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 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
345+ 1.21% |
$40.1K - $43.4K
|
28.8K
$3.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-15- 0.31% |
$1.74K - $1.89K
|
4.81K
$602K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
155+ 8.74% |
$18K - $19.5K
|
1.93K
$241K
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
477+ 2.75% |
$55.5K - $60.1K
|
17.8K
$2.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-109- 2.44% |
$12.7K - $13.7K
|
4.36K
$545K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.46K+ 38.63% |
$403K - $436K
|
12.4K
$1.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14+ 0.54% |
$1.63K - $1.76K
|
2.6K
$326K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-61- 3.28% |
$7.09K - $7.68K
|
1.8K
$225K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
420+ 13.14% |
$48.9K - $52.9K
|
3.62K
$453K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
12+ 0.52% |
$1.4K - $1.51K
|
2.33K
$291K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.18K- 9.16% |
$137K - $148K
|
11.7K
$1.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-50- 1.86% |
$5.82K - $6.3K
|
2.64K
$331K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.58K
$323K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-26- 0.53% |
$3.02K - $3.27K
|
4.86K
$608K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
39K+ 469.27% |
$4.54M - $4.91M
|
47.3K
$5.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-14.9K- 13.03% |
$1.73M - $1.88M
|
99.5K
$12.5M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-76- 1.18% |
$8.84K - $9.57K
|
6.35K
$795K
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
7.83KNew |
$910K - $986K
|
7.83K
$980K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-140- 2.52% |
$16.3K - $17.6K
|
5.41K
$678K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
731+ 35.38% |
$85K - $92.1K
|
2.8K
$350K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
32+ 640.0% |
$3.72K - $4.03K
|
37
$4.63K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-24.3K- 5.51% |
$2.83M - $3.06M
|
416K
$52.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-919- 1.28% |
$107K - $116K
|
71K
$8.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-33- 1.08% |
$3.84K - $4.16K
|
3.01K
$377K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-50- 1.12% |
$5.82K - $6.3K
|
4.41K
$552K
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.68KNew |
$195K - $211K
|
1.68K
$210K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
207+ 11.14% |
$24.1K - $26.1K
|
2.07K
$258K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
105+ 1.88% |
$12.2K - $13.2K
|
5.71K
$714K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-158- 3.09% |
$18.4K - $19.9K
|
4.95K
$620K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.77KNew |
$206K - $223K
|
1.77K
$222K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.07KNew |
$241K - $260K
|
2.07K
$259K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
SELL
|
- |
-114- 6.2% |
$13.3K - $14.4K
|
1.72K
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
203+ 4.78% |
$23.6K - $25.6K
|
4.45K
$557K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
606+ 4.45% |
$70.5K - $76.3K
|
14.2K
$1.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.48K+ 4.47% |
$405K - $439K
|
81.5K
$10.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.68K- 12.36% |
$195K - $211K
|
11.9K
$1.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
10.1KNew |
$1.18M - $1.27M
|
10.1K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
136+ 7.31% |
$15.8K - $17.1K
|
2K
$250K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
141+ 2.7% |
$16.4K - $17.8K
|
5.36K
$671K
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
267+ 4.19% |
$31.1K - $33.6K
|
6.64K
$831K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
46+ 0.63% |
$5.35K - $5.79K
|
7.36K
$921K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
44New |
$5.12K - $5.54K
|
44
$5.51K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 9.11% |
$149K - $161K
|
15.3K
$1.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
215+ 0.66% |
$25K - $27.1K
|
32.6K
$4.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
25+ 0.38% |
$2.91K - $3.15K
|
6.56K
$821K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-140- 4.91% |
$16.3K - $17.6K
|
2.71K
$340K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.67KNew |
$194K - $211K
|
1.67K
$209K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 0.27% |
$465 - $504
|
1.47K
$184K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-24- 0.3% |
$2.79K - $3.02K
|
7.97K
$998K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
100+ 1.03% |
$11.6K - $12.6K
|
9.8K
$1.23M
|
|