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 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
134+ 1.68% |
$13.3K - $15.8K
|
8.13K
$869K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
134+ 0.83% |
$13.3K - $15.8K
|
16.3K
$1.74M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
133+ 5.48% |
$13.2K - $15.7K
|
2.56K
$273K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
131+ 6.14% |
$13K - $15.4K
|
2.27K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
130+ 21.74% |
$12.9K - $15.3K
|
728
$77.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
130+ 6.86% |
$12.9K - $15.3K
|
2.03K
$216K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
127+ 2.74% |
$12.6K - $14.9K
|
4.76K
$509K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
125+ 3.97% |
$12.4K - $14.7K
|
3.28K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
125+ 4.34% |
$12.4K - $14.7K
|
3.01K
$321K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
124+ 15.2% |
$12.3K - $14.6K
|
940
$100K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
124+ 5.84% |
$12.3K - $14.6K
|
2.25K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
123+ 0.58% |
$12.2K - $14.5K
|
21.3K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
122+ 0.09% |
$12.1K - $14.4K
|
138K
$14.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
122+ 1.74% |
$12.1K - $14.4K
|
7.12K
$761K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
121+ 1.45% |
$12K - $14.2K
|
8.46K
$904K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
120+ 2.25% |
$11.9K - $14.1K
|
5.46K
$583K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
117+ 5.2% |
$11.6K - $13.8K
|
2.37K
$253K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
115+ 2.6% |
$11.4K - $13.5K
|
4.54K
$485K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
113+ 2.38% |
$11.2K - $13.3K
|
4.87K
$520K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
111+ 2.88% |
$11K - $13.1K
|
3.96K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
108+ 1.86% |
$10.7K - $12.7K
|
5.91K
$632K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
108+ 33.23% |
$10.7K - $12.7K
|
433
$46.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
108+ 9.69% |
$10.7K - $12.7K
|
1.22K
$131K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
107+ 1.16% |
$10.6K - $12.6K
|
9.35K
$999K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
107+ 0.81% |
$10.6K - $12.6K
|
13.3K
$1.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
105+ 0.62% |
$10.4K - $12.4K
|
17K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
105+ 0.21% |
$10.4K - $12.4K
|
49.5K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
103+ 3.49% |
$10.2K - $12.1K
|
3.06K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
102+ 1.64% |
$10.1K - $12K
|
6.32K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
101+ 1.71% |
$10K - $11.9K
|
5.99K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
100+ 0.03% |
$9.94K - $11.8K
|
357K
$38.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
100+ 13.33% |
$9.94K - $11.8K
|
850
$90.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
100New |
$9.94K - $11.8K
|
100
$10.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
100+ 5.0% |
$9.94K - $11.8K
|
2.1K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
100+ 3.89% |
$9.94K - $11.8K
|
2.67K
$285K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
100+ 1.24% |
$9.94K - $11.8K
|
8.17K
$873K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
98+ 0.35% |
$9.74K - $11.5K
|
28.3K
$3.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
97+ 30.99% |
$9.64K - $11.4K
|
410
$43.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
95+ 0.5% |
$9.44K - $11.2K
|
19K
$2.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
93+ 4.0% |
$9.24K - $10.9K
|
2.42K
$258K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
93+ 0.59% |
$9.24K - $10.9K
|
16K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
93+ 0.92% |
$9.24K - $10.9K
|
10.2K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
92+ 3.49% |
$9.14K - $10.8K
|
2.73K
$292K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
92+ 1.42% |
$9.14K - $10.8K
|
6.59K
$704K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
91+ 0.24% |
$9.04K - $10.7K
|
37.5K
$4M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
90+ 4.85% |
$8.94K - $10.6K
|
1.94K
$208K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
87+ 116.0% |
$8.64K - $10.2K
|
162
$17.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
86+ 3.92% |
$8.54K - $10.1K
|
2.28K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
86+ 1.79% |
$8.54K - $10.1K
|
4.89K
$522K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
84+ 0.26% |
$8.35K - $9.89K
|
32.1K
$3.42M
|