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
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
16+ 0.76% |
$1.59K - $1.88K
|
2.13K
$227K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16+ 0.4% |
$1.59K - $1.88K
|
4.03K
$430K
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
15+ 0.46% |
$1.49K - $1.77K
|
3.3K
$352K
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
15+ 0.08% |
$1.49K - $1.77K
|
18K
$1.92M
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
15+ 0.66% |
$1.49K - $1.77K
|
2.29K
$245K
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
14+ 0.05% |
$1.39K - $1.65K
|
26.3K
$2.81M
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
14+ 0.47% |
$1.39K - $1.65K
|
2.98K
$318K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
13+ 0.47% |
$1.29K - $1.53K
|
2.79K
$298K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 0.58% |
$1.29K - $1.53K
|
2.27K
$242K
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
13+ 0.64% |
$1.29K - $1.53K
|
2.03K
$217K
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
12+ 0.1% |
$1.19K - $1.41K
|
12.6K
$1.34M
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
12+ 0.51% |
$1.19K - $1.41K
|
2.36K
$252K
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
12+ 1.97% |
$1.19K - $1.41K
|
622
$66.4K
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
12+ 12.0% |
$1.19K - $1.41K
|
112
$12K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
12+ 0.46% |
$1.19K - $1.41K
|
2.62K
$280K
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.06% |
$1.19K - $1.41K
|
18.7K
$2M
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
11+ 0.54% |
$1.09K - $1.29K
|
2.04K
$218K
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.07% |
$1.09K - $1.29K
|
16.8K
$1.79M
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
11+ 0.24% |
$1.09K - $1.29K
|
4.6K
$491K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 0.45% |
$1.09K - $1.29K
|
2.47K
$264K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
11+ 6.71% |
$1.09K - $1.29K
|
175
$18.7K
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.36% |
$994 - $1.18K
|
2.75K
$294K
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10+ 0.32% |
$994 - $1.18K
|
3.12K
$333K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10+ 0.43% |
$994 - $1.18K
|
2.31K
$247K
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
10+ 0.17% |
$994 - $1.18K
|
5.77K
$616K
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.19% |
$994 - $1.18K
|
5.18K
$553K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
9+ 0.13% |
$894 - $1.06K
|
6.68K
$713K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9+ 0.2% |
$894 - $1.06K
|
4.44K
$474K
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8+ 0.26% |
$795 - $942
|
3.08K
$329K
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
8+ 0.21% |
$795 - $942
|
3.76K
$402K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
8+ 80.0% |
$795 - $942
|
18
$1.92K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.16% |
$795 - $942
|
5.06K
$540K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8+ 0.17% |
$795 - $942
|
4.69K
$501K
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
7+ 0.19% |
$695 - $824
|
3.6K
$385K
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7+ 0.23% |
$695 - $824
|
3K
$321K
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
7+ 0.11% |
$695 - $824
|
6.35K
$678K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.6% |
$695 - $824
|
1.17K
$125K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.2% |
$695 - $824
|
3.6K
$384K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7+ 0.26% |
$695 - $824
|
2.71K
$290K
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
6+ 0.11% |
$596 - $706
|
5.63K
$601K
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
6+ 0.05% |
$596 - $706
|
11.1K
$1.18M
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
6+ 0.24% |
$596 - $706
|
2.54K
$271K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6+ 1.27% |
$596 - $706
|
477
$50.9K
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6+ 0.08% |
$596 - $706
|
7.4K
$790K
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6+ 0.12% |
$596 - $706
|
4.82K
$515K
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
6+ 0.98% |
$596 - $706
|
620
$66.2K
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
6+ 0.01% |
$596 - $706
|
66.3K
$7.09M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
CALL |
5+ 4.59% |
$497 - $589
|
114
$12.2K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 1.69% |
$497 - $589
|
301
$32.1K
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5+ 0.03% |
$497 - $589
|
15.4K
$1.65M
|