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 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.19% |
$787 - $868
|
3.6K
$423K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
71+ 5.25% |
$7.98K - $8.81K
|
1.42K
$167K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-244- 0.75% |
$27.4K - $30.3K
|
32.4K
$3.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.67K+ 4.33% |
$525K - $579K
|
112K
$13.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 4.42% |
$11.2K - $12.4K
|
2.16K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-154- 4.29% |
$17.3K - $19.1K
|
3.44K
$404K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
575+ 4.01% |
$64.7K - $71.3K
|
14.9K
$1.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.86K- 2.17% |
$209K - $231K
|
83.8K
$9.84M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-10K- 5.64% |
$1.13M - $1.25M
|
168K
$19.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48K+ 7.61% |
$5.4M - $5.96M
|
680K
$79.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
713+ 19.26% |
$80.2K - $88.4K
|
4.42K
$519K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.54KNew |
$286K - $316K
|
2.54K
$299K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-78- 3.41% |
$8.77K - $9.68K
|
2.21K
$259K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
6.2K+ 2.18% |
$697K - $769K
|
291K
$34.1M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-666- 8.15% |
$74.9K - $82.6K
|
7.5K
$881K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
183+ 10.8% |
$20.6K - $22.7K
|
1.88K
$220K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-795- 2.47% |
$89.4K - $98.6K
|
31.4K
$3.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
198+ 2.78% |
$22.3K - $24.6K
|
7.32K
$860K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-389- 5.16% |
$43.7K - $48.3K
|
7.15K
$840K
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-222- 0.59% |
$25K - $27.5K
|
37.5K
$4.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
16.7K+ 6.28% |
$1.88M - $2.07M
|
283K
$33.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.98K+ 1.43% |
$223K - $246K
|
141K
$16.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.19% |
$450 - $496
|
2.12K
$249K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-25- 1.06% |
$2.81K - $3.1K
|
2.32K
$273K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.28K- 37.91% |
$256K - $283K
|
3.74K
$439K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-145- 2.28% |
$16.3K - $18K
|
6.21K
$730K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
41+ 1.76% |
$4.61K - $5.09K
|
2.37K
$278K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-279- 35.63% |
$31.4K - $34.6K
|
504
$59.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
634New |
$71.3K - $78.6K
|
634
$74.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.68K+ 170.74% |
$188K - $208K
|
2.66K
$312K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
12+ 0.25% |
$1.35K - $1.49K
|
4.78K
$562K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.88K- 6.1% |
$212K - $233K
|
28.9K
$3.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-185- 0.44% |
$20.8K - $22.9K
|
41.4K
$4.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-5- 0.76% |
$562 - $620
|
649
$76.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
14.5K+ 8.55% |
$1.63M - $1.8M
|
184K
$21.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
70+ 2.02% |
$7.87K - $8.68K
|
3.54K
$416K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
51.6KNew |
$5.8M - $6.4M
|
51.6K
$6.06M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-184- 8.0% |
$20.7K - $22.8K
|
2.12K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.8K+ 6.59% |
$1.32M - $1.46M
|
190K
$22.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.37K- 5.39% |
$266K - $294K
|
41.6K
$4.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
78+ 1.96% |
$8.77K - $9.68K
|
4.06K
$477K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-5- 0.27% |
$562 - $620
|
1.82K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-50- 2.68% |
$5.62K - $6.2K
|
1.82K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
140+ 2.37% |
$15.7K - $17.4K
|
6.04K
$709K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-190- 0.49% |
$21.4K - $23.6K
|
38.2K
$4.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.75KNew |
$197K - $217K
|
1.75K
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.8K+ 69.58% |
$1.32M - $1.46M
|
28.6K
$3.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
62+ 2.06% |
$6.97K - $7.69K
|
3.08K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-28- 1.19% |
$3.15K - $3.47K
|
2.32K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-160- 1.92% |
$18K - $19.8K
|
8.17K
$960K
|