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 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-4- 0.81% |
$465 - $504
|
487
$61K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.82K+ 2.94% |
$327K - $354K
|
98.6K
$12.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-29- 0.75% |
$3.37K - $3.65K
|
3.82K
$478K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
40+ 1.31% |
$4.65K - $5.04K
|
3.1K
$388K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
462+ 4.59% |
$53.7K - $58.2K
|
10.5K
$1.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.94K+ 20.96% |
$342K - $370K
|
17K
$2.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.1% |
$814 - $882
|
7.32K
$917K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-114- 12.11% |
$13.3K - $14.4K
|
827
$104K
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-150- 1.49% |
$17.4K - $18.9K
|
9.9K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-65- 0.73% |
$7.56K - $8.19K
|
8.85K
$1.11M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
46+ 1.07% |
$5.35K - $5.79K
|
4.34K
$543K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
779+ 12.9% |
$90.6K - $98.1K
|
6.82K
$854K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
1.57K+ 4.03% |
$183K - $198K
|
40.6K
$5.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.25K- 2.36% |
$378K - $410K
|
135K
$16.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
117+ 4.73% |
$13.6K - $14.7K
|
2.59K
$324K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.93K- 11.22% |
$224K - $243K
|
15.3K
$1.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.7K+ 9.2% |
$1.47M - $1.6M
|
150K
$18.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.53K- 2.48% |
$527K - $571K
|
178K
$22.3M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-138- 0.13% |
$16.1K - $17.4K
|
106K
$13.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-598- 8.75% |
$69.6K - $75.3K
|
6.23K
$780K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
62+ 2.68% |
$7.21K - $7.81K
|
2.38K
$298K
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
19+ 0.84% |
$2.21K - $2.39K
|
2.27K
$284K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
96+ 3.83% |
$11.2K - $12.1K
|
2.6K
$325K
|
|
|
Nov 05, 2025
Q3 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
3.02KNew |
$351K - $380K
|
3.02K
$378K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
270+ 4.68% |
$31.4K - $34K
|
6.04K
$756K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
43.9K+ 13.42% |
$5.11M - $5.53M
|
371K
$46.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
336+ 2.82% |
$39.1K - $42.3K
|
12.2K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.48K- 51.87% |
$404K - $438K
|
3.23K
$404K
|
|
|
Nov 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
505+ 4.4% |
$58.7K - $63.6K
|
12K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-30- 0.61% |
$3.49K - $3.78K
|
4.86K
$608K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
109+ 3.62% |
$12.7K - $13.7K
|
3.12K
$390K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
128+ 6.95% |
$14.9K - $16.1K
|
1.97K
$247K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
101K+ 8.35% |
$11.7M - $12.7M
|
1.31M
$164M
|
|
|
Nov 04, 2025
Q3 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
947+ 7.42% |
$110K - $119K
|
13.7K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.85K+ 137.78% |
$215K - $233K
|
3.19K
$399K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.4K+ 1.04% |
$163K - $177K
|
137K
$17.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.4K+ 8.81% |
$163K - $177K
|
17.3K
$2.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
75+ 3.0% |
$8.72K - $9.44K
|
2.58K
$322K
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.23K+ 8.25% |
$143K - $155K
|
16.2K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
152+ 4.98% |
$17.7K - $19.1K
|
3.2K
$401K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-876- 7.33% |
$102K - $110K
|
11.1K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-7- 0.11% |
$814 - $882
|
6.29K
$787K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.14K- 1.14% |
$249K - $269K
|
185K
$23.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-899- 4.2% |
$105K - $113K
|
20.5K
$2.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
699+ 19.6% |
$81.3K - $88K
|
4.27K
$534K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-6.56K- 24.79% |
$763K - $826K
|
19.9K
$2.49M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
30+ 1.25% |
$3.49K - $3.78K
|
2.43K
$304K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-103- 3.48% |
$12K - $13K
|
2.86K
$358K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
259+ 1.82% |
$30.1K - $32.6K
|
14.5K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
52+ 0.43% |
$6.05K - $6.55K
|
12.2K
$1.53M
|
|