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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.8K+ 10.17% |
$1.48M - $1.61M
|
138K
$17.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-64- 2.04% |
$7.44K - $8.06K
|
3.08K
$385K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
526+ 1.16% |
$61.2K - $66.2K
|
45.9K
$5.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.13KNew |
$247K - $268K
|
2.13K
$266K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
847+ 5.49% |
$98.5K - $107K
|
16.3K
$2.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-36- 1.13% |
$4.19K - $4.53K
|
3.14K
$393K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
75.3K+ 87.36% |
$8.76M - $9.48M
|
162K
$20.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Reaves W H & CO Inc
|
BUY
|
- |
91.3K+ 1118.26% |
$10.6M - $11.5M
|
99.5K
$12.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.06K- 3.71% |
$123K - $133K
|
27.5K
$3.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-105- 62.5% |
$12.2K - $13.2K
|
63
$7.89K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
830+ 0.64% |
$96.5K - $105K
|
130K
$16.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-39- 0.8% |
$4.54K - $4.91K
|
4.86K
$608K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.78K+ 3.9% |
$207K - $224K
|
47.4K
$5.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
8.45KNew |
$983K - $1.06M
|
8.45K
$1.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
33.4K+ 225.08% |
$3.89M - $4.21M
|
48.2K
$6.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-784- 1.8% |
$91.2K - $98.7K
|
42.8K
$5.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-79.2K- 80.32% |
$9.21M - $9.97M
|
19.4K
$2.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.33K+ 0.49% |
$736K - $797K
|
1.29M
$161M
|
|
|
Nov 06, 2025
Q3 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
16KNew |
$1.87M - $2.02M
|
16K
$2.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.56% |
$4.42K - $4.79K
|
6.78K
$849K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.34K+ 15.56% |
$854K - $925K
|
54.5K
$6.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
892+ 5.21% |
$104K - $112K
|
18K
$2.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.75KNew |
$436K - $472K
|
3.75K
$470K
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
1.75KNew |
$204K - $221K
|
1.75K
$219K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
363+ 12.95% |
$42.2K - $45.7K
|
3.17K
$396K
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
BUY
|
- |
232+ 3.58% |
$27K - $29.2K
|
6.71K
$840K
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.32K+ 5.85% |
$153K - $166K
|
23.8K
$2.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-18- 0.43% |
$2.09K - $2.27K
|
4.21K
$528K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.7K+ 29.89% |
$198K - $214K
|
7.39K
$925K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-9- 7.09% |
$1.05K - $1.13K
|
118
$14.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
23.7K+ 28.2% |
$2.76M - $2.99M
|
108K
$13.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
11.8K+ 16.85% |
$1.37M - $1.49M
|
81.9K
$10.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.17K- 3.5% |
$253K - $274K
|
59.9K
$7.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-674- 40.63% |
$78.4K - $84.9K
|
985
$123K
|
|
|
Nov 06, 2025
Q3 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-1.2K- 25.27% |
$139K - $151K
|
3.54K
$443K
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
133+ 5.08% |
$15.5K - $16.7K
|
2.75K
$345K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.15K+ 6.03% |
$133K - $144K
|
20.1K
$2.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
675+ 24.4% |
$78.5K - $85K
|
3.44K
$431K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
7.24K+ 3.2% |
$842K - $912K
|
234K
$29.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
10+ 0.26% |
$1.16K - $1.26K
|
3.91K
$490K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 4.39% |
$5.82K - $6.3K
|
1.09K
$136K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.9K- 65.57% |
$1.27M - $1.38M
|
5.74K
$718K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-640- 1.33% |
$74.4K - $80.6K
|
47.4K
$5.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
3.82KNew |
$444K - $481K
|
3.82K
$478K
|
|
|
Nov 06, 2025
Q3 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
SELL
|
- |
-20- 1.0% |
$2.33K - $2.52K
|
1.99K
$249K
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
410+ 0.57% |
$47.7K - $51.6K
|
72K
$9.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.02% |
$349 - $378
|
13.9K
$1.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.46K+ 15.17% |
$170K - $184K
|
11.1K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2+ 0.05% |
$233 - $252
|
3.72K
$466K
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.05K+ 87.48% |
$355K - $385K
|
6.55K
$819K
|
|