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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-198- 17.17% |
$16.9K - $19.5K
|
955
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
18.3KNew |
$1.57M - $1.8M
|
18.3K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
185KNew |
$15.8M - $18.2M
|
185K
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.16K+ 5.07% |
$98.7K - $114K
|
23.9K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.36KNew |
$287K - $331K
|
3.36K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
21New |
$1.79K - $2.06K
|
21
$2.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
900+ 12.33% |
$76.9K - $88.5K
|
8.2K
$887K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
301New |
$25.7K - $29.6K
|
301
$32.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
85New |
$7.26K - $8.36K
|
85
$9.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
20KNew |
$1.71M - $1.97M
|
20K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
500New |
$42.7K - $49.2K
|
500
$54.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
7KNew |
$598K - $688K
|
7K
$758K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.12KNew |
$95.4K - $110K
|
1.12K
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.39KNew |
$204K - $234K
|
2.39K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.35KNew |
$201K - $231K
|
2.35K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
917New |
$78.3K - $90.2K
|
917
$99.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-499- 17.13% |
$42.6K - $49.1K
|
2.41K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3K- 45.59% |
$256K - $295K
|
3.58K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-25- 0.07% |
$2.14K - $2.46K
|
33.8K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
682+ 300.44% |
$58.3K - $67K
|
909
$98.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.98KNew |
$255K - $293K
|
2.98K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-620- 71.43% |
$53K - $61K
|
248
$26.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
42.8KNew |
$3.65M - $4.2M
|
42.8K
$4.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
39.6KNew |
$3.38M - $3.89M
|
39.6K
$4.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-35- 1.27% |
$2.99K - $3.44K
|
2.72K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10KNew |
$854K - $983K
|
10K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-171- 6.51% |
$14.6K - $16.8K
|
2.46K
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.51KNew |
$214K - $246K
|
2.51K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.3K- 7.12% |
$197K - $226K
|
30K
$3.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.9KNew |
$162K - $187K
|
1.9K
$206K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-245- 7.47% |
$20.9K - $24.1K
|
3.04K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-18- 20.45% |
$1.54K - $1.77K
|
70
$7.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.61K- 33.65% |
$138K - $158K
|
3.18K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
322+ 164.29% |
$27.5K - $31.7K
|
518
$56.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-74- 4.59% |
$6.32K - $7.27K
|
1.54K
$166K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-238- 1.53% |
$20.3K - $23.4K
|
15.3K
$1.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-603- 3.61% |
$51.5K - $59.3K
|
16.1K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-165- 0.93% |
$14.1K - $16.2K
|
17.7K
$1.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
271New |
$23.2K - $26.6K
|
271
$29.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-100- 6.79% |
$8.54K - $9.83K
|
1.37K
$149K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2.19KNew |
$187K - $215K
|
2.19K
$237K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.47KNew |
$297K - $341K
|
3.47K
$376K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-55- 3.91% |
$4.7K - $5.41K
|
1.35K
$146K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.03KNew |
$87.9K - $101K
|
1.03K
$111K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
2.2KNew |
$188K - $216K
|
2.2K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-258- 10.43% |
$22K - $25.4K
|
2.22K
$240K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.61KNew |
$223K - $257K
|
2.61K
$283K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-36- 11.54% |
$3.08K - $3.54K
|
276
$29.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2.23KNew |
$190K - $219K
|
2.23K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
37New |
$3.16K - $3.64K
|
37
$4K
|