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 28, 2025
Q3 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-150- 1.01% |
$17.4K - $18.9K
|
14.7K
$1.84M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
262+ 2.8% |
$30.5K - $33K
|
9.6K
$1.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
389+ 1.92% |
$45.2K - $49K
|
20.7K
$2.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
279+ 10.72% |
$32.5K - $35.1K
|
2.88K
$361K
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-30- 2.01% |
$3.49K - $3.78K
|
1.46K
$183K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.63KNew |
$190K - $206K
|
1.63K
$204K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.68KNew |
$195K - $211K
|
1.68K
$210K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
772+ 20.09% |
$89.8K - $97.2K
|
4.62K
$578K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-71.4K- 33.15% |
$8.3M - $8.99M
|
144K
$18M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-355- 13.6% |
$41.3K - $44.7K
|
2.26K
$282K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
120+ 0.3% |
$14K - $15.1K
|
40.1K
$5.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
45.8KNew |
$5.33M - $5.77M
|
45.8K
$5.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
797+ 2.11% |
$92.7K - $100K
|
38.6K
$4.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-23- 1.31% |
$2.68K - $2.9K
|
1.73K
$217K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
452+ 3.72% |
$52.6K - $56.9K
|
12.6K
$1.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
462+ 5.88% |
$53.7K - $58.2K
|
8.32K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 11.11% |
$116 - $126
|
10
$1.25K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.03% |
$582 - $630
|
17.4K
$2.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
67.1K+ 3.5% |
$7.8M - $8.45M
|
1.99M
$248M
|
|
|
Oct 27, 2025
Q3 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-342- 15.0% |
$39.8K - $43.1K
|
1.94K
$243K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4- 0.01% |
$465 - $504
|
38.3K
$4.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6+ 13.33% |
$698 - $756
|
51
$6.38K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.5K- 1.61% |
$174K - $188K
|
91.3K
$11.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.22K+ 0.19% |
$142K - $153K
|
640K
$80.1M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-46- 1.04% |
$5.35K - $5.79K
|
4.36K
$546K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$116 - $126
|
1.91K
$239K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
345+ 2.84% |
$40.1K - $43.4K
|
12.5K
$1.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-73.1K- 9.97% |
$8.5M - $9.21M
|
660K
$82.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2- 0.21% |
$233 - $252
|
935
$117K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
130+ 2.05% |
$15.1K - $16.4K
|
6.47K
$810K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
153+ 4.08% |
$17.8K - $19.3K
|
3.9K
$488K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.23K- 1.22% |
$143K - $154K
|
99.7K
$12.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
52+ 0.55% |
$6.05K - $6.55K
|
9.45K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.63KNew |
$190K - $205K
|
1.63K
$204K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
251K+ 92.76% |
$29.2M - $31.6M
|
522K
$65.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
1.32K+ 1.1% |
$154K - $167K
|
122K
$15.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-21- 1.06% |
$2.44K - $2.64K
|
1.96K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.87K+ 7.51% |
$450K - $487K
|
55.3K
$6.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
51+ 0.98% |
$5.93K - $6.42K
|
5.27K
$660K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
16New |
$1.86K - $2.01K
|
16
$2K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-127- 0.25% |
$14.8K - $16K
|
51K
$6.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
20.6KNew |
$2.4M - $2.6M
|
20.6K
$2.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.27KNew |
$264K - $286K
|
2.27K
$284K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-160- 2.85% |
$18.6K - $20.1K
|
5.45K
$682K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8- 0.06% |
$930 - $1.01K
|
13.3K
$1.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.37K+ 15.75% |
$276K - $299K
|
17.4K
$2.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
71+ 1.44% |
$8.26K - $8.94K
|
5.01K
$627K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
253+ 0.77% |
$29.4K - $31.9K
|
33.2K
$4.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
BUY
|
- |
1.87KNew |
$217K - $235K
|
1.87K
$234K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
114+ 6.52% |
$13.3K - $14.4K
|
1.86K
$233K
|
|