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 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$199 - $235
|
3.66K
$414K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.71K- 46.1% |
$170K - $201K
|
2K
$226K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-746- 4.7% |
$74.1K - $87.8K
|
15.1K
$1.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
931+ 29.38% |
$92.5K - $110K
|
4.1K
$464K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-613- 26.09% |
$60.9K - $72.2K
|
1.74K
$197K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-4.34K- 2.4% |
$431K - $510K
|
177K
$20M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.76KNew |
$175K - $208K
|
1.76K
$200K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.83KNew |
$182K - $216K
|
1.83K
$207K
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.87K- 35.99% |
$186K - $221K
|
3.33K
$377K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
155New |
$15.4K - $18.2K
|
155
$17.5K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
31+ 0.89% |
$3.08K - $3.65K
|
3.52K
$398K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.04KNew |
$203K - $240K
|
2.04K
$231K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-35- 0.55% |
$3.48K - $4.12K
|
6.36K
$719K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-414- 21.71% |
$41.1K - $48.7K
|
1.49K
$169K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
22New |
$2.19K - $2.59K
|
22
$2.49K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.81KNew |
$180K - $213K
|
1.81K
$205K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-528- 12.68% |
$52.5K - $62.2K
|
3.64K
$411K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1.06K+ 105.7% |
$105K - $124K
|
2.06K
$233K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-82- 37.44% |
$8.15K - $9.65K
|
137
$15.5K
|
|
|
Nov 06, 2024
Q3 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
1.94KNew |
$192K - $228K
|
1.94K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-346- 13.84% |
$34.4K - $40.7K
|
2.15K
$244K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.96KNew |
$194K - $230K
|
1.96K
$221K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
87+ 116.0% |
$8.64K - $10.2K
|
162
$18.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.55KNew |
$253K - $300K
|
2.55K
$288K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
847+ 32.78% |
$84.1K - $99.7K
|
3.43K
$388K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
7.3KNew |
$725K - $859K
|
7.3K
$826K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-82- 14.16% |
$8.15K - $9.65K
|
497
$56.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-35- 1.66% |
$3.48K - $4.12K
|
2.07K
$234K
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-1.33K- 4.15% |
$132K - $157K
|
30.8K
$3.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
865+ 23.76% |
$85.9K - $102K
|
4.51K
$510K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
960+ 6.52% |
$95.4K - $113K
|
15.7K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.14K- 1.5% |
$114K - $135K
|
75.1K
$8.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-9.45K- 78.38% |
$938K - $1.11M
|
2.61K
$295K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
727New |
$72.2K - $85.6K
|
727
$82.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-4.13K- 1.68% |
$410K - $486K
|
241K
$27.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.84K+ 13.46% |
$183K - $217K
|
15.5K
$1.76M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
507+ 2.74% |
$50.4K - $59.7K
|
19K
$2.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-433- 31.77% |
$43K - $51K
|
930
$105K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
327New |
$32.5K - $38.5K
|
327
$37K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
424+ 1.21% |
$42.1K - $49.9K
|
35.4K
$4M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
34+ 0.88% |
$3.38K - $4K
|
3.89K
$440K
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
1.81KNew |
$180K - $213K
|
1.81K
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
210+ 8.96% |
$20.9K - $24.7K
|
2.55K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1.8KNew |
$179K - $212K
|
1.8K
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-852- 28.23% |
$84.6K - $100K
|
2.17K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-427- 16.32% |
$42.4K - $50.3K
|
2.19K
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.82KNew |
$180K - $214K
|
1.82K
$205K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.55KNew |
$253K - $300K
|
2.55K
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-56- 12.53% |
$5.56K - $6.59K
|
391
$44.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.1K+ 64.62% |
$209K - $247K
|
5.35K
$605K
|