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 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
|
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
|
Chesley Taft & Associates LLC
|
BUY
|
- |
25+ 0.24% |
$2.91K - $3.15K
|
10.3K
$1.28M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.33K- 5.6% |
$271K - $293K
|
39.2K
$4.91M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
233+ 7.19% |
$27.1K - $29.3K
|
3.48K
$435K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
147+ 6.49% |
$17.1K - $18.5K
|
2.41K
$302K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-102- 3.94% |
$11.9K - $12.8K
|
2.49K
$312K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.66K- 60.16% |
$309K - $334K
|
1.76K
$220K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
731+ 12.72% |
$85K - $92.1K
|
6.48K
$811K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
6+ 0.05% |
$698 - $756
|
11.7K
$1.47M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-105- 1.53% |
$12.2K - $13.2K
|
6.74K
$844K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-1.26K- 15.7% |
$146K - $158K
|
6.76K
$846K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
144+ 0.96% |
$16.7K - $18.1K
|
15.2K
$1.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-470- 7.57% |
$54.7K - $59.2K
|
5.74K
$719K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.46K+ 1.74% |
$286K - $309K
|
143K
$17.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
10+ 0.12% |
$1.16K - $1.26K
|
8.41K
$1.05M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.65KNew |
$192K - $207K
|
1.65K
$206K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.46K- 7.92% |
$169K - $183K
|
16.9K
$2.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-172- 0.82% |
$20K - $21.7K
|
20.9K
$2.62M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-23- 6.71% |
$2.68K - $2.9K
|
320
$40.1K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6.27K+ 148.92% |
$729K - $789K
|
10.5K
$1.31M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
171+ 5.62% |
$19.9K - $21.5K
|
3.21K
$402K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-282- 8.07% |
$32.8K - $35.5K
|
3.21K
$402K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
4New |
$465 - $504
|
4
$501
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.73KNew |
$202K - $218K
|
1.73K
$217K
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
2.89K+ 11.55% |
$336K - $364K
|
27.9K
$3.49M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-383- 1.44% |
$44.5K - $48.2K
|
26.2K
$3.28M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
1.21K+ 15.41% |
$136K - $150K
|
9.09K
$1.14M
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4K- 2.6% |
$450K - $496K
|
150K
$18.7M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-567K- 6.36% |
$63.8M - $70.4M
|
8.35M
$1.05B
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-169- 1.26% |
$19K - $21K
|
13.2K
$1.66M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.43K- 27.0% |
$386K - $426K
|
9.28K
$1.16M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.8K- 23.74% |
$203K - $223K
|
5.79K
$724K
|
|
|
Nov 03, 2025
Q2 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-658- 18.71% |
$74K - $81.6K
|
2.86K
$358K
|
|
|
Oct 30, 2025
Q2 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-3.48KClosed |
$391K - $431K
|
0
$0
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-1- 0.01% |
$112 - $124
|
7.82K
$979K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-831- 9.53% |
$93.5K - $103K
|
7.89K
$988K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12+ 0.43% |
$1.35K - $1.49K
|
2.81K
$352K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.95KNew |
$557K - $614K
|
4.95K
$620K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-39.2K- 41.83% |
$4.41M - $4.87M
|
54.5K
$6.83M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
74New |
$8.32K - $9.18K
|
74
$9.26K
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
19.4KNew |
$2.18M - $2.41M
|
19.4K
$2.43M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
389New |
$43.7K - $48.3K
|
389
$48.7K
|
|