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 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.73K- 1.19% |
$817K - $933K
|
641K
$71.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.58K- 1.22% |
$802K - $915K
|
612K
$68.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
20.4K+ 121.91% |
$2.15M - $2.46M
|
37.1K
$4.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
BUY
|
- |
101+ 1.97% |
$10.7K - $12.2K
|
5.24K
$586K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.98K- 3.16% |
$209K - $239K
|
60.6K
$6.78M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-505- 0.81% |
$53.4K - $61K
|
61.6K
$6.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-30- 0.66% |
$3.17K - $3.62K
|
4.53K
$506K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-107- 2.3% |
$11.3K - $12.9K
|
4.56K
$509K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-510- 2.37% |
$53.9K - $61.6K
|
21K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-421- 2.32% |
$44.5K - $50.8K
|
17.7K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.25K+ 8.11% |
$344K - $392K
|
43.3K
$4.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-70- 2.35% |
$7.4K - $8.45K
|
2.91K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 1.16% |
$2.64K - $3.02K
|
2.18K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
46+ 0.96% |
$4.86K - $5.55K
|
4.85K
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.29K+ 5.05% |
$242K - $276K
|
47.5K
$5.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-25- 0.49% |
$2.64K - $3.02K
|
5.05K
$565K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-632- 8.66% |
$66.8K - $76.3K
|
6.67K
$746K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
781+ 33.77% |
$82.6K - $94.3K
|
3.09K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.93KNew |
$204K - $233K
|
1.93K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-232- 8.09% |
$24.5K - $28K
|
2.64K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.19KNew |
$232K - $265K
|
2.19K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-184- 2.68% |
$19.5K - $22.2K
|
6.69K
$748K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
700+ 11.56% |
$74K - $84.5K
|
6.75K
$755K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.44K+ 11.36% |
$152K - $173K
|
14.1K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2.53K+ 39.26% |
$267K - $305K
|
8.96K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
35+ 0.53% |
$3.7K - $4.23K
|
6.59K
$737K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
79+ 1.76% |
$8.36K - $9.54K
|
4.56K
$510K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.28K+ 0.46% |
$135K - $155K
|
281K
$31.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$106 - $121
|
3.24K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-106- 2.46% |
$11.2K - $12.8K
|
4.21K
$470K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.15K- 4.86% |
$122K - $139K
|
22.5K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
193+ 1.23% |
$20.4K - $23.3K
|
15.8K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
290+ 5.26% |
$30.7K - $35K
|
5.8K
$649K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-160- 5.05% |
$16.9K - $19.3K
|
3.01K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-54- 0.55% |
$5.71K - $6.52K
|
9.74K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-2.58K- 13.67% |
$273K - $311K
|
16.3K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
49.4KNew |
$5.23M - $5.97M
|
49.4K
$5.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-113- 1.3% |
$12K - $13.6K
|
8.55K
$956K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-57- 0.28% |
$6.03K - $6.88K
|
19.9K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-33- 1.1% |
$3.49K - $3.99K
|
2.98K
$333K
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-260- 5.98% |
$27.5K - $31.4K
|
4.09K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
754+ 4.2% |
$79.7K - $91.1K
|
18.7K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-648- 15.36% |
$68.5K - $78.3K
|
3.57K
$399K
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-1.06K- 12.06% |
$112K - $127K
|
7.69K
$860K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-125- 2.84% |
$13.2K - $15.1K
|
4.28K
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
663+ 21.53% |
$70.1K - $80.1K
|
3.74K
$418K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
106+ 2.14% |
$11.2K - $12.8K
|
5.06K
$566K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.39KNew |
$252K - $288K
|
2.39K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.41K- 0.74% |
$149K - $170K
|
189K
$21.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-33- 1.62% |
$3.49K - $3.99K
|
2K
$224K
|