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 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
131+ 5.62% |
$15.2K - $16.5K
|
2.46K
$308K
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
5+ 0.08% |
$582 - $630
|
6.14K
$769K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
200+ 1.08% |
$23.3K - $25.2K
|
18.8K
$2.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.85K+ 3.05% |
$332K - $359K
|
96.3K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
572+ 0.2% |
$66.5K - $72K
|
287K
$35.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
586+ 3.57% |
$68.2K - $73.8K
|
17K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-7.16K- 29.34% |
$833K - $902K
|
17.2K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-902K- 50.9% |
$105M - $114M
|
870K
$109M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
414+ 9.61% |
$48.2K - $52.1K
|
4.72K
$591K
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-92- 2.73% |
$10.7K - $11.6K
|
3.27K
$410K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
619+ 5.2% |
$72K - $78K
|
12.5K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-442- 0.85% |
$51.4K - $55.7K
|
51.7K
$6.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-4.04K- 98.73% |
$470K - $509K
|
52
$6.51K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.2K+ 4.25% |
$1.53M - $1.66M
|
324K
$40.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
SELL
|
- |
-722- 10.48% |
$84K - $90.9K
|
6.17K
$772K
|
|
|
Nov 12, 2025
Q3 2025
|
Ninepoint Partners LP
|
BUY
|
- |
675+ 5.37% |
$78.5K - $85K
|
13.2K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.5K+ 4.35% |
$175K - $189K
|
36K
$4.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-616- 8.37% |
$71.6K - $77.6K
|
6.74K
$844K
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
10+ 0.19% |
$1.16K - $1.26K
|
5.34K
$669K
|
|
|
Nov 12, 2025
Q3 2025
|
Sciencast Management LP
|
BUY
|
- |
34.9KNew |
$4.06M - $4.39M
|
34.9K
$4.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.4K+ 8.52% |
$1.67M - $1.81M
|
183K
$22.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-370- 1.11% |
$43K - $46.6K
|
32.8K
$4.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
1.43K+ 5.65% |
$166K - $179K
|
26.6K
$3.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
14.2K+ 38.54% |
$1.65M - $1.79M
|
51K
$6.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-57- 4.19% |
$6.63K - $7.18K
|
1.3K
$163K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.86K+ 1.82% |
$217K - $235K
|
104K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.13K+ 19.73% |
$131K - $142K
|
6.83K
$855K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.45K+ 2.38% |
$634K - $687K
|
235K
$29.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.03K- 23.22% |
$119K - $129K
|
3.39K
$424K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-33- 0.54% |
$3.84K - $4.16K
|
6.05K
$757K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.96K+ 86.91% |
$344K - $372K
|
6.36K
$796K
|
|
|
Nov 12, 2025
Q3 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
904+ 0.97% |
$105K - $114K
|
93.7K
$11.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-118- 0.26% |
$13.7K - $14.9K
|
45.5K
$5.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-231- 7.29% |
$26.9K - $29.1K
|
2.94K
$368K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.71KNew |
$199K - $216K
|
1.71K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-493- 0.88% |
$57.3K - $62.1K
|
55.4K
$6.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-753- 0.32% |
$87.6K - $94.8K
|
233K
$29.2M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
299K+ 10.02% |
$34.7M - $37.6M
|
3.28M
$410M
|
|
|
Nov 12, 2025
Q3 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.7K+ 0.2% |
$198K - $214K
|
872K
$109M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
118K+ 13.56% |
$13.8M - $14.9M
|
992K
$124M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
378K+ 2.02% |
$43.9M - $47.6M
|
19.1M
$2.39B
|
|
|
Nov 12, 2025
Q3 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.66K- 1.99% |
$193K - $209K
|
81.9K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-656- 3.07% |
$76.3K - $82.6K
|
20.7K
$2.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.06K- 2.61% |
$124K - $134K
|
39.7K
$4.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
329+ 4.76% |
$38.3K - $41.4K
|
7.24K
$907K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.03K+ 12.47% |
$120K - $130K
|
9.33K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.29K+ 6.55% |
$383K - $415K
|
53.5K
$6.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
352+ 10.73% |
$40.9K - $44.3K
|
3.63K
$455K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
161+ 8.35% |
$18.7K - $20.3K
|
2.09K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.99K+ 13.36% |
$697K - $754K
|
50.8K
$6.36M
|
|