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
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-70- 2.67% |
$7.4K - $8.45K
|
2.55K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.2K+ 8.36% |
$339K - $387K
|
41.5K
$4.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
386+ 2.73% |
$40.8K - $46.6K
|
14.5K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
189K+ 17.22% |
$20M - $22.8M
|
1.29M
$149M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-829- 1.75% |
$87.7K - $100K
|
46.6K
$5.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
553K+ 363.12% |
$58.5M - $66.8M
|
706K
$81.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
17.1K+ 16.31% |
$1.81M - $2.06M
|
122K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-113- 2.26% |
$12K - $13.6K
|
4.88K
$565K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-147- 1.74% |
$15.5K - $17.8K
|
8.28K
$958K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-464- 19.88% |
$49.1K - $56K
|
1.87K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
165+ 1.49% |
$17.5K - $19.9K
|
11.2K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
277+ 1.62% |
$29.3K - $33.5K
|
17.3K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.04K+ 10.41% |
$322K - $367K
|
32.3K
$3.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
47+ 6.35% |
$4.97K - $5.68K
|
787
$91K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
456+ 33.21% |
$48.2K - $55.1K
|
1.83K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
594+ 0.37% |
$62.8K - $71.7K
|
161K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
568+ 10.65% |
$60.1K - $68.6K
|
5.9K
$682K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
563New |
$59.5K - $68K
|
563
$65.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
127+ 3.91% |
$13.4K - $15.3K
|
3.38K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 6.34% |
$109K - $125K
|
17.4K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.17K+ 10.57% |
$124K - $141K
|
12.2K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-59- 1.08% |
$6.24K - $7.12K
|
5.4K
$624K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
18+ 0.36% |
$1.9K - $2.17K
|
5.07K
$586K
|
|
|
Feb 10, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
12.9KNew |
$1.36M - $1.55M
|
12.9K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.93K- 6.59% |
$310K - $354K
|
41.6K
$4.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.93KNew |
$204K - $233K
|
1.93K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
4.28K+ 4.04% |
$452K - $517K
|
110K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-46- 1.95% |
$4.86K - $5.55K
|
2.31K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-8.14K- 24.51% |
$861K - $983K
|
25.1K
$2.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.52K- 6.23% |
$372K - $425K
|
52.9K
$6.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
60New |
$6.35K - $7.25K
|
60
$6.94K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
9.73K+ 79.29% |
$1.03M - $1.17M
|
22K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1.31K+ 5.3% |
$139K - $159K
|
26.1K
$3.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
3.22KNew |
$341K - $389K
|
3.22K
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.6KNew |
$380K - $434K
|
3.6K
$416K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
22.3KNew |
$2.36M - $2.69M
|
22.3K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
510+ 7.15% |
$53.9K - $61.6K
|
7.64K
$884K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.21K+ 0.62% |
$339K - $387K
|
523K
$60.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
15.5KNew |
$1.64M - $1.87M
|
15.5K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-518- 0.69% |
$54.8K - $62.6K
|
74.7K
$8.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.75K+ 56.14% |
$185K - $211K
|
4.86K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-489- 6.65% |
$51.7K - $59.1K
|
6.86K
$793K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
174+ 0.51% |
$18.4K - $21K
|
34.3K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
134+ 0.87% |
$14.2K - $16.2K
|
15.6K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.74K- 23.28% |
$183K - $210K
|
5.72K
$661K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
562K+ 29.15% |
$59.4M - $67.8M
|
2.49M
$288M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-719- 5.58% |
$76K - $86.8K
|
12.2K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
445+ 7.85% |
$47.1K - $53.7K
|
6.12K
$707K
|