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 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.66KNew |
$193K - $209K
|
1.66K
$207K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-2- 0.02% |
$233 - $252
|
12K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
632+ 26.94% |
$73.5K - $79.6K
|
2.98K
$373K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.17K+ 8.22% |
$252K - $273K
|
28.5K
$3.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
273+ 1.29% |
$31.8K - $34.4K
|
21.4K
$2.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
33+ 0.15% |
$3.84K - $4.16K
|
22.3K
$2.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-34- 0.6% |
$3.95K - $4.28K
|
5.6K
$701K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.36K- 28.39% |
$274K - $297K
|
5.95K
$745K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
249+ 9.15% |
$29K - $31.4K
|
2.97K
$372K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.68KNew |
$196K - $212K
|
1.68K
$211K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-251- 24.42% |
$29.2K - $31.6K
|
777
$97.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-13- 0.46% |
$1.51K - $1.64K
|
2.84K
$356K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
317+ 2.39% |
$36.9K - $39.9K
|
13.6K
$1.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
159+ 0.27% |
$18.5K - $20K
|
59.7K
$7.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.8K+ 10.17% |
$1.48M - $1.61M
|
138K
$17.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-64- 2.04% |
$7.44K - $8.06K
|
3.08K
$385K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
526+ 1.16% |
$61.2K - $66.2K
|
45.9K
$5.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.13KNew |
$247K - $268K
|
2.13K
$266K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
847+ 5.49% |
$98.5K - $107K
|
16.3K
$2.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-36- 1.13% |
$4.19K - $4.53K
|
3.14K
$393K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
75.3K+ 87.36% |
$8.76M - $9.48M
|
162K
$20.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Reaves W H & CO Inc
|
BUY
|
- |
91.3K+ 1118.26% |
$10.6M - $11.5M
|
99.5K
$12.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.06K- 3.71% |
$123K - $133K
|
27.5K
$3.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-105- 62.5% |
$12.2K - $13.2K
|
63
$7.89K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
830+ 0.64% |
$96.5K - $105K
|
130K
$16.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-39- 0.8% |
$4.54K - $4.91K
|
4.86K
$608K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.78K+ 3.9% |
$207K - $224K
|
47.4K
$5.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
8.45KNew |
$983K - $1.06M
|
8.45K
$1.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
33.4K+ 225.08% |
$3.89M - $4.21M
|
48.2K
$6.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-784- 1.8% |
$91.2K - $98.7K
|
42.8K
$5.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-79.2K- 80.32% |
$9.21M - $9.97M
|
19.4K
$2.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.33K+ 0.49% |
$736K - $797K
|
1.29M
$161M
|
|
|
Nov 06, 2025
Q3 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
16KNew |
$1.87M - $2.02M
|
16K
$2.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.56% |
$4.42K - $4.79K
|
6.78K
$849K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.34K+ 15.56% |
$854K - $925K
|
54.5K
$6.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
892+ 5.21% |
$104K - $112K
|
18K
$2.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.75KNew |
$436K - $472K
|
3.75K
$470K
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
1.75KNew |
$204K - $221K
|
1.75K
$219K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
363+ 12.95% |
$42.2K - $45.7K
|
3.17K
$396K
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
BUY
|
- |
232+ 3.58% |
$27K - $29.2K
|
6.71K
$840K
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.32K+ 5.85% |
$153K - $166K
|
23.8K
$2.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-18- 0.43% |
$2.09K - $2.27K
|
4.21K
$528K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.7K+ 29.89% |
$198K - $214K
|
7.39K
$925K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-9- 7.09% |
$1.05K - $1.13K
|
118
$14.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
23.7K+ 28.2% |
$2.76M - $2.99M
|
108K
$13.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
11.8K+ 16.85% |
$1.37M - $1.49M
|
81.9K
$10.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.17K- 3.5% |
$253K - $274K
|
59.9K
$7.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-674- 40.63% |
$78.4K - $84.9K
|
985
$123K
|
|
|
Nov 06, 2025
Q3 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-1.2K- 25.27% |
$139K - $151K
|
3.54K
$443K
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
133+ 5.08% |
$15.5K - $16.7K
|
2.75K
$345K
|
|