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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
250New |
$28.1K - $31K
|
250
$31.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
630+ 13.09% |
$70.8K - $78.2K
|
5.44K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.75KNew |
$534K - $589K
|
4.75K
$594K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
512K+ 1112.31% |
$57.5M - $63.5M
|
558K
$69.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.75KNew |
$197K - $217K
|
1.75K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
497New |
$55.9K - $61.7K
|
497
$62.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
542New |
$61K - $67.2K
|
542
$67.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14New |
$1.57K - $1.74K
|
14
$1.75K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.75K- 46.3% |
$197K - $217K
|
2.03K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.62K+ 72.04% |
$294K - $325K
|
6.25K
$783K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7- 0.29% |
$787 - $868
|
2.42K
$302K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-16.2K- 43.8% |
$1.82M - $2.01M
|
20.8K
$2.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.82K- 43.3% |
$429K - $473K
|
5K
$625K
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.31K+ 2.08% |
$484K - $534K
|
212K
$26.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-7.12K- 31.79% |
$800K - $883K
|
15.3K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-985- 22.09% |
$111K - $122K
|
3.48K
$435K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.07K+ 113.22% |
$907K - $1M
|
15.2K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.68% |
$112 - $124
|
147
$18.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-7- 0.21% |
$787 - $868
|
3.25K
$407K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
551+ 23.88% |
$62K - $68.4K
|
2.86K
$358K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
13+ 21.31% |
$1.46K - $1.61K
|
74
$9.26K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
10.6KNew |
$1.19M - $1.31M
|
10.6K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.48% |
$2.02K - $2.23K
|
3.76K
$471K
|
|
|
Aug 12, 2025
Q2 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
2K+ 15.38% |
$225K - $248K
|
15K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-845- 55.67% |
$95K - $105K
|
673
$84.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-72- 2.82% |
$8.1K - $8.93K
|
2.48K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-23- 1.31% |
$2.59K - $2.85K
|
1.74K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.61KNew |
$406K - $447K
|
3.61K
$452K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-75- 18.75% |
$8.43K - $9.3K
|
325
$40.7K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7+ 0.17% |
$787 - $868
|
4.01K
$502K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
313+ 2608.33% |
$35.2K - $38.8K
|
325
$40.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.39KNew |
$157K - $173K
|
1.39K
$175K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
1.06K+ 1.77% |
$119K - $131K
|
60.7K
$7.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 1.65% |
$22.5K - $24.8K
|
12K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
121New |
$13.6K - $15K
|
121
$15.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
10.7KNew |
$1.2M - $1.33M
|
10.7K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.53KNew |
$397K - $437K
|
3.53K
$441K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-410- 13.02% |
$46.1K - $50.9K
|
2.74K
$343K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-579- 3.09% |
$65.1K - $71.8K
|
18.1K
$2.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-18- 0.95% |
$2.02K - $2.23K
|
1.88K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-57- 38.0% |
$6.41K - $7.07K
|
93
$11.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
1.96KNew |
$220K - $243K
|
1.96K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.5K- 72.55% |
$281K - $310K
|
946
$118K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.45K+ 3.2% |
$388K - $428K
|
111K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
600+ 1.32% |
$67.5K - $74.4K
|
46.2K
$5.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
539+ 4.25% |
$60.6K - $66.9K
|
13.2K
$1.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.1K- 58.57% |
$461K - $508K
|
2.9K
$363K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-203- 4.37% |
$22.8K - $25.2K
|
4.45K
$556K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.3K+ 4.77% |
$146K - $161K
|
28.6K
$3.58M
|
|