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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.84KNew |
$207K - $228K
|
1.84K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.78KNew |
$200K - $221K
|
1.78K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.75KNew |
$197K - $217K
|
1.75K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.74KNew |
$196K - $216K
|
1.74K
$205K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.68K+ 170.74% |
$188K - $208K
|
2.66K
$312K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.66K+ 2.28% |
$187K - $206K
|
74.5K
$8.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.62K+ 18.75% |
$182K - $200K
|
10.2K
$1.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38K+ 14.51% |
$156K - $172K
|
10.9K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.33K+ 41.57% |
$150K - $165K
|
4.54K
$533K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.3K+ 39.72% |
$146K - $161K
|
4.57K
$536K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 10.01% |
$143K - $158K
|
14K
$1.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.26K+ 36.39% |
$141K - $156K
|
4.71K
$553K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.25K+ 7.65% |
$140K - $155K
|
17.5K
$2.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
1.24K+ 7.03% |
$140K - $154K
|
18.9K
$2.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.24K+ 2.7% |
$139K - $153K
|
47K
$5.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 7.88% |
$132K - $146K
|
16.1K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.14K+ 11.17% |
$128K - $142K
|
11.4K
$1.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.12K+ 6.12% |
$126K - $139K
|
19.4K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.12K+ 4.19% |
$126K - $138K
|
27.8K
$3.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1.11K+ 4.11% |
$125K - $138K
|
28.2K
$3.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.11K+ 17.66% |
$124K - $137K
|
7.38K
$867K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.1K+ 5.6% |
$124K - $136K
|
20.7K
$2.44M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.09K+ 34.31% |
$123K - $135K
|
4.27K
$502K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.06K+ 1.61% |
$119K - $131K
|
66.6K
$7.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.04K+ 8.64% |
$117K - $129K
|
13.1K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
937+ 5.63% |
$105K - $116K
|
17.6K
$2.07M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
915+ 391.03% |
$103K - $114K
|
1.15K
$135K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
905+ 5.13% |
$102K - $112K
|
18.5K
$2.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
845+ 17.86% |
$95K - $105K
|
5.58K
$655K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
843+ 1.09% |
$94.8K - $105K
|
77.9K
$9.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
831+ 4.43% |
$93.5K - $103K
|
19.6K
$2.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
825+ 20.65% |
$92.8K - $102K
|
4.82K
$566K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
795+ 2.57% |
$89.4K - $98.6K
|
31.7K
$3.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
776+ 8.57% |
$87.3K - $96.3K
|
9.83K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
759+ 11.94% |
$85.4K - $94.2K
|
7.12K
$836K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
730+ 28.32% |
$82.1K - $90.6K
|
3.31K
$389K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
715+ 0.73% |
$80.4K - $88.7K
|
98.4K
$11.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
713+ 19.26% |
$80.2K - $88.4K
|
4.42K
$519K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
710+ 43.91% |
$79.8K - $88.1K
|
2.33K
$273K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
686+ 4.28% |
$77.1K - $85.1K
|
16.7K
$1.97M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
658+ 23.23% |
$74K - $81.6K
|
3.49K
$410K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
634New |
$71.3K - $78.6K
|
634
$74.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
600+ 6.74% |
$67.5K - $74.4K
|
9.51K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
579+ 5.75% |
$65.1K - $71.8K
|
10.6K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
575+ 4.01% |
$64.7K - $71.3K
|
14.9K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
565+ 4.88% |
$63.5K - $70.1K
|
12.2K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
563+ 8.03% |
$63.3K - $69.8K
|
7.57K
$890K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
546+ 3.64% |
$61.4K - $67.7K
|
15.5K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
508+ 16.18% |
$57.1K - $63K
|
3.65K
$428K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
506+ 2.89% |
$56.9K - $62.8K
|
18K
$2.11M
|