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 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
971+ 6.3% |
$103K - $118K
|
16.4K
$1.92M
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
966+ 3.01% |
$102K - $118K
|
33.1K
$3.87M
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
960+ 3.65% |
$102K - $117K
|
27.2K
$3.19M
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
956+ 12.78% |
$101K - $117K
|
8.43K
$988K
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
954New |
$101K - $116K
|
954
$112K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
952+ 6.31% |
$101K - $116K
|
16K
$1.88M
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
948+ 87.62% |
$100K - $116K
|
2.03K
$238K
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
947+ 7.27% |
$100K - $116K
|
14K
$1.64M
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
938+ 5.01% |
$99.3K - $114K
|
19.6K
$2.3M
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
933+ 1110.71% |
$98.8K - $114K
|
1.02K
$119K
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
932New |
$98.7K - $114K
|
932
$109K
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
929+ 11.34% |
$98.4K - $113K
|
9.12K
$1.07M
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
919+ 19.25% |
$97.3K - $112K
|
5.69K
$667K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
915+ 21.64% |
$96.9K - $112K
|
5.14K
$603K
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
912+ 2.82% |
$96.6K - $111K
|
33.3K
$3.9M
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
912+ 2.93% |
$96.6K - $111K
|
32K
$3.75M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
911+ 2.03% |
$96.4K - $111K
|
45.9K
$5.38M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
909+ 2.68% |
$96.2K - $111K
|
34.8K
$4.08M
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
907+ 697.69% |
$96K - $111K
|
1.04K
$122K
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
900+ 0.43% |
$95.3K - $110K
|
211K
$24.7M
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
884+ 2.51% |
$93.6K - $108K
|
36.1K
$4.23M
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
872New |
$92.3K - $106K
|
872
$102K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
868+ 6.75% |
$91.9K - $106K
|
13.7K
$1.61M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
831+ 23.1% |
$88K - $101K
|
4.43K
$519K
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
827+ 2.18% |
$87.6K - $101K
|
38.8K
$4.55M
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
BUY
|
- |
821+ 7.31% |
$86.9K - $100K
|
12.1K
$1.41M
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
813+ 3.52% |
$86.1K - $99.2K
|
23.9K
$2.8M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
809+ 13.61% |
$85.6K - $98.7K
|
6.75K
$791K
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
805+ 8.42% |
$85.2K - $98.2K
|
10.4K
$1.21M
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
800New |
$84.7K - $97.6K
|
800
$93.7K
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
767+ 2.08% |
$81.2K - $93.6K
|
37.6K
$4.41M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
767+ 5.89% |
$81.2K - $93.6K
|
13.8K
$1.62M
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
764+ 36.47% |
$80.9K - $93.2K
|
2.86K
$335K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
760+ 17.98% |
$80.5K - $92.7K
|
4.99K
$584K
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
744+ 3.28% |
$78.8K - $90.7K
|
23.5K
$2.75M
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
742+ 6.81% |
$78.6K - $90.5K
|
11.6K
$1.36M
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
741+ 21.79% |
$78.4K - $90.4K
|
4.14K
$485K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
733+ 18.59% |
$77.6K - $89.4K
|
4.68K
$548K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
729+ 0.77% |
$77.2K - $88.9K
|
95.4K
$11.2M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
714+ 22.59% |
$75.6K - $87.1K
|
3.88K
$454K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
706+ 7.18% |
$74.7K - $86.1K
|
10.5K
$1.23M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
701+ 10.84% |
$74.2K - $85.5K
|
7.17K
$840K
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
688+ 10.05% |
$72.8K - $83.9K
|
7.53K
$883K
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
688+ 1.64% |
$72.8K - $83.9K
|
42.6K
$4.99M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
686+ 18.14% |
$72.6K - $83.7K
|
4.47K
$524K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
685+ 0.21% |
$72.5K - $83.5K
|
320K
$37.5M
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
669+ 10.05% |
$70.8K - $81.6K
|
7.33K
$859K
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
663+ 3.6% |
$70.2K - $80.9K
|
19.1K
$2.24M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
662+ 8.8% |
$70.1K - $80.7K
|
8.19K
$959K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
661+ 3.18% |
$70K - $80.6K
|
21.4K
$2.51M
|