Latest Institutional Purchases of Duke Energy Corp (DUK)
This list provides information on the latest institutional transactions involving Duke Energy Corp (DUK) stock that were buys. 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 purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.28KNew |
$347K - $400K
|
3.28K
$385K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.26K+ 37.09% |
$345K - $397K
|
12K
$1.41M
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
3.25KNew |
$344K - $397K
|
3.25K
$382K
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
3.24K+ 31.34% |
$343K - $395K
|
13.6K
$1.59M
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.23KNew |
$342K - $394K
|
3.23K
$379K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.21K+ 3.07% |
$340K - $391K
|
108K
$12.6M
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.18K+ 0.77% |
$337K - $388K
|
414K
$48.6M
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.14K+ 10.55% |
$333K - $383K
|
32.9K
$3.87M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.11K+ 0.79% |
$329K - $379K
|
396K
$46.6M
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.03K+ 45.53% |
$321K - $370K
|
9.7K
$1.14M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.01K+ 25.48% |
$319K - $368K
|
14.8K
$1.74M
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
3K+ 2.19% |
$318K - $366K
|
140K
$16.4M
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3KNew |
$318K - $366K
|
3K
$352K
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.99K+ 65.36% |
$317K - $365K
|
7.57K
$889K
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.99KNew |
$316K - $364K
|
2.99K
$351K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2.94K+ 3.07% |
$312K - $359K
|
99K
$11.6M
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.94KNew |
$311K - $358K
|
2.94K
$345K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.93K+ 6.05% |
$310K - $357K
|
51.3K
$6.03M
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.92KNew |
$309K - $356K
|
2.92K
$343K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.91KNew |
$308K - $354K
|
2.91K
$341K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.91K+ 6.85% |
$308K - $354K
|
45.3K
$5.32M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.86K+ 7.16% |
$303K - $349K
|
42.8K
$5.03M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.85K+ 19.16% |
$302K - $347K
|
17.7K
$2.08M
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.84K+ 29.56% |
$300K - $346K
|
12.4K
$1.46M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.75K+ 9.58% |
$291K - $336K
|
31.5K
$3.7M
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2.74K+ 53.85% |
$290K - $334K
|
7.82K
$919K
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.73K+ 19.83% |
$289K - $333K
|
16.5K
$1.94M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.73K+ 11.99% |
$289K - $333K
|
25.5K
$3M
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.7KNew |
$286K - $330K
|
2.7K
$317K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.66K+ 22.06% |
$282K - $324K
|
14.7K
$1.73M
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.65KNew |
$281K - $323K
|
2.65K
$311K
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.65KNew |
$280K - $323K
|
2.65K
$311K
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.64K+ 5.11% |
$280K - $322K
|
54.3K
$6.38M
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.59K+ 55.86% |
$274K - $316K
|
7.23K
$849K
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.55KNew |
$270K - $312K
|
2.55K
$300K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.53KNew |
$268K - $309K
|
2.53K
$298K
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.51K+ 2.85% |
$266K - $307K
|
90.6K
$10.6M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.5KNew |
$265K - $305K
|
2.5K
$294K
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.5KNew |
$265K - $305K
|
2.5K
$294K
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.46K+ 36.96% |
$260K - $300K
|
9.1K
$1.07M
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.43K+ 4.25% |
$257K - $297K
|
59.6K
$7.01M
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.41KNew |
$255K - $294K
|
2.41K
$283K
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2.4KNew |
$254K - $292K
|
2.4K
$282K
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.36K+ 2.6% |
$249K - $287K
|
92.9K
$10.9M
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.33K+ 20.46% |
$247K - $285K
|
13.7K
$1.61M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.33K+ 79.97% |
$247K - $284K
|
5.25K
$616K
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.31KNew |
$244K - $282K
|
2.31K
$271K
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
2.3KNew |
$244K - $281K
|
2.3K
$270K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.27K+ 1.64% |
$241K - $277K
|
141K
$16.6M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.26K+ 9.54% |
$239K - $276K
|
25.9K
$3.05M
|