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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-210- 3.76% |
$24.4K - $26.4K
|
5.38K
$673K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
110New |
$12.8K - $13.9K
|
110
$13.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.2K+ 3.44% |
$140K - $152K
|
36.2K
$4.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-305K- 1.78% |
$35.5M - $38.4M
|
16.9M
$2.11B
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.45K- 1.6% |
$285K - $308K
|
151K
$18.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
1.99KNew |
$231K - $251K
|
1.99K
$249K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.05K+ 1.43% |
$123K - $133K
|
75K
$9.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-85- 1.31% |
$9.89K - $10.7K
|
6.42K
$804K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-536- 4.6% |
$62.3K - $67.5K
|
11.1K
$1.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
29+ 0.17% |
$3.37K - $3.65K
|
17.1K
$2.14M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-870- 11.6% |
$101K - $110K
|
6.63K
$830K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.25K+ 42.53% |
$262K - $284K
|
7.55K
$946K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.87K+ 1.12% |
$218K - $236K
|
170K
$21.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.4K+ 4.62% |
$3.65M - $3.95M
|
711K
$89M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.69K- 17.4% |
$662K - $717K
|
27K
$3.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-39- 0.81% |
$4.54K - $4.91K
|
4.8K
$600K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-803- 9.87% |
$93.4K - $101K
|
7.33K
$918K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
28.6KNew |
$3.32M - $3.6M
|
28.6K
$3.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.88K+ 42.56% |
$916K - $992K
|
26.4K
$3.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
25.7KNew |
$2.99M - $3.24M
|
25.7K
$3.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.76KNew |
$204K - $221K
|
1.76K
$220K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1- 0.13% |
$116 - $126
|
793
$99.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-21- 0.78% |
$2.44K - $2.64K
|
2.66K
$333K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.8K+ 5.24% |
$210K - $227K
|
36.2K
$4.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 4.54% |
$170K - $184K
|
33.6K
$4.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-5- 0.09% |
$582 - $630
|
5.77K
$722K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
300+ 2.12% |
$34.9K - $37.8K
|
14.5K
$1.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-700- 3.22% |
$81.4K - $88.2K
|
21K
$2.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-4K- 6.63% |
$465K - $504K
|
56.4K
$7.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-30- 0.48% |
$3.49K - $3.78K
|
6.16K
$771K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
538New |
$62.6K - $67.8K
|
538
$67.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
1.33K+ 7.35% |
$155K - $168K
|
19.5K
$2.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.78K+ 0.67% |
$323K - $350K
|
420K
$52.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-334- 8.05% |
$38.8K - $42.1K
|
3.82K
$478K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
190+ 8.76% |
$22.1K - $23.9K
|
2.36K
$295K
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.77KNew |
$438K - $474K
|
3.77K
$471K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
29+ 0.96% |
$3.37K - $3.65K
|
3.04K
$380K
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-52- 0.2% |
$6.05K - $6.55K
|
26K
$3.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.7K+ 101.29% |
$430K - $465K
|
7.34K
$919K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-262- 5.24% |
$30.5K - $33K
|
4.74K
$593K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.52% |
$11.6K - $12.6K
|
19.2K
$2.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
888+ 1.9% |
$103K - $112K
|
47.5K
$5.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
6.28K+ 23.83% |
$730K - $791K
|
32.6K
$4.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.33K- 33.38% |
$154K - $167K
|
2.65K
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
291+ 36.38% |
$33.8K - $36.6K
|
1.09K
$137K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
66+ 0.84% |
$7.68K - $8.31K
|
7.95K
$996K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.97K- 4.8% |
$230K - $249K
|
39.2K
$4.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
114+ 6.57% |
$13.3K - $14.4K
|
1.85K
$231K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 6.45% |
$233 - $252
|
33
$4.13K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4- 0.2% |
$465 - $504
|
2.02K
$253K
|
|