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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
104+ 10.06% |
$9.15K - $10.4K
|
1.14K
$123K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-80.9K- 65.7% |
$7.12M - $8.07M
|
42.2K
$4.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-137- 5.32% |
$12.1K - $13.7K
|
2.44K
$264K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
303New |
$26.7K - $30.2K
|
303
$32.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
12.3KNew |
$1.08M - $1.23M
|
12.3K
$1.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
190+ 54.44% |
$16.7K - $19K
|
539
$58.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.57% |
$264 - $299
|
526
$56.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5.61K+ 35.33% |
$494K - $559K
|
21.5K
$2.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
759+ 91.12% |
$66.8K - $75.7K
|
1.59K
$172K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-798- 4.22% |
$70.2K - $79.6K
|
18.1K
$1.96M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-331- 4.21% |
$29.1K - $33K
|
7.53K
$814K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 22.56% |
$110K - $125K
|
4.3K
$465K
|
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.21K+ 1.9% |
$106K - $120K
|
64.7K
$7M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-331- 4.21% |
$29.1K - $33K
|
7.53K
$814K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
2.4KNew |
$211K - $239K
|
2.4K
$259K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.67% |
$528 - $598
|
898
$97.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-196- 7.94% |
$17.2K - $19.5K
|
2.27K
$246K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5+ 62.5% |
$440 - $499
|
13
$1.41K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-112- 1.07% |
$9.86K - $11.2K
|
10.4K
$1.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-1.48K- 27.17% |
$131K - $148K
|
3.98K
$430K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-290- 3.47% |
$25.5K - $28.9K
|
8.07K
$873K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-25- 2.37% |
$2.2K - $2.49K
|
1.03K
$111K
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
53+ 1.41% |
$4.66K - $5.29K
|
3.81K
$412K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
31+ 1.18% |
$2.73K - $3.09K
|
2.66K
$288K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.09% |
$88 - $99.7
|
1.06K
$115K
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-200- 36.5% |
$17.6K - $19.9K
|
348
$37.7K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
29+ 60.42% |
$2.55K - $2.89K
|
77
$8.33K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.7KNew |
$247K - $285K
|
2.7K
$292K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.86KClosed |
$353K - $407K
|
0
$0
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-2.54K- 8.86% |
$233K - $268K
|
26.1K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.65KNew |
$334K - $386K
|
3.65K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 36.04% |
$110K - $127K
|
2.13K
$231K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
11.8KNew |
$1.08M - $1.25M
|
11.8K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3.62K- 1.69% |
$331K - $382K
|
210K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
19.1KNew |
$1.75M - $2.01M
|
19.1K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.56KNew |
$417K - $481K
|
4.56K
$493K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.11KNew |
$193K - $223K
|
2.11K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.24K+ 3.65% |
$205K - $237K
|
63.5K
$6.88M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.61KNew |
$331K - $382K
|
3.61K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-10.1K- 62.99% |
$922K - $1.06M
|
5.92K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.89KNew |
$264K - $305K
|
2.89K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
CALL |
800+ 2.34% |
$73.2K - $84.5K
|
35K
$3.79M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
93.8KNew |
$8.58M - $9.91M
|
93.8K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-36- 0.83% |
$3.3K - $3.8K
|
4.3K
$465K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
512New |
$46.9K - $54.1K
|
512
$55.4K
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
131+ 2.6% |
$12K - $13.8K
|
5.17K
$559K
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-887- 88.0% |
$81.2K - $93.7K
|
121
$13.1K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
944New |
$86.4K - $99.7K
|
944
$102K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.94% |
$275 - $317
|
316
$34.2K
|
|