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 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
228+ 11.13% |
$24.1K - $27.5K
|
2.28K
$263K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
2.51K+ 69.68% |
$266K - $303K
|
6.12K
$707K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-3.71K- 8.62% |
$392K - $448K
|
39.3K
$4.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-238- 1.04% |
$25.2K - $28.7K
|
22.6K
$2.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
179K+ 732.33% |
$19M - $21.7M
|
204K
$23.6M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-40- 0.49% |
$4.23K - $4.83K
|
8.08K
$934K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-35- 0.08% |
$3.7K - $4.23K
|
42.4K
$4.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
212+ 1.61% |
$22.4K - $25.6K
|
13.4K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.4KNew |
$3.32M - $3.79M
|
31.4K
$3.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-21.8K- 12.42% |
$2.31M - $2.63M
|
154K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-179- 3.55% |
$18.9K - $21.6K
|
4.87K
$563K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-731- 1.36% |
$77.3K - $88.3K
|
53.1K
$6.13M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-145- 5.51% |
$15.3K - $17.5K
|
2.49K
$287K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
375+ 4.05% |
$39.7K - $45.3K
|
9.63K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.63K+ 11.74% |
$172K - $197K
|
15.5K
$1.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
9.3K+ 20.35% |
$984K - $1.12M
|
55K
$6.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
359+ 8.0% |
$38K - $43.4K
|
4.85K
$561K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
332New |
$35.1K - $40.1K
|
332
$38.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
200+ 6.79% |
$21.2K - $24.2K
|
3.15K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.1K- 7.38% |
$116K - $133K
|
13.8K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
183+ 1.16% |
$19.4K - $22.1K
|
16K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
53+ 0.27% |
$5.61K - $6.4K
|
19.6K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-82- 1.01% |
$8.67K - $9.9K
|
8.05K
$931K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
3.37KNew |
$357K - $407K
|
3.37K
$390K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
54.4KNew |
$5.75M - $6.57M
|
54.4K
$6.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.37KNew |
$357K - $407K
|
3.37K
$390K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-133- 4.81% |
$14.1K - $16.1K
|
2.63K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
79+ 1.38% |
$8.36K - $9.54K
|
5.82K
$673K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-10- 0.4% |
$1.06K - $1.21K
|
2.48K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
10.4K+ 14.09% |
$1.1M - $1.26M
|
84.5K
$9.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-193- 1.07% |
$20.4K - $23.3K
|
17.8K
$2.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-29- 1.84% |
$3.07K - $3.5K
|
1.55K
$179K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
35+ 3.4% |
$3.7K - $4.23K
|
1.06K
$123K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
607+ 0.53% |
$64.2K - $73.3K
|
116K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.21K+ 4.99% |
$234K - $267K
|
46.6K
$5.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.01K- 13.09% |
$741K - $846K
|
46.5K
$5.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.06K+ 36.91% |
$112K - $128K
|
3.94K
$456K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-282- 0.7% |
$29.8K - $34.1K
|
40K
$4.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
270+ 2.56% |
$28.6K - $32.6K
|
10.8K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-549- 2.48% |
$58.1K - $66.3K
|
21.6K
$2.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.85K- 26.02% |
$196K - $223K
|
5.26K
$608K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-7.07K- 63.42% |
$747K - $853K
|
4.08K
$471K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
817+ 2.18% |
$86.4K - $98.7K
|
38.3K
$4.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.49K- 5.81% |
$157K - $180K
|
24.1K
$2.79M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.08% |
$106 - $121
|
1.31K
$152K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-676- 6.62% |
$71.5K - $81.6K
|
9.53K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
67New |
$7.09K - $8.09K
|
67
$7.75K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.05KNew |
$217K - $248K
|
2.05K
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
20.8KNew |
$2.2M - $2.51M
|
20.8K
$2.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.68K+ 2.53% |
$178K - $203K
|
68K
$7.86M
|