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 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.52K- 2.65% |
$267K - $305K
|
92.5K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
20.7KNew |
$2.19M - $2.5M
|
20.7K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
129+ 2.82% |
$13.6K - $15.6K
|
4.71K
$544K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-723- 5.75% |
$76.5K - $87.3K
|
11.8K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-14- 0.22% |
$1.48K - $1.69K
|
6.22K
$719K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-114- 5.97% |
$12.1K - $13.8K
|
1.8K
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.69K+ 4.86% |
$284K - $324K
|
57.9K
$6.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-75- 86.21% |
$7.93K - $9.06K
|
12
$1.39K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.67% |
$106 - $121
|
148
$17.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
57+ 3.46% |
$6.03K - $6.88K
|
1.71K
$197K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
12.4K+ 565.5% |
$1.32M - $1.5M
|
14.6K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.27K- 1.32% |
$557K - $636K
|
393K
$45.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.78K+ 50.37% |
$188K - $215K
|
5.32K
$615K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
499+ 18.79% |
$52.8K - $60.3K
|
3.15K
$365K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
72+ 1.04% |
$7.61K - $8.69K
|
7.03K
$812K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
884+ 2.23% |
$93.5K - $107K
|
40.6K
$4.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
17+ 0.84% |
$1.8K - $2.05K
|
2.05K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-212- 5.8% |
$22.4K - $25.6K
|
3.45K
$398K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-295- 2.13% |
$31.2K - $35.6K
|
13.6K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-71- 0.36% |
$7.51K - $8.57K
|
19.5K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-56- 1.69% |
$5.92K - $6.76K
|
3.27K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.11M+ 116.55% |
$118M - $134M
|
2.07M
$239M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-6.2K- 9.6% |
$656K - $749K
|
58.4K
$6.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-119- 1.27% |
$12.6K - $14.4K
|
9.25K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-72- 0.4% |
$7.61K - $8.69K
|
17.8K
$2.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
8New |
$846 - $966
|
8
$925
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3.14K+ 10.91% |
$332K - $379K
|
31.9K
$3.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
313+ 25.59% |
$33.1K - $37.8K
|
1.54K
$178K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
401+ 2.21% |
$42.4K - $48.4K
|
18.6K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
465+ 8.13% |
$49.2K - $56.2K
|
6.18K
$715K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.41K+ 253.04% |
$572K - $653K
|
7.54K
$872K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-579- 7.25% |
$61.2K - $69.9K
|
7.41K
$857K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.16K+ 21.79% |
$228K - $260K
|
12.1K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-20- 0.79% |
$2.12K - $2.42K
|
2.51K
$290K
|
|
|
Feb 05, 2025
Q4 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-90- 0.18% |
$9.52K - $10.9K
|
49.8K
$5.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-561- 2.52% |
$59.3K - $67.7K
|
21.7K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
156K+ 43.77% |
$16.5M - $18.8M
|
512K
$59.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.53K- 44.16% |
$162K - $185K
|
1.94K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.55KNew |
$692K - $791K
|
6.55K
$757K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
800+ 25.36% |
$84.6K - $96.6K
|
3.96K
$457K
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.89KNew |
$200K - $228K
|
1.89K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
66+ 3.5% |
$6.98K - $7.97K
|
1.95K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-128- 2.22% |
$13.5K - $15.5K
|
5.64K
$652K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
14+ 0.18% |
$1.48K - $1.69K
|
7.59K
$878K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-437- 11.89% |
$46.2K - $52.8K
|
3.24K
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
74+ 9.0% |
$7.83K - $8.94K
|
896
$104K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
815+ 5.19% |
$86.2K - $98.4K
|
16.5K
$1.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-156- 5.9% |
$16.5K - $18.8K
|
2.49K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6+ 0.78% |
$635 - $725
|
774
$89.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.55KNew |
$269K - $307K
|
2.55K
$294K
|