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 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
33+ 25.19% |
$3.84K - $4.16K
|
164
$20.5K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-6.12K- 24.31% |
$711K - $770K
|
19K
$2.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-309- 1.94% |
$35.9K - $38.9K
|
15.6K
$1.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-7.05K- 9.48% |
$820K - $888K
|
67.3K
$8.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
208+ 0.4% |
$24.2K - $26.2K
|
52.6K
$6.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.31K+ 3.43% |
$153K - $165K
|
39.6K
$4.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
3+ 3.37% |
$349 - $378
|
92
$11.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.43K- 17.64% |
$166K - $180K
|
6.66K
$834K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
164New |
$19.1K - $20.7K
|
164
$20.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.12K+ 7.05% |
$130K - $141K
|
17K
$2.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
104+ 0.33% |
$12.1K - $13.1K
|
31.6K
$3.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5- 1.2% |
$582 - $630
|
413
$51.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4.12K- 6.99% |
$479K - $519K
|
54.8K
$6.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-7.5K- 16.09% |
$872K - $944K
|
39.1K
$4.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
531+ 4.4% |
$61.8K - $66.9K
|
12.6K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-782- 4.54% |
$91K - $98.5K
|
16.4K
$2.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-63- 0.67% |
$7.33K - $7.93K
|
9.35K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-36- 0.46% |
$4.19K - $4.53K
|
7.76K
$971K
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
15+ 0.72% |
$1.74K - $1.89K
|
2.1K
$263K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
597+ 41.95% |
$69.4K - $75.2K
|
2.02K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-154- 98.72% |
$17.9K - $19.4K
|
2
$250
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
39+ 0.43% |
$4.54K - $4.91K
|
9.17K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.32K- 2.82% |
$154K - $166K
|
45.5K
$5.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-9- 0.48% |
$1.05K - $1.13K
|
1.86K
$232K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 4.76% |
$349 - $378
|
66
$8.26K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
182+ 19.34% |
$21.2K - $22.9K
|
1.12K
$141K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
40+ 0.11% |
$4.65K - $5.04K
|
34.9K
$4.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-207- 35.75% |
$24.1K - $26.1K
|
372
$46.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
292+ 6.22% |
$34K - $36.8K
|
4.99K
$624K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.93K+ 59.72% |
$922K - $998K
|
21.2K
$2.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-137- 4.31% |
$15.9K - $17.3K
|
3.04K
$381K
|
|
|
Nov 04, 2025
Q3 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-20- 0.69% |
$2.33K - $2.52K
|
2.88K
$361K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.82K- 4.97% |
$560K - $607K
|
92.2K
$11.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.12K+ 49.34% |
$130K - $141K
|
3.38K
$423K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.79K+ 2.03% |
$208K - $225K
|
90.1K
$11.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.07K- 0.19% |
$589K - $638K
|
2.64M
$330M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
33+ 1.56% |
$3.84K - $4.16K
|
2.15K
$269K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.42K
$303K
|
|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
15.3KNew |
$1.78M - $1.92M
|
15.3K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-635- 7.15% |
$73.9K - $80K
|
8.25K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-552- 5.11% |
$64.2K - $69.5K
|
10.3K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
20+ 0.43% |
$2.33K - $2.52K
|
4.66K
$583K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
107+ 1.91% |
$12.4K - $13.5K
|
5.72K
$716K
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-77- 3.55% |
$8.96K - $9.7K
|
2.09K
$262K
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-15- 0.56% |
$1.74K - $1.89K
|
2.67K
$335K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-619- 12.41% |
$72K - $78K
|
4.37K
$547K
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-135- 2.82% |
$15.7K - $17K
|
4.64K
$581K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-70- 0.27% |
$8.14K - $8.82K
|
26.2K
$3.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-184- 1.02% |
$21.4K - $23.2K
|
17.8K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-680- 1.65% |
$79.1K - $85.6K
|
40.6K
$5.08M
|
|