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, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
5KNew |
$464K - $523K
|
5K
$586K
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.15KNew |
$199K - $225K
|
2.15K
$252K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
19.3KNew |
$1.8M - $2.02M
|
19.3K
$2.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
3KNew |
$279K - $314K
|
3K
$352K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
9+ 0.22% |
$836 - $941
|
4.16K
$488K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-88- 41.71% |
$8.17K - $9.2K
|
123
$14.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1KNew |
$92.9K - $105K
|
1K
$117K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
5New |
$464 - $523
|
5
$586
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
637+ 17.35% |
$59.2K - $66.6K
|
4.31K
$505K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-86- 3.86% |
$7.99K - $9K
|
2.14K
$251K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1- 0.53% |
$92.9 - $105
|
187
$21.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
152+ 9.74% |
$14.1K - $15.9K
|
1.71K
$201K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$279 - $314
|
1.75K
$205K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.37K- 35.29% |
$127K - $143K
|
2.51K
$294K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-1.45K- 0.84% |
$134K - $151K
|
171K
$20M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.32KNew |
$215K - $242K
|
2.32K
$271K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.07K+ 2.71% |
$378K - $425K
|
154K
$18M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
159New |
$14.8K - $16.6K
|
159
$18.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
508New |
$47.2K - $53.1K
|
508
$59.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.1KNew |
$102K - $115K
|
1.1K
$129K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11+ 8.46% |
$1.02K - $1.15K
|
141
$16.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-38- 50.0% |
$3.53K - $3.97K
|
38
$4.45K
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-18- 0.18% |
$1.67K - $1.88K
|
10.1K
$1.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10New |
$929 - $1.05K
|
10
$1.17K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-877- 27.64% |
$81.4K - $91.7K
|
2.3K
$269K
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.01K- 24.67% |
$94.2K - $106K
|
3.1K
$363K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-35- 13.01% |
$3.25K - $3.66K
|
234
$27.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
450+ 13.66% |
$41.8K - $47.1K
|
3.75K
$439K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
5.93KNew |
$550K - $620K
|
5.93K
$694K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-12.3K- 82.01% |
$1.14M - $1.28M
|
2.69K
$316K
|
|
|
Jul 18, 2024
Q2 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$9.29K - $10.5K
|
100
$11.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
150+ 100.0% |
$13.9K - $15.7K
|
300
$35.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-719- 8.86% |
$66.8K - $75.2K
|
7.4K
$867K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-297- 0.46% |
$27.6K - $31.1K
|
64.9K
$7.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.4KNew |
$594K - $669K
|
6.4K
$750K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-133- 2.89% |
$12.4K - $13.9K
|
4.47K
$524K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-655- 13.7% |
$60.8K - $68.5K
|
4.13K
$483K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
60New |
$5.57K - $6.28K
|
60
$7.03K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
BUY
|
- |
50+ 2.29% |
$4.64K - $5.23K
|
2.23K
$261K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
153New |
$14.2K - $16K
|
153
$17.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
500New |
$46.4K - $52.3K
|
500
$58.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.05KNew |
$376K - $424K
|
4.05K
$475K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-40- 2.29% |
$3.71K - $4.18K
|
1.71K
$200K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
6.56KNew |
$595K - $652K
|
6.56K
$769K
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-420- 1.5% |
$38.1K - $41.7K
|
27.6K
$3.24M
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-83- 43.92% |
$7.52K - $8.25K
|
106
$12.4K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
114New |
$10.3K - $11.3K
|
114
$13.4K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1- 1.59% |
$90.7 - $99.4
|
62
$7.26K
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-774K- 98.35% |
$70.1M - $76.9M
|
13K
$1.52M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.86KNew |
$441K - $483K
|
4.86K
$569K
|
|