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 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.67KNew |
$543K - $588K
|
4.67K
$584K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-142- 21.88% |
$16.5K - $17.9K
|
507
$63.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.7KNew |
$197K - $213K
|
1.7K
$212K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.29% |
$116 - $126
|
347
$43.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-44- 2.42% |
$5.12K - $5.54K
|
1.77K
$222K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
14+ 0.41% |
$1.63K - $1.76K
|
3.45K
$432K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
250+ 11.16% |
$29.1K - $31.5K
|
2.49K
$312K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-226- 3.42% |
$26.3K - $28.5K
|
6.39K
$799K
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
2.76KNew |
$321K - $348K
|
2.76K
$346K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-115- 2.0% |
$13.4K - $14.5K
|
5.64K
$706K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 0.18% |
$120K - $130K
|
589K
$73.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.59K+ 10.2% |
$650K - $703K
|
60.4K
$7.56M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.57K- 59.04% |
$531K - $575K
|
3.17K
$397K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
148+ 1.13% |
$17.2K - $18.6K
|
13.2K
$1.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
239+ 7.79% |
$27.8K - $30.1K
|
3.31K
$414K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
7.51K+ 3.95% |
$874K - $946K
|
198K
$24.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.26K+ 8.45% |
$147K - $159K
|
16.2K
$2.03M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-968- 1.16% |
$113K - $122K
|
82.8K
$10.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19+ 0.47% |
$2.21K - $2.39K
|
4.05K
$507K
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
162+ 4.24% |
$18.8K - $20.4K
|
3.98K
$499K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-37- 0.58% |
$4.3K - $4.66K
|
6.3K
$789K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
50+ 0.17% |
$5.82K - $6.3K
|
28.7K
$3.59M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.65KNew |
$192K - $208K
|
1.65K
$207K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-2- 0.25% |
$233 - $252
|
784
$98.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11+ 0.13% |
$1.28K - $1.39K
|
8.76K
$1.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-100- 1.89% |
$11.6K - $12.6K
|
5.2K
$651K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-575- 8.04% |
$66.9K - $72.4K
|
6.58K
$824K
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-878- 4.88% |
$102K - $111K
|
17.1K
$2.14M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-70- 1.88% |
$8.14K - $8.82K
|
3.66K
$458K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-546- 4.21% |
$63.5K - $68.8K
|
12.4K
$1.55M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
495+ 108.55% |
$57.6K - $62.3K
|
951
$119K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
907+ 16.13% |
$105K - $114K
|
6.53K
$817K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-811- 2.52% |
$94.3K - $102K
|
31.4K
$3.92M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
123+ 2.69% |
$14.3K - $15.5K
|
4.69K
$587K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
676K+ 448.93% |
$78.6M - $85.1M
|
826K
$103M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.33KNew |
$271K - $294K
|
2.33K
$292K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-23- 36.51% |
$2.68K - $2.9K
|
40
$5.01K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-45- 11.31% |
$5.23K - $5.67K
|
353
$44.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1+ 0.01% |
$116 - $126
|
19.4K
$2.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
68.2KNew |
$7.93M - $8.58M
|
68.2K
$8.53M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-30- 0.7% |
$3.49K - $3.78K
|
4.24K
$531K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.54K- 99.61% |
$295K - $319K
|
10
$1.25K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-41- 1.61% |
$4.77K - $5.16K
|
2.5K
$313K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
SELL
|
- |
-310- 0.98% |
$36.1K - $39K
|
31.4K
$3.93M
|
|
|
Oct 07, 2025
Q3 2025
|
Norway Savings Bank
|
BUY
|
- |
282+ 2.26% |
$32.8K - $35.5K
|
12.8K
$1.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
22+ 0.71% |
$2.56K - $2.77K
|
3.14K
$393K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
992+ 30.59% |
$115K - $125K
|
4.24K
$530K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-449- 18.39% |
$52.2K - $56.5K
|
1.99K
$249K
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.75KNew |
$203K - $220K
|
1.75K
$219K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
583+ 21.75% |
$67.8K - $73.4K
|
3.26K
$409K
|
|