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 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
474+ 9.28% |
$55.1K - $59.7K
|
5.58K
$699K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
28+ 0.55% |
$3.26K - $3.53K
|
5.16K
$646K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
30+ 0.63% |
$3.49K - $3.78K
|
4.82K
$603K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-422- 14.0% |
$49.1K - $53.1K
|
2.59K
$325K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3- 0.2% |
$349 - $378
|
1.5K
$188K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5+ 0.4% |
$582 - $630
|
1.27K
$159K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-748- 2.8% |
$87K - $94.2K
|
26K
$3.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.81KNew |
$211K - $228K
|
1.81K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
BUY
|
- |
1.83KNew |
$213K - $231K
|
1.83K
$229K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.5K+ 4.54% |
$1.8M - $1.95M
|
356K
$44.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
113+ 2.25% |
$13.1K - $14.2K
|
5.15K
$644K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-706- 12.63% |
$82.1K - $88.9K
|
4.88K
$611K
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
96+ 3.71% |
$11.2K - $12.1K
|
2.69K
$336K
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.05% |
$116 - $126
|
1.83K
$229K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
34New |
$3.95K - $4.28K
|
34
$4.26K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-499- 7.66% |
$58K - $62.8K
|
6.01K
$753K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 0.68% |
$165K - $179K
|
207K
$25.9M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
27+ 25.23% |
$3.14K - $3.4K
|
134
$16.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
228+ 3.76% |
$26.5K - $28.7K
|
6.29K
$787K
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
93+ 0.87% |
$10.8K - $11.7K
|
10.7K
$1.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.34K+ 8.6% |
$155K - $168K
|
16.9K
$2.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.92K+ 15.34% |
$224K - $242K
|
14.4K
$1.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
56+ 2.88% |
$6.51K - $7.05K
|
2K
$250K
|
|
|
Oct 21, 2025
Q3 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
4+ 0.12% |
$465 - $504
|
3.39K
$424K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
359+ 3.65% |
$41.8K - $45.2K
|
10.2K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
45+ 1.32% |
$5.23K - $5.67K
|
3.46K
$433K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.05K- 5.26% |
$239K - $258K
|
36.9K
$4.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6.15K+ 8.43% |
$715K - $774K
|
79.1K
$9.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.84KNew |
$214K - $231K
|
1.84K
$230K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.49% |
$116 - $126
|
207
$25.9K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
8+ 0.7% |
$930 - $1.01K
|
1.16K
$145K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
91+ 4.7% |
$10.6K - $11.5K
|
2.03K
$254K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
SELL
|
- |
-133- 0.86% |
$15.5K - $16.7K
|
15.3K
$1.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
766+ 8511.11% |
$89.1K - $96.5K
|
775
$97K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-50- 0.99% |
$5.82K - $6.3K
|
5.01K
$627K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7.06K+ 184.16% |
$821K - $888K
|
10.9K
$1.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
950+ 2.72% |
$110K - $120K
|
35.9K
$4.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
485+ 5.59% |
$56.4K - $61.1K
|
9.17K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-132- 6.95% |
$15.4K - $16.6K
|
1.77K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
166+ 4.16% |
$19.3K - $20.9K
|
4.16K
$520K
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
19+ 0.06% |
$2.21K - $2.39K
|
32.8K
$4.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
349+ 2.52% |
$40.6K - $43.9K
|
14.2K
$1.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.88K+ 10.15% |
$219K - $237K
|
20.4K
$2.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.42K- 5.17% |
$166K - $179K
|
26.1K
$3.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-40- 1.72% |
$4.65K - $5.04K
|
2.29K
$286K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
677+ 0.86% |
$78.7K - $85.3K
|
79.3K
$9.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
79+ 3.02% |
$9.19K - $9.95K
|
2.69K
$337K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
37+ 1.12% |
$4.3K - $4.66K
|
3.34K
$418K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
26+ 1.44% |
$3.02K - $3.27K
|
1.84K
$230K
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
200+ 0.92% |
$23.3K - $25.2K
|
21.9K
$2.74M
|
|