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
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
119+ 1.95% |
$13.8K - $15K
|
6.22K
$778K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.11K- 28.42% |
$129K - $140K
|
2.79K
$349K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
208+ 4.83% |
$24.2K - $26.2K
|
4.51K
$565K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.2K+ 0.48% |
$372K - $402K
|
668K
$83.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
67+ 2.59% |
$7.79K - $8.44K
|
2.66K
$332K
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
12+ 0.24% |
$1.4K - $1.51K
|
5.09K
$637K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 3.85% |
$116 - $126
|
27
$3.38K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
882+ 44.39% |
$103K - $111K
|
2.87K
$359K
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-32- 1.59% |
$3.72K - $4.03K
|
1.98K
$248K
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$188K - $204K
|
1.62K
$202K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.87K+ 2.24% |
$683K - $740K
|
268K
$33.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-225- 3.16% |
$26.2K - $28.3K
|
6.89K
$863K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
918K+ 28.7% |
$107M - $116M
|
4.12M
$515M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
253+ 4.33% |
$29.4K - $31.9K
|
6.1K
$763K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-204- 13.77% |
$23.7K - $25.7K
|
1.28K
$160K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.45% |
$116 - $126
|
221
$27.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
59.8K+ 14.73% |
$6.96M - $7.54M
|
466K
$58.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-11- 0.04% |
$1.28K - $1.39K
|
24.8K
$3.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.15K+ 11.15% |
$366K - $396K
|
31.4K
$3.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-66- 2.97% |
$7.68K - $8.31K
|
2.16K
$270K
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
$196K - $212K
|
1.69K
$211K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
170+ 1.6% |
$19.8K - $21.4K
|
10.8K
$1.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
584K+ 0.77% |
$68M - $73.6M
|
76.3M
$9.55B
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.54K+ 2.76% |
$179K - $194K
|
57.3K
$7.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
32.1K+ 44.94% |
$3.73M - $4.04M
|
103K
$12.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Denali Advisors LLC
|
BUY
|
- |
3.73KNew |
$434K - $470K
|
3.73K
$467K
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-6- 0.27% |
$698 - $756
|
2.18K
$273K
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.67KNew |
$194K - $210K
|
1.67K
$209K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
262+ 0.91% |
$30.5K - $33K
|
28.9K
$3.62M
|
|
|
Nov 07, 2025
Q3 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-3K- 31.43% |
$349K - $378K
|
6.55K
$819K
|
|
|
Nov 07, 2025
Q3 2025
|
Ballast, Inc.
|
SELL
|
- |
-70- 0.44% |
$8.14K - $8.82K
|
15.8K
$1.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-27- 0.72% |
$3.14K - $3.4K
|
3.7K
$463K
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-28- 0.57% |
$3.26K - $3.53K
|
4.89K
$612K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
61+ 0.71% |
$7.09K - $7.68K
|
8.6K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
BUY
|
- |
18+ 0.54% |
$2.09K - $2.27K
|
3.36K
$420K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-537- 13.35% |
$62.5K - $67.6K
|
3.49K
$436K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$116 - $126
|
51.7K
$6.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.55K- 46.63% |
$180K - $195K
|
1.77K
$222K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
201+ 1.27% |
$23.4K - $25.3K
|
16K
$2M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
114+ 0.33% |
$13.3K - $14.4K
|
34.4K
$4.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-10.5K- 43.59% |
$1.22M - $1.32M
|
13.6K
$1.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7+ 0.25% |
$814 - $882
|
2.83K
$354K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.62K+ 40.93% |
$305K - $330K
|
9.03K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
414+ 16.31% |
$48.2K - $52.1K
|
2.95K
$370K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
61+ 1.06% |
$7.09K - $7.68K
|
5.81K
$728K
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-89- 0.61% |
$10.4K - $11.2K
|
14.4K
$1.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-277- 2.02% |
$32.2K - $34.9K
|
13.4K
$1.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.7K+ 8.22% |
$314K - $340K
|
35.6K
$4.45M
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.42K- 5.07% |
$166K - $179K
|
26.6K
$3.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-225- 2.34% |
$26.2K - $28.3K
|
9.38K
$1.17M
|
|