Latest Institutional Sells of Duke Energy Corp (DUK)
This list provides information on the latest institutional transactions involving Duke Energy Corp (DUK) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-15- 0.31% |
$1.74K - $1.89K
|
4.81K
$602K
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-14- 0.38% |
$1.63K - $1.76K
|
3.64K
$455K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-14- 0.42% |
$1.63K - $1.76K
|
3.29K
$412K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-13- 0.46% |
$1.51K - $1.64K
|
2.84K
$356K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 3.75% |
$1.4K - $1.51K
|
308
$38.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-12- 0.27% |
$1.4K - $1.51K
|
4.47K
$559K
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-12- 10.71% |
$1.4K - $1.51K
|
100
$12.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-12- 0.17% |
$1.4K - $1.51K
|
7.15K
$895K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-11- 0.04% |
$1.28K - $1.39K
|
24.8K
$3.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-10- 0.32% |
$1.16K - $1.26K
|
3.16K
$396K
|
|
|
Oct 31, 2025
Q3 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-10- 0.5% |
$1.16K - $1.26K
|
2.01K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-10- 0.53% |
$1.16K - $1.26K
|
1.87K
$233K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 3.45% |
$1.16K - $1.26K
|
280
$35.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-9- 7.09% |
$1.05K - $1.13K
|
118
$14.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-9- 0.12% |
$1.05K - $1.13K
|
7.61K
$953K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-9- 0.48% |
$1.05K - $1.13K
|
1.86K
$232K
|
|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-8- 0.21% |
$930 - $1.01K
|
3.77K
$471K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8- 0.06% |
$930 - $1.01K
|
13.3K
$1.67M
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
SELL
|
- |
-7- 0.12% |
$814 - $882
|
5.67K
$710K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-7- 0.38% |
$814 - $882
|
1.84K
$230K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-7- 0.35% |
$814 - $882
|
2.02K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-7- 0.11% |
$814 - $882
|
6.29K
$787K
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-6- 0.27% |
$698 - $756
|
2.18K
$273K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-5- 0.08% |
$582 - $630
|
6.03K
$755K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5- 1.2% |
$582 - $630
|
413
$51.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-5- 0.09% |
$582 - $630
|
5.77K
$722K
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-5- 0.28% |
$582 - $630
|
1.78K
$222K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-4- 0.1% |
$465 - $504
|
3.89K
$487K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-4- 0.81% |
$465 - $504
|
487
$61K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4- 0.2% |
$465 - $504
|
2.02K
$253K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4- 0.01% |
$465 - $504
|
38.3K
$4.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-4- 0.09% |
$465 - $504
|
4.49K
$562K
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3- 0.05% |
$349 - $378
|
5.5K
$689K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3- 0.2% |
$349 - $378
|
1.5K
$188K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2- 0.09% |
$233 - $252
|
2.31K
$289K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-2- 0.02% |
$233 - $252
|
12K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-2- 0.06% |
$233 - $252
|
3.22K
$404K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2- 1.09% |
$233 - $252
|
181
$22.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-2- 0.25% |
$233 - $252
|
784
$98.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1- -0.0% |
$116 - $126
|
24.5K
$3.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1- 0.13% |
$116 - $126
|
793
$99.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1- 0.01% |
$116 - $126
|
9.31K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-567K- 6.36% |
$63.8M - $70.4M
|
8.35M
$1.05B
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-265K- 58.63% |
$29.8M - $32.9M
|
187K
$23.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sone Capital Management, LLC
New York, NY |
SELL
|
- |
-104K- 63.24% |
$11.7M - $13M
|
60.7K
$7.6M
|
|
|
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 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-46.7K- 84.7% |
$5.25M - $5.79M
|
8.43K
$1.06M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-39.2K- 41.83% |
$4.41M - $4.87M
|
54.5K
$6.83M
|
|
|
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
|
|