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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
49.5K+ 885.93% |
$5.24M - $5.98M
|
55.1K
$6.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
126+ 4.13% |
$13.3K - $15.2K
|
3.18K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.22KNew |
$446K - $510K
|
4.22K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
304+ 20.99% |
$32.2K - $36.7K
|
1.75K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-39- 0.19% |
$4.12K - $4.71K
|
20.8K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-494- 84.44% |
$52.2K - $59.7K
|
91
$10.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
89+ 13.26% |
$9.41K - $10.7K
|
760
$89K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-25- 0.49% |
$2.64K - $3.02K
|
5.05K
$592K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
781+ 33.77% |
$82.6K - $94.3K
|
3.09K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-184- 2.68% |
$19.5K - $22.2K
|
6.69K
$784K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-160- 5.05% |
$16.9K - $19.3K
|
3.01K
$353K
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-260- 5.98% |
$27.5K - $31.4K
|
4.09K
$479K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-648- 15.36% |
$68.5K - $78.3K
|
3.57K
$418K
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-1.06K- 12.06% |
$112K - $127K
|
7.69K
$901K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-33- 1.62% |
$3.49K - $3.99K
|
2K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$529 - $604
|
5
$586
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-31- 1.88% |
$3.28K - $3.74K
|
1.62K
$189K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-181- 13.62% |
$19.1K - $21.9K
|
1.15K
$135K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-873- 47.27% |
$92.3K - $105K
|
974
$114K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-250- 11.33% |
$26.4K - $30.2K
|
1.96K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.16K- 32.76% |
$122K - $140K
|
2.37K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.04KNew |
$216K - $246K
|
2.04K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-218- 3.3% |
$23.1K - $26.3K
|
6.4K
$750K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7.46KNew |
$789K - $901K
|
7.46K
$874K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-297- 82.5% |
$31.4K - $35.9K
|
63
$7.38K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
869+ 14.82% |
$91.9K - $105K
|
6.73K
$789K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8- 0.18% |
$846 - $966
|
4.43K
$519K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-400- 15.09% |
$42.3K - $48.3K
|
2.25K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
200New |
$21.2K - $24.2K
|
200
$23.4K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
266+ 13.63% |
$28.1K - $32.1K
|
2.22K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.78KNew |
$293K - $335K
|
2.78K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.75KNew |
$185K - $211K
|
1.75K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.28% |
$106 - $121
|
355
$41.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-221- 5.53% |
$23.4K - $26.7K
|
3.78K
$443K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
51+ 1.46% |
$5.39K - $6.16K
|
3.54K
$415K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-118- 5.05% |
$12.5K - $14.2K
|
2.22K
$260K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-132- 7.16% |
$14K - $15.9K
|
1.71K
$201K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-311- 14.35% |
$32.9K - $37.6K
|
1.86K
$218K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-80- 3.77% |
$8.46K - $9.66K
|
2.04K
$239K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
205New |
$21.7K - $24.8K
|
205
$24K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-4.4K- 14.97% |
$465K - $531K
|
25K
$2.93M
|
|
| Q3 2024 | |||||||
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
300+ 4.68% |
$29.8K - $35.3K
|
6.71K
$786K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
10.9K+ 33.12% |
$1.08M - $1.28M
|
43.7K
$5.13M
|
|
|
May 14, 2025
Q3 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
32K+ 6400.0% |
$3.18M - $3.77M
|
32.5K
$3.81M
|
|
|
Apr 15, 2025
Q3 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1K+ 5.75% |
$99.4K - $118K
|
18.4K
$2.16M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.88KNew |
$187K - $221K
|
1.88K
$220K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
2.19KNew |
$218K - $258K
|
2.19K
$257K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-247- 11.85% |
$24.5K - $29.1K
|
1.84K
$215K
|
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
40.7KNew |
$4.05M - $4.79M
|
40.7K
$4.77M
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
BUY
|
- |
350+ 14.89% |
$34.8K - $41.2K
|
2.7K
$316K
|
|