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 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 30.3% |
$131K - $155K
|
5.65K
$626K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.31K+ 1.74% |
$130K - $154K
|
76.4K
$8.46M
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
1.31K+ 1.88% |
$130K - $154K
|
70.6K
$7.83M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.3K+ 1.4% |
$129K - $153K
|
94.1K
$10.4M
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.27K+ 20.9% |
$126K - $149K
|
7.33K
$812K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.25K+ 1.57% |
$124K - $147K
|
81.3K
$9M
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.25K+ 5.66% |
$124K - $147K
|
23.3K
$2.59M
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.22K+ 11.49% |
$121K - $144K
|
11.9K
$1.31M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.2K+ 7.05% |
$119K - $141K
|
18.2K
$2.01M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.18K+ 83.16% |
$117K - $138K
|
2.59K
$287K
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.16K+ 7.37% |
$115K - $137K
|
16.9K
$1.87M
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.15K+ 45.0% |
$114K - $136K
|
3.71K
$411K
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.14K+ 3.45% |
$113K - $134K
|
34.2K
$3.79M
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.12K+ 5.47% |
$111K - $132K
|
21.6K
$2.39M
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.07KNew |
$106K - $126K
|
1.07K
$119K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
1.07K+ 27.87% |
$106K - $126K
|
4.9K
$542K
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1.06K+ 105.7% |
$105K - $124K
|
2.06K
$228K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.06K+ 29.66% |
$105K - $124K
|
4.61K
$511K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.04K+ 2.09% |
$103K - $122K
|
50.6K
$5.6M
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.02K+ 0.88% |
$102K - $121K
|
118K
$13M
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.02K+ 2.64% |
$101K - $120K
|
39.7K
$4.39M
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.01K+ 3.68% |
$101K - $119K
|
28.5K
$3.16M
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.01K+ 23.14% |
$100K - $119K
|
5.36K
$594K
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
960+ 6.52% |
$95.4K - $113K
|
15.7K
$1.74M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
958+ 5.33% |
$95.2K - $113K
|
18.9K
$2.1M
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
948+ 6.16% |
$94.2K - $112K
|
16.3K
$1.81M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
947+ 2.28% |
$94.1K - $111K
|
42.5K
$4.71M
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
932+ 5.92% |
$92.6K - $110K
|
16.7K
$1.85M
|
|
Nov 07, 2024
Q3 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
931+ 29.38% |
$92.5K - $110K
|
4.1K
$454K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
912+ 7.84% |
$90.6K - $107K
|
12.5K
$1.39M
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
900+ 11.15% |
$89.4K - $106K
|
8.97K
$993K
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
900+ 4.09% |
$89.4K - $106K
|
22.9K
$2.54M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
865+ 23.76% |
$85.9K - $102K
|
4.51K
$499K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
860+ 38.14% |
$85.4K - $101K
|
3.12K
$345K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
856+ 4.19% |
$85K - $101K
|
21.3K
$2.36M
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
847+ 32.78% |
$84.1K - $99.7K
|
3.43K
$380K
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
842+ 33.07% |
$83.7K - $99.1K
|
3.39K
$375K
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
836+ 4.03% |
$83.1K - $98.4K
|
21.6K
$2.39M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
820+ 2.63% |
$81.5K - $96.5K
|
32K
$3.54M
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
810+ 5.7% |
$80.5K - $95.3K
|
15K
$1.66M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
809+ 2.09% |
$80.4K - $95.2K
|
39.5K
$4.38M
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
809+ 7.1% |
$80.4K - $95.2K
|
12.2K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
800New |
$79.5K - $94.2K
|
800
$88.6K
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
800+ 3.1% |
$79.5K - $94.2K
|
26.6K
$2.94M
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
787+ 20.26% |
$78.2K - $92.6K
|
4.67K
$518K
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
778+ 3.33% |
$77.3K - $91.6K
|
24.1K
$2.67M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
766+ 32.68% |
$76.1K - $90.2K
|
3.11K
$344K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
761+ 13.42% |
$75.6K - $89.6K
|
6.43K
$712K
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
757+ 10.41% |
$75.2K - $89.1K
|
8.03K
$889K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
727New |
$72.2K - $85.6K
|
727
$80.5K
|