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
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-6.09K- 7.59% |
$709K - $767K
|
74.2K
$9.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
73+ 1.47% |
$8.49K - $9.19K
|
5.04K
$631K
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
109New |
$12.7K - $13.7K
|
109
$13.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
6.9K+ 5.83% |
$802K - $868K
|
125K
$15.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-300- 4.71% |
$34.9K - $37.8K
|
6.08K
$761K
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
612+ 6.39% |
$71.2K - $77.1K
|
10.2K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-389- 62.24% |
$45.2K - $49K
|
236
$29.5K
|
|
|
Nov 12, 2025
Q3 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-361- 12.91% |
$42K - $45.5K
|
2.44K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
266New |
$30.9K - $33.5K
|
266
$33.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
14.6K+ 2.58% |
$1.7M - $1.84M
|
582K
$72.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
943+ 2.26% |
$110K - $119K
|
42.7K
$5.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.43K+ 6.46% |
$283K - $307K
|
40.1K
$5.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-66- 0.16% |
$7.68K - $8.31K
|
41.5K
$5.2M
|
|
|
Nov 12, 2025
Q3 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-9.35K- 6.89% |
$1.09M - $1.18M
|
126K
$15.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.04K- 3.79% |
$121K - $131K
|
26.5K
$3.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 36.85% |
$123K - $133K
|
1.81K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
314K+ 15.89% |
$36.5M - $39.5M
|
2.29M
$286M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.65K+ 10.24% |
$308K - $333K
|
28.5K
$3.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.8K- 13.5% |
$209K - $226K
|
11.5K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
223+ 1.92% |
$25.9K - $28.1K
|
11.9K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
12K+ 0.62% |
$1.39M - $1.51M
|
1.96M
$245M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
35.8K+ 45.49% |
$4.17M - $4.51M
|
115K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-13.4K- 10.46% |
$1.56M - $1.69M
|
115K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-30.4K- 2.03% |
$3.53M - $3.83M
|
1.47M
$184M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
428+ 3.63% |
$49.8K - $53.9K
|
12.2K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.4K+ 1.29% |
$1.21M - $1.31M
|
817K
$102M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 12.3% |
$187K - $202K
|
14.6K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
499+ 21.64% |
$58K - $62.8K
|
2.81K
$351K
|
|
|
Nov 12, 2025
Q3 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
229+ 0.81% |
$26.6K - $28.8K
|
28.4K
$3.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-230- 1.51% |
$26.8K - $29K
|
15K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-18- 0.99% |
$2.09K - $2.27K
|
1.8K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
2.14K+ 9.1% |
$249K - $270K
|
25.7K
$3.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.5K+ 68.55% |
$291K - $315K
|
6.14K
$769K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
794K+ 14.91% |
$92.4M - $100M
|
6.12M
$766M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.24K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.03K+ 6.47% |
$120K - $130K
|
16.9K
$2.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 4.03% |
$11.6K - $12.6K
|
2.58K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.29K+ 16.14% |
$150K - $162K
|
9.26K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
SELL
|
- |
-164- 0.24% |
$19.1K - $20.7K
|
69.2K
$8.66M
|
|
|
Nov 12, 2025
Q3 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-20- 0.7% |
$2.33K - $2.52K
|
2.85K
$357K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.05K+ 31.1% |
$122K - $132K
|
4.42K
$553K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.11% |
$116 - $126
|
916
$115K
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
153+ 0.13% |
$17.8K - $19.3K
|
115K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-73- 22.74% |
$8.49K - $9.19K
|
248
$31K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-158- 2.97% |
$18.4K - $19.9K
|
5.16K
$646K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-303- 2.78% |
$35.2K - $38.2K
|
10.6K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7+ 0.3% |
$814 - $882
|
2.36K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
166+ 27.76% |
$19.3K - $20.9K
|
764
$95.6K
|
|