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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.75KNew |
$185K - $213K
|
1.75K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.74K+ 5.07% |
$185K - $213K
|
36.2K
$4.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.74K+ 8.84% |
$185K - $213K
|
21.5K
$2.57M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.74KNew |
$184K - $212K
|
1.74K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.74KNew |
$184K - $212K
|
1.74K
$208K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$183K - $211K
|
1.73K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.73K+ 1.51% |
$183K - $211K
|
116K
$13.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.73KNew |
$183K - $211K
|
1.73K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.72KNew |
$182K - $210K
|
1.72K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.7KNew |
$180K - $208K
|
1.7K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.7KNew |
$180K - $207K
|
1.7K
$204K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.69KNew |
$179K - $206K
|
1.69K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.69KNew |
$179K - $206K
|
1.69K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.69K+ 5.66% |
$179K - $206K
|
31.5K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.69KNew |
$178K - $206K
|
1.69K
$202K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
$178K - $206K
|
1.69K
$202K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.68K+ 16.07% |
$178K - $205K
|
12.2K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.68K+ 0.81% |
$178K - $205K
|
208K
$24.9M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.67KNew |
$177K - $204K
|
1.67K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.67KNew |
$177K - $204K
|
1.67K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.67KNew |
$177K - $204K
|
1.67K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.67KNew |
$176K - $203K
|
1.67K
$200K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.67KNew |
$176K - $203K
|
1.67K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.66K+ 28.03% |
$176K - $203K
|
7.6K
$910K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1.66KNew |
$176K - $203K
|
1.66K
$199K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.66KNew |
$176K - $203K
|
1.66K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.66KNew |
$176K - $203K
|
1.66K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.66K+ 12.75% |
$176K - $202K
|
14.7K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
1.66K+ 2.75% |
$176K - $202K
|
62K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.66KNew |
$175K - $202K
|
1.66K
$198K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.66KNew |
$175K - $202K
|
1.66K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.66KNew |
$175K - $202K
|
1.66K
$198K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.65KNew |
$175K - $202K
|
1.65K
$198K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.65KNew |
$175K - $201K
|
1.65K
$198K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.65KNew |
$175K - $201K
|
1.65K
$198K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.64KNew |
$174K - $200K
|
1.64K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.63K+ 10.42% |
$173K - $199K
|
17.3K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.63K+ 3.49% |
$172K - $199K
|
48.3K
$5.78M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.63KNew |
$172K - $198K
|
1.63K
$195K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.6K+ 7.55% |
$169K - $195K
|
22.8K
$2.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.59K+ 43.59% |
$168K - $194K
|
5.23K
$627K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.58K+ 4.83% |
$167K - $192K
|
34.2K
$4.1M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.55K+ 0.89% |
$164K - $189K
|
176K
$21M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.51K+ 2.15% |
$159K - $184K
|
71.4K
$8.55M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.51K+ 18.65% |
$159K - $184K
|
9.57K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
1.5KNew |
$159K - $183K
|
1.5K
$180K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.47K+ 10.75% |
$156K - $180K
|
15.2K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.47K+ 9.42% |
$155K - $179K
|
17K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.46K+ 8.92% |
$154K - $178K
|
17.8K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.44K+ 3.47% |
$153K - $176K
|
42.9K
$5.14M
|