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 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7+ 0.36% |
$787 - $868
|
1.98K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.14K+ 11.17% |
$128K - $142K
|
11.4K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
104K+ 625.31% |
$11.7M - $12.9M
|
121K
$14.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-23- 0.87% |
$2.59K - $2.85K
|
2.62K
$307K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
13New |
$1.46K - $1.61K
|
13
$1.53K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1- 0.03% |
$112 - $124
|
3.03K
$356K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
314+ 13.03% |
$35.3K - $39K
|
2.72K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.09K+ 34.31% |
$123K - $135K
|
4.27K
$502K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.8% |
$562 - $620
|
633
$74.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
25+ 0.29% |
$2.81K - $3.1K
|
8.68K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
1.24K+ 7.03% |
$140K - $154K
|
18.9K
$2.23M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.72K- 4.09% |
$418K - $461K
|
87.2K
$10.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.84KNew |
$207K - $228K
|
1.84K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-100- 8.71% |
$11.2K - $12.4K
|
1.05K
$123K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
445+ 11.88% |
$50K - $55.2K
|
4.19K
$492K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5- 0.2% |
$562 - $620
|
2.47K
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18+ 16.22% |
$2.02K - $2.23K
|
129
$15.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-348- 1.25% |
$39.1K - $43.2K
|
27.5K
$3.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
905+ 5.13% |
$102K - $112K
|
18.5K
$2.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38+ 5.97% |
$4.27K - $4.71K
|
675
$79.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-762- 2.29% |
$85.7K - $94.5K
|
32.5K
$3.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
50KNew |
$5.62M - $6.2M
|
50K
$5.87M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-140- 7.08% |
$15.7K - $17.4K
|
1.84K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6+ 0.25% |
$675 - $744
|
2.42K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3+ 1.81% |
$337 - $372
|
169
$19.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
439+ 14.78% |
$49.4K - $54.5K
|
3.41K
$400K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
SELL
|
- |
-290- 10.6% |
$32.6K - $36K
|
2.45K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.33K+ 41.57% |
$150K - $165K
|
4.54K
$533K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.1K+ 5.6% |
$124K - $136K
|
20.7K
$2.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-112- 1.71% |
$12.6K - $13.9K
|
6.42K
$754K
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
64+ 0.16% |
$7.2K - $7.94K
|
39.2K
$4.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
123+ 3.85% |
$13.8K - $15.3K
|
3.32K
$390K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-24- 0.53% |
$2.7K - $2.98K
|
4.46K
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.52K- 30.4% |
$283K - $312K
|
5.76K
$677K
|
|
|
Jul 16, 2025
Q2 2025
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
44.2KNew |
$4.97M - $5.48M
|
44.2K
$5.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
56+ 1.58% |
$6.3K - $6.95K
|
3.61K
$424K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-920- 33.17% |
$103K - $114K
|
1.85K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-156- 5.77% |
$17.5K - $19.4K
|
2.55K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-209- 0.9% |
$23.5K - $25.9K
|
23K
$2.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-26- 0.84% |
$2.92K - $3.23K
|
3.06K
$359K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 43.75% |
$787 - $868
|
9
$1.06K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
22+ 0.61% |
$2.47K - $2.73K
|
3.62K
$425K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.06KNew |
$344K - $380K
|
3.06K
$360K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
715+ 0.73% |
$80.4K - $88.7K
|
98.4K
$11.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
61+ 0.22% |
$6.86K - $7.57K
|
27.6K
$3.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
94.1K+ 30.14% |
$10.6M - $11.7M
|
406K
$47.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-114- 34.13% |
$12.8K - $14.1K
|
220
$25.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
104+ 2.39% |
$11.7K - $12.9K
|
4.46K
$524K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
233+ 1.24% |
$26.2K - $28.9K
|
19.1K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-10- 0.52% |
$1.12K - $1.24K
|
1.9K
$223K
|