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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.83KNew |
$182K - $215K
|
1.83K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.03KNew |
$201K - $238K
|
2.03K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-222- 10.27% |
$22.1K - $26.1K
|
1.94K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2K+ 23.46% |
$199K - $236K
|
10.5K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
63New |
$6.26K - $7.42K
|
63
$7.13K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.76KNew |
$175K - $207K
|
1.76K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28+ 8.38% |
$2.78K - $3.3K
|
362
$41K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
28+ 3.95% |
$2.78K - $3.3K
|
736
$83.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-48- 0.47% |
$4.77K - $5.65K
|
10.1K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
32K+ 6400.0% |
$3.18M - $3.77M
|
32.5K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.39KNew |
$237K - $281K
|
2.39K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
25+ 125.0% |
$2.48K - $2.94K
|
45
$5.09K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
22.8K+ 121.25% |
$2.27M - $2.69M
|
41.7K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-400- 0.94% |
$39.7K - $47.1K
|
42.2K
$4.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
16.2K+ 160.4% |
$1.61M - $1.91M
|
26.3K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
191+ 10.14% |
$19K - $22.5K
|
2.08K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-256- 3.59% |
$25.4K - $30.1K
|
6.87K
$777K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.52KNew |
$151K - $179K
|
1.52K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.4K- 2.57% |
$238K - $282K
|
90.7K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
172+ 1.97% |
$17.1K - $20.2K
|
8.93K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-93- 0.74% |
$9.24K - $10.9K
|
12.6K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-310- 23.66% |
$30.8K - $36.5K
|
1K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
27+ 0.86% |
$2.68K - $3.18K
|
3.18K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-114K- 88.18% |
$11.3M - $13.4M
|
15.3K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-351- 2.11% |
$34.9K - $41.3K
|
16.3K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.37K+ 1.1% |
$136K - $161K
|
127K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-64- 0.7% |
$6.36K - $7.53K
|
9.13K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
80.4KNew |
$7.99M - $9.46M
|
80.4K
$9.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
540+ 10.75% |
$53.6K - $63.6K
|
5.57K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.78KNew |
$177K - $210K
|
1.78K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.1K- 15.18% |
$208K - $247K
|
11.7K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-686- 43.04% |
$68.2K - $80.7K
|
908
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.34K+ 4.57% |
$133K - $157K
|
30.6K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.08KNew |
$505K - $598K
|
5.08K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
1.92KNew |
$191K - $226K
|
1.92K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
155KNew |
$15.4M - $18.2M
|
155K
$17.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-66- 0.57% |
$6.56K - $7.77K
|
11.4K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
13K+ 17.44% |
$1.29M - $1.53M
|
87.6K
$9.91M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.12K- 30.7% |
$310K - $367K
|
7.04K
$797K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-758- 18.08% |
$75.3K - $89.2K
|
3.43K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-804- 27.9% |
$79.9K - $94.6K
|
2.08K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-159- 3.0% |
$15.8K - $18.7K
|
5.14K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
251+ 2.45% |
$24.9K - $29.5K
|
10.5K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-503- 89.18% |
$50K - $59.2K
|
61
$6.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.93KNew |
$192K - $228K
|
1.93K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
21.6K+ 57.74% |
$2.15M - $2.55M
|
59.1K
$6.69M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-47.8K- 75.12% |
$4.75M - $5.63M
|
15.8K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
650New |
$64.6K - $76.5K
|
650
$73.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
23.6KNew |
$2.34M - $2.78M
|
23.6K
$2.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
311New |
$30.9K - $36.6K
|
311
$35.2K
|