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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-209- 0.9% |
$23.5K - $25.9K
|
23K
$2.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-203- 4.37% |
$22.8K - $25.2K
|
4.45K
$556K
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 1.65% |
$22.5K - $24.8K
|
12K
$1.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-200- 4.71% |
$22.5K - $24.8K
|
4.05K
$507K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-200- 4.12% |
$22.5K - $24.8K
|
4.66K
$583K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-181- 0.5% |
$20.4K - $22.5K
|
35.7K
$4.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-175- 7.95% |
$19.7K - $21.7K
|
2.03K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-174- 2.47% |
$19.6K - $21.6K
|
6.87K
$860K
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-169- 1.26% |
$19K - $21K
|
13.2K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-160- 1.92% |
$18K - $19.8K
|
8.17K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-152- 35.76% |
$17.1K - $18.9K
|
273
$34.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-150- 7.39% |
$16.9K - $18.6K
|
1.88K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-148- 2.39% |
$16.6K - $18.4K
|
6.05K
$757K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-137- 2.32% |
$15.4K - $17K
|
5.76K
$721K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-136- 2.32% |
$15.3K - $16.9K
|
5.73K
$717K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-130- 84.97% |
$14.6K - $16.1K
|
23
$2.88K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-125- 1.99% |
$14.1K - $15.5K
|
6.16K
$771K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-108- 57.45% |
$12.1K - $13.4K
|
80
$10K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-102- 2.03% |
$11.5K - $12.7K
|
4.92K
$615K
|
|
|
Aug 01, 2025
Q2 2025
|
Lipe & Dalton
|
SELL
|
- |
-100- 29.15% |
$11.2K - $12.4K
|
243
$30.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-100- 8.71% |
$11.2K - $12.4K
|
1.05K
$131K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 4.42% |
$11.2K - $12.4K
|
2.16K
$271K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-95- 3.87% |
$10.7K - $11.8K
|
2.36K
$295K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-90- 1.37% |
$10.1K - $11.2K
|
6.47K
$810K
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-80- 2.12% |
$9K - $9.92K
|
3.69K
$462K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-78- 3.41% |
$8.77K - $9.68K
|
2.21K
$277K
|
|
|
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
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-72- 2.82% |
$8.1K - $8.93K
|
2.48K
$311K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-57- 38.0% |
$6.41K - $7.07K
|
93
$11.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-53- 2.14% |
$5.96K - $6.57K
|
2.42K
$303K
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-52- 0.35% |
$5.85K - $6.45K
|
14.7K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-50- 1.91% |
$5.62K - $6.2K
|
2.57K
$321K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-50- 6.34% |
$5.62K - $6.2K
|
739
$92.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-36- 1.61% |
$4.05K - $4.47K
|
2.2K
$276K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-25- 1.06% |
$2.81K - $3.1K
|
2.32K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-23- 1.31% |
$2.59K - $2.85K
|
1.74K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.48% |
$2.02K - $2.23K
|
3.76K
$471K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-18- 0.95% |
$2.02K - $2.23K
|
1.88K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-15- 0.58% |
$1.69K - $1.86K
|
2.59K
$324K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-15- 0.1% |
$1.69K - $1.86K
|
15.3K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-12- 1.09% |
$1.35K - $1.49K
|
1.09K
$136K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-10- 0.25% |
$1.12K - $1.24K
|
3.96K
$496K
|
|
|
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
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-7- 0.21% |
$787 - $868
|
3.25K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-4- 11.43% |
$450 - $496
|
31
$3.88K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2- 0.07% |
$225 - $248
|
2.76K
$345K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2- 0.11% |
$225 - $248
|
1.79K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.68% |
$112 - $124
|
147
$18.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1- 0.05% |
$112 - $124
|
1.88K
$235K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-368K- 85.47% |
$39M - $44.9M
|
62.6K
$7.83M
|
|