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 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.13K+ 1.89% |
$247K - $268K
|
114K
$14.3M
|
|
|
Oct 24, 2025
Q3 2025
|
William Allan, LLC
|
BUY
|
- |
717+ 37.54% |
$83.4K - $90.3K
|
2.63K
$329K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-214- 4.3% |
$24.9K - $26.9K
|
4.76K
$596K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-54- 1.78% |
$6.28K - $6.8K
|
2.99K
$374K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-502- 15.11% |
$58.4K - $63.2K
|
2.82K
$353K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
767+ 4.36% |
$89.2K - $96.6K
|
18.4K
$2.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
300+ 84.99% |
$34.9K - $37.8K
|
653
$81.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4+ 0.22% |
$465 - $504
|
1.82K
$227K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.82KNew |
$328K - $355K
|
2.82K
$353K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-234- 11.63% |
$27.2K - $29.5K
|
1.78K
$223K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-86- 11.11% |
$10K - $10.8K
|
688
$86.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
70+ 10.37% |
$8.14K - $8.82K
|
745
$93.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
86+ 16.1% |
$10K - $10.8K
|
620
$77.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-32- 1.13% |
$3.72K - $4.03K
|
2.79K
$350K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.36K+ 7.71% |
$275K - $298K
|
33K
$4.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-17- 0.8% |
$1.98K - $2.14K
|
2.1K
$263K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-146- 3.37% |
$17K - $18.4K
|
4.19K
$524K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.3K+ 48.19% |
$151K - $164K
|
4K
$501K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
75New |
$8.72K - $9.44K
|
75
$9.39K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-14- 0.42% |
$1.63K - $1.76K
|
3.29K
$412K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-26- 0.27% |
$3.02K - $3.27K
|
9.65K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.66K- 0.75% |
$542K - $587K
|
620K
$77.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-62- 1.82% |
$7.21K - $7.81K
|
3.34K
$418K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
191New |
$22.2K - $24.1K
|
191
$23.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
13.2KNew |
$1.53M - $1.66M
|
13.2K
$1.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
105New |
$12.2K - $13.2K
|
105
$13.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-72- 30.0% |
$8.37K - $9.07K
|
168
$21K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
10.1K+ 12.97% |
$1.18M - $1.27M
|
88K
$11M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.95K+ 12.08% |
$226K - $245K
|
18.1K
$2.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.71K+ 31.71% |
$548K - $593K
|
19.6K
$2.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
319New |
$37.1K - $40.2K
|
319
$39.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
602+ 29.1% |
$70K - $75.8K
|
2.67K
$334K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.34K- 0.66% |
$156K - $169K
|
203K
$25.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.61K+ 29.8% |
$885K - $959K
|
33.2K
$4.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-450- 0.93% |
$52.3K - $56.7K
|
48K
$6.01M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
34K+ 127.35% |
$3.96M - $4.28M
|
60.7K
$7.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.96K- 7.31% |
$345K - $373K
|
37.6K
$4.7M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
5New |
$582 - $630
|
5
$626
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
25.4KNew |
$2.96M - $3.2M
|
25.4K
$3.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.82KNew |
$212K - $230K
|
1.82K
$228K
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
BUY
|
- |
75+ 0.68% |
$8.72K - $9.44K
|
11.1K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.65KNew |
$192K - $208K
|
1.65K
$207K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.7K+ 19.05% |
$1.48M - $1.6M
|
79.3K
$9.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
489+ 10.71% |
$56.9K - $61.6K
|
5.06K
$633K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.5K+ 21.59% |
$175K - $189K
|
8.45K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
326+ 1.36% |
$37.9K - $41.1K
|
24.2K
$3.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.7K+ 14.41% |
$1.25M - $1.35M
|
85.2K
$10.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.25K+ 3.79% |
$146K - $158K
|
34.3K
$4.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-499- 9.13% |
$58K - $62.8K
|
4.97K
$622K
|
|