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 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-1.42K- 10.29% |
$165K - $179K
|
12.4K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-75- 75.0% |
$8.72K - $9.44K
|
25
$3.13K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-206K- 7.55% |
$23.9M - $25.9M
|
2.52M
$316M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
9.42K+ 17.72% |
$1.1M - $1.19M
|
62.6K
$7.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-14.3K- 4.26% |
$1.66M - $1.8M
|
321K
$40.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
30.1K+ 180.85% |
$3.5M - $3.79M
|
46.8K
$5.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.4K+ 1.17% |
$395K - $428K
|
294K
$36.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
792+ 5.3% |
$92.1K - $99.7K
|
15.7K
$1.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
15+ 0.27% |
$1.74K - $1.89K
|
5.49K
$687K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
393+ 1.79% |
$45.7K - $49.5K
|
22.3K
$2.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-370- 11.68% |
$43K - $46.6K
|
2.8K
$350K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-638- 2.01% |
$74.2K - $80.3K
|
31.1K
$3.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-10- 0.5% |
$1.16K - $1.26K
|
2.01K
$251K
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.53K+ 20.47% |
$178K - $193K
|
9.02K
$1.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.57K+ 126.67% |
$298K - $323K
|
4.59K
$575K
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-75- 1.63% |
$8.72K - $9.44K
|
4.52K
$565K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
36+ 0.31% |
$4.19K - $4.53K
|
11.5K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.65KNew |
$192K - $208K
|
1.65K
$206K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
586+ 18.5% |
$68.2K - $73.8K
|
3.75K
$470K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.21K+ 0.72% |
$258K - $279K
|
308K
$38.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
63+ 0.28% |
$7.33K - $7.93K
|
22.7K
$2.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7+ 0.32% |
$814 - $882
|
2.22K
$278K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-881- 1.4% |
$102K - $111K
|
62K
$7.76M
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-380- 2.54% |
$44.2K - $47.9K
|
14.6K
$1.82M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.01K- 3.03% |
$350K - $379K
|
96.6K
$12.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-339- 5.34% |
$39.4K - $42.7K
|
6.01K
$753K
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-6.05K- 8.57% |
$704K - $762K
|
64.6K
$8.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-903- 0.54% |
$105K - $114K
|
166K
$20.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-604- 4.36% |
$70.3K - $76.1K
|
13.2K
$1.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3+ 0.16% |
$349 - $378
|
1.84K
$230K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
82+ 3.87% |
$9.54K - $10.3K
|
2.2K
$276K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7+ 0.03% |
$814 - $882
|
25.5K
$3.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1- -0.0% |
$116 - $126
|
24.5K
$3.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-600- 0.73% |
$69.8K - $75.6K
|
82.1K
$10.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.84K- 5.44% |
$563K - $610K
|
84.3K
$10.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.09K+ 6.7% |
$941K - $1.02M
|
129K
$16.1M
|
|
|
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
|
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
|
|