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 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.79KNew |
$189K - $218K
|
1.79K
$210K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.79KNew |
$189K - $218K
|
1.79K
$209K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.79KNew |
$189K - $218K
|
1.79K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.78KNew |
$189K - $217K
|
1.78K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.78KNew |
$188K - $217K
|
1.78K
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.78KNew |
$188K - $217K
|
1.78K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.77KNew |
$187K - $216K
|
1.77K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.77K+ 6.63% |
$187K - $216K
|
28.5K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.77K+ 33.25% |
$187K - $216K
|
7.09K
$830K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.77KNew |
$187K - $215K
|
1.77K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
1.76KNew |
$187K - $215K
|
1.76K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.76KNew |
$187K - $215K
|
1.76K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.76K+ 7.24% |
$186K - $214K
|
26K
$3.05M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
1.75KNew |
$185K - $214K
|
1.75K
$205K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.75K+ 2.25% |
$185K - $213K
|
79.4K
$9.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.75KNew |
$185K - $213K
|
1.75K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.74KNew |
$185K - $213K
|
1.74K
$204K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.74K+ 5.07% |
$185K - $213K
|
36.2K
$4.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.74K+ 8.84% |
$185K - $213K
|
21.5K
$2.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
1.74KNew |
$185K - $213K
|
1.74K
$204K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.74KNew |
$184K - $212K
|
1.74K
$204K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.74KNew |
$184K - $212K
|
1.74K
$203K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$183K - $211K
|
1.73K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.73K+ 1.51% |
$183K - $211K
|
116K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.73KNew |
$183K - $211K
|
1.73K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.72KNew |
$182K - $210K
|
1.72K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.72KNew |
$182K - $210K
|
1.72K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.7KNew |
$180K - $208K
|
1.7K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.7KNew |
$180K - $207K
|
1.7K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.69KNew |
$179K - $206K
|
1.69K
$198K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.69KNew |
$179K - $206K
|
1.69K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.69KNew |
$179K - $206K
|
1.69K
$198K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.69K+ 5.66% |
$179K - $206K
|
31.5K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.69KNew |
$178K - $206K
|
1.69K
$197K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
$178K - $206K
|
1.69K
$197K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.68K+ 16.07% |
$178K - $205K
|
12.2K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.68K+ 0.81% |
$178K - $205K
|
208K
$24.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
1.67KNew |
$177K - $204K
|
1.67K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.67KNew |
$177K - $204K
|
1.67K
$196K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.67KNew |
$177K - $204K
|
1.67K
$196K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.67KNew |
$177K - $204K
|
1.67K
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.67KNew |
$177K - $203K
|
1.67K
$195K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.67KNew |
$176K - $203K
|
1.67K
$195K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.67KNew |
$176K - $203K
|
1.67K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.66K+ 28.03% |
$176K - $203K
|
7.6K
$890K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1.66KNew |
$176K - $203K
|
1.66K
$195K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.66KNew |
$176K - $203K
|
1.66K
$195K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.66KNew |
$176K - $203K
|
1.66K
$195K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.66K+ 12.75% |
$176K - $202K
|
14.7K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
1.66K+ 2.75% |
$176K - $202K
|
62K
$7.26M
|