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 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-12- 0.32% |
$1.35K - $1.49K
|
3.73K
$438K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-76- 1.3% |
$8.55K - $9.43K
|
5.76K
$676K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 162.87% |
$56.2K - $62K
|
807
$94.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
36+ 0.75% |
$4.05K - $4.47K
|
4.81K
$565K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.03K+ 263.97% |
$566K - $624K
|
6.94K
$815K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
563+ 8.03% |
$63.3K - $69.8K
|
7.57K
$890K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.76KNew |
$311K - $343K
|
2.76K
$325K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
152+ 5.32% |
$17.1K - $18.9K
|
3.01K
$354K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.82KNew |
$543K - $598K
|
4.82K
$567K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.51K- 15.28% |
$282K - $311K
|
13.9K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-179- 5.91% |
$20.1K - $22.2K
|
2.85K
$335K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-418- 4.97% |
$47K - $51.9K
|
7.99K
$939K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-137- 0.8% |
$15.4K - $17K
|
17K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-686- 4.09% |
$77.1K - $85.1K
|
16.1K
$1.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
227+ 7.69% |
$25.5K - $28.2K
|
3.18K
$373K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.01K- 17.48% |
$114K - $126K
|
4.79K
$562K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-907- 7.85% |
$102K - $113K
|
10.6K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-137- 2.32% |
$15.4K - $17K
|
5.76K
$677K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-148- 3.73% |
$16.6K - $18.4K
|
3.82K
$448K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
353+ 5.44% |
$39.7K - $43.8K
|
6.85K
$804K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
20+ 0.89% |
$2.25K - $2.48K
|
2.26K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.66K+ 2.28% |
$187K - $206K
|
74.5K
$8.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-454- 0.49% |
$51.1K - $56.3K
|
92.8K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.49K- 1.16% |
$842K - $929K
|
638K
$75M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
2.41K+ 13.11% |
$271K - $299K
|
20.8K
$2.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-14- 0.56% |
$1.57K - $1.74K
|
2.47K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
212+ 1.79% |
$23.8K - $26.3K
|
12.1K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-144- 3.64% |
$16.2K - $17.9K
|
3.81K
$448K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
62.1KNew |
$6.98M - $7.7M
|
62.1K
$7.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.77% |
$3.04K - $3.35K
|
3.52K
$413K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
845+ 17.86% |
$95K - $105K
|
5.58K
$655K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-229- 1.19% |
$25.8K - $28.4K
|
19K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
422+ 3.6% |
$47.5K - $52.3K
|
12.1K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
55+ 1.06% |
$6.19K - $6.82K
|
5.25K
$617K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-4.49K- 62.6% |
$505K - $557K
|
2.68K
$315K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
843+ 1.09% |
$94.8K - $105K
|
77.9K
$9.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
322+ 1.03% |
$36.2K - $39.9K
|
31.7K
$3.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-106- 4.38% |
$11.9K - $13.1K
|
2.31K
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
686+ 4.28% |
$77.1K - $85.1K
|
16.7K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.08K- 13.83% |
$346K - $381K
|
19.2K
$2.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-148- 2.71% |
$16.6K - $18.4K
|
5.31K
$624K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-82- 1.01% |
$9.22K - $10.2K
|
8.01K
$941K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
3.33K+ 1120.2% |
$374K - $413K
|
3.62K
$426K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-464- 0.98% |
$52.2K - $57.6K
|
46.9K
$5.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
400+ 1.33% |
$45K - $49.6K
|
30.4K
$3.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-842- 1.19% |
$94.7K - $104K
|
69.7K
$8.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
20+ 0.64% |
$2.25K - $2.48K
|
3.17K
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.12K+ 4.19% |
$126K - $138K
|
27.8K
$3.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-340- 14.43% |
$38.2K - $42.2K
|
2.02K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-19- 1.01% |
$2.14K - $2.36K
|
1.87K
$219K
|