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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-30.9K- 33.84% |
$3.48M - $3.83M
|
60.4K
$7.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
166+ 7.81% |
$18.7K - $20.6K
|
2.29K
$287K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
386+ 15.73% |
$43.4K - $47.9K
|
2.84K
$356K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.86K- 24.87% |
$434K - $478K
|
11.6K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
BUY
|
- |
71+ 1.87% |
$7.98K - $8.81K
|
3.87K
$485K
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
8.84KNew |
$994K - $1.1M
|
8.84K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-148- 2.39% |
$16.6K - $18.4K
|
6.05K
$757K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
5+ 0.14% |
$562 - $620
|
3.58K
$448K
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
3.4KNew |
$382K - $422K
|
3.4K
$426K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
315+ 1.02% |
$35.4K - $39.1K
|
31.2K
$3.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-10- 0.25% |
$1.12K - $1.24K
|
3.96K
$496K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
CALL |
111KNew |
$12.5M - $13.8M
|
111K
$13.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
70New |
$7.87K - $8.68K
|
70
$8.76K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
358+ 13.35% |
$40.3K - $44.4K
|
3.04K
$381K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.73K+ 117.95% |
$307K - $339K
|
5.05K
$632K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
10New |
$1.12K - $1.24K
|
10
$1.25K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-241- 3.83% |
$27.1K - $29.9K
|
6.05K
$757K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
912+ 11.03% |
$103K - $113K
|
9.18K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-300- 12.05% |
$33.7K - $37.2K
|
2.19K
$274K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-56.1K- 60.94% |
$6.31M - $6.96M
|
36K
$4.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1- 0.05% |
$112 - $124
|
1.88K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.56K+ 83.85% |
$175K - $193K
|
3.42K
$428K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
70New |
$7.87K - $8.68K
|
70
$8.76K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8- 0.91% |
$900 - $992
|
869
$109K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-481- 1.56% |
$54.1K - $59.7K
|
30.4K
$3.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
6.29KNew |
$708K - $781K
|
6.29K
$788K
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-258- 70.11% |
$29K - $32K
|
110
$13.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-218- 5.41% |
$24.5K - $27K
|
3.81K
$477K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 30.0% |
$337 - $372
|
13
$1.63K
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-332- 4.9% |
$37.3K - $41.2K
|
6.45K
$807K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-102- 2.03% |
$11.5K - $12.7K
|
4.92K
$615K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
36+ 15.86% |
$4.05K - $4.47K
|
263
$32.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-80- 2.12% |
$9K - $9.92K
|
3.69K
$462K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-15- 0.58% |
$1.69K - $1.86K
|
2.59K
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.98KNew |
$223K - $246K
|
1.98K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 133.33% |
$450 - $496
|
7
$876
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-255- 90.43% |
$28.7K - $31.6K
|
27
$3.38K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-15- 0.1% |
$1.69K - $1.86K
|
15.3K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.99KNew |
$224K - $247K
|
1.99K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
250+ 96.15% |
$28.1K - $31K
|
510
$63.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-673- 9.06% |
$75.7K - $83.5K
|
6.76K
$846K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
273+ 5.09% |
$30.7K - $33.9K
|
5.64K
$705K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-81- 3.65% |
$9.11K - $10K
|
2.14K
$268K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-291- 8.19% |
$32.7K - $36.1K
|
3.26K
$408K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-90- 1.37% |
$10.1K - $11.2K
|
6.47K
$810K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
30New |
$3.37K - $3.72K
|
30
$3.76K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-3.73K- 6.42% |
$419K - $462K
|
54.4K
$6.81M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
710+ 43.91% |
$79.8K - $88.1K
|
2.33K
$291K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
114+ 5.73% |
$12.8K - $14.1K
|
2.11K
$264K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-150- 7.39% |
$16.9K - $18.6K
|
1.88K
$235K
|
|