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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-156- 3.78% |
$15.5K - $18.4K
|
3.97K
$449K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-573- 24.73% |
$56.9K - $67.4K
|
1.74K
$197K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.31K- 38.3% |
$130K - $155K
|
2.12K
$239K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.16% |
$795 - $942
|
5.06K
$572K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
1.92KNew |
$191K - $226K
|
1.92K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.79KNew |
$177K - $210K
|
1.79K
$202K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-68- 2.63% |
$6.76K - $8K
|
2.52K
$285K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
327New |
$32.5K - $38.5K
|
327
$37K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-171- 0.93% |
$17K - $20.1K
|
18.2K
$2.06M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-189- 2.66% |
$18.8K - $22.2K
|
6.9K
$781K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
86+ 1.79% |
$8.54K - $10.1K
|
4.89K
$553K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-48- 81.36% |
$4.77K - $5.65K
|
11
$1.24K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-500- 21.22% |
$49.7K - $58.9K
|
1.86K
$210K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-250- 10.11% |
$24.8K - $29.4K
|
2.22K
$252K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.94KNew |
$193K - $228K
|
1.94K
$219K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6+ 0.12% |
$596 - $706
|
4.82K
$545K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.07K+ 22.83% |
$504K - $597K
|
27.3K
$3.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
20.2K+ 10.73% |
$2.01M - $2.38M
|
208K
$23.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-66- 2.21% |
$6.56K - $7.77K
|
2.92K
$330K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
1.79KNew |
$178K - $211K
|
1.79K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
250+ 1.89% |
$24.8K - $29.4K
|
13.4K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-6- 0.07% |
$596 - $706
|
8.82K
$998K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50New |
$4.97K - $5.89K
|
50
$5.66K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.88KNew |
$187K - $221K
|
1.88K
$213K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.06% |
$99.4 - $118
|
1.65K
$187K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
124+ 15.2% |
$12.3K - $14.6K
|
940
$106K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.77KNew |
$176K - $209K
|
1.77K
$201K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
3.15K+ 4.57% |
$313K - $370K
|
72K
$8.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
131+ 6.14% |
$13K - $15.4K
|
2.27K
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
134+ 0.83% |
$13.3K - $15.8K
|
16.3K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-9- 0.06% |
$894 - $1.06K
|
14.7K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
332+ 5.15% |
$33K - $39.1K
|
6.78K
$767K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-11- 0.44% |
$1.09K - $1.29K
|
2.48K
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.13KNew |
$211K - $250K
|
2.13K
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.16% |
$99.4 - $118
|
632
$71.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
4.39KNew |
$436K - $517K
|
4.39K
$497K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-190- 9.31% |
$18.9K - $22.4K
|
1.85K
$209K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-8- 0.66% |
$795 - $942
|
1.21K
$137K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-22- 3.16% |
$2.19K - $2.59K
|
675
$76.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-26.2K- 10.18% |
$2.6M - $3.08M
|
231K
$26.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.22K- 8.61% |
$122K - $144K
|
13K
$1.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.38% |
$99.4 - $118
|
263
$29.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.85KNew |
$183K - $217K
|
1.85K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
1.87KNew |
$186K - $220K
|
1.87K
$211K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-275- 8.16% |
$27.3K - $32.4K
|
3.1K
$350K
|
|
|
Oct 21, 2024
Q3 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
33KNew |
$3.28M - $3.88M
|
33K
$3.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
22+ 0.71% |
$2.19K - $2.59K
|
3.14K
$355K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
263New |
$26.1K - $31K
|
263
$29.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
502New |
$49.9K - $59.1K
|
502
$56.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.78KNew |
$177K - $210K
|
1.78K
$201K
|