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 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
51+ 6.94% |
$5.74K - $6.33K
|
786
$92.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-675- 6.42% |
$75.9K - $83.7K
|
9.84K
$1.15M
|
|
|
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
$153K
|
|
|
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
$3.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.73% |
$2.81K - $3.1K
|
3.47K
$407K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-259- 5.78% |
$29.1K - $32.1K
|
4.23K
$495K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 0.43% |
$450 - $496
|
937
$110K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-277- 0.85% |
$31.2K - $34.4K
|
32.2K
$3.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
87+ 3.0% |
$9.78K - $10.8K
|
2.99K
$350K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
267+ 11.72% |
$30K - $33.1K
|
2.55K
$298K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-114- 0.96% |
$12.8K - $14.1K
|
11.7K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
55+ 0.53% |
$6.19K - $6.82K
|
10.4K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
39+ 12.83% |
$4.39K - $4.84K
|
343
$40.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
506+ 8.41% |
$56.9K - $62.8K
|
6.52K
$764K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-255- 7.44% |
$28.7K - $31.6K
|
3.17K
$372K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
100New |
$11.2K - $12.4K
|
100
$11.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.82KNew |
$430K - $474K
|
3.82K
$448K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
34+ 1.39% |
$3.82K - $4.22K
|
2.49K
$291K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-2.31K- 32.74% |
$259K - $286K
|
4.74K
$555K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1.11K+ 4.11% |
$125K - $138K
|
28.2K
$3.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
11.4K+ 15.3% |
$1.29M - $1.42M
|
86.2K
$10.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
156+ 4.67% |
$17.5K - $19.4K
|
3.5K
$410K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38K+ 14.51% |
$156K - $172K
|
10.9K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.24KNew |
$251K - $277K
|
2.24K
$262K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-2.64K- 25.9% |
$297K - $327K
|
7.55K
$885K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
46+ 1.92% |
$5.17K - $5.71K
|
2.44K
$286K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.53% |
$1.35K - $1.49K
|
2.27K
$266K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
9.44K+ 346.31% |
$1.06M - $1.17M
|
12.2K
$1.43M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-263- 4.89% |
$29.6K - $32.6K
|
5.11K
$599K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-16- 0.37% |
$1.8K - $1.98K
|
4.28K
$501K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-651- 12.11% |
$73.2K - $80.8K
|
4.73K
$554K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-63- 1.56% |
$7.08K - $7.82K
|
3.96K
$464K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.56K- 16.69% |
$175K - $193K
|
7.78K
$911K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-1.5K- 10.68% |
$168K - $185K
|
12.5K
$1.47M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
220+ 7.72% |
$24.7K - $27.3K
|
3.07K
$360K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-5- 0.02% |
$562 - $620
|
26.6K
$3.11M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
95+ 0.8% |
$10.7K - $11.8K
|
11.9K
$1.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-230- 1.53% |
$25.9K - $28.5K
|
14.8K
$1.74M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$112 - $124
|
1.91K
$224K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.58% |
$5.62K - $6.2K
|
8.63K
$1.01M
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
436K+ 229.03% |
$46.2M - $53.2M
|
627K
$73.4M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
150New |
$15.9K - $18.3K
|
150
$17.6K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
100+ 20.53% |
$10.6K - $12.2K
|
587
$68.8K
|
|
|
Jun 09, 2025
Q1 2025
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-57.9K- 7.36% |
$6.13M - $7.06M
|
728K
$85.3M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.69KNew |
$179K - $206K
|
1.69K
$198K
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
520+ 17.27% |
$55.1K - $63.4K
|
3.53K
$414K
|
|