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 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
45New |
$4.76K - $5.49K
|
45
$5.43K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
44+ 0.79% |
$4.66K - $5.37K
|
5.63K
$679K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
43+ 0.89% |
$4.55K - $5.24K
|
4.9K
$591K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
42+ 1.48% |
$4.45K - $5.12K
|
2.87K
$347K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
40+ 5.43% |
$4.23K - $4.88K
|
776
$93.7K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
40+ 1.25% |
$4.23K - $4.88K
|
3.24K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
39+ 0.49% |
$4.13K - $4.76K
|
8.07K
$974K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
39+ 0.67% |
$4.13K - $4.76K
|
5.87K
$708K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
38+ 0.62% |
$4.02K - $4.63K
|
6.13K
$740K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
38+ 1.47% |
$4.02K - $4.63K
|
2.62K
$317K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
37New |
$3.92K - $4.51K
|
37
$4.47K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
35+ 0.51% |
$3.71K - $4.27K
|
6.83K
$825K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
35+ 0.57% |
$3.71K - $4.27K
|
6.22K
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
34+ 0.67% |
$3.6K - $4.15K
|
5.14K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
32New |
$3.39K - $3.9K
|
32
$3.86K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
32+ 0.86% |
$3.39K - $3.9K
|
3.76K
$454K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31+ 1.37% |
$3.28K - $3.78K
|
2.3K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
31+ 0.47% |
$3.28K - $3.78K
|
6.56K
$792K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
28+ 1.47% |
$2.96K - $3.42K
|
1.93K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
28+ 1.02% |
$2.96K - $3.42K
|
2.77K
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
28+ 0.85% |
$2.96K - $3.42K
|
3.32K
$401K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
27+ 61.36% |
$2.86K - $3.29K
|
71
$8.57K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27+ 23.08% |
$2.86K - $3.29K
|
144
$17.4K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
26+ 0.31% |
$2.75K - $3.17K
|
8.37K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
26+ 0.68% |
$2.75K - $3.17K
|
3.87K
$467K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
25+ 18.8% |
$2.65K - $3.05K
|
158
$19.1K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
25+ 1.01% |
$2.65K - $3.05K
|
2.51K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
25+ 1.19% |
$2.65K - $3.05K
|
2.12K
$256K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
24+ 0.21% |
$2.54K - $2.93K
|
11.2K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
24+ 0.45% |
$2.54K - $2.93K
|
5.4K
$652K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
24+ 0.34% |
$2.54K - $2.93K
|
7.1K
$857K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 0.1% |
$2.44K - $2.81K
|
22.5K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
23New |
$2.44K - $2.81K
|
23
$2.78K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
22+ 1.08% |
$2.33K - $2.68K
|
2.07K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
22+ 0.87% |
$2.33K - $2.68K
|
2.55K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
22+ 0.92% |
$2.33K - $2.68K
|
2.42K
$292K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
21+ 4.2% |
$2.22K - $2.56K
|
521
$62.9K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
20+ 4.29% |
$2.12K - $2.44K
|
486
$58.7K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
20+ 0.65% |
$2.12K - $2.44K
|
3.09K
$373K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
19+ 0.14% |
$2.01K - $2.32K
|
13.2K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
18+ 0.92% |
$1.91K - $2.2K
|
1.98K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
17+ 0.41% |
$1.8K - $2.07K
|
4.15K
$501K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
17+ 0.64% |
$1.8K - $2.07K
|
2.68K
$324K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
17+ 3.91% |
$1.8K - $2.07K
|
452
$54.6K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
16New |
$1.69K - $1.95K
|
16
$1.93K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
16+ 0.81% |
$1.69K - $1.95K
|
1.98K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
16+ 0.8% |
$1.69K - $1.95K
|
2K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
16+ 0.78% |
$1.69K - $1.95K
|
2.08K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
16+ 0.78% |
$1.69K - $1.95K
|
2.07K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
16New |
$1.69K - $1.95K
|
16
$1.93K
|