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 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 0.85% |
$1.69K - $1.95K
|
1.9K
$229K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
15New |
$1.59K - $1.83K
|
15
$1.81K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15+ 0.24% |
$1.59K - $1.83K
|
6.27K
$757K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14+ 0.57% |
$1.48K - $1.71K
|
2.45K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14+ 8.43% |
$1.48K - $1.71K
|
180
$21.7K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
13+ 0.6% |
$1.38K - $1.59K
|
2.2K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13+ 0.5% |
$1.38K - $1.59K
|
2.63K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 0.94% |
$1.38K - $1.59K
|
1.39K
$168K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
12+ 0.04% |
$1.27K - $1.46K
|
33.9K
$4.1M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12+ 0.02% |
$1.27K - $1.46K
|
51.3K
$6.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12+ 0.6% |
$1.27K - $1.46K
|
2.03K
$245K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12+ 52.17% |
$1.27K - $1.46K
|
35
$4.23K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11+ 0.04% |
$1.16K - $1.34K
|
25.8K
$3.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
11+ 0.42% |
$1.16K - $1.34K
|
2.65K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 3.62% |
$1.06K - $1.22K
|
286
$34.5K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$1.06K - $1.22K
|
10
$1.21K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
10+ 0.05% |
$1.06K - $1.22K
|
18.7K
$2.26M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 3.37% |
$1.06K - $1.22K
|
307
$37.1K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
9+ 0.18% |
$953 - $1.1K
|
4.99K
$602K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
9+ 0.19% |
$953 - $1.1K
|
4.81K
$581K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.18% |
$953 - $1.1K
|
4.94K
$597K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8+ 0.3% |
$847 - $976
|
2.71K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8+ 0.38% |
$847 - $976
|
2.1K
$254K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8+ 0.2% |
$847 - $976
|
3.98K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
7+ 0.04% |
$741 - $854
|
17.6K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7+ 0.29% |
$741 - $854
|
2.4K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7New |
$741 - $854
|
7
$845
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7+ 0.28% |
$741 - $854
|
2.53K
$306K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 0.84% |
$635 - $732
|
720
$86.9K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
6+ 0.12% |
$635 - $732
|
4.87K
$588K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
5+ 0.15% |
$529 - $610
|
3.43K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4+ 0.09% |
$423 - $488
|
4.58K
$553K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4New |
$423 - $488
|
4
$483
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4+ 0.22% |
$423 - $488
|
1.8K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
4+ 0.12% |
$423 - $488
|
3.38K
$408K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
4+ 0.2% |
$423 - $488
|
1.98K
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.04% |
$423 - $488
|
9.51K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3+ 0.11% |
$318 - $366
|
2.63K
$317K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3+ 0.04% |
$318 - $366
|
7.72K
$932K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.79% |
$318 - $366
|
381
$46K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3+ 0.27% |
$318 - $366
|
1.1K
$133K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.93% |
$318 - $366
|
324
$39.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3+ 0.08% |
$318 - $366
|
3.54K
$427K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3+ 0.11% |
$318 - $366
|
2.81K
$339K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
3+ 0.02% |
$318 - $366
|
12.3K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2+ 0.36% |
$212 - $244
|
555
$67K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.06% |
$212 - $244
|
3.24K
$391K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$212 - $244
|
10K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.85% |
$212 - $244
|
237
$28.6K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.07% |
$212 - $244
|
2.68K
$323K
|