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 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
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.4K- 6.37% |
$860K - $931K
|
109K
$13.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-10- 15.15% |
$1.16K - $1.26K
|
56
$7.01K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
14+ 0.13% |
$1.63K - $1.76K
|
10.7K
$1.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
421+ 3.4% |
$49K - $53K
|
12.8K
$1.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
117+ 4.13% |
$13.6K - $14.7K
|
2.95K
$370K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$233 - $252
|
1.72K
$215K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-835- 1.43% |
$97.1K - $105K
|
57.4K
$7.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
57+ 44.19% |
$6.63K - $7.18K
|
186
$23.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.98K- 1.07% |
$230K - $249K
|
182K
$22.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-830- 2.21% |
$96.5K - $105K
|
36.7K
$4.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-12- 0.17% |
$1.4K - $1.51K
|
7.15K
$895K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-104- 3.12% |
$12.1K - $13.1K
|
3.23K
$404K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-2.88K- 46.15% |
$335K - $363K
|
3.36K
$421K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
268+ 11.84% |
$31.2K - $33.7K
|
2.53K
$317K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
3.7K+ 2.2% |
$430K - $466K
|
172K
$21.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.74K+ 94.01% |
$203K - $219K
|
3.6K
$450K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 3.45% |
$1.16K - $1.26K
|
280
$35.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-150- 4.49% |
$17.4K - $18.9K
|
3.19K
$399K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
336+ 9.61% |
$39.1K - $42.3K
|
3.83K
$480K
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.41K+ 1.43% |
$164K - $178K
|
99.8K
$12.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-34- 0.56% |
$3.95K - $4.28K
|
6.08K
$762K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
46+ 0.95% |
$5.35K - $5.79K
|
4.87K
$609K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-87- 4.92% |
$10.1K - $11K
|
1.68K
$210K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-75- 1.57% |
$8.72K - $9.44K
|
4.71K
$589K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.6K+ 4.93% |
$302K - $327K
|
55.2K
$6.91M
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-51- 1.21% |
$5.93K - $6.42K
|
4.17K
$523K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5.15K- 74.14% |
$599K - $648K
|
1.8K
$225K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
4.16K+ 1.82% |
$483K - $523K
|
233K
$29.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 18.11% |
$177K - $192K
|
9.94K
$1.24M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.68K+ 140.88% |
$428K - $464K
|
6.3K
$789K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.33K- 29.25% |
$154K - $167K
|
3.21K
$402K
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
SELL
|
- |
-889- 2.33% |
$103K - $112K
|
37.3K
$4.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.69K+ 16.7% |
$313K - $339K
|
18.8K
$2.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-72- 3.04% |
$8.37K - $9.07K
|
2.3K
$288K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
6+ 0.06% |
$698 - $756
|
10.2K
$1.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6.87K- 66.71% |
$799K - $865K
|
3.43K
$429K
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3+ 0.13% |
$349 - $378
|
2.34K
$293K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.42K
$303K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$116 - $126
|
1.79K
$224K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.1K- 28.41% |
$128K - $139K
|
2.78K
$347K
|
|