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 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-47- 1.37% |
$4.67K - $5.53K
|
3.39K
$379K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
442+ 0.06% |
$43.9K - $52K
|
767K
$85.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
50New |
$4.97K - $5.89K
|
50
$5.59K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.15% |
$298 - $353
|
2.03K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
1.75KNew |
$174K - $206K
|
1.75K
$196K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.86KNew |
$185K - $219K
|
1.86K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-28- 1.5% |
$2.78K - $3.3K
|
1.84K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.24K- 28.43% |
$123K - $146K
|
3.12K
$349K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.91KNew |
$190K - $225K
|
1.91K
$213K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.76KNew |
$175K - $207K
|
1.76K
$197K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
427New |
$42.4K - $50.3K
|
427
$47.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
11+ 6.71% |
$1.09K - $1.29K
|
175
$19.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-150- 90.91% |
$14.9K - $17.7K
|
15
$1.68K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.96KNew |
$195K - $230K
|
1.96K
$219K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.76KNew |
$174K - $207K
|
1.76K
$196K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.08KNew |
$207K - $245K
|
2.08K
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-706- 12.53% |
$70.1K - $83.1K
|
4.93K
$551K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-91- 22.3% |
$9.04K - $10.7K
|
317
$35.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1.99KNew |
$198K - $234K
|
1.99K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
484+ 18.69% |
$48.1K - $57K
|
3.07K
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
24+ 0.37% |
$2.38K - $2.83K
|
6.48K
$724K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.74KNew |
$173K - $205K
|
1.74K
$195K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.81KNew |
$279K - $331K
|
2.81K
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-23- 0.95% |
$2.29K - $2.71K
|
2.4K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.5K+ 2684.95% |
$248K - $294K
|
2.59K
$290K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-300- 85.71% |
$29.8K - $35.3K
|
50
$5.59K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-89- 2.36% |
$8.84K - $10.5K
|
3.68K
$411K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
100+ 1.24% |
$9.94K - $11.8K
|
8.17K
$913K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.64K+ 12.16% |
$361K - $428K
|
33.5K
$3.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-19.5K- 14.02% |
$1.93M - $2.29M
|
119K
$13.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-107- 3.8% |
$10.6K - $12.6K
|
2.71K
$303K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-750- 28.36% |
$74.5K - $88.3K
|
1.9K
$212K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.64KNew |
$262K - $311K
|
2.64K
$295K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-199- 49.01% |
$19.8K - $23.4K
|
207
$23.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1.95KNew |
$193K - $229K
|
1.95K
$218K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.79KNew |
$178K - $211K
|
1.79K
$201K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.74KNew |
$173K - $205K
|
1.74K
$194K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-76- 0.38% |
$7.55K - $8.95K
|
19.7K
$2.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-100- 1.25% |
$9.94K - $11.8K
|
7.92K
$886K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$99.4 - $118
|
1
$112
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-20- 6.67% |
$1.99K - $2.35K
|
280
$31.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.85KNew |
$184K - $218K
|
1.85K
$207K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.89KNew |
$187K - $222K
|
1.89K
$211K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.33K- 42.89% |
$132K - $156K
|
1.76K
$197K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-48- 0.4% |
$4.77K - $5.65K
|
12K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-466- 7.38% |
$46.3K - $54.9K
|
5.85K
$654K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
425+ 15.43% |
$42.2K - $50K
|
3.18K
$355K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
2+ 0.99% |
$199 - $235
|
204
$22.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-500- 95.24% |
$49.7K - $58.9K
|
25
$2.79K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-50- 9.09% |
$4.97K - $5.89K
|
500
$55.9K
|