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 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
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.63K- 14.75% |
$538K - $582K
|
26.7K
$3.35M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
4.55K+ 125.61% |
$529K - $573K
|
8.18K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
196+ 0.98% |
$22.8K - $24.7K
|
20.2K
$2.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
4+ 0.06% |
$465 - $504
|
7.02K
$879K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
5+ 5.49% |
$582 - $630
|
96
$12K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
67+ 2.85% |
$7.79K - $8.44K
|
2.42K
$303K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.88K+ 20.02% |
$335K - $362K
|
17.2K
$2.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.02% |
$116 - $126
|
4.19K
$524K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.31K+ 12.3% |
$617K - $668K
|
48.5K
$6.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2+ 1.25% |
$233 - $252
|
162
$20.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-331- 14.32% |
$38.5K - $41.7K
|
1.98K
$248K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-225- 5.04% |
$26.2K - $28.3K
|
4.24K
$531K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-65- 2.55% |
$7.56K - $8.19K
|
2.48K
$311K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.04% |
$465 - $504
|
9.52K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.04K+ 9.3% |
$121K - $131K
|
12.2K
$1.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-55- 2.89% |
$6.4K - $6.93K
|
1.85K
$231K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.53K+ 13.28% |
$294K - $318K
|
21.6K
$2.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
17+ 0.56% |
$1.98K - $2.14K
|
3.03K
$379K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-173- 1.78% |
$20.1K - $21.8K
|
9.55K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-251- 1.86% |
$29.2K - $31.6K
|
13.2K
$1.65M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.81K+ 15.07% |
$210K - $228K
|
13.8K
$1.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
914+ 22.5% |
$106K - $115K
|
4.98K
$623K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.1K- 14.4% |
$245K - $265K
|
12.5K
$1.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.47K+ 16.03% |
$171K - $186K
|
10.7K
$1.34M
|
|