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
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-156K- 26.61% |
$16.5M - $18.8M
|
429K
$51.2M
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-190- 21.79% |
$20.1K - $22.9K
|
682
$81.4K
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
2.03K+ 0.57% |
$215K - $245K
|
357K
$42.6M
|
|
Feb 11, 2025
Q4 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-4.34M- 98.7% |
$459M - $524M
|
57K
$6.8M
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
335+ 7.86% |
$35.4K - $40.5K
|
4.6K
$549K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.84K+ 3.45% |
$512K - $585K
|
145K
$17.3M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.49K+ 16.62% |
$158K - $180K
|
10.5K
$1.25M
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
BUY
|
- |
1.56K+ 12.95% |
$165K - $189K
|
13.6K
$1.63M
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-70- 0.56% |
$7.4K - $8.45K
|
12.3K
$1.47M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-941- 0.59% |
$99.5K - $114K
|
159K
$19M
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
440K+ 341.7% |
$46.5M - $53.1M
|
569K
$67.9M
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-894- 0.28% |
$94.5K - $108K
|
317K
$37.8M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
227+ 3.98% |
$24K - $27.4K
|
5.94K
$708K
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-399K- 14.0% |
$42.2M - $48.2M
|
2.45M
$293M
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.08% |
$212 - $242
|
2.59K
$309K
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-50- 1.83% |
$5.29K - $6.04K
|
2.69K
$320K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.01KNew |
$319K - $364K
|
3.01K
$359K
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-70- 0.42% |
$7.4K - $8.45K
|
16.5K
$1.97M
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-5.93K- 10.18% |
$627K - $716K
|
52.3K
$6.24M
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.54K+ 7.9% |
$162K - $185K
|
21K
$2.5M
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
100New |
$10.6K - $12.1K
|
100
$11.9K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
553New |
$58.5K - $66.8K
|
553
$66K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.6K- 19.56% |
$3.98M - $4.54M
|
155K
$18.5M
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.18K- 2.76% |
$125K - $142K
|
41.5K
$4.95M
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
32.2K+ 13.56% |
$3.4M - $3.88M
|
269K
$32.1M
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
270+ 1500.0% |
$28.6K - $32.6K
|
288
$34.4K
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-109K- 4.77% |
$11.5M - $13.2M
|
2.18M
$260M
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.36K+ 1.14% |
$144K - $164K
|
121K
$14.4M
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
158+ 4.22% |
$16.7K - $19.1K
|
3.9K
$466K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
374New |
$39.6K - $45.2K
|
374
$44.6K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
704+ 109.83% |
$74.5K - $85K
|
1.35K
$160K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.12K+ 10.97% |
$118K - $135K
|
11.3K
$1.35M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
614+ 7.42% |
$64.9K - $74.1K
|
8.89K
$1.06M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.06K+ 1.22% |
$747K - $853K
|
585K
$69.8M
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
197+ 6.6% |
$20.8K - $23.8K
|
3.18K
$380K
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
441+ 22.9% |
$46.6K - $53.3K
|
2.37K
$282K
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-36.6K- 4.8% |
$3.88M - $4.43M
|
727K
$86.7M
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-8.91K- 44.68% |
$942K - $1.08M
|
11K
$1.32M
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
67.6K+ 136.42% |
$7.15M - $8.16M
|
117K
$14M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.2KNew |
$127K - $145K
|
1.2K
$143K
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-100- 2.23% |
$10.6K - $12.1K
|
4.39K
$524K
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-360- 2.19% |
$38.1K - $43.5K
|
16.1K
$1.92M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-23- 0.47% |
$2.43K - $2.78K
|
4.85K
$578K
|
|
Feb 10, 2025
Q4 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2.49K- 35.37% |
$264K - $301K
|
4.55K
$543K
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.6KNew |
$1.01M - $1.16M
|
9.6K
$1.14M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
284+ 118.83% |
$30K - $34.3K
|
523
$62.4K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
97+ 0.23% |
$10.3K - $11.7K
|
42.6K
$5.08M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.99KNew |
$528K - $602K
|
4.99K
$595K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5+ 1.05% |
$529 - $604
|
482
$57.5K
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
65.2KNew |
$6.89M - $7.87M
|
65.2K
$7.77M
|