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
|
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
|
|
|
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
|
|