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
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.68K+ 0.81% |
$178K - $205K
|
208K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.67KNew |
$177K - $204K
|
1.67K
$202K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.67KNew |
$177K - $204K
|
1.67K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.67KNew |
$177K - $204K
|
1.67K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.67KNew |
$176K - $203K
|
1.67K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.67KNew |
$176K - $203K
|
1.67K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.66K+ 28.03% |
$176K - $203K
|
7.6K
$918K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1.66KNew |
$176K - $203K
|
1.66K
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.66KNew |
$176K - $203K
|
1.66K
$201K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.66KNew |
$176K - $203K
|
1.66K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.66K+ 12.75% |
$176K - $202K
|
14.7K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
1.66K+ 2.75% |
$176K - $202K
|
62K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.66KNew |
$175K - $202K
|
1.66K
$200K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.66KNew |
$175K - $202K
|
1.66K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.66KNew |
$175K - $202K
|
1.66K
$200K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.65KNew |
$175K - $202K
|
1.65K
$200K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.65KNew |
$175K - $201K
|
1.65K
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.65KNew |
$175K - $201K
|
1.65K
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.64KNew |
$174K - $200K
|
1.64K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.63K+ 10.42% |
$173K - $199K
|
17.3K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.63K+ 3.49% |
$172K - $199K
|
48.3K
$5.83M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.63KNew |
$172K - $198K
|
1.63K
$196K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.6K+ 7.55% |
$169K - $195K
|
22.8K
$2.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.59K+ 43.59% |
$168K - $194K
|
5.23K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.58K+ 4.83% |
$167K - $192K
|
34.2K
$4.13M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.55K+ 0.89% |
$164K - $189K
|
176K
$21.2M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.51K+ 2.15% |
$159K - $184K
|
71.4K
$8.62M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.51K+ 18.65% |
$159K - $184K
|
9.57K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
1.5KNew |
$159K - $183K
|
1.5K
$181K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.47K+ 10.75% |
$156K - $180K
|
15.2K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.47K+ 9.42% |
$155K - $179K
|
17K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.46K+ 8.92% |
$154K - $178K
|
17.8K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.44K+ 3.47% |
$153K - $176K
|
42.9K
$5.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.44K+ 0.35% |
$153K - $176K
|
409K
$49.3M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
1.41K+ 7.23% |
$149K - $172K
|
20.9K
$2.52M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.41K+ 20.4% |
$149K - $172K
|
8.31K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.4K+ 56.0% |
$148K - $171K
|
3.9K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.4K+ 44.98% |
$148K - $170K
|
4.5K
$544K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.4K+ 12.23% |
$148K - $170K
|
12.8K
$1.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.4K+ 4.32% |
$148K - $170K
|
33.7K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.39K+ 94.81% |
$147K - $169K
|
2.85K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
1.37K+ 20.02% |
$145K - $168K
|
8.24K
$995K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.37K+ 50.37% |
$145K - $167K
|
4.08K
$493K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.36K+ 3.93% |
$144K - $166K
|
35.9K
$4.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$143K - $164K
|
1.35K
$163K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.35K+ 4.69% |
$143K - $164K
|
30K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.34KNew |
$142K - $163K
|
1.34K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.34K+ 10.06% |
$142K - $163K
|
14.6K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.33K+ 14.05% |
$141K - $162K
|
10.8K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.33K+ 3.19% |
$140K - $162K
|
42.9K
$5.18M
|