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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
133+ 1.76% |
$12.1K - $13.2K
|
7.68K
$851K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-116- 9.87% |
$10.5K - $11.5K
|
1.06K
$117K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-40- 0.77% |
$3.63K - $3.98K
|
5.17K
$573K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
859+ 5.23% |
$77.9K - $85.4K
|
17.3K
$1.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.3KNew |
$209K - $229K
|
2.3K
$255K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-114- 3.61% |
$10.3K - $11.3K
|
3.05K
$338K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
48.4KNew |
$4.39M - $4.81M
|
48.4K
$5.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-120- 84.51% |
$10.9K - $11.9K
|
22
$2.44K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-15- 8.33% |
$1.36K - $1.49K
|
165
$18.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-32- 2.32% |
$2.9K - $3.18K
|
1.35K
$149K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-92- 42.79% |
$8.34K - $9.14K
|
123
$13.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-110- 27.5% |
$9.97K - $10.9K
|
290
$32.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-25- 0.28% |
$2.27K - $2.48K
|
9.06K
$1M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 98.04% |
$4.53K - $4.97K
|
101
$11.2K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
800New |
$68.4K - $78.6K
|
800
$88.7K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
19+ 0.67% |
$1.62K - $1.87K
|
2.87K
$318K
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.27KNew |
$194K - $223K
|
2.27K
$252K
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2.94KNew |
$251K - $289K
|
2.94K
$325K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
592+ 29600.0% |
$50.6K - $58.2K
|
594
$65.9K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
250New |
$21.4K - $24.6K
|
250
$27.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42New |
$3.59K - $4.13K
|
42
$4.66K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
60.8KNew |
$5.19M - $5.98M
|
60.8K
$6.74M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
63New |
$5.38K - $6.19K
|
63
$6.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
2.2K+ 19.82% |
$188K - $216K
|
13.3K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-6.4K- 8.9% |
$547K - $629K
|
65.5K
$7.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-193- 7.63% |
$16.5K - $19K
|
2.34K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
2.07KNew |
$177K - $204K
|
2.07K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
437New |
$37.3K - $43K
|
437
$48.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.22K- 3.13% |
$104K - $120K
|
37.7K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
4.69KNew |
$401K - $461K
|
4.69K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-198- 17.17% |
$16.9K - $19.5K
|
955
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
18.3KNew |
$1.57M - $1.8M
|
18.3K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
185KNew |
$15.8M - $18.2M
|
185K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.16K+ 5.07% |
$98.7K - $114K
|
23.9K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.36KNew |
$287K - $331K
|
3.36K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
21New |
$1.79K - $2.06K
|
21
$2.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
900+ 12.33% |
$76.9K - $88.5K
|
8.2K
$909K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
301New |
$25.7K - $29.6K
|
301
$33.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
85New |
$7.26K - $8.36K
|
85
$9.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
20KNew |
$1.71M - $1.97M
|
20K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
500New |
$42.7K - $49.2K
|
500
$55.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
7KNew |
$598K - $688K
|
7K
$776K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.12KNew |
$95.4K - $110K
|
1.12K
$124K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.39KNew |
$204K - $234K
|
2.39K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.35KNew |
$201K - $231K
|
2.35K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
917New |
$78.3K - $90.2K
|
917
$102K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-499- 17.13% |
$42.6K - $49.1K
|
2.41K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3K- 45.59% |
$256K - $295K
|
3.58K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-25- 0.07% |
$2.14K - $2.46K
|
33.8K
$3.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
682+ 300.44% |
$58.3K - $67K
|
909
$101K
|
|