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 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
233+ 10.64% |
$24.7K - $28.4K
|
2.42K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
233+ 1.12% |
$24.7K - $28.4K
|
21K
$2.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
232+ 0.45% |
$24.6K - $28.3K
|
51.8K
$6.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
229+ 1.55% |
$24.2K - $27.9K
|
15K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
227New |
$24K - $27.7K
|
227
$26.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
224+ 1.59% |
$23.7K - $27.3K
|
14.3K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
223New |
$23.6K - $27.2K
|
223
$26.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
221+ 7.14% |
$23.4K - $27K
|
3.32K
$389K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
221+ 8.47% |
$23.4K - $27K
|
2.83K
$332K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
219+ 0.42% |
$23.2K - $26.7K
|
52K
$6.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
216+ 10.55% |
$22.9K - $26.3K
|
2.26K
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
215+ 1.21% |
$22.8K - $26.2K
|
18K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
214+ 0.39% |
$22.7K - $26.1K
|
55.2K
$6.47M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
211+ 5.42% |
$22.3K - $25.7K
|
4.1K
$481K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
210+ 1.71% |
$22.2K - $25.6K
|
12.5K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
210+ 1.43% |
$22.2K - $25.6K
|
14.9K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
208+ 2.21% |
$22K - $25.4K
|
9.62K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
207New |
$21.9K - $25.2K
|
207
$24.3K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
207+ 6.29% |
$21.9K - $25.2K
|
3.5K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
206+ 1.18% |
$21.8K - $25.1K
|
17.6K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
204+ 2.82% |
$21.6K - $24.9K
|
7.43K
$871K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
204+ 7.51% |
$21.6K - $24.9K
|
2.92K
$342K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
200+ 4.55% |
$21.2K - $24.4K
|
4.59K
$538K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
200+ 6.65% |
$21.2K - $24.4K
|
3.21K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
199+ 4.56% |
$21.1K - $24.3K
|
4.56K
$535K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
198+ 360.0% |
$21K - $24.2K
|
253
$29.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
193+ 6.28% |
$20.4K - $23.5K
|
3.27K
$383K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
192+ 11.9% |
$20.3K - $23.4K
|
1.81K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
188+ 3.19% |
$19.9K - $22.9K
|
6.08K
$712K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
187+ 0.49% |
$19.8K - $22.8K
|
38.5K
$4.51M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
187+ 3.27% |
$19.8K - $22.8K
|
5.91K
$692K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
186+ 6.07% |
$19.7K - $22.7K
|
3.25K
$381K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
183New |
$19.4K - $22.3K
|
183
$21.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
182+ 3.01% |
$19.3K - $22.2K
|
6.22K
$729K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
180+ 3.77% |
$19.1K - $22K
|
4.95K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
177+ 5.24% |
$18.7K - $21.6K
|
3.56K
$417K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
175New |
$18.5K - $21.3K
|
175
$20.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
175+ 6.01% |
$18.5K - $21.3K
|
3.09K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
173+ 8.95% |
$18.3K - $21.1K
|
2.11K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
172+ 2.11% |
$18.2K - $21K
|
8.33K
$976K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
171+ 1.66% |
$18.1K - $20.9K
|
10.5K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
170+ 5.15% |
$18K - $20.7K
|
3.47K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
168+ 0.18% |
$17.8K - $20.5K
|
91.3K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
168New |
$17.8K - $20.5K
|
168
$19.7K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
165+ 2.15% |
$17.5K - $20.1K
|
7.84K
$919K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
162+ 8.25% |
$17.2K - $19.8K
|
2.13K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
162+ 3.6% |
$17.2K - $19.8K
|
4.66K
$546K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
161+ 0.98% |
$17K - $19.6K
|
16.6K
$1.94M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
156+ 2.1% |
$16.5K - $19K
|
7.57K
$887K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
156+ 2.49% |
$16.5K - $19K
|
6.43K
$753K
|