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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-175- 1.55% |
$20.4K - $22K
|
11.1K
$1.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-474- 5.58% |
$55.1K - $59.7K
|
8.03K
$1M
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
SELL
|
- |
-275- 0.64% |
$32K - $34.6K
|
42.6K
$5.34M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-714- 13.58% |
$83K - $89.9K
|
4.55K
$569K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-16- 0.78% |
$1.86K - $2.01K
|
2.04K
$255K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
160+ 1.65% |
$18.6K - $20.1K
|
9.83K
$1.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
250+ 7.92% |
$29.1K - $31.5K
|
3.41K
$426K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
565+ 28.29% |
$65.7K - $71.2K
|
2.56K
$321K
|
|
|
Oct 31, 2025
Q3 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
282+ 14.57% |
$32.8K - $35.5K
|
2.22K
$278K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-508- 20.53% |
$59.1K - $64K
|
1.97K
$246K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
903+ 313.54% |
$105K - $114K
|
1.19K
$149K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
525+ 12.46% |
$61.1K - $66.1K
|
4.74K
$593K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-277- 4.42% |
$32.2K - $34.9K
|
6K
$751K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-559- 6.43% |
$65K - $70.4K
|
8.13K
$1.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-476- 5.12% |
$55.4K - $59.9K
|
8.82K
$1.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-29.6K- 11.94% |
$3.44M - $3.73M
|
218K
$27.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
135+ 0.6% |
$15.7K - $17K
|
22.8K
$2.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-150- 3.99% |
$17.4K - $18.9K
|
3.61K
$452K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-8.78K- 4.09% |
$1.02M - $1.11M
|
206K
$25.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-281- 1.7% |
$32.7K - $35.4K
|
16.2K
$2.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
34+ 0.94% |
$3.95K - $4.28K
|
3.65K
$457K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
650+ 2.77% |
$75.6K - $81.9K
|
24.1K
$3.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.2K+ 48.53% |
$256K - $277K
|
6.74K
$844K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-717- 2.25% |
$83.4K - $90.3K
|
31.2K
$3.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$233 - $252
|
5.32K
$665K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-54.6K- 77.15% |
$6.36M - $6.88M
|
16.2K
$2.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
120+ 0.37% |
$14K - $15.1K
|
32.3K
$4.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
300+ 6.16% |
$34.9K - $37.8K
|
5.17K
$647K
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
238+ 5.97% |
$27.7K - $30K
|
4.22K
$529K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 0.39% |
$2.33K - $2.52K
|
5.17K
$647K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.84K- 17.01% |
$330K - $358K
|
13.9K
$1.73M
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-90- 2.7% |
$10.5K - $11.3K
|
3.25K
$407K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
208+ 7.02% |
$24.2K - $26.2K
|
3.17K
$397K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
658+ 30.05% |
$76.5K - $82.9K
|
2.85K
$357K
|
|
|
Oct 30, 2025
Q3 2025
|
Windward Capital Management CO
|
SELL
|
- |
-187- 0.28% |
$21.7K - $23.5K
|
67.6K
$8.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
5.8K+ 24.25% |
$674K - $730K
|
29.7K
$3.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.29% |
$930 - $1.01K
|
2.8K
$350K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6+ 0.33% |
$698 - $756
|
1.83K
$229K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-51- 9.39% |
$5.93K - $6.42K
|
492
$61.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Hgk Asset Management Inc
|
BUY
|
- |
8.65K+ 16.29% |
$1.01M - $1.09M
|
61.7K
$7.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.01K+ 36.99% |
$117K - $127K
|
3.73K
$467K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.71KNew |
$199K - $215K
|
1.71K
$214K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
173+ 0.7% |
$20.1K - $21.8K
|
24.9K
$3.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
153+ 2.57% |
$17.8K - $19.3K
|
6.11K
$765K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.72KNew |
$200K - $217K
|
1.72K
$216K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-311- 2.16% |
$36.2K - $39.2K
|
14.1K
$1.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
476+ 19.29% |
$55.4K - $59.9K
|
2.94K
$369K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
60.2K+ 53.52% |
$7M - $7.58M
|
173K
$21.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.58% |
$233 - $252
|
347
$43.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-31- 0.87% |
$3.61K - $3.9K
|
3.52K
$440K
|
|