Purchases and Sales Made in Q3 2025 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q3 2025. The information is specifically focused on institutions that hold shares of Duke Energy CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.76KNew |
$204K - $221K
|
1.76K
$220K
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
1.75KNew |
$204K - $221K
|
1.75K
$219K
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.75KNew |
$203K - $220K
|
1.75K
$219K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.74K+ 94.01% |
$203K - $219K
|
3.6K
$450K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.73KNew |
$202K - $218K
|
1.73K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.73KNew |
$202K - $218K
|
1.73K
$217K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.73K+ 16.84% |
$201K - $218K
|
12K
$1.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
1.72KNew |
$201K - $217K
|
1.72K
$216K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.72KNew |
$200K - $217K
|
1.72K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.71KNew |
$199K - $216K
|
1.71K
$214K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.71KNew |
$199K - $216K
|
1.71K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.71K+ 1.31% |
$199K - $216K
|
132K
$16.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.71KNew |
$199K - $215K
|
1.71K
$214K
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.7KNew |
$198K - $214K
|
1.7K
$213K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.7K+ 29.89% |
$198K - $214K
|
7.39K
$925K
|
|
|
Nov 12, 2025
Q3 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.7K+ 0.2% |
$198K - $214K
|
872K
$109M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$197K - $214K
|
1.7K
$212K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.7KNew |
$197K - $213K
|
1.7K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$197K - $213K
|
1.69K
$212K
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.69KNew |
$196K - $212K
|
1.69K
$211K
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
$196K - $212K
|
1.69K
$211K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.68KNew |
$196K - $212K
|
1.68K
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.68KNew |
$195K - $211K
|
1.68K
$210K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.68KNew |
$195K - $211K
|
1.68K
$210K
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.68KNew |
$195K - $211K
|
1.68K
$210K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.67KNew |
$194K - $211K
|
1.67K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.67K+ 3.28% |
$194K - $210K
|
52.5K
$6.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.67KNew |
$194K - $210K
|
1.67K
$209K
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.67KNew |
$194K - $210K
|
1.67K
$209K
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.66KNew |
$193K - $209K
|
1.66K
$207K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.66K+ 3.05% |
$193K - $209K
|
56K
$7M
|
|
|
Nov 13, 2025
Q3 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.66K+ 4.71% |
$192K - $208K
|
36.8K
$4.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.65K+ 4.05% |
$192K - $208K
|
42.4K
$5.31M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.65KNew |
$192K - $208K
|
1.65K
$207K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.65KNew |
$192K - $208K
|
1.65K
$207K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
1.65KNew |
$192K - $208K
|
1.65K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.65KNew |
$192K - $208K
|
1.65K
$207K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.65KNew |
$192K - $208K
|
1.65K
$206K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.65KNew |
$192K - $207K
|
1.65K
$206K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.65KNew |
$191K - $207K
|
1.65K
$206K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.63KNew |
$190K - $206K
|
1.63K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.63KNew |
$190K - $205K
|
1.63K
$204K
|
|
|
Oct 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.63KNew |
$190K - $205K
|
1.63K
$204K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
BUY
|
- |
1.63K+ 5.82% |
$190K - $205K
|
29.7K
$3.71M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.63KNew |
$189K - $205K
|
1.63K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1.62KNew |
$189K - $205K
|
1.62K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
1.62KNew |
$189K - $204K
|
1.62K
$203K
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$188K - $204K
|
1.62K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.62KNew |
$188K - $204K
|
1.62K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 12.3% |
$187K - $202K
|
14.6K
$1.83M
|
|