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 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
76+ 3.04% |
$8.55K - $9.43K
|
2.58K
$303K
|
|
|
Jul 14, 2025
Q2 2025
|
Nepsis Inc.
|
SELL
|
- |
-3.69K- 25.02% |
$415K - $458K
|
11.1K
$1.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.55K+ 33.39% |
$512K - $565K
|
18.2K
$2.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-59- 0.92% |
$6.64K - $7.32K
|
6.34K
$745K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
16+ 0.48% |
$1.8K - $1.98K
|
3.38K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.84K- 9.59% |
$206K - $228K
|
17.3K
$2.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
45+ 2.46% |
$5.06K - $5.58K
|
1.87K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.51K- 36.7% |
$395K - $436K
|
6.06K
$712K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-11- 0.26% |
$1.24K - $1.36K
|
4.28K
$502K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-58- 0.11% |
$6.52K - $7.19K
|
52K
$6.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
291+ 0.73% |
$32.7K - $36.1K
|
39.9K
$4.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
4.19K+ 69.56% |
$472K - $520K
|
10.2K
$1.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
730+ 28.32% |
$82.1K - $90.6K
|
3.31K
$389K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-180- 3.44% |
$20.2K - $22.3K
|
5.06K
$594K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-511- 3.66% |
$57.5K - $63.4K
|
13.5K
$1.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-404- 1.49% |
$45.4K - $50.1K
|
26.6K
$3.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
565+ 4.88% |
$63.5K - $70.1K
|
12.2K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.47K+ 93.8% |
$390K - $430K
|
7.16K
$841K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-100- 6.97% |
$11.2K - $12.4K
|
1.34K
$157K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
6.25KNew |
$702K - $775K
|
6.25K
$734K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
252+ 2.87% |
$28.3K - $31.3K
|
9.02K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
759+ 11.94% |
$85.4K - $94.2K
|
7.12K
$836K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
658+ 23.23% |
$74K - $81.6K
|
3.49K
$410K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
937+ 5.63% |
$105K - $116K
|
17.6K
$2.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.14K- 18.29% |
$128K - $141K
|
5.07K
$596K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
579+ 5.75% |
$65.1K - $71.8K
|
10.6K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.18K+ 27.82% |
$358K - $394K
|
14.6K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-9.02K- 10.3% |
$1.01M - $1.12M
|
78.6K
$9.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-472K- 75.8% |
$53M - $58.5M
|
151K
$17.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-222- 0.1% |
$25K - $27.5K
|
229K
$26.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-947- 7.4% |
$106K - $117K
|
11.9K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.11K+ 17.66% |
$124K - $137K
|
7.38K
$867K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
21+ 0.21% |
$2.36K - $2.61K
|
10.1K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
52+ 0.87% |
$5.85K - $6.45K
|
6.04K
$709K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-71- 1.13% |
$7.98K - $8.81K
|
6.19K
$727K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-248- 10.7% |
$27.9K - $30.8K
|
2.07K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
120+ 3.1% |
$13.5K - $14.9K
|
4K
$469K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-110- 2.64% |
$12.4K - $13.6K
|
4.06K
$477K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.27K- 1.2% |
$255K - $281K
|
187K
$22M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
366+ 5.56% |
$41.2K - $45.4K
|
6.95K
$817K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-74- 3.0% |
$8.32K - $9.18K
|
2.4K
$281K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-629- 11.3% |
$70.7K - $78K
|
4.94K
$580K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-102- 0.81% |
$11.5K - $12.7K
|
12.5K
$1.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
95+ 5.68% |
$10.7K - $11.8K
|
1.77K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 60.83% |
$1.29M - $1.42M
|
30.2K
$3.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
150+ 6.15% |
$16.9K - $18.6K
|
2.59K
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-13- 0.02% |
$1.46K - $1.61K
|
63.6K
$7.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-430- 11.44% |
$48.4K - $53.3K
|
3.33K
$391K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
19.1K+ 355.93% |
$2.14M - $2.36M
|
24.4K
$2.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8+ 0.46% |
$900 - $992
|
1.76K
$206K
|