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 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
146+ 4.31% |
$15.4K - $17.6K
|
3.53K
$392K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
21+ 0.77% |
$2.22K - $2.54K
|
2.73K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$106 - $121
|
3.71K
$412K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-342- 6.27% |
$36.2K - $41.3K
|
5.11K
$567K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46+ 1.61% |
$4.86K - $5.55K
|
2.9K
$321K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-90- 1.64% |
$9.52K - $10.9K
|
5.4K
$598K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-51- 0.71% |
$5.39K - $6.16K
|
7.1K
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.58K- 1.76% |
$167K - $190K
|
88.1K
$9.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
150+ 55.35% |
$15.9K - $18.1K
|
421
$46.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
161+ 4.44% |
$17K - $19.4K
|
3.79K
$420K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
252+ 2.95% |
$26.7K - $30.4K
|
8.79K
$975K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
582+ 2.46% |
$61.6K - $70.3K
|
24.3K
$2.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
5.16KNew |
$546K - $624K
|
5.16K
$573K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-167- 1.79% |
$17.7K - $20.2K
|
9.14K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-364- 4.3% |
$38.5K - $44K
|
8.1K
$898K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-30- 4.97% |
$3.17K - $3.62K
|
574
$63.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.92K+ 28.9% |
$203K - $231K
|
8.55K
$948K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-215- 1.78% |
$22.7K - $26K
|
11.9K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.42KNew |
$256K - $292K
|
2.42K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
31.8KNew |
$3.36M - $3.83M
|
31.8K
$3.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
144+ 0.42% |
$15.2K - $17.4K
|
34.3K
$3.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-924- 6.34% |
$97.7K - $112K
|
13.7K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-66- 2.82% |
$6.98K - $7.97K
|
2.28K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
103KNew |
$10.9M - $12.4M
|
103K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.57K+ 25.1% |
$483K - $551K
|
22.8K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5- 0.09% |
$529 - $604
|
5.76K
$639K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-631- 6.75% |
$66.7K - $76.2K
|
8.72K
$967K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
499+ 1.41% |
$52.8K - $60.3K
|
36K
$3.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.23K- 13.2% |
$236K - $269K
|
14.7K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.2K- 33.04% |
$233K - $266K
|
4.46K
$494K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-154- 1.6% |
$16.3K - $18.6K
|
9.49K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.09K+ 1.0% |
$221K - $252K
|
211K
$23.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-83- 3.11% |
$8.78K - $10K
|
2.59K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
55+ 0.86% |
$5.82K - $6.64K
|
6.47K
$717K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
599+ 17.14% |
$63.4K - $72.3K
|
4.09K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.54K+ 1185.97% |
$903K - $1.03M
|
9.26K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.85K+ 24.94% |
$196K - $223K
|
9.26K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-199- 1.05% |
$21K - $24K
|
18.7K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.29% |
$106 - $121
|
348
$38.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
40+ 2.77% |
$4.23K - $4.83K
|
1.48K
$164K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
937+ 1.91% |
$99.1K - $113K
|
50K
$5.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
242+ 366.67% |
$25.6K - $29.2K
|
308
$34.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.3K- 62.37% |
$137K - $157K
|
783
$86.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.01KNew |
$530K - $605K
|
5.01K
$555K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.72% |
$740 - $845
|
977
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
23+ 0.02% |
$2.43K - $2.78K
|
111K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
213+ 0.61% |
$22.5K - $25.7K
|
35.3K
$3.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
76+ 1.59% |
$8.04K - $9.18K
|
4.87K
$540K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
670+ 18.84% |
$70.9K - $80.9K
|
4.23K
$469K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
12+ 1.0% |
$1.27K - $1.45K
|
1.22K
$135K
|