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 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
100+ 0.98% |
$10.6K - $12.1K
|
10.3K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.52% |
$1.9K - $2.17K
|
3.48K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
280+ 2.39% |
$29.6K - $33.8K
|
12K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-412- 12.55% |
$43.6K - $49.8K
|
2.87K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-215- 15.31% |
$22.7K - $26K
|
1.19K
$132K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
318+ 9.06% |
$33.6K - $38.4K
|
3.83K
$425K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-250- 1.05% |
$26.4K - $30.2K
|
23.6K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
110+ 4.55% |
$11.6K - $13.3K
|
2.53K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
423KNew |
$44.7M - $51M
|
423K
$46.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-12- 0.36% |
$1.27K - $1.45K
|
3.3K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
20New |
$2.12K - $2.42K
|
20
$2.22K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-192- 1.74% |
$20.3K - $23.2K
|
10.9K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
89+ 2.25% |
$9.41K - $10.7K
|
4.05K
$449K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
200+ 3.64% |
$21.2K - $24.2K
|
5.7K
$632K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
19.2K+ 260.76% |
$2.03M - $2.32M
|
26.5K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
151+ 1.52% |
$16K - $18.2K
|
10.1K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
359+ 14.53% |
$38K - $43.4K
|
2.83K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
375+ 16.79% |
$39.7K - $45.3K
|
2.61K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-50- 2.08% |
$5.29K - $6.04K
|
2.36K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
106K+ 41.03% |
$11.2M - $12.8M
|
363K
$40.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-144- 4.47% |
$15.2K - $17.4K
|
3.08K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
105+ 1.48% |
$11.1K - $12.7K
|
7.22K
$801K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
206New |
$21.8K - $24.9K
|
206
$22.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
171+ 1.41% |
$18.1K - $20.6K
|
12.3K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
899+ 17.69% |
$95.1K - $109K
|
5.98K
$663K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
617+ 7.0% |
$65.3K - $74.5K
|
9.43K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
206+ 6.58% |
$21.8K - $24.9K
|
3.34K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.81% |
$529 - $604
|
623
$69.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.1KNew |
$222K - $254K
|
2.1K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-290- 3.05% |
$30.7K - $35K
|
9.22K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.6K- 1.41% |
$381K - $435K
|
252K
$27.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
1.22K+ 15.74% |
$128K - $147K
|
8.94K
$991K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
35+ 0.34% |
$3.7K - $4.23K
|
10.5K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
632+ 3.14% |
$66.8K - $76.3K
|
20.7K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-50- 0.16% |
$5.29K - $6.04K
|
32.1K
$3.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.14K- 7.12% |
$120K - $137K
|
14.8K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
169+ 3.84% |
$17.9K - $20.4K
|
4.57K
$506K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-345- 6.54% |
$36.5K - $41.7K
|
4.93K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-920- 2.02% |
$97.3K - $111K
|
44.6K
$4.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
132+ 4.84% |
$14K - $15.9K
|
2.86K
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.53K+ 4.22% |
$162K - $185K
|
37.8K
$4.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-249- 4.62% |
$26.3K - $30.1K
|
5.14K
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.14K+ 4.21% |
$332K - $379K
|
77.7K
$8.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
324+ 3.14% |
$34.3K - $39.1K
|
10.7K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
88+ 5.06% |
$9.31K - $10.6K
|
1.83K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-311- 27.3% |
$32.9K - $37.6K
|
828
$91.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.33KNew |
$247K - $281K
|
2.33K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.87KNew |
$515K - $588K
|
4.87K
$540K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
6.86KNew |
$726K - $829K
|
6.86K
$761K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-122- 2.94% |
$12.9K - $14.7K
|
4.03K
$446K
|