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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
207New |
$21.9K - $25.2K
|
207
$25.9K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
20+ 4.29% |
$2.12K - $2.44K
|
486
$60.8K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
1.75KNew |
$185K - $214K
|
1.75K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1- 0.03% |
$106 - $122
|
3.29K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-500- 2.01% |
$52.9K - $61K
|
24.4K
$3.05M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
100New |
$10.6K - $12.2K
|
100
$12.5K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-11.1K- 15.13% |
$1.17M - $1.35M
|
62.1K
$7.78M
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.78KNew |
$189K - $217K
|
1.78K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-296- 4.33% |
$31.3K - $36.1K
|
6.54K
$819K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
11.2KNew |
$1.18M - $1.36M
|
11.2K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31+ 1.37% |
$3.28K - $3.78K
|
2.3K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Maple Brown Abbott LTD
|
BUY
|
- |
181K+ 37.84% |
$19.2M - $22.1M
|
660K
$82.6M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-408- 42.46% |
$43.2K - $49.8K
|
553
$69.2K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
198+ 360.0% |
$21K - $24.2K
|
253
$31.7K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
2.3KNew |
$244K - $281K
|
2.3K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-140- 1.84% |
$14.8K - $17.1K
|
7.45K
$933K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
16+ 0.81% |
$1.69K - $1.95K
|
1.98K
$248K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
175New |
$18.5K - $21.3K
|
175
$21.9K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
32.7KNew |
$3.46M - $3.98M
|
32.7K
$4.09M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
27+ 61.36% |
$2.86K - $3.29K
|
71
$8.89K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.7KNew |
$180K - $207K
|
1.7K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-19- 2.93% |
$2.01K - $2.32K
|
630
$78.9K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
1New |
$106 - $122
|
1
$125
|
|
|
May 08, 2025
Q1 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-2.05K- 50.0% |
$217K - $250K
|
2.05K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2+ 0.09% |
$212 - $244
|
2.29K
$286K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-113- 2.27% |
$12K - $13.8K
|
4.87K
$610K
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
1.81KNew |
$192K - $221K
|
1.81K
$227K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
21+ 4.2% |
$2.22K - $2.56K
|
521
$65.2K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-337- 2.98% |
$35.7K - $41.1K
|
11K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-20- 80.0% |
$2.12K - $2.44K
|
5
$626
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
310+ 14.73% |
$32.8K - $37.8K
|
2.41K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$106 - $122
|
1
$125
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
98+ 9.44% |
$10.4K - $12K
|
1.14K
$142K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-4.99K- 99.8% |
$529K - $609K
|
10
$1.25K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6- 0.28% |
$635 - $732
|
2.12K
$266K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
223New |
$23.6K - $27.2K
|
223
$27.9K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
9.99KNew |
$1.06M - $1.22M
|
9.99K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7New |
$741 - $854
|
7
$876
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-1.74K- 25.85% |
$185K - $213K
|
5K
$626K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.66KNew |
$175K - $202K
|
1.66K
$207K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
55.7K+ 20.3% |
$5.89M - $6.79M
|
330K
$41.3M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.87K+ 56.23% |
$198K - $229K
|
5.21K
$652K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-17.8K- 55.44% |
$1.89M - $2.18M
|
14.3K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1- 0.03% |
$106 - $122
|
3.16K
$396K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
40+ 1.25% |
$4.23K - $4.88K
|
3.24K
$406K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-27- 0.85% |
$2.86K - $3.29K
|
3.15K
$394K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.94KNew |
$311K - $358K
|
2.94K
$368K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.82KNew |
$193K - $222K
|
1.82K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
39+ 0.67% |
$4.13K - $4.76K
|
5.87K
$734K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-135- 32.07% |
$14.3K - $16.5K
|
286
$35.8K
|
|