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 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
990+ 1.66% |
$111K - $123K
|
60.6K
$7.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-152- 35.76% |
$17.1K - $18.9K
|
273
$34.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
99+ 3.77% |
$11.1K - $12.3K
|
2.73K
$341K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-125- 1.99% |
$14.1K - $15.5K
|
6.16K
$771K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
100+ 4.48% |
$11.2K - $12.4K
|
2.33K
$292K
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.04K- 10.35% |
$117K - $129K
|
9.02K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-383- 8.86% |
$43.1K - $47.5K
|
3.94K
$493K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6New |
$675 - $744
|
6
$751
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
268+ 16.13% |
$30.1K - $33.2K
|
1.93K
$242K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
392+ 10.7% |
$44.1K - $48.6K
|
4.06K
$508K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
12+ 0.66% |
$1.35K - $1.49K
|
1.84K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
SELL
|
- |
-414- 15.3% |
$46.6K - $51.4K
|
2.29K
$287K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
42+ 26.58% |
$4.72K - $5.21K
|
200
$25K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-400- 15.1% |
$45K - $49.6K
|
2.25K
$282K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
27New |
$3.04K - $3.35K
|
27
$3.38K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-11.1K- 80.43% |
$1.25M - $1.38M
|
2.7K
$338K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
291New |
$32.7K - $36.1K
|
291
$36.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
200+ 3.55% |
$22.5K - $24.8K
|
5.83K
$730K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
262New |
$29.5K - $32.5K
|
262
$32.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
10+ 0.58% |
$1.12K - $1.24K
|
1.75K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
60+ 1.37% |
$6.75K - $7.44K
|
4.44K
$555K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.61K+ 4.64% |
$1.08M - $1.19M
|
217K
$27.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-390- 88.44% |
$43.9K - $48.4K
|
51
$6.38K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
820+ 17.33% |
$92.2K - $102K
|
5.55K
$695K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
450+ 7.21% |
$50.6K - $55.8K
|
6.69K
$837K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.21K+ 42.22% |
$249K - $274K
|
7.44K
$932K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-108- 57.45% |
$12.1K - $13.4K
|
80
$10K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
56+ 254.55% |
$6.3K - $6.95K
|
78
$9.76K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.75KNew |
$984K - $1.09M
|
8.75K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
508+ 97.69% |
$57.1K - $63K
|
1.03K
$129K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2- 0.11% |
$225 - $248
|
1.79K
$224K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
204+ 35.98% |
$22.9K - $25.3K
|
771
$96.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3+ 0.12% |
$337 - $372
|
2.42K
$302K
|
|
|
Aug 01, 2025
Q2 2025
|
Lipe & Dalton
|
SELL
|
- |
-100- 29.15% |
$11.2K - $12.4K
|
243
$30.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-52- 0.35% |
$5.85K - $6.45K
|
14.7K
$1.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
16New |
$1.8K - $1.98K
|
16
$2K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-53- 2.14% |
$5.96K - $6.57K
|
2.42K
$303K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-200- 4.71% |
$22.5K - $24.8K
|
4.05K
$507K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
4.09KNew |
$460K - $507K
|
4.09K
$512K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.01KNew |
$226K - $249K
|
2.01K
$251K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
190New |
$21.4K - $23.6K
|
190
$23.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
429+ 0.21% |
$48.2K - $53.2K
|
208K
$26.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
161New |
$18.1K - $20K
|
161
$20.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
183+ 6.51% |
$20.6K - $22.7K
|
3K
$375K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
630+ 157.89% |
$70.8K - $78.2K
|
1.03K
$129K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
252+ 18.46% |
$28.3K - $31.3K
|
1.62K
$202K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.27K- 6.85% |
$142K - $157K
|
17.2K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.45K- 25.06% |
$163K - $180K
|
4.35K
$544K
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
150KNew |
$16.9M - $18.6M
|
150K
$18.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
55+ 31.43% |
$6.19K - $6.82K
|
230
$28.8K
|
|