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 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
253+ 6.93% |
$25.1K - $29.8K
|
3.9K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
251+ 2.45% |
$24.9K - $29.5K
|
10.5K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
250+ 1.89% |
$24.8K - $29.4K
|
13.4K
$1.44M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
240+ 1.11% |
$23.8K - $28.3K
|
21.8K
$2.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
236+ 3.33% |
$23.4K - $27.8K
|
7.32K
$782K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
234+ 4.95% |
$23.2K - $27.5K
|
4.96K
$530K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
231+ 1.98% |
$22.9K - $27.2K
|
11.9K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
226+ 10.36% |
$22.5K - $26.6K
|
2.41K
$257K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
224+ 1.17% |
$22.3K - $26.4K
|
19.4K
$2.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
220+ 2.3% |
$21.9K - $25.9K
|
9.77K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
216+ 2.61% |
$21.5K - $25.4K
|
8.5K
$908K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
215+ 0.42% |
$21.4K - $25.3K
|
51.2K
$5.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
215+ 3.46% |
$21.4K - $25.3K
|
6.43K
$686K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
210+ 8.96% |
$20.9K - $24.7K
|
2.55K
$273K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
209+ 4.35% |
$20.8K - $24.6K
|
5.02K
$536K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
207+ 3.78% |
$20.6K - $24.4K
|
5.68K
$606K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
204+ 6.82% |
$20.3K - $24K
|
3.19K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
200New |
$19.9K - $23.5K
|
200
$21.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
195+ 1.61% |
$19.4K - $23K
|
12.3K
$1.31M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
192+ 2.03% |
$19.1K - $22.6K
|
9.64K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
191+ 10.14% |
$19K - $22.5K
|
2.08K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
191+ 0.5% |
$19K - $22.5K
|
38.3K
$4.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
187+ 2.25% |
$18.6K - $22K
|
8.5K
$907K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
186+ 3.21% |
$18.5K - $21.9K
|
5.97K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
184+ 4.75% |
$18.3K - $21.7K
|
4.06K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
175+ 6.76% |
$17.4K - $20.6K
|
2.76K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
174+ 116.0% |
$17.3K - $20.5K
|
324
$34.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
174+ 1.76% |
$17.3K - $20.5K
|
10.1K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
172+ 1.97% |
$17.1K - $20.2K
|
8.93K
$953K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
172+ 3.7% |
$17.1K - $20.2K
|
4.82K
$514K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
172+ 4.66% |
$17.1K - $20.2K
|
3.86K
$413K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
170+ 5.02% |
$16.9K - $20K
|
3.56K
$380K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
169+ 0.63% |
$16.8K - $19.9K
|
27.1K
$2.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
168+ 1.4% |
$16.7K - $19.8K
|
12.2K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
167+ 100.0% |
$16.6K - $19.7K
|
334
$35.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
163+ 82.74% |
$16.2K - $19.2K
|
360
$38.5K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
158+ 7.33% |
$15.7K - $18.6K
|
2.31K
$247K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
157+ 1.29% |
$15.6K - $18.5K
|
12.4K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
156+ 7.09% |
$15.5K - $18.4K
|
2.36K
$252K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
155New |
$15.4K - $18.2K
|
155
$16.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
154+ 0.91% |
$15.3K - $18.1K
|
17.1K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
154+ 1.73% |
$15.3K - $18.1K
|
9.04K
$966K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
153+ 2.59% |
$15.2K - $18K
|
6.05K
$647K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
152+ 1.94% |
$15.1K - $17.9K
|
7.99K
$854K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
149+ 0.86% |
$14.8K - $17.5K
|
17.4K
$1.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
147+ 0.13% |
$14.6K - $17.3K
|
111K
$11.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
142+ 5.61% |
$14.1K - $16.7K
|
2.67K
$285K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
140+ 33.33% |
$13.9K - $16.5K
|
560
$59.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
140+ 0.85% |
$13.9K - $16.5K
|
16.6K
$1.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
139+ 4.21% |
$13.8K - $16.4K
|
3.44K
$367K
|