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 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
133+ 1.69% |
$14.1K - $16.1K
|
8K
$954K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.08K+ 22.8% |
$114K - $131K
|
5.83K
$695K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-117- 0.89% |
$12.4K - $14.1K
|
13K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
31+ 0.08% |
$3.28K - $3.74K
|
40.8K
$4.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
23.2KNew |
$2.46M - $2.81M
|
23.2K
$2.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.28K+ 9.39% |
$452K - $516K
|
49.8K
$5.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
23.2K+ 46.25% |
$2.45M - $2.8M
|
73.2K
$8.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-25- 1.26% |
$2.64K - $3.02K
|
1.97K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.68KNew |
$495K - $565K
|
4.68K
$558K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.7K- 78.28% |
$1.45M - $1.65M
|
3.79K
$452K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.05KNew |
$216K - $247K
|
2.05K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
34+ 2.51% |
$3.6K - $4.11K
|
1.39K
$165K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-491K- 11.74% |
$51.9M - $59.2M
|
3.69M
$440M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-76.1K- 11.45% |
$8.05M - $9.19M
|
589K
$70.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-937- 1.53% |
$99.1K - $113K
|
60.3K
$7.19M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
398New |
$42.1K - $48.1K
|
398
$47.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.17K+ 83.9% |
$864K - $987K
|
17.9K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.27K- 32.92% |
$557K - $636K
|
10.7K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
300+ 15.0% |
$31.7K - $36.2K
|
2.3K
$274K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
194New |
$20.5K - $23.4K
|
194
$23.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
125KNew |
$13.2M - $15.1M
|
125K
$14.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
600KNew |
$63.5M - $72.5M
|
600K
$71.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
429+ 10.76% |
$45.4K - $51.8K
|
4.42K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
381+ 6.27% |
$40.3K - $46K
|
6.45K
$770K
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
19.6KNew |
$2.07M - $2.36M
|
19.6K
$2.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-484K- 14.67% |
$51.2M - $58.5M
|
2.82M
$336M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
10KNew |
$1.06M - $1.21M
|
10K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-33- 1.03% |
$3.49K - $3.99K
|
3.16K
$377K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.2K- 97.8% |
$127K - $145K
|
27
$3.22K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-100- 0.38% |
$10.6K - $12.1K
|
26K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
58+ 0.24% |
$6.13K - $7K
|
24.5K
$2.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.07K- 4.03% |
$536K - $612K
|
121K
$14.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
221+ 12.52% |
$23.4K - $26.7K
|
1.99K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-868- 0.52% |
$91.8K - $105K
|
167K
$19.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.6K+ 5.19% |
$8.63M - $9.85M
|
1.65M
$197M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.74K+ 58.12% |
$395K - $451K
|
10.2K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-70- 0.74% |
$7.4K - $8.45K
|
9.41K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
500+ 19.6% |
$52.9K - $60.4K
|
3.05K
$364K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
779K+ 1.08% |
$82.4M - $94.1M
|
72.9M
$8.7B
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
55+ 1.77% |
$5.82K - $6.64K
|
3.17K
$378K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-135- 0.72% |
$14.3K - $16.3K
|
18.5K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-909- 3.14% |
$96.1K - $110K
|
28.1K
$3.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-2.08K- 13.5% |
$220K - $251K
|
13.3K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
112KNew |
$11.9M - $13.6M
|
112K
$13.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
9.72KNew |
$1.03M - $1.17M
|
9.72K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
15New |
$1.59K - $1.81K
|
15
$1.79K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-216- 7.3% |
$22.8K - $26.1K
|
2.74K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.66K+ 11.98% |
$704K - $804K
|
62.2K
$7.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
47+ 0.05% |
$4.97K - $5.68K
|
103K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.07K- 24.49% |
$325K - $371K
|
9.47K
$1.13M
|