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 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-540- 3.5% |
$57.1K - $65.2K
|
14.9K
$1.68M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
416+ 17.71% |
$44K - $50.2K
|
2.77K
$313K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-2.68K- 0.27% |
$284K - $324K
|
996K
$113M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6.63K- 4.42% |
$702K - $801K
|
143K
$16.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
65+ 0.75% |
$6.87K - $7.85K
|
8.7K
$984K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-185- 1.59% |
$19.6K - $22.3K
|
11.5K
$1.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-499- 2.02% |
$52.8K - $60.3K
|
24.2K
$2.74M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
61+ 6.7% |
$6.45K - $7.37K
|
972
$110K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.42K+ 17.12% |
$150K - $172K
|
9.74K
$1.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-121- 1.88% |
$12.8K - $14.6K
|
6.31K
$714K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
29+ 0.15% |
$3.07K - $3.5K
|
19K
$2.15M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-80- 3.77% |
$8.46K - $9.66K
|
2.04K
$231K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
205New |
$21.7K - $24.8K
|
205
$23.2K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
408+ 7.68% |
$43.2K - $49.3K
|
5.72K
$647K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-4.4K- 14.97% |
$465K - $531K
|
25K
$2.83M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-128- 1.14% |
$13.5K - $15.5K
|
11.1K
$1.26M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
81+ 0.46% |
$8.57K - $9.78K
|
17.8K
$2.01M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-93- 0.92% |
$9.84K - $11.2K
|
10K
$1.14M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
722+ 14.75% |
$76.4K - $87.2K
|
5.62K
$636K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
368+ 50.41% |
$38.9K - $44.4K
|
1.1K
$124K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.72K+ 17.43% |
$182K - $207K
|
11.6K
$1.31M
|
|
| Q3 2024 | |||||||
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-4.11K- 1.29% |
$409K - $484K
|
315K
$35.6M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
5+ 0.05% |
$497 - $589
|
10.3K
$1.17M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.03% |
$298 - $353
|
10.3K
$1.17M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.88KNew |
$187K - $221K
|
1.88K
$213K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-100- 3.67% |
$9.94K - $11.8K
|
2.63K
$297K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
108+ 1.77% |
$10.7K - $12.7K
|
6.22K
$703K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.93K- 5.2% |
$391K - $463K
|
71.7K
$8.11M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.36% |
$994 - $1.18K
|
2.75K
$312K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
2.19KNew |
$218K - $258K
|
2.19K
$248K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-350- 1.14% |
$34.8K - $41.2K
|
30.4K
$3.44M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-247- 11.85% |
$24.5K - $29.1K
|
1.84K
$208K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
169+ 0.63% |
$16.8K - $19.9K
|
27.1K
$3.07M
|
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
40.7KNew |
$4.05M - $4.79M
|
40.7K
$4.61M
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
BUY
|
- |
350+ 14.89% |
$34.8K - $41.2K
|
2.7K
$306K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
28+ 0.7% |
$2.78K - $3.3K
|
4.03K
$456K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.83K+ 60.23% |
$181K - $215K
|
4.86K
$549K
|
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$1.74M - $2.06M
|
17.5K
$1.98M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-183- 7.68% |
$18.2K - $21.5K
|
2.2K
$249K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
307+ 12.34% |
$30.5K - $36.1K
|
2.79K
$316K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
2.2MNew |
$219M - $259M
|
2.2M
$249M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
86+ 3.92% |
$8.54K - $10.1K
|
2.28K
$258K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
192+ 2.03% |
$19.1K - $22.6K
|
9.64K
$1.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
50+ 0.4% |
$4.97K - $5.89K
|
12.4K
$1.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-75- 1.67% |
$7.45K - $8.83K
|
4.42K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.38K+ 28.32% |
$137K - $163K
|
6.26K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
432+ 3.53% |
$42.9K - $50.9K
|
12.7K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.78KNew |
$177K - $210K
|
1.78K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
174+ 116.0% |
$17.3K - $20.5K
|
324
$36.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
10.5KNew |
$1.04M - $1.23M
|
10.5K
$1.19M
|
|