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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
824+ 6.84% |
$95.8K - $104K
|
12.9K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-282K- 38.18% |
$32.8M - $35.5M
|
457K
$57.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Zimmer Partners, LP
New York, NY |
BUY
|
CALL |
100KNew |
$11.6M - $12.6M
|
100K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.2K+ 0.94% |
$140K - $151K
|
129K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.02K+ 68.43% |
$1.05M - $1.14M
|
22.2K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.81K+ 5.63% |
$443K - $480K
|
71.5K
$8.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
17+ 0.5% |
$1.98K - $2.14K
|
3.38K
$424K
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-416- 10.05% |
$48.4K - $52.4K
|
3.72K
$466K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-15.8K- 98.02% |
$1.83M - $1.99M
|
318
$39.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-31- 1.61% |
$3.61K - $3.9K
|
1.89K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.5K- 49.86% |
$1.92M - $2.08M
|
16.6K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
CALL |
2New |
$233 - $252
|
2
$250
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
36+ 0.04% |
$4.19K - $4.53K
|
82.3K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.09KNew |
$127K - $138K
|
1.09K
$137K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
275New |
$32K - $34.6K
|
275
$34.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-429- 18.69% |
$49.9K - $54K
|
1.87K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
7.62K+ 25.15% |
$886K - $959K
|
37.9K
$4.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-404- 0.83% |
$47K - $50.9K
|
48.5K
$6.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.07% |
$349 - $378
|
4.58K
$574K
|
|
|
Nov 14, 2025
Q3 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-234- 0.94% |
$27.2K - $29.5K
|
24.8K
$3.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-78- 1.29% |
$9.07K - $9.82K
|
5.98K
$749K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
217+ 5.75% |
$25.2K - $27.3K
|
3.99K
$500K
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
12.4K+ 9.82% |
$1.44M - $1.56M
|
138K
$17.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
736+ 6.16% |
$85.6K - $92.7K
|
12.7K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
5+ 0.09% |
$582 - $630
|
5.45K
$682K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.1K- 0.25% |
$1.52M - $1.65M
|
5.32M
$666M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 0.89% |
$349 - $378
|
339
$42.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-202- 3.23% |
$23.5K - $25.4K
|
6.05K
$757K
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-8.02K- 73.97% |
$933K - $1.01M
|
2.82K
$354K
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
44KNew |
$5.12M - $5.54M
|
44K
$5.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-3.16K- 31.98% |
$368K - $398K
|
6.73K
$842K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
5.01K+ 263.32% |
$583K - $631K
|
6.91K
$865K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
35+ 1.37% |
$4.07K - $4.41K
|
2.59K
$324K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
7.13K+ 220.66% |
$829K - $897K
|
10.4K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-26.4K- 32.42% |
$3.07M - $3.33M
|
55.1K
$6.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
2.58KNew |
$300K - $325K
|
2.58K
$323K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
2.63KNew |
$306K - $331K
|
2.63K
$329K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-296- 0.4% |
$34.4K - $37.3K
|
73.5K
$9.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
137New |
$15.9K - $17.3K
|
137
$17.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-181- 4.47% |
$21.1K - $22.8K
|
3.87K
$484K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.1K+ 17.77% |
$3.38M - $3.66M
|
193K
$24.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
4.08KNew |
$474K - $514K
|
4.08K
$511K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.62KNew |
$188K - $204K
|
1.62K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
1.53K+ 7.39% |
$178K - $193K
|
22.2K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-458- 13.78% |
$53.3K - $57.7K
|
2.87K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
83+ 4.09% |
$9.65K - $10.5K
|
2.11K
$265K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.02KNew |
$119K - $128K
|
1.02K
$128K
|
|
|
Nov 14, 2025
Q3 2025
|
Revere Asset Management, Inc
Dallas, TX |
BUY
|
- |
1.83KNew |
$213K - $230K
|
1.83K
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.01K- 1.73% |
$350K - $378K
|
171K
$21.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
1.65KNew |
$192K - $208K
|
1.65K
$207K
|
|