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
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.32KNew |
$140K - $161K
|
1.32K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.32K+ 48.89% |
$140K - $161K
|
4.01K
$485K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.3K+ 9.46% |
$137K - $158K
|
15K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.27K+ 2.34% |
$134K - $155K
|
55.5K
$6.7M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.26K+ 2.36% |
$133K - $154K
|
54.6K
$6.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.25K+ 4.33% |
$132K - $152K
|
30K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.23K+ 50.45% |
$130K - $150K
|
3.67K
$444K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
1.23K+ 28.27% |
$130K - $150K
|
5.57K
$672K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.23K+ 0.34% |
$130K - $149K
|
360K
$43.5M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.23K+ 16.24% |
$130K - $149K
|
8.77K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.23K+ 3.08% |
$130K - $149K
|
41K
$4.95M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.21K+ 3.76% |
$128K - $148K
|
33.4K
$4.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.2KNew |
$127K - $147K
|
1.2K
$145K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.2K+ 5.39% |
$127K - $147K
|
23.5K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.19K+ 3.32% |
$126K - $146K
|
37.2K
$4.49M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.19K+ 0.89% |
$126K - $145K
|
135K
$16.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 5.7% |
$125K - $144K
|
21.9K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.17K+ 10.42% |
$123K - $142K
|
12.4K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.14K+ 48.74% |
$121K - $139K
|
3.49K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.13K+ 1.98% |
$119K - $137K
|
58.1K
$7.01M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.12KNew |
$119K - $137K
|
1.12K
$135K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.1K+ 31.04% |
$117K - $135K
|
4.66K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
1.09K+ 0.04% |
$116K - $133K
|
2.49M
$301M
|
|
|
May 09, 2025
Q1 2025
|
Reaves W H & CO Inc
|
BUY
|
- |
1.09K+ 15.09% |
$115K - $133K
|
8.3K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.07K+ 40.04% |
$113K - $130K
|
3.74K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
1.07K+ 0.85% |
$113K - $130K
|
126K
$15.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.06K+ 15.44% |
$112K - $129K
|
7.92K
$956K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 27.74% |
$112K - $129K
|
4.87K
$588K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.04K+ 4.71% |
$110K - $126K
|
23K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.02K+ 1.15% |
$108K - $124K
|
89.9K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1K+ 5.75% |
$106K - $122K
|
18.5K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1K+ 43.48% |
$106K - $122K
|
3.3K
$398K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
996+ 4.75% |
$105K - $121K
|
22K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
971+ 6.3% |
$103K - $118K
|
16.4K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
960+ 3.65% |
$102K - $117K
|
27.2K
$3.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
956+ 12.78% |
$101K - $117K
|
8.43K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
954New |
$101K - $116K
|
954
$115K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
933+ 1110.71% |
$98.8K - $114K
|
1.02K
$123K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
932New |
$98.7K - $114K
|
932
$113K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
915+ 21.64% |
$96.9K - $112K
|
5.14K
$621K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
911+ 2.03% |
$96.4K - $111K
|
45.9K
$5.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
909+ 2.68% |
$96.2K - $111K
|
34.8K
$4.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
907+ 697.69% |
$96K - $111K
|
1.04K
$125K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
900+ 0.43% |
$95.3K - $110K
|
211K
$25.4M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
884+ 2.51% |
$93.6K - $108K
|
36.1K
$4.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
872New |
$92.3K - $106K
|
872
$105K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
868+ 6.75% |
$91.9K - $106K
|
13.7K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
827+ 2.18% |
$87.6K - $101K
|
38.8K
$4.69M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
BUY
|
- |
821+ 7.31% |
$86.9K - $100K
|
12.1K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
813+ 3.52% |
$86.1K - $99.2K
|
23.9K
$2.88M
|