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 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-66- 2.76% |
$7.68K - $8.31K
|
2.33K
$292K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.35K- 2.71% |
$157K - $170K
|
48.4K
$6.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
SELL
|
- |
-4.83K- 6.93% |
$562K - $608K
|
64.9K
$8.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.1K+ 3.76% |
$244K - $264K
|
57.8K
$7.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.69KNew |
$196K - $212K
|
1.69K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
119New |
$13.8K - $15K
|
119
$14.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
1.44K+ 21.23% |
$167K - $181K
|
8.21K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-229- 7.33% |
$26.6K - $28.8K
|
2.9K
$363K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
8+ 0.38% |
$930 - $1.01K
|
2.14K
$268K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-51- 0.59% |
$5.93K - $6.42K
|
8.53K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
150+ 7.66% |
$17.4K - $18.9K
|
2.11K
$264K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
12+ 0.45% |
$1.4K - $1.51K
|
2.67K
$334K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-218- 4.79% |
$25.4K - $27.5K
|
4.34K
$543K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
205+ 0.63% |
$23.8K - $25.8K
|
32.7K
$4.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
195+ 0.76% |
$22.7K - $24.6K
|
25.8K
$3.23M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-104- 5.75% |
$12.1K - $13.1K
|
1.7K
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
333+ 3.11% |
$38.7K - $41.9K
|
11K
$1.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
27+ 0.4% |
$3.14K - $3.4K
|
6.72K
$841K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
62+ 2.56% |
$7.21K - $7.81K
|
2.48K
$311K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
9+ 0.18% |
$1.05K - $1.13K
|
5.11K
$640K
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
8.11K+ 5.98% |
$944K - $1.02M
|
144K
$18M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.08% |
$116 - $126
|
1.21K
$151K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.96K+ 6.95% |
$344K - $372K
|
45.5K
$5.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
226+ 0.89% |
$26.3K - $28.5K
|
25.5K
$3.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-10- 0.53% |
$1.16K - $1.26K
|
1.87K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.38K+ 1.11% |
$277K - $299K
|
217K
$27.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
750+ 39.58% |
$87.2K - $94.4K
|
2.65K
$331K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-25- 0.13% |
$2.91K - $3.15K
|
19.7K
$2.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
82+ 1.65% |
$9.54K - $10.3K
|
5.05K
$632K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
17.9K+ 42.77% |
$2.08M - $2.25M
|
59.7K
$7.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
258+ 4.46% |
$30K - $32.5K
|
6.04K
$756K
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-845- 23.4% |
$98.3K - $106K
|
2.77K
$346K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-500- 3.59% |
$58.2K - $63K
|
13.4K
$1.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-13- 0.21% |
$1.51K - $1.64K
|
6.19K
$775K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
670New |
$77.9K - $84.4K
|
670
$83.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.14% |
$582 - $630
|
3.51K
$439K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
412+ 9.4% |
$47.9K - $51.9K
|
4.79K
$600K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.03K+ 3.57% |
$120K - $130K
|
30K
$3.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
174+ 1.1% |
$20.2K - $21.9K
|
16K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
16+ 0.2% |
$1.86K - $2.01K
|
7.99K
$1M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-530- 28.22% |
$61.6K - $66.7K
|
1.35K
$169K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.78K+ 11.84% |
$323K - $350K
|
26.2K
$3.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
71+ 3.64% |
$8.26K - $8.94K
|
2.02K
$253K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.49K- 3.59% |
$522K - $566K
|
120K
$15.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
156+ 7.24% |
$18.1K - $19.6K
|
2.31K
$289K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
135+ 0.71% |
$15.7K - $17K
|
19.2K
$2.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-225- 0.95% |
$26.2K - $28.3K
|
23.4K
$2.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
530+ 2.76% |
$61.6K - $66.7K
|
19.7K
$2.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-315- 1.97% |
$36.6K - $39.7K
|
15.7K
$1.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-28- 1.54% |
$3.26K - $3.53K
|
1.79K
$224K
|
|