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 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
320+ 12.86% |
$33.8K - $38.6K
|
2.81K
$318K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.52K- 3.22% |
$266K - $304K
|
75.6K
$8.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
348+ 1.44% |
$36.8K - $42K
|
24.4K
$2.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
418+ 11.76% |
$44.2K - $50.5K
|
3.97K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.78K+ 4.22% |
$294K - $336K
|
68.7K
$7.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-386- 2.75% |
$40.8K - $46.6K
|
13.7K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.48K+ 8.17% |
$157K - $179K
|
19.6K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.02K+ 3.45% |
$108K - $123K
|
30.6K
$3.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
584+ 10.27% |
$61.8K - $70.5K
|
6.27K
$710K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.54K+ 68.41% |
$163K - $186K
|
3.8K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-14- 0.41% |
$1.48K - $1.69K
|
3.44K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-128- 1.2% |
$13.5K - $15.5K
|
10.6K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
290+ 16.07% |
$30.7K - $35K
|
2.1K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-250- 11.33% |
$26.4K - $30.2K
|
1.96K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-1- 0.04% |
$106 - $121
|
2.34K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-516- 0.99% |
$54.6K - $62.3K
|
51.5K
$5.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
928+ 28.69% |
$98.1K - $112K
|
4.16K
$471K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
35+ 0.85% |
$3.7K - $4.23K
|
4.17K
$472K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-477- 0.57% |
$50.4K - $57.6K
|
83K
$9.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
58+ 1.33% |
$6.13K - $7K
|
4.43K
$502K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
136+ 2.33% |
$14.4K - $16.4K
|
5.98K
$676K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
9.74KNew |
$1.03M - $1.18M
|
9.74K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-43- 0.46% |
$4.55K - $5.19K
|
9.34K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.16K- 32.76% |
$122K - $140K
|
2.37K
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.31K+ 33.64% |
$350K - $399K
|
13.1K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-35- 0.43% |
$3.7K - $4.23K
|
8.01K
$907K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
43+ 0.32% |
$4.55K - $5.19K
|
13.7K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.14M+ 155.1% |
$120M - $138M
|
1.87M
$212M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
20.4K+ 48.88% |
$2.16M - $2.47M
|
62.3K
$7.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400+ 22.65% |
$42.3K - $48.3K
|
2.17K
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
7.5KNew |
$794K - $906K
|
7.5K
$849K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.69K- 2.19% |
$179K - $204K
|
75.6K
$8.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.04KNew |
$216K - $246K
|
2.04K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
345+ 2.11% |
$36.5K - $41.7K
|
16.7K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
69K+ 86.52% |
$7.3M - $8.33M
|
149K
$16.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.86K+ 58.18% |
$197K - $225K
|
5.06K
$572K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
406+ 0.29% |
$42.9K - $49K
|
139K
$15.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
69+ 3.1% |
$7.3K - $8.33K
|
2.29K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.77% |
$1.69K - $1.93K
|
2.1K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
2.6K+ 3.58% |
$275K - $314K
|
75.2K
$8.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-2.28K- 20.33% |
$241K - $275K
|
8.92K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
343+ 0.17% |
$36.3K - $41.4K
|
202K
$22.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-212- 0.75% |
$22.4K - $25.6K
|
28.1K
$3.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-218- 3.3% |
$23.1K - $26.3K
|
6.4K
$724K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
438+ 5.96% |
$46.3K - $52.9K
|
7.78K
$881K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7.46KNew |
$789K - $901K
|
7.46K
$844K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-297- 82.5% |
$31.4K - $35.9K
|
63
$7.13K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
243+ 332.88% |
$25.7K - $29.3K
|
316
$35.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
869+ 14.82% |
$91.9K - $105K
|
6.73K
$762K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-252- 2.79% |
$26.7K - $30.4K
|
8.79K
$995K
|