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 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
1.91KNew |
$202K - $233K
|
1.91K
$224K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.91KNew |
$202K - $233K
|
1.91K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.9K+ 35.51% |
$201K - $232K
|
7.25K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.9KNew |
$201K - $231K
|
1.9K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.89K+ 10.71% |
$200K - $231K
|
19.6K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.89KNew |
$200K - $231K
|
1.89K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.89K+ 1.71% |
$200K - $230K
|
112K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.89K+ 27.1% |
$200K - $230K
|
8.85K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.89KNew |
$200K - $230K
|
1.89K
$221K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.88KNew |
$199K - $229K
|
1.88K
$220K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.87K+ 56.23% |
$198K - $229K
|
5.21K
$610K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.87K+ 6.38% |
$198K - $229K
|
31.3K
$3.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.87KNew |
$198K - $228K
|
1.87K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.87KNew |
$198K - $228K
|
1.87K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.87KNew |
$198K - $228K
|
1.87K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.86K+ 30.7% |
$197K - $227K
|
7.92K
$927K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.86KNew |
$196K - $226K
|
1.86K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.86KNew |
$196K - $226K
|
1.86K
$217K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$217K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$217K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$217K
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
BUY
|
- |
1.85KNew |
$196K - $225K
|
1.85K
$217K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.85KNew |
$196K - $225K
|
1.85K
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.85KNew |
$195K - $225K
|
1.85K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.84KNew |
$195K - $225K
|
1.84K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
1.83K+ 0.73% |
$194K - $224K
|
252K
$29.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.83KNew |
$194K - $224K
|
1.83K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.83KNew |
$194K - $223K
|
1.83K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.83KNew |
$194K - $223K
|
1.83K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.83K+ 1.21% |
$194K - $223K
|
153K
$17.9M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.83KNew |
$193K - $223K
|
1.83K
$214K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.82KNew |
$193K - $222K
|
1.82K
$214K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.82KNew |
$193K - $222K
|
1.82K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.82K+ 5.2% |
$192K - $222K
|
36.8K
$4.31M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.82KNew |
$192K - $221K
|
1.82K
$213K
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
1.81KNew |
$192K - $221K
|
1.81K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.81KNew |
$192K - $221K
|
1.81K
$212K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.81K+ 15.03% |
$192K - $221K
|
13.8K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.81K+ 3.63% |
$191K - $221K
|
51.6K
$6.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.81KNew |
$191K - $221K
|
1.81K
$212K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
BUY
|
- |
1.8KNew |
$191K - $220K
|
1.8K
$211K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.8KNew |
$190K - $219K
|
1.8K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.79K+ 3.43% |
$190K - $219K
|
54.1K
$6.34M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.79KNew |
$190K - $219K
|
1.79K
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.79KNew |
$190K - $219K
|
1.79K
$210K
|