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 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
265+ 1.38% |
$28K - $32K
|
19.5K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
65+ 6.29% |
$6.87K - $7.85K
|
1.1K
$123K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8+ 0.08% |
$846 - $966
|
9.87K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
33+ 1.76% |
$3.49K - $3.99K
|
1.91K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
494New |
$52.2K - $59.7K
|
494
$55.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.95KNew |
$312K - $356K
|
2.95K
$329K
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.6K- 0.8% |
$169K - $193K
|
198K
$22.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
182+ 0.63% |
$19.2K - $22K
|
28.9K
$3.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-293- 10.58% |
$31K - $35.4K
|
2.48K
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-650- 16.42% |
$68.7K - $78.5K
|
3.31K
$369K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
161+ 1.64% |
$17K - $19.4K
|
10K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
157K+ 136.14% |
$16.6M - $18.9M
|
272K
$30.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-16.8K- 46.85% |
$1.78M - $2.03M
|
19.1K
$2.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.39K+ 0.59% |
$253K - $289K
|
411K
$45.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.47K- 2.24% |
$367K - $419K
|
151K
$16.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.17K+ 14.87% |
$335K - $383K
|
24.5K
$2.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
100+ 2.2% |
$10.6K - $12.1K
|
4.64K
$518K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-2.9K- 40.85% |
$307K - $350K
|
4.2K
$469K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
51+ 0.79% |
$5.39K - $6.16K
|
6.48K
$723K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-2.93K- 1.29% |
$310K - $354K
|
225K
$25.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
48+ 0.07% |
$5.08K - $5.8K
|
66.2K
$7.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 10.91% |
$142K - $162K
|
13.6K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
339+ 1.05% |
$35.9K - $40.9K
|
32.6K
$3.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
1.27K+ 3.9% |
$134K - $153K
|
33.8K
$3.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.06K+ 13.07% |
$112K - $128K
|
9.18K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.3K+ 11.09% |
$137K - $157K
|
13K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
631+ 7.51% |
$66.7K - $76.2K
|
9.03K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
156+ 2.69% |
$16.5K - $18.8K
|
5.95K
$664K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-117- 1.22% |
$12.4K - $14.1K
|
9.51K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
636+ 0.68% |
$67.3K - $76.8K
|
94.7K
$10.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.48K+ 0.81% |
$157K - $179K
|
184K
$20.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-1K- 25.0% |
$106K - $121K
|
3K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
188+ 3.7% |
$19.9K - $22.7K
|
5.27K
$588K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-23- 0.25% |
$2.43K - $2.78K
|
9.03K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.01K+ 0.98% |
$106K - $121K
|
104K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
86.4K+ 4.85% |
$9.14M - $10.4M
|
1.87M
$208M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
173+ 9.16% |
$18.3K - $20.9K
|
2.06K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
616+ 5.71% |
$65.1K - $74.4K
|
11.4K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.64KNew |
$173K - $198K
|
1.64K
$183K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
364+ 3.31% |
$38.5K - $44K
|
11.4K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
6.74KNew |
$713K - $814K
|
6.74K
$753K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-251- 1.42% |
$26.5K - $30.3K
|
17.4K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
228+ 11.13% |
$24.1K - $27.5K
|
2.28K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
2.51K+ 69.68% |
$266K - $303K
|
6.12K
$683K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-3.71K- 8.62% |
$392K - $448K
|
39.3K
$4.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-238- 1.04% |
$25.2K - $28.7K
|
22.6K
$2.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
179K+ 732.33% |
$19M - $21.7M
|
204K
$22.8M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-40- 0.49% |
$4.23K - $4.83K
|
8.08K
$902K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-35- 0.08% |
$3.7K - $4.23K
|
42.4K
$4.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
212+ 1.61% |
$22.4K - $25.6K
|
13.4K
$1.49M
|