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
|
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 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
|
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 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
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
123+ 2.69% |
$14.3K - $15.5K
|
4.69K
$587K
|
|
|
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
|
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 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
|
Mirador Capital Partners LP
|
BUY
|
- |
1.65KNew |
$192K - $207K
|
1.65K
$206K
|
|
|
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
|
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
|
|