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 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-700- 3.22% |
$81.4K - $88.2K
|
21K
$2.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-4K- 6.63% |
$465K - $504K
|
56.4K
$7.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-30- 0.48% |
$3.49K - $3.78K
|
6.16K
$771K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
538New |
$62.6K - $67.8K
|
538
$67.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
1.33K+ 7.35% |
$155K - $168K
|
19.5K
$2.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.78K+ 0.67% |
$323K - $350K
|
420K
$52.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-334- 8.05% |
$38.8K - $42.1K
|
3.82K
$478K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
190+ 8.76% |
$22.1K - $23.9K
|
2.36K
$295K
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.77KNew |
$438K - $474K
|
3.77K
$471K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
29+ 0.96% |
$3.37K - $3.65K
|
3.04K
$380K
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-52- 0.2% |
$6.05K - $6.55K
|
26K
$3.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.7K+ 101.29% |
$430K - $465K
|
7.34K
$919K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-262- 5.24% |
$30.5K - $33K
|
4.74K
$593K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.52% |
$11.6K - $12.6K
|
19.2K
$2.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
888+ 1.9% |
$103K - $112K
|
47.5K
$5.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
6.28K+ 23.83% |
$730K - $791K
|
32.6K
$4.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.33K- 33.38% |
$154K - $167K
|
2.65K
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
291+ 36.38% |
$33.8K - $36.6K
|
1.09K
$137K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
66+ 0.84% |
$7.68K - $8.31K
|
7.95K
$996K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.97K- 4.8% |
$230K - $249K
|
39.2K
$4.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
114+ 6.57% |
$13.3K - $14.4K
|
1.85K
$231K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 6.45% |
$233 - $252
|
33
$4.13K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4- 0.2% |
$465 - $504
|
2.02K
$253K
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.29K+ 46.38% |
$150K - $162K
|
4.07K
$509K
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-226- 5.65% |
$26.3K - $28.5K
|
3.77K
$472K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
405+ 50.19% |
$47.1K - $51K
|
1.21K
$152K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-479- 1.04% |
$55.7K - $60.3K
|
45.6K
$5.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-71- 0.83% |
$8.26K - $8.94K
|
8.53K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
209+ 2.71% |
$24.3K - $26.3K
|
7.93K
$993K
|
|
|
Oct 28, 2025
Q3 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
30New |
$3.49K - $3.78K
|
30
$3.76K
|
|
|
Oct 28, 2025
Q3 2025
|
Washington Capital Management Inc
|
SELL
|
- |
-335- 6.8% |
$39K - $42.2K
|
4.6K
$575K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-137- 0.81% |
$15.9K - $17.3K
|
16.9K
$2.11M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-905- 11.27% |
$105K - $114K
|
7.12K
$892K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2- 1.09% |
$233 - $252
|
181
$22.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.74K+ 22.06% |
$318K - $345K
|
15.1K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
11.9K+ 32.09% |
$1.39M - $1.5M
|
49.1K
$6.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-40.1K- 98.53% |
$4.66M - $5.05M
|
600
$75.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
174+ 3.31% |
$20.2K - $21.9K
|
5.43K
$679K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-203- 3.71% |
$23.6K - $25.6K
|
5.27K
$659K
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-31- 0.55% |
$3.61K - $3.9K
|
5.65K
$707K
|
|
|
Oct 28, 2025
Q3 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-1.11K- 1.71% |
$129K - $139K
|
63.4K
$7.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1- 0.01% |
$116 - $126
|
9.31K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-87- 34.94% |
$10.1K - $11K
|
162
$20.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
129+ 4.06% |
$15K - $16.2K
|
3.31K
$414K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.67KNew |
$194K - $210K
|
1.67K
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.1K+ 6.06% |
$128K - $139K
|
19.3K
$2.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
78+ 1.34% |
$9.07K - $9.82K
|
5.91K
$740K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
18.7K+ 37.79% |
$2.18M - $2.36M
|
68.2K
$8.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3+ 0.13% |
$349 - $378
|
2.36K
$295K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
6+ 0.11% |
$698 - $756
|
5.32K
$665K
|
|