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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
30New |
$3.17K - $3.62K
|
30
$3.76K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
111+ 3.23% |
$11.7K - $13.4K
|
3.55K
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.22KNew |
$446K - $510K
|
4.22K
$528K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
304+ 20.99% |
$32.2K - $36.7K
|
1.75K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
781+ 33.77% |
$82.6K - $94.3K
|
3.09K
$387K
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-260- 5.98% |
$27.5K - $31.4K
|
4.09K
$512K
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-1.06K- 12.06% |
$112K - $127K
|
7.69K
$963K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-33- 1.62% |
$3.49K - $3.99K
|
2K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$529 - $604
|
5
$626
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-873- 47.27% |
$92.3K - $105K
|
974
$122K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-250- 11.33% |
$26.4K - $30.2K
|
1.96K
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.16K- 32.76% |
$122K - $140K
|
2.37K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8- 0.18% |
$846 - $966
|
4.43K
$555K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-400- 15.09% |
$42.3K - $48.3K
|
2.25K
$282K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
200New |
$21.2K - $24.2K
|
200
$25K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.78KNew |
$293K - $335K
|
2.78K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.75KNew |
$185K - $211K
|
1.75K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
51+ 1.46% |
$5.39K - $6.16K
|
3.54K
$444K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-132- 7.16% |
$14K - $15.9K
|
1.71K
$214K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-311- 14.35% |
$32.9K - $37.6K
|
1.86K
$232K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-80- 3.77% |
$8.46K - $9.66K
|
2.04K
$256K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
205New |
$21.7K - $24.8K
|
205
$25.7K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
32K+ 6400.0% |
$3.18M - $3.77M
|
32.5K
$4.07M
|
|
|
Apr 15, 2025
Q3 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1K+ 5.75% |
$99.4K - $118K
|
18.4K
$2.3M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-247- 11.85% |
$24.5K - $29.1K
|
1.84K
$230K
|
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
40.7KNew |
$4.05M - $4.79M
|
40.7K
$5.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$1.74M - $2.06M
|
17.5K
$2.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
2.2MNew |
$219M - $259M
|
2.2M
$275M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
86+ 3.92% |
$8.54K - $10.1K
|
2.28K
$285K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
50+ 0.4% |
$4.97K - $5.89K
|
12.4K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
10.5KNew |
$1.04M - $1.23M
|
10.5K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-3.03K- 35.63% |
$301K - $357K
|
5.47K
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-17- 10.18% |
$1.69K - $2K
|
150
$18.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.92KNew |
$190K - $226K
|
1.92K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-398K- 96.12% |
$39.5M - $46.8M
|
16.1K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-55- 1.77% |
$5.46K - $6.47K
|
3.06K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-10.6K- 27.04% |
$1.05M - $1.25M
|
28.6K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
4.72KNew |
$469K - $555K
|
4.72K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
253+ 6.93% |
$25.1K - $29.8K
|
3.9K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
50+ 0.99% |
$4.97K - $5.89K
|
5.08K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
20KNew |
$1.99M - $2.35M
|
20K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.5KNew |
$149K - $177K
|
1.5K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-15K- 81.51% |
$1.49M - $1.77M
|
3.41K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-231- 10.0% |
$22.9K - $27.2K
|
2.08K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Covalis Capital LLP
London, X0 |
BUY
|
- |
92KNew |
$9.14M - $10.8M
|
92K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
CALL |
200KNew |
$19.9M - $23.5M
|
200K
$25M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1.55K- 36.11% |
$154K - $182K
|
2.74K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Decade Renewable Partners LP
Houston, TX |
BUY
|
- |
64.4KNew |
$6.4M - $7.58M
|
64.4K
$8.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
16.1KNew |
$1.6M - $1.89M
|
16.1K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-702- 15.19% |
$69.7K - $82.6K
|
3.92K
$491K
|
|