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 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.44K+ 0.35% |
$153K - $176K
|
409K
$48.9M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
1.41K+ 7.23% |
$149K - $172K
|
20.9K
$2.5M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.41K+ 20.4% |
$149K - $172K
|
8.31K
$995K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.4K+ 56.0% |
$148K - $171K
|
3.9K
$467K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.4K+ 44.98% |
$148K - $170K
|
4.5K
$539K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.4K+ 12.23% |
$148K - $170K
|
12.8K
$1.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.4K+ 4.32% |
$148K - $170K
|
33.7K
$4.03M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.39K+ 94.81% |
$147K - $169K
|
2.85K
$342K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
1.37K+ 20.02% |
$145K - $168K
|
8.24K
$987K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.37K+ 50.37% |
$145K - $167K
|
4.08K
$489K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.36K+ 3.93% |
$144K - $166K
|
35.9K
$4.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$143K - $164K
|
1.35K
$161K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.35K+ 4.69% |
$143K - $164K
|
30K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.34KNew |
$142K - $163K
|
1.34K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.34K+ 10.06% |
$142K - $163K
|
14.6K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.33K+ 14.05% |
$141K - $162K
|
10.8K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.33K+ 3.19% |
$140K - $162K
|
42.9K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.32KNew |
$140K - $161K
|
1.32K
$158K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.32K+ 48.89% |
$140K - $161K
|
4.01K
$481K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.3K+ 9.46% |
$137K - $158K
|
15K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.27K+ 2.34% |
$134K - $155K
|
55.5K
$6.65M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.26K+ 2.36% |
$133K - $154K
|
54.6K
$6.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.25K+ 4.33% |
$132K - $152K
|
30K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.23K+ 50.45% |
$130K - $150K
|
3.67K
$440K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
1.23K+ 28.27% |
$130K - $150K
|
5.57K
$667K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.23K+ 0.34% |
$130K - $149K
|
360K
$43.2M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.23K+ 16.24% |
$130K - $149K
|
8.77K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.23K+ 3.08% |
$130K - $149K
|
41K
$4.91M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.21K+ 3.76% |
$128K - $148K
|
33.4K
$3.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.2KNew |
$127K - $147K
|
1.2K
$144K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.2K+ 5.39% |
$127K - $147K
|
23.5K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.19K+ 3.32% |
$126K - $146K
|
37.2K
$4.45M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.19K+ 0.89% |
$126K - $145K
|
135K
$16.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 5.7% |
$125K - $144K
|
21.9K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.17K+ 10.42% |
$123K - $142K
|
12.4K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.14K+ 48.74% |
$121K - $139K
|
3.49K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.13K+ 1.98% |
$119K - $137K
|
58.1K
$6.96M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.12KNew |
$119K - $137K
|
1.12K
$134K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.1K+ 31.04% |
$117K - $135K
|
4.66K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
1.09K+ 0.04% |
$116K - $133K
|
2.49M
$298M
|
|
|
May 09, 2025
Q1 2025
|
Reaves W H & CO Inc
|
BUY
|
- |
1.09K+ 15.09% |
$115K - $133K
|
8.3K
$994K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.07K+ 40.04% |
$113K - $130K
|
3.74K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
1.07K+ 0.85% |
$113K - $130K
|
126K
$15.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.06K+ 15.44% |
$112K - $129K
|
7.92K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 27.74% |
$112K - $129K
|
4.87K
$583K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.04K+ 4.71% |
$110K - $126K
|
23K
$2.76M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.02K+ 1.15% |
$108K - $124K
|
89.9K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1K+ 5.75% |
$106K - $122K
|
18.5K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1K+ 43.48% |
$106K - $122K
|
3.3K
$395K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
996+ 4.75% |
$105K - $121K
|
22K
$2.63M
|