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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.8KNew |
$179K - $212K
|
1.8K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
1.79KNew |
$178K - $211K
|
1.79K
$215K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.79KNew |
$177K - $210K
|
1.79K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.77KNew |
$176K - $209K
|
1.77K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.76KNew |
$175K - $207K
|
1.76K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.52KNew |
$151K - $179K
|
1.52K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.5KNew |
$149K - $177K
|
1.5K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.37K+ 1.1% |
$136K - $161K
|
127K
$15.2M
|
|
|
Apr 15, 2025
Q3 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1K+ 5.75% |
$99.4K - $118K
|
18.4K
$2.21M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
650New |
$64.6K - $76.5K
|
650
$77.9K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
507+ 2.74% |
$50.4K - $59.7K
|
19K
$2.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
502New |
$49.9K - $59.1K
|
502
$60.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
484+ 18.69% |
$48.1K - $57K
|
3.07K
$368K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
442+ 0.06% |
$43.9K - $52K
|
767K
$91.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
432+ 3.53% |
$42.9K - $50.9K
|
12.7K
$1.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
425+ 15.43% |
$42.2K - $50K
|
3.18K
$381K
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
BUY
|
- |
350+ 14.89% |
$34.8K - $41.2K
|
2.7K
$324K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
332+ 5.15% |
$33K - $39.1K
|
6.78K
$813K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
327New |
$32.5K - $38.5K
|
327
$39.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
327New |
$32.5K - $38.5K
|
327
$39.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
311New |
$30.9K - $36.6K
|
311
$37.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
307+ 12.34% |
$30.5K - $36.1K
|
2.79K
$335K
|
|
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
300+ 4.68% |
$29.8K - $35.3K
|
6.71K
$804K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
263New |
$26.1K - $31K
|
263
$31.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
253+ 6.93% |
$25.1K - $29.8K
|
3.9K
$468K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
191+ 10.14% |
$19K - $22.5K
|
2.08K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
174+ 116.0% |
$17.3K - $20.5K
|
324
$38.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
155New |
$15.4K - $18.2K
|
155
$18.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
131+ 6.14% |
$13K - $15.4K
|
2.27K
$272K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
86+ 3.92% |
$8.54K - $10.1K
|
2.28K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
63New |
$6.26K - $7.42K
|
63
$7.55K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
50+ 0.4% |
$4.97K - $5.89K
|
12.4K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
50+ 0.99% |
$4.97K - $5.89K
|
5.08K
$609K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50New |
$4.97K - $5.89K
|
50
$5.99K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
50New |
$4.97K - $5.89K
|
50
$5.99K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28+ 8.38% |
$2.78K - $3.3K
|
362
$43.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
24+ 0.37% |
$2.38K - $2.83K
|
6.48K
$776K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
22New |
$2.19K - $2.59K
|
22
$2.64K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
19+ 0.74% |
$1.89K - $2.24K
|
2.58K
$309K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
12+ 12.0% |
$1.19K - $1.41K
|
112
$13.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
11+ 6.71% |
$1.09K - $1.29K
|
175
$21K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.16% |
$795 - $942
|
5.06K
$606K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
6+ 0.11% |
$596 - $706
|
5.63K
$675K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$199 - $235
|
3.66K
$439K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
2+ 0.99% |
$199 - $235
|
204
$24.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.06% |
$99.4 - $118
|
1.65K
$198K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.16% |
$99.4 - $118
|
632
$75.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$99.4 - $118
|
1
$120
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.63M+ 2.87% |
$151M - $170M
|
58.5M
$7.01B
|
|
|
Aug 14, 2024
Q2 2024
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
200KNew |
$18.6M - $20.9M
|
200K
$24M
|
|