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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
710+ 43.91% |
$79.8K - $88.1K
|
2.33K
$273K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-35.6K- 60.73% |
$4M - $4.41M
|
23K
$2.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
40+ 0.59% |
$4.5K - $4.96K
|
6.78K
$796K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.4K- 1.95% |
$1.62M - $1.79M
|
727K
$85.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-398- 3.35% |
$44.8K - $49.4K
|
11.5K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
389+ 3.15% |
$43.7K - $48.3K
|
12.8K
$1.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
114+ 5.73% |
$12.8K - $14.1K
|
2.11K
$247K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
12+ 0.27% |
$1.35K - $1.49K
|
4.54K
$533K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
506+ 2.89% |
$56.9K - $62.8K
|
18K
$2.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.99KNew |
$448K - $494K
|
3.99K
$468K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-150- 7.39% |
$16.9K - $18.6K
|
1.88K
$221K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
288+ 1.61% |
$32.4K - $35.7K
|
18.2K
$2.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.3K+ 39.72% |
$146K - $161K
|
4.57K
$536K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-699- 0.12% |
$78.6K - $86.7K
|
590K
$69.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
375+ 3.03% |
$42.2K - $46.5K
|
12.8K
$1.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
25.2K+ 464.2% |
$2.84M - $3.13M
|
30.7K
$3.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.78KNew |
$200K - $221K
|
1.78K
$209K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
915+ 391.03% |
$103K - $114K
|
1.15K
$135K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3.15K+ 52.77% |
$354K - $391K
|
9.13K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.49% |
$112 - $124
|
206
$24.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.74KNew |
$196K - $216K
|
1.74K
$205K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
10.3KNew |
$1.16M - $1.28M
|
10.3K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-428- 31.29% |
$48.1K - $53.1K
|
940
$110K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-507- 17.99% |
$57K - $62.9K
|
2.31K
$272K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
30.1K+ 989.5% |
$3.38M - $3.73M
|
33.1K
$3.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-46.7K- 84.7% |
$5.25M - $5.79M
|
8.43K
$990K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-76- 0.31% |
$8.55K - $9.43K
|
24.7K
$2.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
3.18K+ 1.93% |
$358K - $395K
|
168K
$19.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
148K+ 116.36% |
$16.7M - $18.4M
|
276K
$32.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
83+ 2.44% |
$9.33K - $10.3K
|
3.49K
$410K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-406- 17.01% |
$45.7K - $50.4K
|
1.98K
$233K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
255+ 13.67% |
$28.7K - $31.6K
|
2.12K
$249K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
8+ 0.4% |
$900 - $992
|
2.01K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-456- 0.61% |
$51.3K - $56.6K
|
74.8K
$8.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-136- 2.32% |
$15.3K - $16.9K
|
5.73K
$673K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-48.6K- 8.76% |
$5.46M - $6.02M
|
506K
$59.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.93K- 1.42% |
$217K - $239K
|
134K
$15.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
356+ 6.76% |
$40K - $44.2K
|
5.62K
$660K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
92+ 0.65% |
$10.3K - $11.4K
|
14.2K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-72- 1.9% |
$8.1K - $8.93K
|
3.73K
$438K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
825+ 20.65% |
$92.8K - $102K
|
4.82K
$566K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
546+ 3.64% |
$61.4K - $67.7K
|
15.5K
$1.82M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-380- 6.21% |
$42.7K - $47.1K
|
5.74K
$675K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
45+ 2.36% |
$5.06K - $5.58K
|
1.95K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-47- 0.29% |
$5.29K - $5.83K
|
16.3K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-7- 0.08% |
$787 - $868
|
9.31K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.46K+ 4.74% |
$276K - $305K
|
54.2K
$6.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-12- 0.47% |
$1.35K - $1.49K
|
2.53K
$298K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
5+ 0.8% |
$562 - $620
|
632
$74.2K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.85K- 12.46% |
$208K - $229K
|
13K
$1.52M
|