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
|
First Financial Corp
|
SELL
|
- |
-277- 13.08% |
$32.2K - $34.9K
|
1.84K
$230K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.15KNew |
$483K - $523K
|
4.15K
$520K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
23+ 143.75% |
$2.68K - $2.9K
|
39
$4.88K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
773+ 2.44% |
$89.9K - $97.3K
|
32.5K
$4.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-20- 1.95% |
$2.33K - $2.52K
|
1.01K
$126K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
329+ 4.3% |
$38.3K - $41.4K
|
7.98K
$999K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7+ 26.92% |
$814 - $882
|
33
$4.13K
|
|
|
Oct 09, 2025
Q3 2025
|
Sky Investment Group LLC
|
BUY
|
- |
50+ 0.12% |
$5.82K - $6.3K
|
41.4K
$5.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-235- 1.86% |
$27.3K - $29.6K
|
12.4K
$1.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
212K+ 15.37% |
$24.6M - $26.6M
|
1.59M
$199M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
65+ 5.78% |
$7.56K - $8.19K
|
1.19K
$149K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.45K+ 68.46% |
$169K - $183K
|
3.57K
$447K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-25- 1.11% |
$2.91K - $3.15K
|
2.24K
$280K
|
|
|
Oct 09, 2025
Q3 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-250- 0.97% |
$29.1K - $31.5K
|
25.6K
$3.2M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.6K+ 161.36% |
$1.46M - $1.58M
|
20.4K
$2.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-30- 0.7% |
$3.49K - $3.78K
|
4.25K
$532K
|
|
|
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
|
Peak Financial Advisors LLC
|
BUY
|
- |
162+ 4.24% |
$18.8K - $20.4K
|
3.98K
$499K
|
|
|
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
|
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
|
|