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
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.4K+ 8.81% |
$163K - $177K
|
17.3K
$2.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
75+ 3.0% |
$8.72K - $9.44K
|
2.58K
$322K
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.23K+ 8.25% |
$143K - $155K
|
16.2K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
152+ 4.98% |
$17.7K - $19.1K
|
3.2K
$401K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-876- 7.33% |
$102K - $110K
|
11.1K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-7- 0.11% |
$814 - $882
|
6.29K
$787K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.14K- 1.14% |
$249K - $269K
|
185K
$23.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-899- 4.2% |
$105K - $113K
|
20.5K
$2.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
699+ 19.6% |
$81.3K - $88K
|
4.27K
$534K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-6.56K- 24.79% |
$763K - $826K
|
19.9K
$2.49M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
30+ 1.25% |
$3.49K - $3.78K
|
2.43K
$304K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-103- 3.48% |
$12K - $13K
|
2.86K
$358K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
259+ 1.82% |
$30.1K - $32.6K
|
14.5K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
52+ 0.43% |
$6.05K - $6.55K
|
12.2K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-148- 3.09% |
$17.2K - $18.6K
|
4.64K
$581K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.63K- 0.46% |
$539K - $583K
|
1.01M
$127M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-18- 0.11% |
$2.09K - $2.27K
|
16.7K
$2.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-9- 0.12% |
$1.05K - $1.13K
|
7.61K
$953K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.19K- 7.38% |
$139K - $150K
|
14.9K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
47+ 12.21% |
$5.47K - $5.92K
|
432
$54.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.8KNew |
$209K - $227K
|
1.8K
$225K
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
2.52KNew |
$293K - $317K
|
2.52K
$315K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-87- 1.52% |
$10.1K - $11K
|
5.65K
$707K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
495+ 1.21% |
$57.6K - $62.3K
|
41.4K
$5.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
88+ 24.65% |
$10.2K - $11.1K
|
445
$55.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-250- 1.11% |
$29.1K - $31.5K
|
22.3K
$2.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
78.9K+ 9.8% |
$9.18M - $9.94M
|
884K
$111M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-19.3K- 11.2% |
$2.25M - $2.43M
|
153K
$19.2M
|
|
|
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
|
|