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 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-589- 10.51% |
$62.3K - $71.1K
|
5.01K
$567K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-8.9K- 67.69% |
$941K - $1.07M
|
4.25K
$481K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
132+ 1.66% |
$14K - $15.9K
|
8.07K
$913K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13+ 0.49% |
$1.37K - $1.57K
|
2.69K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.28% |
$106 - $121
|
355
$40.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-221- 5.53% |
$23.4K - $26.7K
|
3.78K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-8- 0.22% |
$846 - $966
|
3.59K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-33- 0.18% |
$3.49K - $3.99K
|
18K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
50+ 1.71% |
$5.29K - $6.04K
|
2.98K
$337K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
51+ 1.46% |
$5.39K - $6.16K
|
3.54K
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 1.71% |
$529 - $604
|
297
$33.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.75KNew |
$291K - $332K
|
2.75K
$311K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-45- 1.12% |
$4.76K - $5.43K
|
3.98K
$451K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
334+ 37.11% |
$35.3K - $40.3K
|
1.23K
$140K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-165- 0.09% |
$17.5K - $19.9K
|
174K
$19.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
688+ 0.12% |
$72.8K - $83.1K
|
596K
$67.5M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.65K+ 55.65% |
$175K - $199K
|
4.62K
$523K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-118- 5.05% |
$12.5K - $14.2K
|
2.22K
$251K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
477+ 2.51% |
$50.4K - $57.6K
|
19.5K
$2.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
16.4K+ 24.32% |
$1.73M - $1.98M
|
83.6K
$9.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.86K+ 7.6% |
$197K - $224K
|
26.3K
$2.98M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
357+ 9.03% |
$37.8K - $43.1K
|
4.31K
$488K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14+ 155.56% |
$1.48K - $1.69K
|
23
$2.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-132- 7.16% |
$14K - $15.9K
|
1.71K
$194K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-200- 6.7% |
$21.2K - $24.2K
|
2.79K
$315K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
465+ 4.52% |
$49.2K - $56.2K
|
10.8K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
53+ 13.87% |
$5.61K - $6.4K
|
435
$49.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.17% |
$423 - $483
|
2.36K
$267K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
133+ 2.65% |
$14.1K - $16.1K
|
5.15K
$583K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-222- 0.7% |
$23.5K - $26.8K
|
31.4K
$3.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.22K+ 8.5% |
$129K - $148K
|
15.6K
$1.76M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.45K+ 62.04% |
$153K - $175K
|
3.78K
$428K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
125+ 0.77% |
$13.2K - $15.1K
|
16.3K
$1.85M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.11M- 98.62% |
$117M - $134M
|
15.5K
$1.76M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3- 0.01% |
$317 - $362
|
32.6K
$3.69M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
314+ 9.14% |
$33.2K - $37.9K
|
3.75K
$424K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-311- 14.35% |
$32.9K - $37.6K
|
1.86K
$210K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-874- 1.66% |
$92.4K - $106K
|
51.8K
$5.86M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.97K+ 68.86% |
$631K - $721K
|
14.6K
$1.66M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
128+ 0.79% |
$13.5K - $15.5K
|
16.3K
$1.84M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-17- 1.02% |
$1.8K - $2.05K
|
1.65K
$187K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
53+ 4.94% |
$5.61K - $6.4K
|
1.13K
$127K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-165- 3.17% |
$17.5K - $19.9K
|
5.04K
$570K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
688+ 9.65% |
$72.8K - $83.1K
|
7.82K
$885K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-426- 1.8% |
$45.1K - $51.4K
|
23.2K
$2.63M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-132- 5.51% |
$14K - $15.9K
|
2.26K
$256K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.93% |
$423 - $483
|
435
$49.2K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.92K- 11.13% |
$203K - $232K
|
15.3K
$1.73M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.7KNew |
$392K - $447K
|
3.7K
$419K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-540- 3.5% |
$57.1K - $65.2K
|
14.9K
$1.68M
|