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 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
659+ 1.58% |
$69.8K - $80.4K
|
42.3K
$4.96M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
658+ 7.16% |
$69.7K - $80.3K
|
9.85K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
657+ 17.49% |
$69.6K - $80.1K
|
4.41K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
648+ 5.54% |
$68.6K - $79K
|
12.3K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
641+ 3.59% |
$67.9K - $78.2K
|
18.5K
$2.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
641+ 5.86% |
$67.9K - $78.2K
|
11.6K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
636+ 4.37% |
$67.3K - $77.6K
|
15.2K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
630+ 0.15% |
$66.7K - $76.8K
|
423K
$49.6M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
627+ 2.75% |
$66.4K - $76.5K
|
23.4K
$2.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
615+ 3.07% |
$65.1K - $75K
|
20.7K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
614+ 5.68% |
$65K - $74.9K
|
11.4K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
600+ 2.26% |
$63.5K - $73.2K
|
27.2K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
597+ 10.74% |
$63.2K - $72.8K
|
6.16K
$722K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
593+ 3.76% |
$62.8K - $72.3K
|
16.4K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
592+ 2.48% |
$62.7K - $72.2K
|
24.5K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
592+ 16.03% |
$62.7K - $72.2K
|
4.29K
$502K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
590+ 7.41% |
$62.5K - $72K
|
8.55K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
590+ 0.77% |
$62.5K - $72K
|
77.1K
$9.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
589+ 1.19% |
$62.4K - $71.8K
|
49.9K
$5.85M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
583+ 5.61% |
$61.7K - $71.1K
|
11K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
582+ 17.97% |
$61.6K - $71K
|
3.82K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
581+ 22.78% |
$61.5K - $70.9K
|
3.13K
$367K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
581+ 1.31% |
$61.5K - $70.9K
|
44.8K
$5.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
581+ 4.34% |
$61.5K - $70.9K
|
14K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
577+ 30.81% |
$61.1K - $70.4K
|
2.45K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
569+ 2.51% |
$60.2K - $69.4K
|
23.2K
$2.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
564+ 22.81% |
$59.7K - $68.8K
|
3.04K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
562+ 1.86% |
$59.5K - $68.5K
|
30.7K
$3.6M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
561+ 1.14% |
$59.4K - $68.4K
|
50K
$5.86M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
561+ 26.64% |
$59.4K - $68.4K
|
2.67K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
560+ 0.25% |
$59.3K - $68.3K
|
228K
$26.8M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
559+ 2.64% |
$59.2K - $68.2K
|
21.7K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
553+ 2.11% |
$58.5K - $67.4K
|
26.8K
$3.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
548+ 6.16% |
$58K - $66.8K
|
9.44K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
541+ 7.33% |
$57.3K - $66K
|
7.92K
$928K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
540+ 7.91% |
$57.2K - $65.9K
|
7.37K
$863K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
539+ 1.28% |
$57.1K - $65.7K
|
42.5K
$4.98M
|
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
535New |
$56.6K - $65.3K
|
535
$62.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
531+ 11.21% |
$56.2K - $64.8K
|
5.27K
$617K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
530+ 39.32% |
$56.1K - $64.6K
|
1.88K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
526+ 3.34% |
$55.7K - $64.2K
|
16.3K
$1.9M
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
520+ 17.27% |
$55.1K - $63.4K
|
3.53K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
514+ 10.6% |
$54.4K - $62.7K
|
5.36K
$628K
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
514+ 5.39% |
$54.4K - $62.7K
|
10.1K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
500+ 5.25% |
$52.9K - $61K
|
10K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
500+ 13.34% |
$52.9K - $61K
|
4.25K
$498K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
499+ 1.05% |
$52.8K - $60.9K
|
48.2K
$5.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
498+ 4.16% |
$52.7K - $60.7K
|
12.5K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
492+ 17.51% |
$52.1K - $60K
|
3.3K
$387K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
491+ 18.34% |
$52K - $59.9K
|
3.17K
$371K
|