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 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.25K+ 5.27% |
$239K - $275K
|
45K
$5.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
2.22KNew |
$235K - $271K
|
2.22K
$261K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
2.22K+ 1.1% |
$235K - $271K
|
204K
$24M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.22K+ 22.09% |
$235K - $270K
|
12.2K
$1.44M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
2.18KNew |
$231K - $266K
|
2.18K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.15K+ 6.88% |
$228K - $262K
|
33.4K
$3.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.14K+ 10.52% |
$226K - $261K
|
22.5K
$2.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.14KNew |
$226K - $261K
|
2.14K
$251K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.13K+ 14.39% |
$225K - $259K
|
16.9K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
2.13K+ 5.21% |
$225K - $259K
|
42.9K
$5.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.11KNew |
$223K - $257K
|
2.11K
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$223K - $256K
|
2.1K
$247K
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
2.07KNew |
$219K - $252K
|
2.07K
$243K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.04KNew |
$216K - $249K
|
2.04K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.02KNew |
$214K - $246K
|
2.02K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.01KNew |
$212K - $245K
|
2.01K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.99K+ 1.13% |
$211K - $243K
|
179K
$21M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 8.16% |
$210K - $242K
|
26.3K
$3.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.95KNew |
$207K - $238K
|
1.95K
$229K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.95K+ 14.31% |
$207K - $238K
|
15.6K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.93KNew |
$204K - $235K
|
1.93K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.93KNew |
$204K - $235K
|
1.93K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.91K+ 8.86% |
$202K - $233K
|
23.5K
$2.76M
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
1.91KNew |
$202K - $233K
|
1.91K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.9K+ 35.51% |
$201K - $232K
|
7.25K
$852K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.9KNew |
$201K - $231K
|
1.9K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.89K+ 10.71% |
$200K - $231K
|
19.6K
$2.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.89KNew |
$200K - $231K
|
1.89K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.89K+ 1.71% |
$200K - $230K
|
112K
$13.2M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.89K+ 27.1% |
$200K - $230K
|
8.85K
$1.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.88KNew |
$199K - $229K
|
1.88K
$221K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.87K+ 56.23% |
$198K - $229K
|
5.21K
$612K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.87K+ 6.38% |
$198K - $229K
|
31.3K
$3.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.87KNew |
$198K - $228K
|
1.87K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.87KNew |
$198K - $228K
|
1.87K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.86K+ 30.7% |
$197K - $227K
|
7.92K
$930K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.86KNew |
$196K - $226K
|
1.86K
$218K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$217K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$217K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$217K
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
BUY
|
- |
1.85KNew |
$196K - $225K
|
1.85K
$217K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.85KNew |
$196K - $225K
|
1.85K
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.85KNew |
$195K - $225K
|
1.85K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.84KNew |
$195K - $225K
|
1.84K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
1.83K+ 0.73% |
$194K - $224K
|
252K
$29.6M
|