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
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.31K+ 26.42% |
$152K - $165K
|
6.26K
$783K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-205- 1.63% |
$23.8K - $25.8K
|
12.4K
$1.55M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-537- 0.84% |
$62.5K - $67.6K
|
63.1K
$7.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-895- 6.89% |
$104K - $113K
|
12.1K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-127- 4.06% |
$14.8K - $16K
|
3K
$376K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-33- 0.92% |
$3.84K - $4.16K
|
3.57K
$447K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.63KNew |
$190K - $205K
|
1.63K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.47K+ 3.13% |
$171K - $185K
|
48.5K
$6.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2.65K+ 15.54% |
$308K - $334K
|
19.7K
$2.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-10.2K- 13.41% |
$1.18M - $1.28M
|
65.6K
$8.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 0.49% |
$3.49K - $3.78K
|
6.13K
$767K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
23.8K+ 12.79% |
$2.77M - $3M
|
210K
$26.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
208+ 4.21% |
$24.2K - $26.2K
|
5.14K
$644K
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
160+ 4.69% |
$18.6K - $20.1K
|
3.57K
$447K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
480+ 18.55% |
$55.8K - $60.4K
|
3.07K
$384K
|
|