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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-165- 6.15% |
$15K - $16.4K
|
2.52K
$295K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.18KNew |
$198K - $217K
|
2.18K
$256K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
962New |
$87.2K - $95.6K
|
962
$113K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20New |
$1.81K - $1.99K
|
20
$2.34K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
9.92K+ 57.81% |
$899K - $986K
|
27.1K
$3.17M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1K- 16.25% |
$90.7K - $99.4K
|
5.16K
$604K
|
|
|
May 03, 2024
Q1 2024
|
Cincinnati Insurance CO
|
BUY
|
- |
271K+ 51.8% |
$24.6M - $27M
|
795K
$93.1M
|
|
|
May 03, 2024
Q1 2024
|
Cincinnati Financial Corp
|
SELL
|
- |
-271K- 87.49% |
$24.6M - $27M
|
38.8K
$4.54M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-527- 18.48% |
$47.8K - $52.4K
|
2.33K
$272K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
175New |
$15.9K - $17.4K
|
175
$20.5K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-303- 9.71% |
$27.5K - $30.1K
|
2.82K
$330K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-66- 2.59% |
$5.98K - $6.56K
|
2.49K
$291K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
433New |
$39.3K - $43K
|
433
$50.7K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
833New |
$75.5K - $82.8K
|
833
$97.6K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.97K+ 9.22% |
$179K - $196K
|
23.4K
$2.74M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
8.11KNew |
$735K - $806K
|
8.11K
$950K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 12.5% |
$90.7 - $99.4
|
9
$1.05K
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-4.9K- 27.75% |
$444K - $487K
|
12.8K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 1.15% |
$363 - $398
|
353
$41.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.4KNew |
$1.3M - $1.43M
|
14.4K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-570- 50.0% |
$51.7K - $56.7K
|
570
$66.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-32- 38.1% |
$2.9K - $3.18K
|
52
$6.09K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.21KNew |
$110K - $120K
|
1.21K
$142K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
10+ 4.72% |
$907 - $994
|
222
$26K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-741- 12.32% |
$67.2K - $73.6K
|
5.28K
$618K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-396- 10.82% |
$35.9K - $39.4K
|
3.26K
$382K
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
4+ 0.94% |
$363 - $398
|
429
$50.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
21+ 0.58% |
$1.9K - $2.09K
|
3.65K
$428K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
72+ 42.86% |
$6.53K - $7.16K
|
240
$28.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-93- 3.79% |
$8.43K - $9.24K
|
2.36K
$276K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
689+ 5.98% |
$62.5K - $68.5K
|
12.2K
$1.43M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
365+ 10.09% |
$33.1K - $36.3K
|
3.98K
$467K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-6.9K- 27.82% |
$625K - $686K
|
17.9K
$2.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-609- 22.41% |
$55.2K - $60.5K
|
2.11K
$247K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
15KNew |
$1.36M - $1.49M
|
15K
$1.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
200+ 8.81% |
$18.1K - $19.9K
|
2.47K
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
50New |
$4.53K - $4.97K
|
50
$5.86K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
2.67KNew |
$242K - $266K
|
2.67K
$313K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-5- 0.08% |
$453 - $497
|
6.24K
$731K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-75- 2.37% |
$6.8K - $7.45K
|
3.09K
$363K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-133- 50.0% |
$12.1K - $13.2K
|
133
$15.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-116- 9.87% |
$10.5K - $11.5K
|
1.06K
$124K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
859+ 5.23% |
$77.9K - $85.4K
|
17.3K
$2.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.3KNew |
$209K - $229K
|
2.3K
$270K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-114- 3.61% |
$10.3K - $11.3K
|
3.05K
$357K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-120- 84.51% |
$10.9K - $11.9K
|
22
$2.58K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-15- 8.33% |
$1.36K - $1.49K
|
165
$19.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-92- 42.79% |
$8.34K - $9.14K
|
123
$14.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-110- 27.5% |
$9.97K - $10.9K
|
290
$34K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-25- 0.28% |
$2.27K - $2.48K
|
9.06K
$1.06M
|