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 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
836+ 4.03% |
$83.1K - $98.4K
|
21.6K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
820+ 2.63% |
$81.5K - $96.5K
|
32K
$3.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
810+ 5.7% |
$80.5K - $95.3K
|
15K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
809+ 2.09% |
$80.4K - $95.2K
|
39.5K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
809+ 7.1% |
$80.4K - $95.2K
|
12.2K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
800New |
$79.5K - $94.2K
|
800
$86.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
800+ 3.1% |
$79.5K - $94.2K
|
26.6K
$2.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
787+ 20.26% |
$78.2K - $92.6K
|
4.67K
$504K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
781+ 21.96% |
$77.6K - $91.9K
|
4.34K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
778+ 3.33% |
$77.3K - $91.6K
|
24.1K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
766+ 32.68% |
$76.1K - $90.2K
|
3.11K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
761+ 13.42% |
$75.6K - $89.6K
|
6.43K
$693K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
757+ 10.41% |
$75.2K - $89.1K
|
8.03K
$865K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
727New |
$72.2K - $85.6K
|
727
$78.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
723+ 9.51% |
$71.8K - $85.1K
|
8.33K
$898K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
723New |
$71.8K - $85.1K
|
723
$77.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
719+ 2.99% |
$71.4K - $84.6K
|
24.8K
$2.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
713+ 6.48% |
$70.8K - $83.9K
|
11.7K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
709+ 8.81% |
$70.4K - $83.5K
|
8.76K
$944K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
708+ 5.76% |
$70.3K - $83.3K
|
13K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
704+ 2.04% |
$69.9K - $82.9K
|
35.2K
$3.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
683+ 8.81% |
$67.9K - $80.4K
|
8.43K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
678+ 10.95% |
$67.4K - $79.8K
|
6.87K
$740K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
677+ 7.01% |
$67.3K - $79.7K
|
10.3K
$1.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
658+ 12.45% |
$65.4K - $77.5K
|
5.94K
$640K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
651+ 7.4% |
$64.7K - $76.6K
|
9.44K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
650New |
$64.6K - $76.5K
|
650
$70.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
646+ 2.07% |
$64.2K - $76K
|
31.9K
$3.44M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
635+ 0.37% |
$63.1K - $74.7K
|
174K
$18.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
635+ 5.0% |
$63.1K - $74.7K
|
13.3K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
634+ 20.25% |
$63K - $74.6K
|
3.77K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
632+ 2.93% |
$62.8K - $74.4K
|
22.2K
$2.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
630+ 7.96% |
$62.6K - $74.2K
|
8.54K
$921K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
627+ 7.66% |
$62.3K - $73.8K
|
8.81K
$950K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
611+ 27.42% |
$60.7K - $71.9K
|
2.84K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
604+ 0.53% |
$60K - $71.1K
|
115K
$12.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
604+ 2.57% |
$60K - $71.1K
|
24.1K
$2.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
593+ 2.74% |
$58.9K - $69.8K
|
22.2K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
588+ 2.66% |
$58.4K - $69.2K
|
22.7K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
586+ 6.6% |
$58.2K - $69K
|
9.46K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
579+ 5.72% |
$57.5K - $68.2K
|
10.7K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
576+ 12.88% |
$57.2K - $67.8K
|
5.05K
$544K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
572+ 1.02% |
$56.8K - $67.3K
|
56.6K
$6.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
571+ 4.54% |
$56.7K - $67.2K
|
13.2K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
564+ 4.23% |
$56K - $66.4K
|
13.9K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
564+ 2.18% |
$56K - $66.4K
|
26.5K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
561+ 5.26% |
$55.7K - $66K
|
11.2K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
557+ 10.45% |
$55.3K - $65.6K
|
5.89K
$635K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
551+ 7.61% |
$54.7K - $64.9K
|
7.79K
$840K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
549+ 17.04% |
$54.5K - $64.6K
|
3.77K
$406K
|