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 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3+ 0.08% |
$318 - $366
|
3.54K
$443K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.88KNew |
$199K - $229K
|
1.88K
$235K
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
BUY
|
- |
1.85KNew |
$196K - $225K
|
1.85K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
932New |
$98.7K - $114K
|
932
$117K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
933+ 1110.71% |
$98.8K - $114K
|
1.02K
$127K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1K- 5.06% |
$106K - $122K
|
18.8K
$2.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$223K - $256K
|
2.1K
$263K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
37New |
$3.92K - $4.51K
|
37
$4.63K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-342- 5.93% |
$36.2K - $41.7K
|
5.43K
$679K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.66KNew |
$176K - $203K
|
1.66K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
18+ 0.92% |
$1.91K - $2.2K
|
1.98K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
204+ 7.51% |
$21.6K - $24.9K
|
2.92K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 1.58% |
$953 - $1.1K
|
562
$70.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$183K - $211K
|
1.73K
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.83K- 37.76% |
$300K - $346K
|
4.67K
$585K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
345K+ 140.82% |
$36.5M - $42.1M
|
590K
$73.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.5KNew |
$265K - $305K
|
2.5K
$313K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$232K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
17+ 3.91% |
$1.8K - $2.07K
|
452
$56.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 3.37% |
$1.06K - $1.22K
|
307
$38.4K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-641- 4.38% |
$67.9K - $78.2K
|
14K
$1.75M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.51K+ 18.65% |
$159K - $184K
|
9.57K
$1.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.85KNew |
$196K - $225K
|
1.85K
$231K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
187+ 3.27% |
$19.8K - $22.8K
|
5.91K
$740K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
851New |
$90K - $103K
|
851
$107K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
34New |
$3.6K - $4.11K
|
34
$4.26K
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.88KNew |
$199K - $227K
|
1.88K
$235K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
388New |
$41K - $46.9K
|
388
$48.6K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-212- 5.34% |
$22.4K - $25.6K
|
3.76K
$470K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
12.4KNew |
$1.31M - $1.5M
|
12.4K
$1.55M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
200New |
$21.2K - $24.2K
|
200
$25K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.34KNew |
$247K - $282K
|
2.34K
$293K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
244New |
$25.8K - $29.5K
|
244
$30.5K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
122New |
$12.9K - $14.7K
|
122
$15.3K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
587New |
$62.1K - $70.9K
|
587
$73.5K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
250New |
$26.4K - $30.2K
|
250
$31.3K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-463- 8.96% |
$49K - $55.9K
|
4.7K
$589K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
27.4KNew |
$2.9M - $3.31M
|
27.4K
$3.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
24New |
$2.54K - $2.9K
|
24
$3K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
625K+ 14.83% |
$66.1M - $75.5M
|
4.84M
$606M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
BUY
|
- |
15.9K+ 12.94% |
$1.68M - $1.92M
|
139K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
122+ 0.05% |
$12.9K - $14.7K
|
224K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
3.19KNew |
$337K - $385K
|
3.19K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-125- 2.03% |
$13.2K - $15.1K
|
6.02K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-17.4K- 60.68% |
$1.84M - $2.1M
|
11.3K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-38- 0.55% |
$4.02K - $4.59K
|
6.87K
$860K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
555+ 26.57% |
$58.7K - $67K
|
2.64K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
73.6KNew |
$7.78M - $8.88M
|
73.6K
$9.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
69New |
$7.3K - $8.33K
|
69
$8.64K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
38.1KNew |
$4.03M - $4.61M
|
38.1K
$4.77M
|
|