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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-233- 10.0% |
$28.3K - $30.1K
|
2.1K
$263K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-28- 0.14% |
$3.4K - $3.61K
|
19.7K
$2.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 1.15% |
$486 - $516
|
351
$43.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.14K+ 34.21% |
$139K - $147K
|
4.48K
$561K
|
|
|
Jan 20, 2026
Q4 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.84KNew |
$224K - $237K
|
1.84K
$230K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-19- 0.64% |
$2.31K - $2.45K
|
2.95K
$370K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-33.5K- 90.87% |
$4.08M - $4.33M
|
3.37K
$422K
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-30- 0.38% |
$3.65K - $3.87K
|
7.79K
$975K
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-206- 17.0% |
$25K - $26.6K
|
1.01K
$126K
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
8+ 0.45% |
$973 - $1.03K
|
1.79K
$224K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.19K+ 21870.0% |
$266K - $282K
|
2.2K
$275K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
68+ 1.99% |
$8.27K - $8.77K
|
3.48K
$436K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
14.9K+ 182.61% |
$1.82M - $1.93M
|
23.1K
$2.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
365+ 1.32% |
$44.4K - $47.1K
|
28K
$3.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
230+ 3.6% |
$28K - $29.7K
|
6.62K
$828K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-706- 5.26% |
$85.8K - $91.1K
|
12.7K
$1.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
71+ 2.64% |
$8.63K - $9.16K
|
2.77K
$346K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.48% |
$122 - $129
|
208
$26K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-63- 1.82% |
$7.66K - $8.13K
|
3.39K
$425K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
316+ 4.66% |
$38.4K - $40.8K
|
7.1K
$889K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-225- 0.41% |
$27.4K - $29K
|
54.3K
$6.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
48+ 0.13% |
$5.84K - $6.19K
|
36.1K
$4.52M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
357+ 1.98% |
$43.4K - $46.1K
|
18.4K
$2.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-266- 13.15% |
$32.3K - $34.3K
|
1.76K
$220K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.59K+ 2.87% |
$193K - $205K
|
56.8K
$7.11M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
11+ 0.08% |
$1.34K - $1.42K
|
14.2K
$1.78M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-499- 6.58% |
$60.7K - $64.4K
|
7.09K
$887K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
65+ 10.17% |
$7.9K - $8.39K
|
704
$88.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-87- 1.17% |
$10.6K - $11.2K
|
7.35K
$920K
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
7.89K+ 423.58% |
$959K - $1.02M
|
9.75K
$1.22M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
826+ 27.43% |
$100K - $107K
|
3.84K
$480K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-2- 0.06% |
$243 - $258
|
3.47K
$435K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.34K- 4.63% |
$162K - $172K
|
27.5K
$3.44M
|
|
|
Jan 20, 2026
Q4 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-21- 0.62% |
$2.55K - $2.71K
|
3.34K
$418K
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-38- 1.49% |
$4.62K - $4.9K
|
2.52K
$315K
|
|
|
Jan 20, 2026
Q4 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
543+ 5.32% |
$66K - $70.1K
|
10.8K
$1.35M
|
|
|
Jan 20, 2026
Q4 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
250+ 9.82% |
$30.4K - $32.3K
|
2.8K
$350K
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-114- 0.65% |
$13.9K - $14.7K
|
17.3K
$2.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-171- 5.32% |
$20.8K - $22.1K
|
3.04K
$381K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.32K+ 58.47% |
$525K - $557K
|
11.7K
$1.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.16KNew |
$505K - $536K
|
4.16K
$520K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
133+ 5.19% |
$16.2K - $17.2K
|
2.7K
$337K
|
|
|
Jan 20, 2026
Q4 2025
|
Joule Financial, LLC
|
BUY
|
- |
20+ 0.88% |
$2.43K - $2.58K
|
2.29K
$287K
|
|
|
Jan 20, 2026
Q4 2025
|
Advocate Group LLC
|
BUY
|
- |
4.1K+ 5.78% |
$499K - $530K
|
75.1K
$9.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
159+ 13.37% |
$19.3K - $20.5K
|
1.35K
$169K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
111+ 0.54% |
$13.5K - $14.3K
|
20.5K
$2.57M
|
|
|
Jan 20, 2026
Q4 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
56+ 0.52% |
$6.81K - $7.23K
|
10.8K
$1.35M
|
|
|
Jan 20, 2026
Q4 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-29- 0.12% |
$3.53K - $3.74K
|
23.3K
$2.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
SELL
|
- |
-91- 0.67% |
$11.1K - $11.7K
|
13.4K
$1.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-995- 6.41% |
$121K - $128K
|
14.5K
$1.82M
|
|