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 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
467+ 2.78% |
$49.4K - $57K
|
17.3K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
464+ 1.63% |
$49.1K - $56.6K
|
29K
$3.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
457+ 4.04% |
$48.4K - $55.7K
|
11.8K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
456+ 1.82% |
$48.3K - $55.6K
|
25.5K
$3.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
450+ 2.97% |
$47.6K - $54.9K
|
15.6K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
443New |
$46.9K - $54K
|
443
$53.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
441New |
$46.7K - $53.8K
|
441
$53.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
440+ 0.66% |
$46.6K - $53.7K
|
66.7K
$8.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
440+ 9.24% |
$46.6K - $53.7K
|
5.2K
$628K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
438+ 1.67% |
$46.4K - $53.4K
|
26.6K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
435+ 0.72% |
$46.1K - $53.1K
|
61.3K
$7.4M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
433+ 9.71% |
$45.8K - $52.8K
|
4.89K
$591K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
427+ 23.35% |
$45.2K - $52.1K
|
2.26K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
425+ 8.63% |
$45K - $51.8K
|
5.35K
$646K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
424New |
$44.9K - $51.7K
|
424
$51.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
424+ 2.11% |
$44.9K - $51.7K
|
20.5K
$2.48M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
415+ 19.33% |
$43.9K - $50.6K
|
2.56K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
415+ 16.73% |
$43.9K - $50.6K
|
2.9K
$350K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
411+ 8.12% |
$43.5K - $50.1K
|
5.47K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
410+ 12.69% |
$43.4K - $50K
|
3.64K
$439K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
402+ 11.83% |
$42.6K - $49K
|
3.8K
$459K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
401+ 5.76% |
$42.5K - $48.9K
|
7.36K
$889K
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
400+ 11.65% |
$42.3K - $48.8K
|
3.83K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
381+ 3.56% |
$40.3K - $46.5K
|
11.1K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
380+ 4.26% |
$40.2K - $46.3K
|
9.29K
$1.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
377+ 2.87% |
$39.9K - $46K
|
13.5K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
376New |
$39.8K - $45.9K
|
376
$45.4K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
376+ 0.73% |
$39.8K - $45.9K
|
52.2K
$6.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
367+ 4.51% |
$38.9K - $44.8K
|
8.51K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
363+ 0.38% |
$38.4K - $44.3K
|
94.9K
$11.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
363+ 2.09% |
$38.4K - $44.3K
|
17.7K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
361+ 1.07% |
$38.2K - $44K
|
34.2K
$4.13M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
356+ 3.99% |
$37.7K - $43.4K
|
9.28K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
355+ 0.67% |
$37.6K - $43.3K
|
53.6K
$6.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
354+ 0.88% |
$37.5K - $43.2K
|
40.5K
$4.88M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
340+ 2.48% |
$36K - $41.5K
|
14K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
339+ 0.83% |
$35.9K - $41.3K
|
41.2K
$4.97M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
333+ 13.75% |
$35.3K - $40.6K
|
2.76K
$333K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
333+ 6.82% |
$35.3K - $40.6K
|
5.22K
$630K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
332+ 11.97% |
$35.1K - $40.5K
|
3.11K
$375K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
326+ 7.8% |
$34.5K - $39.8K
|
4.5K
$544K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
325+ 10.91% |
$34.4K - $39.6K
|
3.3K
$399K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
325+ 9.45% |
$34.4K - $39.6K
|
3.76K
$454K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
311+ 6.41% |
$32.9K - $37.9K
|
5.16K
$623K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
310+ 14.73% |
$32.8K - $37.8K
|
2.41K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
308+ 7.17% |
$32.6K - $37.6K
|
4.61K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
304New |
$32.2K - $37.1K
|
304
$36.7K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
303+ 5.17% |
$32.1K - $37K
|
6.16K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
299+ 9.04% |
$31.7K - $36.5K
|
3.61K
$435K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
294+ 0.67% |
$31.1K - $35.9K
|
43.9K
$5.3M
|