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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-49- 1.94% |
$5.18K - $5.92K
|
2.47K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-620- 5.2% |
$65.6K - $74.9K
|
11.3K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
73.1K+ 368.74% |
$7.73M - $8.82M
|
92.9K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.26K+ 15.11% |
$556K - $635K
|
40.1K
$4.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.99K+ 12.89% |
$422K - $482K
|
35K
$4.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
224+ 2.29% |
$23.7K - $27.1K
|
9.99K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
317+ 4.62% |
$33.5K - $38.3K
|
7.19K
$831K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-661- 12.88% |
$69.9K - $79.8K
|
4.47K
$517K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.75K+ 18.46% |
$608K - $694K
|
36.9K
$4.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
285+ 5.82% |
$30.1K - $34.4K
|
5.18K
$599K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
88+ 1.74% |
$9.31K - $10.6K
|
5.16K
$596K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
290New |
$30.7K - $35K
|
290
$33.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 20.62% |
$2.12K - $2.42K
|
117
$13.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-337- 9.18% |
$35.6K - $40.7K
|
3.33K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
38+ 1.32% |
$4.02K - $4.59K
|
2.91K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-516- 2.0% |
$54.6K - $62.3K
|
25.3K
$2.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.09K+ 2.68% |
$116K - $132K
|
41.9K
$4.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 6.61% |
$116K - $133K
|
15.5K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-64- 0.58% |
$6.77K - $7.73K
|
10.9K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-949- 5.92% |
$100K - $115K
|
15.1K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.9K+ 16.42% |
$624K - $712K
|
41.8K
$4.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.46K+ 65.53% |
$577K - $659K
|
13.8K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.26K+ 380.42% |
$134K - $153K
|
1.6K
$184K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.35% |
$2.43K - $2.78K
|
6.58K
$761K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 1.07% |
$423 - $483
|
378
$43.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25+ 0.21% |
$2.64K - $3.02K
|
12.2K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.74KNew |
$290K - $331K
|
2.74K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
45+ 52.94% |
$4.76K - $5.43K
|
130
$15K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-281- 6.77% |
$29.7K - $33.9K
|
3.87K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-57- 0.72% |
$6.03K - $6.88K
|
7.85K
$907K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-66- 1.4% |
$6.98K - $7.97K
|
4.66K
$539K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
640New |
$67.7K - $77.3K
|
640
$74K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.75KNew |
$291K - $332K
|
2.75K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
124+ 3.47% |
$13.1K - $15K
|
3.69K
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2+ 0.08% |
$212 - $242
|
2.47K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.62K+ 10.01% |
$171K - $196K
|
17.8K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-364- 11.13% |
$38.5K - $44K
|
2.91K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.9K- 4.37% |
$201K - $229K
|
41.6K
$4.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-920- 1.9% |
$97.3K - $111K
|
47.6K
$5.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-512- 1.24% |
$54.1K - $61.8K
|
40.9K
$4.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.47K+ 70.49% |
$155K - $177K
|
3.55K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-81- 1.34% |
$8.57K - $9.78K
|
5.97K
$690K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
374+ 16.94% |
$39.6K - $45.2K
|
2.58K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
22.8KNew |
$2.41M - $2.75M
|
22.8K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-418- 4.92% |
$44.2K - $50.5K
|
8.07K
$933K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-482- 1.02% |
$51K - $58.2K
|
46.6K
$5.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
770+ 29.5% |
$81.4K - $93K
|
3.38K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.09K- 19.4% |
$115K - $131K
|
4.52K
$522K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
741+ 10.51% |
$78.4K - $89.5K
|
7.79K
$901K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
146K+ 32.36% |
$15.5M - $17.6M
|
598K
$69.1M
|