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 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
21+ 0.39% |
$2.22K - $2.54K
|
5.36K
$599K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
106+ 1.8% |
$11.2K - $12.8K
|
6.01K
$672K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
9.07K+ 3.16% |
$959K - $1.1M
|
296K
$33.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
150+ 0.75% |
$15.9K - $18.1K
|
20K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
14+ 0.26% |
$1.48K - $1.69K
|
5.33K
$596K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-163- 1.78% |
$17.2K - $19.7K
|
8.97K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-22- 0.23% |
$2.33K - $2.66K
|
9.64K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
229+ 5.69% |
$24.2K - $27.7K
|
4.26K
$476K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-9.11K- 10.71% |
$963K - $1.1M
|
76K
$8.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1+ 0.02% |
$106 - $121
|
5.89K
$658K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
304+ 20.99% |
$32.2K - $36.7K
|
1.75K
$196K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
144+ 1.46% |
$15.2K - $17.4K
|
10K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-93- 1.98% |
$9.84K - $11.2K
|
4.6K
$514K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
16+ 0.7% |
$1.69K - $1.93K
|
2.31K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6- 0.07% |
$635 - $725
|
8.46K
$945K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
6+ 0.97% |
$635 - $725
|
626
$70K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.82K- 9.79% |
$933K - $1.07M
|
81.3K
$9.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-298- 1.03% |
$31.5K - $36K
|
28.6K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.36K+ 2.83% |
$144K - $164K
|
49.4K
$5.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-491- 5.79% |
$51.9K - $59.3K
|
7.99K
$893K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-370- 3.2% |
$39.1K - $44.7K
|
11.2K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-197- 5.64% |
$20.8K - $23.8K
|
3.3K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
304+ 0.76% |
$32.2K - $36.7K
|
40.1K
$4.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-39- 0.19% |
$4.12K - $4.71K
|
20.8K
$2.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.46K+ 54.75% |
$154K - $176K
|
4.12K
$461K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.11KNew |
$223K - $254K
|
2.11K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.63K+ 1.37% |
$807K - $922K
|
566K
$63.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.29% |
$1.48K - $1.69K
|
4.9K
$548K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-57- 0.23% |
$6.03K - $6.88K
|
24.8K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-154- 3.73% |
$16.3K - $18.6K
|
3.97K
$444K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-53- 0.19% |
$5.61K - $6.4K
|
27.4K
$3.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
597+ 19.59% |
$63.1K - $72.1K
|
3.65K
$407K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-225- 4.62% |
$23.8K - $27.2K
|
4.64K
$519K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.76KNew |
$398K - $454K
|
3.76K
$420K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-67- 2.05% |
$7.09K - $8.09K
|
3.2K
$357K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-94- 1.89% |
$9.94K - $11.4K
|
4.87K
$544K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8.96K+ 31.46% |
$948K - $1.08M
|
37.4K
$4.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-494- 84.44% |
$52.2K - $59.7K
|
91
$10.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
1.32K+ 18.78% |
$140K - $160K
|
8.37K
$936K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.11K- 4.74% |
$117K - $134K
|
22.3K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-197- 5.08% |
$20.8K - $23.8K
|
3.68K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
188+ 0.49% |
$19.9K - $22.7K
|
38.9K
$4.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-66- 13.89% |
$6.98K - $7.97K
|
409
$45.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-830- 4.94% |
$87.8K - $100K
|
16K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
35+ 0.2% |
$3.7K - $4.23K
|
17.4K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 10.3% |
$10.6K - $12.1K
|
1.07K
$120K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
267+ 5.01% |
$28.2K - $32.2K
|
5.6K
$626K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
89+ 13.26% |
$9.41K - $10.7K
|
760
$85K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-440- 9.85% |
$46.5K - $53.1K
|
4.03K
$450K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.73K- 1.73% |
$182K - $208K
|
98.3K
$11M
|