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 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-178K- 70.37% |
$18.8M - $21.7M
|
74.9K
$8.78M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-181- 3.18% |
$19.2K - $22.1K
|
5.5K
$645K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
274+ 4.79% |
$29K - $33.4K
|
5.99K
$702K
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-72.5K- 5.22% |
$7.68M - $8.84M
|
1.32M
$154M
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$1.06K - $1.22K
|
10
$1.17K
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.87KNew |
$198K - $228K
|
1.87K
$219K
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
199+ 4.56% |
$21.1K - $24.3K
|
4.56K
$535K
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
409KNew |
$43.3M - $49.9M
|
409K
$47.9M
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
13.6K+ 9.0% |
$1.44M - $1.66M
|
165K
$19.4M
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-15.2K- 7.2% |
$1.61M - $1.85M
|
196K
$22.9M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12.9K+ 6.37% |
$1.37M - $1.58M
|
216K
$25.3M
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.83KNew |
$194K - $223K
|
1.83K
$214K
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 1.14% |
$5.29K - $6.1K
|
4.32K
$507K
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-476- 0.89% |
$50.4K - $58.1K
|
52.8K
$6.18M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.77K+ 33.25% |
$187K - $216K
|
7.09K
$830K
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
71.1K+ 90.75% |
$7.52M - $8.67M
|
149K
$17.5M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.5K+ 9.35% |
$1.53M - $1.77M
|
169K
$19.8M
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
165+ 2.15% |
$17.5K - $20.1K
|
7.84K
$919K
|
|
May 14, 2025
Q1 2025
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-20K- 10.21% |
$2.12M - $2.44M
|
176K
$20.6M
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
2.13K+ 5.21% |
$225K - $259K
|
42.9K
$5.03M
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-16.3K- 10.43% |
$1.73M - $1.99M
|
140K
$16.4M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4K- 24.91% |
$424K - $488K
|
12.1K
$1.41M
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
541+ 7.33% |
$57.3K - $66K
|
7.92K
$928K
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
813+ 3.52% |
$86.1K - $99.2K
|
23.9K
$2.8M
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-332- 11.83% |
$35.1K - $40.5K
|
2.48K
$290K
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.4K+ 44.98% |
$148K - $170K
|
4.5K
$528K
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
308+ 7.17% |
$32.6K - $37.6K
|
4.61K
$540K
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
20.2KNew |
$2.14M - $2.47M
|
20.2K
$2.37M
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.92K+ 12.96% |
$415K - $478K
|
34.2K
$4M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.7K+ 154.24% |
$1.66M - $1.91M
|
25.8K
$3.03M
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
767+ 2.08% |
$81.2K - $93.6K
|
37.6K
$4.41M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
124K+ 12.93% |
$13.1M - $15.1M
|
1.08M
$127M
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-9.4K- 38.42% |
$995K - $1.15M
|
15.1K
$1.77M
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2+ 0.36% |
$212 - $244
|
555
$65K
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-30- 0.19% |
$3.18K - $3.66K
|
15.4K
$1.81M
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
9+ 0.2% |
$953 - $1.1K
|
4.56K
$535K
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-203- 6.57% |
$21.5K - $24.8K
|
2.89K
$338K
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-145- 0.1% |
$15.4K - $17.7K
|
148K
$17.3M
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7K- 27.76% |
$741K - $854K
|
18.2K
$2.13M
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
376New |
$39.8K - $45.9K
|
376
$44.1K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
685+ 0.21% |
$72.5K - $83.5K
|
320K
$37.5M
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3+ 0.11% |
$318 - $366
|
2.63K
$308K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.34K+ 10.06% |
$142K - $163K
|
14.6K
$1.71M
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.04K- 58.07% |
$110K - $127K
|
753
$88.2K
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-348- 11.73% |
$36.8K - $42.4K
|
2.62K
$307K
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-740- 5.73% |
$78.3K - $90.3K
|
12.2K
$1.43M
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-881- 25.0% |
$93.3K - $107K
|
2.64K
$310K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.5K+ 21.47% |
$3.45M - $3.97M
|
184K
$21.6M
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-33- 0.14% |
$3.49K - $4.03K
|
23.4K
$2.75M
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.06% |
$212 - $244
|
3.24K
$379K
|