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 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$112 - $124
|
3.24K
$381K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-465- 9.43% |
$52.3K - $57.7K
|
4.47K
$525K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
92+ 2.96% |
$10.3K - $11.4K
|
3.2K
$375K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
469+ 4.92% |
$52.7K - $58.2K
|
10K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
2.39KNew |
$269K - $296K
|
2.39K
$281K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-20- 0.24% |
$2.25K - $2.48K
|
8.4K
$987K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
102+ 2.48% |
$11.5K - $12.7K
|
4.21K
$494K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-112- 0.58% |
$12.6K - $13.9K
|
19.2K
$2.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.1K+ 23.82% |
$685K - $756K
|
31.7K
$3.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.47% |
$900 - $992
|
1.72K
$202K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.27KNew |
$255K - $281K
|
2.27K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.05% |
$225 - $248
|
3.88K
$456K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-6.43K- 18.92% |
$723K - $798K
|
27.5K
$3.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-141- 0.66% |
$15.9K - $17.5K
|
21.1K
$2.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
15+ 0.31% |
$1.69K - $1.86K
|
4.83K
$567K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
23+ 0.74% |
$2.59K - $2.85K
|
3.12K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.62K+ 18.75% |
$182K - $200K
|
10.2K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
600+ 6.74% |
$67.5K - $74.4K
|
9.51K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 7.88% |
$132K - $146K
|
16.1K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.42K- 35.48% |
$160K - $177K
|
2.59K
$304K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
433+ 2.41% |
$48.7K - $53.7K
|
18.4K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.73K- 36.36% |
$420K - $463K
|
6.53K
$767K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
58+ 2.53% |
$6.52K - $7.19K
|
2.35K
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-173- 1.62% |
$19.5K - $21.5K
|
10.5K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
135+ 1.38% |
$15.2K - $16.7K
|
9.94K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-35- 0.06% |
$3.94K - $4.34K
|
54.8K
$6.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.74KNew |
$870K - $960K
|
7.74K
$909K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.04K+ 8.64% |
$117K - $129K
|
13.1K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
240+ 13.66% |
$27K - $29.8K
|
2K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-175- 7.95% |
$19.7K - $21.7K
|
2.03K
$238K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.26K+ 36.39% |
$141K - $156K
|
4.71K
$553K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
234+ 8.4% |
$26.3K - $29K
|
3.02K
$355K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
365New |
$41K - $45.3K
|
365
$42.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-200- 4.12% |
$22.5K - $24.8K
|
4.66K
$547K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.12K+ 6.12% |
$126K - $139K
|
19.4K
$2.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
203+ 0.62% |
$22.8K - $25.2K
|
33.2K
$3.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-57- 0.71% |
$6.41K - $7.07K
|
7.97K
$936K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
209+ 4.17% |
$23.5K - $25.9K
|
5.22K
$613K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.25K+ 7.65% |
$140K - $155K
|
17.5K
$2.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-389- 3.6% |
$43.7K - $48.3K
|
10.4K
$1.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
298+ 4.91% |
$33.5K - $37K
|
6.37K
$748K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
51+ 6.94% |
$5.74K - $6.33K
|
786
$92.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-675- 6.42% |
$75.9K - $83.7K
|
9.84K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
831+ 4.43% |
$93.5K - $103K
|
19.6K
$2.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-288- 18.06% |
$32.4K - $35.7K
|
1.31K
$154K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-414- 3.87% |
$46.6K - $51.4K
|
10.3K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-897- 4.38% |
$101K - $111K
|
19.6K
$2.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-24- 1.13% |
$2.7K - $2.98K
|
2.11K
$247K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11.5K+ 75.1% |
$1.29M - $1.42M
|
26.7K
$3.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.73% |
$2.81K - $3.1K
|
3.47K
$408K
|