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
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
186+ 6.07% |
$19.7K - $22.7K
|
3.25K
$392K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
183New |
$19.4K - $22.3K
|
183
$22.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
182+ 3.01% |
$19.3K - $22.2K
|
6.22K
$751K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
180+ 3.77% |
$19.1K - $22K
|
4.95K
$598K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
177+ 5.24% |
$18.7K - $21.6K
|
3.56K
$429K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
175New |
$18.5K - $21.3K
|
175
$21.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
175+ 6.01% |
$18.5K - $21.3K
|
3.09K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
173+ 8.95% |
$18.3K - $21.1K
|
2.11K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
172+ 2.11% |
$18.2K - $21K
|
8.33K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
171+ 1.66% |
$18.1K - $20.9K
|
10.5K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
170+ 5.15% |
$18K - $20.7K
|
3.47K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
168+ 0.18% |
$17.8K - $20.5K
|
91.3K
$11M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
168New |
$17.8K - $20.5K
|
168
$20.3K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
165+ 2.15% |
$17.5K - $20.1K
|
7.84K
$947K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
162+ 8.25% |
$17.2K - $19.8K
|
2.13K
$257K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
162+ 3.6% |
$17.2K - $19.8K
|
4.66K
$563K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
161+ 0.98% |
$17K - $19.6K
|
16.6K
$2M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
156+ 2.1% |
$16.5K - $19K
|
7.57K
$914K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
155+ 0.63% |
$16.4K - $18.9K
|
24.7K
$2.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
152+ 3.5% |
$16.1K - $18.5K
|
4.49K
$542K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
150New |
$15.9K - $18.3K
|
150
$18.1K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
150+ 3.69% |
$15.9K - $18.3K
|
4.22K
$509K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
150+ 1.23% |
$15.9K - $18.3K
|
12.4K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
149+ 2.96% |
$15.8K - $18.2K
|
5.18K
$626K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
147+ 4.35% |
$15.6K - $17.9K
|
3.53K
$426K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
146+ 0.14% |
$15.5K - $17.8K
|
104K
$12.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
143+ 0.01% |
$15.1K - $17.4K
|
956K
$115M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
140+ 0.29% |
$14.8K - $17.1K
|
49.2K
$5.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
135+ 46.55% |
$14.3K - $16.5K
|
425
$51.3K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
134+ 1.54% |
$14.2K - $16.3K
|
8.85K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
134New |
$14.2K - $16.3K
|
134
$16.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
133+ 4.63% |
$14.1K - $16.2K
|
3K
$363K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
132+ 0.39% |
$14K - $16.1K
|
33.8K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
129+ 6.13% |
$13.7K - $15.7K
|
2.23K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
129+ 1.54% |
$13.7K - $15.7K
|
8.48K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
129+ 3.65% |
$13.7K - $15.7K
|
3.66K
$442K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
127+ 1.29% |
$13.4K - $15.5K
|
9.98K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
124+ 3.9% |
$13.1K - $15.1K
|
3.31K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
124+ 3.26% |
$13.1K - $15.1K
|
3.92K
$474K
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
124+ 6.56% |
$13.1K - $15.1K
|
2.02K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
120+ 1.02% |
$12.7K - $14.6K
|
11.8K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
119+ 5.96% |
$12.6K - $14.5K
|
2.11K
$255K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
115+ 2.54% |
$12.2K - $14K
|
4.65K
$561K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
110+ 0.96% |
$11.6K - $13.4K
|
11.6K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
110+ 5.21% |
$11.6K - $13.4K
|
2.22K
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
106+ 0.85% |
$11.2K - $12.9K
|
12.6K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
105+ 98.13% |
$11.1K - $12.8K
|
212
$25.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
104+ 4.31% |
$11K - $12.7K
|
2.52K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
103+ 3.54% |
$10.9K - $12.6K
|
3.01K
$364K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
100+ 20.53% |
$10.6K - $12.2K
|
587
$70.9K
|