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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.71K+ 6.86% |
$709K - $810K
|
104K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
22.7K+ 2.05% |
$2.4M - $2.74M
|
1.13M
$131M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
13+ 0.48% |
$1.37K - $1.57K
|
2.7K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
106+ 7.81% |
$11.2K - $12.8K
|
1.46K
$169K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
138+ 7.35% |
$14.6K - $16.7K
|
2.02K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
15.9KNew |
$1.68M - $1.91M
|
15.9K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
140+ 1.12% |
$14.8K - $16.9K
|
12.7K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
2.23KNew |
$236K - $269K
|
2.23K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
500New |
$52.9K - $60.4K
|
500
$57.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
261New |
$27.6K - $31.5K
|
261
$30.2K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-480- 0.14% |
$50.8K - $58K
|
355K
$41M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-626- 4.79% |
$66.2K - $75.6K
|
12.4K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1- 0.05% |
$106 - $121
|
1.94K
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
575+ 11.48% |
$60.8K - $69.4K
|
5.58K
$645K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
57+ 2.8% |
$6.03K - $6.88K
|
2.09K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.17K+ 22.63% |
$123K - $141K
|
6.33K
$731K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-384- 2.21% |
$40.6K - $46.4K
|
17K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
502+ 9.92% |
$53.1K - $60.6K
|
5.56K
$643K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10- 0.07% |
$1.06K - $1.21K
|
13.7K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
28+ 0.7% |
$2.96K - $3.38K
|
4.02K
$465K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.3K+ 33.63% |
$3.1M - $3.54M
|
116K
$13.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-48.3K- 87.01% |
$5.11M - $5.84M
|
7.22K
$834K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-165- 1.47% |
$17.5K - $19.9K
|
11.1K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-42- 0.98% |
$4.44K - $5.07K
|
4.23K
$489K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
136K+ 1.61% |
$14.3M - $16.4M
|
8.56M
$990M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-426- 3.19% |
$45.1K - $51.4K
|
12.9K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.04K+ 3.74% |
$216K - $246K
|
56.5K
$6.53M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.29% |
$63.5K - $72.5K
|
210K
$24.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-80- 3.57% |
$8.46K - $9.66K
|
2.16K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
34New |
$3.6K - $4.11K
|
34
$3.93K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.5K- 4.4% |
$159K - $181K
|
32.6K
$3.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
744+ 4.47% |
$78.7K - $89.8K
|
17.4K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
129+ 0.84% |
$13.6K - $15.6K
|
15.5K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-100- 4.76% |
$10.6K - $12.1K
|
2K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-6.02K- 23.46% |
$636K - $726K
|
19.6K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-707K- 56.11% |
$74.7M - $85.3M
|
553K
$63.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
20.4K+ 36.41% |
$2.16M - $2.47M
|
76.5K
$8.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.91KNew |
$308K - $351K
|
2.91K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.1KNew |
$222K - $254K
|
2.1K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.36K+ 1.46% |
$144K - $164K
|
94.5K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
2.01K+ 19.37% |
$212K - $242K
|
12.4K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-351- 0.53% |
$37.1K - $42.4K
|
66.4K
$7.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
46+ 0.08% |
$4.86K - $5.55K
|
60.4K
$6.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
19.8K+ 107.16% |
$2.09M - $2.39M
|
38.3K
$4.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.5K+ 17.98% |
$159K - $181K
|
9.85K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
CALL |
3+ 2.63% |
$317 - $362
|
117
$13.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-444- 0.8% |
$47K - $53.6K
|
55K
$6.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-59- 2.21% |
$6.24K - $7.12K
|
2.61K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
49K+ 120.38% |
$5.18M - $5.92M
|
89.7K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
211+ 0.66% |
$22.3K - $25.5K
|
32.3K
$3.74M
|