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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.6K- 19.56% |
$3.98M - $4.54M
|
155K
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.18K- 2.76% |
$125K - $142K
|
41.5K
$4.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
32.2K+ 13.56% |
$3.4M - $3.88M
|
269K
$31.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
270+ 1500.0% |
$28.6K - $32.6K
|
288
$33.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-109K- 4.77% |
$11.5M - $13.2M
|
2.18M
$252M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.36K+ 1.14% |
$144K - $164K
|
121K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
158+ 4.22% |
$16.7K - $19.1K
|
3.9K
$451K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
374New |
$39.6K - $45.2K
|
374
$43.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
704+ 109.83% |
$74.5K - $85K
|
1.35K
$155K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.12K+ 10.97% |
$118K - $135K
|
11.3K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
614+ 7.42% |
$64.9K - $74.1K
|
8.89K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.06K+ 1.22% |
$747K - $853K
|
585K
$67.7M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
197+ 6.6% |
$20.8K - $23.8K
|
3.18K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
441+ 22.9% |
$46.6K - $53.3K
|
2.37K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-36.6K- 4.8% |
$3.88M - $4.43M
|
727K
$84M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-8.91K- 44.68% |
$942K - $1.08M
|
11K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
67.6K+ 136.42% |
$7.15M - $8.16M
|
117K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.2KNew |
$127K - $145K
|
1.2K
$139K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-100- 2.23% |
$10.6K - $12.1K
|
4.39K
$508K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-360- 2.19% |
$38.1K - $43.5K
|
16.1K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-23- 0.47% |
$2.43K - $2.78K
|
4.85K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2.49K- 35.37% |
$264K - $301K
|
4.55K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.6KNew |
$1.01M - $1.16M
|
9.6K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
284+ 118.83% |
$30K - $34.3K
|
523
$60.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
97+ 0.23% |
$10.3K - $11.7K
|
42.6K
$4.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.99KNew |
$528K - $602K
|
4.99K
$577K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5+ 1.05% |
$529 - $604
|
482
$55.7K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
65.2KNew |
$6.89M - $7.87M
|
65.2K
$7.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-172- 4.9% |
$18.2K - $20.8K
|
3.34K
$386K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
24.3K+ 3.54% |
$2.57M - $2.93M
|
710K
$82.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
618+ 8.0% |
$65.4K - $74.6K
|
8.34K
$964K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
5.34KNew |
$565K - $645K
|
5.34K
$617K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.7K+ 12.58% |
$1.13M - $1.29M
|
95.6K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.23K- 1.9% |
$130K - $148K
|
63.6K
$7.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.77KNew |
$187K - $214K
|
1.77K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-304- 1.56% |
$32.2K - $36.7K
|
19.2K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
9+ 0.18% |
$952 - $1.09K
|
5.14K
$594K
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
2.13K+ 23.36% |
$225K - $257K
|
11.2K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$106 - $121
|
1.98K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
9+ 0.43% |
$952 - $1.09K
|
2.09K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1.44K- 13.31% |
$152K - $174K
|
9.38K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-122- 0.57% |
$12.9K - $14.7K
|
21.1K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-97- 3.23% |
$10.3K - $11.7K
|
2.9K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-498- 0.16% |
$52.7K - $60.1K
|
320K
$37M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.6K+ 12.62% |
$2.28M - $2.61M
|
193K
$22.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
17.2KNew |
$1.82M - $2.08M
|
17.2K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
75+ 0.33% |
$7.93K - $9.06K
|
22.5K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-818- 1.33% |
$86.5K - $98.8K
|
60.8K
$7.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7.84K- 54.21% |
$829K - $947K
|
6.63K
$766K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.37KNew |
$144K - $165K
|
1.37K
$158K
|