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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
490+ 15.1% |
$51.9K - $59.8K
|
3.74K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
484+ 3.73% |
$51.2K - $59K
|
13.5K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
475+ 18.4% |
$50.3K - $57.9K
|
3.06K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
471+ 1.95% |
$49.9K - $57.4K
|
24.6K
$2.88M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
467+ 2.78% |
$49.4K - $57K
|
17.3K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
464+ 1.63% |
$49.1K - $56.6K
|
29K
$3.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
458+ 2.45% |
$48.5K - $55.9K
|
19.2K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
457+ 4.04% |
$48.4K - $55.7K
|
11.8K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
456+ 1.82% |
$48.3K - $55.6K
|
25.5K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
452+ 2.71% |
$47.9K - $55.1K
|
17.1K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
450+ 2.97% |
$47.6K - $54.9K
|
15.6K
$1.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
445+ 1.38% |
$47.1K - $54.3K
|
32.6K
$3.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
443New |
$46.9K - $54K
|
443
$51.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
441New |
$46.7K - $53.8K
|
441
$51.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
440+ 0.66% |
$46.6K - $53.7K
|
66.7K
$7.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
440+ 9.24% |
$46.6K - $53.7K
|
5.2K
$610K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
439+ 2.35% |
$46.5K - $53.5K
|
19.2K
$2.24M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
438+ 1.67% |
$46.4K - $53.4K
|
26.6K
$3.12M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
435+ 0.72% |
$46.1K - $53.1K
|
61.3K
$7.18M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
433+ 9.71% |
$45.8K - $52.8K
|
4.89K
$573K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
428+ 45.53% |
$45.3K - $52.2K
|
1.37K
$160K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
427+ 23.35% |
$45.2K - $52.1K
|
2.26K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
425+ 8.63% |
$45K - $51.8K
|
5.35K
$627K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
424New |
$44.9K - $51.7K
|
424
$49.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
424+ 2.11% |
$44.9K - $51.7K
|
20.5K
$2.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
418+ 4.63% |
$44.3K - $51K
|
9.45K
$1.11M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
415+ 19.33% |
$43.9K - $50.6K
|
2.56K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
415+ 16.73% |
$43.9K - $50.6K
|
2.9K
$339K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
412+ 19.02% |
$43.6K - $50.3K
|
2.58K
$302K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
411+ 8.12% |
$43.5K - $50.1K
|
5.47K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
410+ 12.69% |
$43.4K - $50K
|
3.64K
$426K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
402+ 11.83% |
$42.6K - $49K
|
3.8K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
401+ 5.76% |
$42.5K - $48.9K
|
7.36K
$863K
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
400+ 11.65% |
$42.3K - $48.8K
|
3.83K
$449K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
387+ 4.31% |
$41K - $47.2K
|
9.36K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
384+ 25.21% |
$40.7K - $46.8K
|
1.91K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
381+ 3.56% |
$40.3K - $46.5K
|
11.1K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
380+ 4.26% |
$40.2K - $46.3K
|
9.29K
$1.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
377+ 2.87% |
$39.9K - $46K
|
13.5K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
376New |
$39.8K - $45.9K
|
376
$44.1K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
376+ 0.73% |
$39.8K - $45.9K
|
52.2K
$6.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
367+ 4.51% |
$38.9K - $44.8K
|
8.51K
$997K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
363+ 0.38% |
$38.4K - $44.3K
|
94.9K
$11.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
363+ 2.09% |
$38.4K - $44.3K
|
17.7K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
361+ 1.07% |
$38.2K - $44K
|
34.2K
$4.01M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
356+ 3.99% |
$37.7K - $43.4K
|
9.28K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
355+ 0.67% |
$37.6K - $43.3K
|
53.6K
$6.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
354+ 0.88% |
$37.5K - $43.2K
|
40.5K
$4.74M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
340+ 2.48% |
$36K - $41.5K
|
14K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
339+ 0.83% |
$35.9K - $41.3K
|
41.2K
$4.82M
|