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
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2+ 0.01% |
$233 - $252
|
31.5K
$3.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-138- 3.85% |
$16.1K - $17.4K
|
3.44K
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4.15K- 1.29% |
$483K - $523K
|
316K
$39.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
279+ 3.15% |
$32.5K - $35.1K
|
9.14K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1+ 0.0% |
$116 - $126
|
161K
$20.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-679K- 22.46% |
$79M - $85.6M
|
2.35M
$294M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
CALL |
200New |
$23.3K - $25.2K
|
200
$25K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-311- 0.83% |
$36.2K - $39.2K
|
37.3K
$4.67M
|
|
|
Nov 12, 2025
Q3 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
117KNew |
$13.6M - $14.8M
|
117K
$14.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
87+ 4.07% |
$10.1K - $11K
|
2.22K
$278K
|
|
|
Nov 12, 2025
Q3 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-83.4K- 22.72% |
$9.7M - $10.5M
|
284K
$35.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-397- 6.62% |
$46.2K - $50K
|
5.6K
$701K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
178+ 1.01% |
$20.7K - $22.4K
|
17.9K
$2.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2- 0.09% |
$233 - $252
|
2.31K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12.2K+ 18.0% |
$1.42M - $1.54M
|
80.3K
$10M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
8.8KNew |
$1.02M - $1.11M
|
8.8K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
16+ 0.35% |
$1.86K - $2.01K
|
4.56K
$570K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.2K+ 1.57% |
$140K - $152K
|
78.1K
$9.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
153+ 0.65% |
$17.8K - $19.3K
|
23.8K
$2.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.33KNew |
$271K - $294K
|
2.33K
$292K
|
|
|
Nov 12, 2025
Q3 2025
|
Family Legacy, Inc.
|
BUY
|
- |
312+ 0.63% |
$36.3K - $39.3K
|
50.2K
$6.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
527+ 4.82% |
$61.3K - $66.4K
|
11.5K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-99- 0.31% |
$11.5K - $12.5K
|
31.9K
$3.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-703- 52.58% |
$81.8K - $88.5K
|
634
$79.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
29+ 1.44% |
$3.37K - $3.65K
|
2.05K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-677- 0.21% |
$78.7K - $85.3K
|
324K
$40.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-2.31K- 14.3% |
$268K - $291K
|
13.8K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
319+ 0.82% |
$37.1K - $40.2K
|
39.1K
$4.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.39K+ 2.7% |
$161K - $175K
|
52.8K
$6.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
100+ 30.3% |
$11.6K - $12.6K
|
430
$53.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-103K- 13.6% |
$12M - $13M
|
654K
$81.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
589+ 4.75% |
$68.5K - $74.2K
|
13K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
14.7K+ 138.35% |
$1.71M - $1.85M
|
25.3K
$3.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
47.6K+ 5.58% |
$5.53M - $5.99M
|
899K
$113M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.04K+ 5.43% |
$121K - $131K
|
20.2K
$2.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-92- 1.18% |
$10.7K - $11.6K
|
7.67K
$960K
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
10.4K+ 28.4% |
$1.21M - $1.31M
|
47.1K
$5.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-175- 3.32% |
$20.4K - $22K
|
5.09K
$637K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.93K- 53.6% |
$224K - $243K
|
1.67K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-629- 0.51% |
$73.2K - $79.2K
|
123K
$15.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-245- 19.38% |
$28.5K - $30.9K
|
1.02K
$128K
|
|
|
Nov 10, 2025
Q3 2025
|
Garner Asset Management Corp
|
BUY
|
- |
201+ 5.59% |
$23.4K - $25.3K
|
3.8K
$475K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-463- 7.68% |
$53.9K - $58.3K
|
5.56K
$696K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.91KNew |
$222K - $241K
|
1.91K
$239K
|
|
|
Nov 10, 2025
Q3 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-18.2K- 22.3% |
$2.12M - $2.29M
|
63.3K
$7.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1+ 0.01% |
$116 - $126
|
7.9K
$989K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-11.5K- 1.32% |
$1.34M - $1.45M
|
859K
$108M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
PUT |
30K+ 17.91% |
$3.49M - $3.78M
|
198K
$24.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
697KNew |
$81.1M - $87.8M
|
697K
$87.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-15.9K- 7.21% |
$1.85M - $2M
|
205K
$25.6M
|
|