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 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-188- 0.86% |
$19.9K - $22.7K
|
21.6K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
14.5KNew |
$1.54M - $1.75M
|
14.5K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.97KNew |
$209K - $238K
|
1.97K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-378- 2.25% |
$40K - $45.6K
|
16.4K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.99K+ 5.06% |
$211K - $241K
|
41.4K
$4.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.06% |
$106 - $121
|
1.73K
$194K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
119+ 5.06% |
$12.6K - $14.4K
|
2.47K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.36K+ 33.87% |
$144K - $165K
|
5.39K
$602K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
484+ 13.99% |
$51.2K - $58.4K
|
3.94K
$441K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-835- 6.01% |
$88.3K - $101K
|
13.1K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
593+ 1.84% |
$62.7K - $71.6K
|
32.8K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-887- 2.05% |
$93.8K - $107K
|
42.4K
$4.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
405+ 4.61% |
$42.8K - $48.9K
|
9.2K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$529 - $604
|
5
$559
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-31- 1.88% |
$3.28K - $3.74K
|
1.62K
$181K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.18K+ 64.86% |
$125K - $143K
|
3.01K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-405- 9.76% |
$42.8K - $48.9K
|
3.74K
$418K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.9K+ 49.28% |
$201K - $230K
|
5.77K
$645K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-181- 13.62% |
$19.1K - $21.9K
|
1.15K
$128K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
115+ 1.42% |
$12.2K - $13.9K
|
8.2K
$916K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
915+ 7.39% |
$96.8K - $110K
|
13.3K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.75K+ 28.06% |
$185K - $211K
|
7.98K
$892K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
20+ 0.75% |
$2.12K - $2.42K
|
2.67K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3.58K+ 12.94% |
$379K - $432K
|
31.3K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.06KNew |
$324K - $370K
|
3.06K
$343K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.43K+ 1.69% |
$152K - $173K
|
86.5K
$9.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-313- 3.17% |
$33.1K - $37.8K
|
9.55K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-412- 2.75% |
$43.6K - $49.8K
|
14.6K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-873- 47.27% |
$92.3K - $105K
|
974
$109K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-503- 14.08% |
$53.2K - $60.7K
|
3.07K
$343K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
138+ 2.79% |
$14.6K - $16.7K
|
5.08K
$567K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
319+ 12.83% |
$33.7K - $38.5K
|
2.81K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-518- 10.57% |
$54.8K - $62.6K
|
4.38K
$490K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.31K+ 11.17% |
$350K - $400K
|
33K
$3.68M
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.91K+ 41.47% |
$201K - $230K
|
6.5K
$727K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
430+ 0.98% |
$45.5K - $51.9K
|
44.2K
$4.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
59+ 0.47% |
$6.24K - $7.12K
|
12.7K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
517+ 6.26% |
$54.7K - $62.4K
|
8.78K
$981K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 0.43% |
$5.29K - $6.04K
|
11.5K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.26% |
$635 - $725
|
2.29K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-97- 6.29% |
$10.3K - $11.7K
|
1.45K
$162K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-925- 21.18% |
$97.8K - $112K
|
3.44K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.66K+ 22.89% |
$176K - $200K
|
8.91K
$996K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.69K+ 15.26% |
$179K - $204K
|
12.8K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
221+ 11.29% |
$23.4K - $26.7K
|
2.18K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.72KNew |
$605K - $690K
|
5.72K
$639K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
320+ 12.86% |
$33.8K - $38.6K
|
2.81K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.52K- 3.22% |
$266K - $304K
|
75.6K
$8.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
348+ 1.44% |
$36.8K - $42K
|
24.4K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
418+ 11.76% |
$44.2K - $50.5K
|
3.97K
$444K
|