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 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
178+ 4.38% |
$20.7K - $22.4K
|
4.24K
$531K
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-415- 8.23% |
$48.3K - $52.3K
|
4.63K
$579K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-289- 10.02% |
$33.6K - $36.4K
|
2.59K
$325K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-61- 1.18% |
$7.09K - $7.68K
|
5.11K
$640K
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-456- 6.0% |
$53K - $57.4K
|
7.15K
$895K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-32.9K- 14.99% |
$3.82M - $4.14M
|
186K
$23.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
8.03K+ 83.53% |
$934K - $1.01M
|
17.6K
$2.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-147K- 35.66% |
$17.1M - $18.6M
|
266K
$33.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
245+ 10.31% |
$28.5K - $30.9K
|
2.62K
$328K
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
27.8K+ 11.27% |
$3.24M - $3.5M
|
275K
$34.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.23K- 5.27% |
$841K - $911K
|
130K
$16.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-174- 52.25% |
$20.2K - $21.9K
|
159
$19.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-100- 3.0% |
$11.6K - $12.6K
|
3.23K
$404K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
410+ 9.3% |
$47.7K - $51.6K
|
4.82K
$603K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-54- 3.6% |
$6.28K - $6.8K
|
1.45K
$181K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
332+ 10.51% |
$38.6K - $41.8K
|
3.49K
$437K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
750New |
$87.2K - $94.4K
|
750
$93.9K
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-2- 0.06% |
$233 - $252
|
3.22K
$404K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
808New |
$94K - $102K
|
808
$101K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
858+ 41.57% |
$99.8K - $108K
|
2.92K
$366K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
23+ 1.27% |
$2.68K - $2.9K
|
1.84K
$230K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
886+ 47.2% |
$103K - $112K
|
2.76K
$346K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-83- 3.44% |
$9.65K - $10.5K
|
2.33K
$292K
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-210- 3.76% |
$24.4K - $26.4K
|
5.38K
$673K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
110New |
$12.8K - $13.9K
|
110
$13.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.2K+ 3.44% |
$140K - $152K
|
36.2K
$4.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-305K- 1.78% |
$35.5M - $38.4M
|
16.9M
$2.11B
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.45K- 1.6% |
$285K - $308K
|
151K
$18.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
1.99KNew |
$231K - $251K
|
1.99K
$249K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.05K+ 1.43% |
$123K - $133K
|
75K
$9.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-85- 1.31% |
$9.89K - $10.7K
|
6.42K
$804K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-536- 4.6% |
$62.3K - $67.5K
|
11.1K
$1.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
29+ 0.17% |
$3.37K - $3.65K
|
17.1K
$2.14M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-870- 11.6% |
$101K - $110K
|
6.63K
$830K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.25K+ 42.53% |
$262K - $284K
|
7.55K
$946K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.87K+ 1.12% |
$218K - $236K
|
170K
$21.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.4K+ 4.62% |
$3.65M - $3.95M
|
711K
$89M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.69K- 17.4% |
$662K - $717K
|
27K
$3.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-39- 0.81% |
$4.54K - $4.91K
|
4.8K
$600K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-803- 9.87% |
$93.4K - $101K
|
7.33K
$918K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
28.6KNew |
$3.32M - $3.6M
|
28.6K
$3.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.88K+ 42.56% |
$916K - $992K
|
26.4K
$3.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
25.7KNew |
$2.99M - $3.24M
|
25.7K
$3.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.76KNew |
$204K - $221K
|
1.76K
$220K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1- 0.13% |
$116 - $126
|
793
$99.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-21- 0.78% |
$2.44K - $2.64K
|
2.66K
$333K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.8K+ 5.24% |
$210K - $227K
|
36.2K
$4.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 4.54% |
$170K - $184K
|
33.6K
$4.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-5- 0.09% |
$582 - $630
|
5.77K
$722K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
300+ 2.12% |
$34.9K - $37.8K
|
14.5K
$1.81M
|
|