.5K
|
1.06K
$115K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
230+ 10.02% |
$20.8K - $22.9K
|
2.53K
$273K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-40- 0.77% |
$3.63K - $3.98K
|
5.17K
$559K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-269- 6.37% |
$24.4K - $26.7K
|
3.96K
$428K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
213+ 5.79% |
$19.3K - $21.2K
|
3.89K
$421K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
859+ 5.23% |
$77.9K - $85.4K
|
17.3K
$1.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.3KNew |
$209K - $229K
|
2.3K
$249K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-114- 3.61% |
$10.3K - $11.3K
|
3.05K
$330K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
48.4KNew |
$4.39M - $4.81M
|
48.4K
$5.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-120- 84.51% |
$10.9K - $11.9K
|
22
$2.38K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.65KNew |
$240K - $263K
|
2.65K
$287K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
257+ 10.41% |
$23.3K - $25.5K
|
2.73K
$295K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-15- 8.33% |
$1.36K - $1.49K
|
165
$17.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-32- 2.32% |
$2.9K - $3.18K
|
1.35K
$146K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-92- 42.79% |
$8.34K - $9.14K
|
123
$13.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-110- 27.5% |
$9.97K - $10.9K
|
290
$31.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-25- 0.28% |
$2.27K - $2.48K
|
9.06K
$980K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 98.04% |
$4.53K - $4.97K
|
101
$10.9K
|
|
| Q4 2023 | |||||||
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
11.1K+ 45.52% |
$948K - $1.09M
|
35.5K
$3.84M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.21KNew |
$188K - $217K
|
2.21K
$239K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
19+ 0.67% |
$1.62K - $1.87K
|
2.87K
$310K
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.27KNew |
$194K - $223K
|
2.27K
$246K
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2.94KNew |
$251K - $289K
|
2.94K
$318K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
592+ 29600.0% |
$50.6K - $58.2K
|
594
$64.3K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
250New |
$21.4K - $24.6K
|
250
$27.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42New |
$3.59K - $4.13K
|
42
$4.55K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
60.8KNew |
$5.19M - $5.98M
|
60.8K
$6.58M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
63New |
$5.38K - $6.19K
|
63
$6.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
2.2K+ 19.82% |
$188K - $216K
|
13.3K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-6.4K- 8.9% |
$547K - $629K
|
65.5K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-193- 7.63% |
$16.5K - $19K
|
2.34K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
2.07KNew |
$177K - $204K
|
2.07K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
437New |
$37.3K - $43K
|
437
$47.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.22K- 3.13% |
$104K - $120K
|
37.7K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
283+ 93.71% |
$24.2K - $27.8K
|
585
$63.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
4.69KNew |
$401K - $461K
|
4.69K
$508K
|
|