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 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.68KNew |
$195K - $211K
|
1.68K
$210K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3+ 0.82% |
$349 - $378
|
370
$46.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-160- 2.72% |
$18.6K - $20.1K
|
5.73K
$717K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
570+ 1.48% |
$66.3K - $71.8K
|
39.1K
$4.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-131- 4.74% |
$15.2K - $16.5K
|
2.63K
$329K
|
|
|
Oct 27, 2025
Q3 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
72+ 0.59% |
$8.37K - $9.07K
|
12.4K
$1.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-158- 4.94% |
$18.4K - $19.9K
|
3.04K
$381K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-196- 3.32% |
$22.8K - $24.7K
|
5.71K
$715K
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-85- 0.35% |
$9.89K - $10.7K
|
24.2K
$3.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
53+ 2.13% |
$6.16K - $6.67K
|
2.54K
$318K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
29.4K+ 10.09% |
$3.42M - $3.7M
|
321K
$40.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.13K- 11.88% |
$131K - $142K
|
8.38K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-1.18K- 11.43% |
$137K - $148K
|
9.11K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 42.03% |
$186K - $201K
|
5.4K
$676K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$197K - $213K
|
1.69K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-333- 34.15% |
$38.7K - $41.9K
|
642
$80.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-4- 0.09% |
$465 - $504
|
4.49K
$562K
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.33K+ 13.5% |
$154K - $167K
|
11.1K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-49- 0.88% |
$5.7K - $6.17K
|
5.5K
$688K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
20+ 0.79% |
$2.33K - $2.52K
|
2.55K
$320K
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.04KNew |
$237K - $257K
|
2.04K
$255K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
75+ 0.84% |
$8.72K - $9.44K
|
9.05K
$1.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
303+ 0.47% |
$35.2K - $38.2K
|
65.1K
$8.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.13K+ 1.89% |
$247K - $268K
|
114K
$14.3M
|
|
|
Oct 24, 2025
Q3 2025
|
William Allan, LLC
|
BUY
|
- |
717+ 37.54% |
$83.4K - $90.3K
|
2.63K
$329K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-214- 4.3% |
$24.9K - $26.9K
|
4.76K
$596K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-54- 1.78% |
$6.28K - $6.8K
|
2.99K
$374K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-502- 15.11% |
$58.4K - $63.2K
|
2.82K
$353K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
767+ 4.36% |
$89.2K - $96.6K
|
18.4K
$2.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
300+ 84.99% |
$34.9K - $37.8K
|
653
$81.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4+ 0.22% |
$465 - $504
|
1.82K
$227K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.82KNew |
$328K - $355K
|
2.82K
$353K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-234- 11.63% |
$27.2K - $29.5K
|
1.78K
$223K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-86- 11.11% |
$10K - $10.8K
|
688
$86.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
70+ 10.37% |
$8.14K - $8.82K
|
745
$93.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
86+ 16.1% |
$10K - $10.8K
|
620
$77.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-32- 1.13% |
$3.72K - $4.03K
|
2.79K
$350K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.36K+ 7.71% |
$275K - $298K
|
33K
$4.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-17- 0.8% |
$1.98K - $2.14K
|
2.1K
$263K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-146- 3.37% |
$17K - $18.4K
|
4.19K
$524K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.3K+ 48.19% |
$151K - $164K
|
4K
$501K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
75New |
$8.72K - $9.44K
|
75
$9.39K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-14- 0.42% |
$1.63K - $1.76K
|
3.29K
$412K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-26- 0.27% |
$3.02K - $3.27K
|
9.65K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.66K- 0.75% |
$542K - $587K
|
620K
$77.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-62- 1.82% |
$7.21K - $7.81K
|
3.34K
$418K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
191New |
$22.2K - $24.1K
|
191
$23.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
13.2KNew |
$1.53M - $1.66M
|
13.2K
$1.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
105New |
$12.2K - $13.2K
|
105
$13.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-72- 30.0% |
$8.37K - $9.07K
|
168
$21K
|
|