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 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8- 0.18% |
$846 - $966
|
4.43K
$502K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-30- 0.24% |
$3.17K - $3.62K
|
12.2K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-400- 15.09% |
$42.3K - $48.3K
|
2.25K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
30+ 1.49% |
$3.17K - $3.62K
|
2.05K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-26- 0.43% |
$2.75K - $3.14K
|
6.06K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.26K+ 28.02% |
$133K - $152K
|
5.74K
$649K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.71K+ 5.48% |
$286K - $327K
|
52.1K
$5.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
174+ 2.47% |
$18.4K - $21K
|
7.21K
$816K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.48K+ 7.19% |
$262K - $299K
|
37K
$4.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.77K+ 10.4% |
$293K - $334K
|
29.4K
$3.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-207- 2.95% |
$21.9K - $25K
|
6.81K
$771K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-497- 8.95% |
$52.6K - $60K
|
5.05K
$572K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
200New |
$21.2K - $24.2K
|
200
$22.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-101- 4.01% |
$10.7K - $12.2K
|
2.42K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3.1K+ 2.71% |
$328K - $374K
|
117K
$13.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
278+ 1.46% |
$29.4K - $33.6K
|
19.3K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
25+ 0.82% |
$2.64K - $3.02K
|
3.07K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.2K+ 6.52% |
$1.08M - $1.24M
|
167K
$19M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
9+ 0.43% |
$952 - $1.09K
|
2.1K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.85K+ 132.37% |
$936K - $1.07M
|
15.5K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.23K- 1.87% |
$236K - $269K
|
117K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
266+ 13.63% |
$28.1K - $32.1K
|
2.22K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-84- 0.31% |
$8.88K - $10.1K
|
27.3K
$3.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
222+ 0.39% |
$23.5K - $26.8K
|
57.5K
$6.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
6.48K+ 2.99% |
$686K - $783K
|
223K
$25.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.78KNew |
$293K - $335K
|
2.78K
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.58K+ 36.32% |
$167K - $190K
|
5.91K
$669K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.75KNew |
$185K - $211K
|
1.75K
$198K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-50- 0.9% |
$5.29K - $6.04K
|
5.53K
$626K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.42K- 18.79% |
$151K - $172K
|
6.15K
$696K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
255+ 4.69% |
$27K - $30.8K
|
5.7K
$644K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
696+ 7.32% |
$73.6K - $84K
|
10.2K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.83K+ 15.19% |
$193K - $221K
|
13.8K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.57K- 8.24% |
$378K - $431K
|
39.8K
$4.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
666+ 12.61% |
$70.4K - $80.4K
|
5.95K
$673K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-885- 6.72% |
$93.6K - $107K
|
12.3K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.91KNew |
$625K - $714K
|
5.91K
$669K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
82+ 3.78% |
$8.67K - $9.9K
|
2.25K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-70- 9.67% |
$7.4K - $8.45K
|
654
$74K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-36- 0.75% |
$3.81K - $4.35K
|
4.77K
$540K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-24- 0.47% |
$2.54K - $2.9K
|
5.03K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
274+ 8.89% |
$29K - $33.1K
|
3.36K
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-193- 1.24% |
$20.4K - $23.3K
|
15.4K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
175+ 9.29% |
$18.5K - $21.1K
|
2.06K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
95+ 2.83% |
$10K - $11.5K
|
3.46K
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
13+ 0.07% |
$1.37K - $1.57K
|
18.8K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
693+ 13.2% |
$73.3K - $83.7K
|
5.94K
$673K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
783+ 5.9% |
$82.8K - $94.6K
|
14K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
22+ 0.93% |
$2.33K - $2.66K
|
2.4K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-77- 2.96% |
$8.14K - $9.3K
|
2.52K
$285K
|