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
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
696+ 1.21% |
$81K - $87.6K
|
58.1K
$7.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
904+ 51.89% |
$105K - $114K
|
2.65K
$331K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
992+ 7.04% |
$115K - $125K
|
15.1K
$1.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.04% |
$465 - $504
|
10.4K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
25+ 0.78% |
$2.91K - $3.15K
|
3.24K
$406K
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
367+ 1.91% |
$42.7K - $46.2K
|
19.6K
$2.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-100- 2.69% |
$11.6K - $12.6K
|
3.62K
$453K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
1.07K+ 3.63% |
$125K - $135K
|
30.6K
$3.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
455+ 6.08% |
$52.9K - $57.3K
|
7.94K
$994K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
16+ 0.67% |
$1.86K - $2.01K
|
2.42K
$302K
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 0.87% |
$11.6K - $12.6K
|
11.4K
$1.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
3.74K+ 21.73% |
$435K - $471K
|
21K
$2.63M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
39+ 1.3% |
$4.54K - $4.91K
|
3.04K
$380K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
SELL
|
- |
-249- 13.22% |
$29K - $31.4K
|
1.64K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-598- 26.64% |
$69.6K - $75.3K
|
1.65K
$206K
|
|
|
Nov 10, 2025
Q3 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-73K- 42.57% |
$8.49M - $9.2M
|
98.5K
$12.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
10+ 0.59% |
$1.16K - $1.26K
|
1.71K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-180- 8.5% |
$20.9K - $22.7K
|
1.94K
$243K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
1.83K+ 0.51% |
$213K - $230K
|
357K
$44.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.42% |
$116 - $126
|
238
$29.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
22K+ 7.92% |
$2.56M - $2.77M
|
300K
$37.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
155+ 2.67% |
$18K - $19.5K
|
5.97K
$747K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12+ 0.1% |
$1.4K - $1.51K
|
12.3K
$1.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
18+ 0.98% |
$2.09K - $2.27K
|
1.86K
$233K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
131+ 5.72% |
$15.2K - $16.5K
|
2.42K
$303K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$116 - $126
|
3.49K
$437K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-53.5K- 13.07% |
$6.22M - $6.73M
|
356K
$44.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
407+ 2.55% |
$47.3K - $51.3K
|
16.4K
$2.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-8.1K- 6.52% |
$942K - $1.02M
|
116K
$14.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3- 0.05% |
$349 - $378
|
5.5K
$689K
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
69K+ 4.63% |
$8.02M - $8.69M
|
1.56M
$195M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
929+ 31.72% |
$108K - $117K
|
3.86K
$483K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
16.6K+ 29.99% |
$1.93M - $2.09M
|
72K
$9.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.48K+ 12.71% |
$637K - $690K
|
48.6K
$6.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1+ 0.02% |
$116 - $126
|
4.87K
$609K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.9K+ 65.93% |
$453K - $491K
|
9.81K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-269- 1.77% |
$31.3K - $33.9K
|
14.9K
$1.87M
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.36K+ 16.3% |
$158K - $171K
|
9.67K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-18- 0.93% |
$2.09K - $2.27K
|
1.91K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-12- 0.27% |
$1.4K - $1.51K
|
4.47K
$559K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
120+ 2.27% |
$14K - $15.1K
|
5.41K
$677K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
82+ 4.63% |
$9.54K - $10.3K
|
1.85K
$232K
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
$465 - $504
|
4
$501
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
190+ 211.11% |
$22.1K - $23.9K
|
280
$35.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-98- 2.34% |
$11.4K - $12.3K
|
4.1K
$513K
|
|
|
Nov 10, 2025
Q3 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-170- 10.3% |
$19.8K - $21.4K
|
1.48K
$185K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5New |
$582 - $630
|
5
$626
|
|
|
Nov 10, 2025
Q3 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-144- 7.42% |
$16.7K - $18.1K
|
1.8K
$225K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-824- 9.03% |
$95.8K - $104K
|
8.3K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
119+ 1.95% |
$13.8K - $15K
|
6.22K
$778K
|
|