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 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
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
12+ 0.93% |
$1.4K - $1.51K
|
1.3K
$163K
|
|
|
Nov 10, 2025
Q3 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.07% |
$349 - $378
|
4.6K
$576K
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3+ 0.02% |
$349 - $378
|
19.6K
$2.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-114- 1.22% |
$13.3K - $14.4K
|
9.27K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
649+ 33.21% |
$75.5K - $81.7K
|
2.6K
$326K
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.14K- 26.38% |
$132K - $143K
|
3.18K
$398K
|
|
|
Nov 10, 2025
Q3 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-591- 1.01% |
$68.7K - $74.4K
|
58.2K
$7.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
5+ 0.17% |
$582 - $630
|
3.03K
$380K
|
|
|
Nov 10, 2025
Q3 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-66- 3.28% |
$7.68K - $8.31K
|
1.95K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-18K- 64.29% |
$2.09M - $2.27M
|
10K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.45K+ 2.96% |
$169K - $183K
|
50.5K
$6.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.19K- 7.76% |
$371K - $402K
|
38K
$4.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-4- 0.1% |
$465 - $504
|
3.89K
$487K
|
|
|
Nov 10, 2025
Q3 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.5K+ 10.34% |
$174K - $189K
|
16K
$2M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
BUY
|
- |
54+ 2.85% |
$6.28K - $6.8K
|
1.95K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.82K+ 5.57% |
$328K - $355K
|
53.4K
$6.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
452+ 8.1% |
$52.6K - $56.9K
|
6.03K
$755K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
182K+ 2.09% |
$21.1M - $22.9M
|
8.87M
$1.11B
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.88KNew |
$452K - $489K
|
3.88K
$486K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.37K+ 71.7% |
$276K - $299K
|
5.68K
$711K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
455+ 1.64% |
$52.9K - $57.3K
|
28.2K
$3.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.2K+ 6.11% |
$139K - $151K
|
20.8K
$2.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
103+ 1.55% |
$12K - $13K
|
6.75K
$845K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-47- 0.21% |
$5.47K - $5.92K
|
21.9K
$2.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
18+ 1.01% |
$2.09K - $2.27K
|
1.8K
$225K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
285+ 1.14% |
$33.1K - $35.9K
|
25.2K
$3.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
266+ 1.87% |
$30.9K - $33.5K
|
14.5K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
426+ 0.82% |
$49.5K - $53.6K
|
52.1K
$6.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-478- 6.16% |
$55.6K - $60.2K
|
7.28K
$911K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
14New |
$1.63K - $1.76K
|
14
$1.75K
|
|
|
Nov 10, 2025
Q3 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
54+ 0.43% |
$6.28K - $6.8K
|
12.6K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-1.7K- 0.67% |
$198K - $214K
|
251K
$31.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
341+ 3.7% |
$39.7K - $42.9K
|
9.56K
$1.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-322- 2.34% |
$37.5K - $40.5K
|
13.5K
$1.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.11K+ 17.97% |
$129K - $140K
|
7.3K
$914K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-28- 0.17% |
$3.26K - $3.53K
|
16.3K
$2.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
263+ 0.19% |
$30.6K - $33.1K
|
136K
$17.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
578+ 30.89% |
$67.2K - $72.8K
|
2.45K
$307K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.37K+ 6.86% |
$392K - $424K
|
52.5K
$6.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.16K+ 5.8% |
$251K - $272K
|
39.3K
$4.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-255- 18.1% |
$29.7K - $32.1K
|
1.15K
$144K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.22KNew |
$142K - $153K
|
1.22K
$152K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-28.4K- 45.72% |
$3.3M - $3.57M
|
33.7K
$4.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.06% |
$116 - $126
|
1.74K
$218K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
24+ 0.19% |
$2.79K - $3.02K
|
12.4K
$1.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
342+ 9.31% |
$39.8K - $43.1K
|
4.02K
$503K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
3+ 0.12% |
$349 - $378
|
2.47K
$309K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
312+ 6.1% |
$36.3K - $39.3K
|
5.43K
$679K
|
|