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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.36K+ 0.61% |
$143K - $164K
|
223K
$25.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-7.43K- 39.06% |
$786K - $897K
|
11.6K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.67K+ 17.48% |
$282K - $322K
|
17.9K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-23- 0.99% |
$2.43K - $2.78K
|
2.29K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4+ 0.1% |
$423 - $483
|
4.01K
$464K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-279K- 99.07% |
$29.5M - $33.7M
|
2.62K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.57KNew |
$377K - $431K
|
3.57K
$412K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
643+ 4.68% |
$68K - $77.6K
|
14.4K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.4KNew |
$148K - $168K
|
1.4K
$161K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.56MNew |
$271M - $309M
|
2.56M
$296M
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
443+ 10.76% |
$46.9K - $53.5K
|
4.56K
$527K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
805+ 29.37% |
$85.1K - $97.2K
|
3.55K
$410K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.35% |
$212 - $242
|
577
$66.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
110+ 3.56% |
$11.6K - $13.3K
|
3.2K
$370K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
437+ 22.9% |
$46.2K - $52.8K
|
2.35K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
111+ 0.91% |
$11.7K - $13.4K
|
12.3K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-335- 0.53% |
$35.4K - $40.5K
|
62.5K
$7.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
81+ 1.65% |
$8.57K - $9.78K
|
4.98K
$575K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-860- 4.7% |
$91K - $104K
|
17.4K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-300- 0.86% |
$31.7K - $36.2K
|
34.7K
$4.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
442+ 2.89% |
$46.7K - $53.4K
|
15.7K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-274- 1.73% |
$29K - $33.1K
|
15.6K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-727- 1.75% |
$76.9K - $87.8K
|
40.8K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-12.9K- 64.73% |
$1.36M - $1.56M
|
7.03K
$812K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-2.31K- 20.72% |
$245K - $279K
|
8.85K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
518+ 21.7% |
$54.8K - $62.6K
|
2.91K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-45.1K- 93.29% |
$4.77M - $5.45M
|
3.25K
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-262- 3.6% |
$27.7K - $31.6K
|
7.02K
$812K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.87KNew |
$198K - $226K
|
1.87K
$217K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.77KNew |
$505K - $576K
|
4.77K
$552K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.86K+ 416.57% |
$1.04M - $1.19M
|
12.2K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.98K+ 39.26% |
$527K - $601K
|
17.7K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.02KNew |
$213K - $244K
|
2.02K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.98KNew |
$527K - $602K
|
4.98K
$576K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.1K+ 1.37% |
$434K - $495K
|
304K
$35.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-716- 1.15% |
$75.7K - $86.5K
|
61.6K
$7.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-4.11K- 1.66% |
$435K - $496K
|
244K
$28.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
7.04KNew |
$744K - $850K
|
7.04K
$813K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.39K+ 2.76% |
$253K - $289K
|
88.9K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
50.6K+ 38.19% |
$5.35M - $6.11M
|
183K
$21.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 0.17% |
$1.06K - $1.21K
|
6.05K
$699K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
606+ 2.01% |
$64.1K - $73.2K
|
30.8K
$3.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
82+ 0.19% |
$8.67K - $9.9K
|
44.2K
$5.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 2.7% |
$1.16K - $1.33K
|
419
$48.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
377+ 1.6% |
$39.9K - $45.5K
|
23.9K
$2.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.28K+ 68.52% |
$136K - $155K
|
3.15K
$364K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
6+ 0.12% |
$635 - $725
|
4.86K
$562K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
162+ 5.88% |
$17.1K - $19.6K
|
2.92K
$337K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.41K+ 9.69% |
$149K - $170K
|
15.9K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-60- 10.71% |
$6.35K - $7.25K
|
500
$57.8K
|