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 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
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
93+ 0.24% |
$10.8K - $11.7K
|
39.3K
$4.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.19% |
$814 - $882
|
3.61K
$452K
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
491+ 21.03% |
$57.1K - $61.8K
|
2.83K
$354K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
100+ 3.88% |
$11.6K - $12.6K
|
2.68K
$335K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
975+ 16.15% |
$113K - $123K
|
7.01K
$878K
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
465+ 4.32% |
$54.1K - $58.6K
|
11.2K
$1.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-16- 0.24% |
$1.86K - $2.01K
|
6.61K
$828K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
42+ 0.46% |
$4.89K - $5.29K
|
9.16K
$1.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-23- 0.57% |
$2.68K - $2.9K
|
4.03K
$505K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
36+ 0.75% |
$4.19K - $4.53K
|
4.85K
$607K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
62.6K+ 22.13% |
$7.28M - $7.89M
|
346K
$43.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.13K+ 4.32% |
$248K - $268K
|
51.4K
$6.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-29- 0.24% |
$3.37K - $3.65K
|
11.8K
$1.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.15K+ 15.52% |
$133K - $144K
|
8.52K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-100- 1.39% |
$11.6K - $12.6K
|
7.09K
$888K
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-75- 0.33% |
$8.72K - $9.44K
|
22.4K
$2.8M
|
|
|
Oct 14, 2025
Q3 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
229+ 2.37% |
$26.6K - $28.8K
|
9.9K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
31+ 1.81% |
$3.61K - $3.9K
|
1.74K
$218K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
43+ 1.4% |
$5K - $5.41K
|
3.12K
$391K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
73+ 0.49% |
$8.49K - $9.19K
|
14.8K
$1.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
197New |
$22.9K - $24.8K
|
197
$24.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 37.74% |
$1.33M - $1.44M
|
41.6K
$5.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
126+ 5.64% |
$14.7K - $15.9K
|
2.36K
$296K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
336+ 15.39% |
$39.1K - $42.3K
|
2.52K
$315K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
250+ 1.96% |
$29.1K - $31.5K
|
13K
$1.63M
|
|