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 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
546+ 1.6% |
$54.2K - $64.3K
|
34.6K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
540+ 10.75% |
$53.6K - $63.6K
|
5.57K
$600K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
537+ 13.45% |
$53.4K - $63.2K
|
4.53K
$488K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
535+ 36.15% |
$53.2K - $63K
|
2.02K
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
532+ 3.07% |
$52.9K - $62.6K
|
17.9K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
526+ 11.73% |
$52.3K - $61.9K
|
5.01K
$540K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
516+ 6.24% |
$51.3K - $60.7K
|
8.79K
$947K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
515+ 1.9% |
$51.2K - $60.6K
|
27.7K
$2.98M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
507+ 2.74% |
$50.4K - $59.7K
|
19K
$2.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
502New |
$49.9K - $59.1K
|
502
$54.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.39% |
$49.7K - $58.9K
|
128K
$13.8M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
500+ 16.9% |
$49.7K - $58.9K
|
3.46K
$373K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
498+ 13.64% |
$49.5K - $58.6K
|
4.15K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
489+ 17.26% |
$48.6K - $57.6K
|
3.32K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
487+ 6.38% |
$48.4K - $57.3K
|
8.12K
$875K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
484+ 18.69% |
$48.1K - $57K
|
3.07K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
480+ 20.0% |
$47.7K - $56.5K
|
2.88K
$310K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
478+ 7.42% |
$47.5K - $56.3K
|
6.92K
$746K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
475+ 3.98% |
$47.2K - $55.9K
|
12.4K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
465+ 0.62% |
$46.2K - $54.7K
|
75.7K
$8.16M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
456+ 6.68% |
$45.3K - $53.7K
|
7.29K
$785K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
455+ 3.96% |
$45.2K - $53.6K
|
11.9K
$1.29M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
453+ 7.84% |
$45K - $53.3K
|
6.23K
$671K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
449+ 1.1% |
$44.6K - $52.9K
|
41.4K
$4.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
443+ 2.98% |
$44K - $52.1K
|
15.3K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
442+ 14.98% |
$43.9K - $52K
|
3.39K
$366K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
442+ 0.06% |
$43.9K - $52K
|
767K
$82.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
432+ 3.53% |
$42.9K - $50.9K
|
12.7K
$1.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
432+ 44.44% |
$42.9K - $50.9K
|
1.4K
$151K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
428+ 8.88% |
$42.5K - $50.4K
|
5.25K
$566K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
427New |
$42.4K - $50.3K
|
427
$46K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
425+ 15.43% |
$42.2K - $50K
|
3.18K
$343K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
424+ 1.21% |
$42.1K - $49.9K
|
35.4K
$3.81M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
419+ 19.36% |
$41.6K - $49.3K
|
2.58K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
414+ 11.14% |
$41.1K - $48.7K
|
4.13K
$445K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
413+ 13.33% |
$41K - $48.6K
|
3.51K
$378K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
413+ 11.42% |
$41K - $48.6K
|
4.03K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
412+ 4.09% |
$40.9K - $48.5K
|
10.5K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
408+ 1.33% |
$40.5K - $48K
|
31K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
407New |
$40.4K - $47.9K
|
407
$43.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
405New |
$40.2K - $47.7K
|
405
$43.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
405+ 7.19% |
$40.2K - $47.7K
|
6.04K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
401+ 1.44% |
$39.8K - $47.2K
|
28.2K
$3.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
398+ 17.57% |
$39.5K - $46.8K
|
2.66K
$287K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
397+ 12.94% |
$39.4K - $46.7K
|
3.47K
$373K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
397+ 1.58% |
$39.4K - $46.7K
|
25.6K
$2.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
393+ 8.42% |
$39K - $46.3K
|
5.06K
$545K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
386+ 8.92% |
$38.3K - $45.4K
|
4.71K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
379+ 7.86% |
$37.7K - $44.6K
|
5.2K
$560K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
378+ 109.25% |
$37.6K - $44.5K
|
724
$78K
|