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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.74KNew |
$173K - $205K
|
1.74K
$188K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.74KNew |
$173K - $205K
|
1.74K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 10.55% |
$168K - $199K
|
17.7K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.68K+ 5.75% |
$167K - $198K
|
30.9K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.66K+ 2.99% |
$164K - $195K
|
57K
$6.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.66K+ 4.89% |
$164K - $195K
|
35.5K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.65K+ 10.9% |
$164K - $194K
|
16.8K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.65K+ 80.53% |
$164K - $194K
|
3.7K
$399K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.64K+ 3.53% |
$163K - $193K
|
48.1K
$5.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.64K+ 5.03% |
$163K - $193K
|
34.2K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.63K+ 1.89% |
$162K - $192K
|
88.2K
$9.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.61K+ 40.83% |
$160K - $189K
|
5.55K
$598K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.6K+ 38.2% |
$159K - $189K
|
5.8K
$625K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.6K+ 1.95% |
$159K - $188K
|
83.7K
$9.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.6K+ 4.81% |
$159K - $188K
|
34.8K
$3.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.6K+ 29.37% |
$159K - $188K
|
7.03K
$758K
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
1.58K+ 0.8% |
$157K - $186K
|
200K
$21.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.57K+ 18.86% |
$156K - $185K
|
9.9K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.55K+ 0.43% |
$154K - $182K
|
363K
$39.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.54K+ 16.62% |
$153K - $181K
|
10.8K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.53K+ 14.59% |
$152K - $180K
|
12K
$1.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.53K+ 38.95% |
$152K - $180K
|
5.44K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.52K+ 1.79% |
$151K - $179K
|
86.4K
$9.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.52KNew |
$151K - $179K
|
1.52K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.5K+ 1.57% |
$149K - $177K
|
96.9K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.5KNew |
$149K - $177K
|
1.5K
$162K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.5K+ 12.46% |
$149K - $177K
|
13.5K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.5K+ 1.63% |
$149K - $176K
|
93.2K
$10M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.49K+ 6.22% |
$148K - $176K
|
25.5K
$2.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.49K+ 8.13% |
$148K - $176K
|
19.8K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
1.44K+ 28.09% |
$143K - $170K
|
6.57K
$708K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.44K+ 1.49% |
$143K - $170K
|
98.2K
$10.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.44K+ 4.35% |
$143K - $169K
|
34.5K
$3.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.43K+ 9.44% |
$142K - $169K
|
16.6K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43K+ 20.34% |
$142K - $168K
|
8.43K
$909K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.42K+ 2.19% |
$141K - $167K
|
65.9K
$7.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.41K+ 16.63% |
$140K - $166K
|
9.88K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.4K+ 6.93% |
$139K - $165K
|
21.6K
$2.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.4K+ 4.68% |
$139K - $164K
|
31.3K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.39K+ 1.51% |
$138K - $164K
|
93.7K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.39K+ 10.16% |
$138K - $164K
|
15.1K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.38K+ 28.32% |
$137K - $163K
|
6.26K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.38K+ 0.41% |
$137K - $162K
|
337K
$36.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.38K+ 475.52% |
$137K - $162K
|
1.67K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.37K+ 1.1% |
$136K - $161K
|
127K
$13.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.35K+ 2.99% |
$134K - $159K
|
46.4K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.35K+ 18.78% |
$134K - $158K
|
8.52K
$918K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.34K+ 41.31% |
$133K - $158K
|
4.59K
$495K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.34K+ 3.18% |
$133K - $158K
|
43.6K
$4.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.34K+ 4.57% |
$133K - $157K
|
30.6K
$3.3M
|