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 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
155+ 0.63% |
$16.4K - $18.9K
|
24.7K
$2.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
155+ 0.5% |
$16.4K - $18.9K
|
31.4K
$3.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
154+ 6.56% |
$16.3K - $18.8K
|
2.5K
$293K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
152+ 3.5% |
$16.1K - $18.5K
|
4.49K
$526K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
151+ 3.76% |
$16K - $18.4K
|
4.17K
$488K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
150New |
$15.9K - $18.3K
|
150
$17.6K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
150+ 3.69% |
$15.9K - $18.3K
|
4.22K
$494K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
150+ 1.23% |
$15.9K - $18.3K
|
12.4K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
149+ 2.96% |
$15.8K - $18.2K
|
5.18K
$607K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
147+ 4.35% |
$15.6K - $17.9K
|
3.53K
$413K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
146+ 0.14% |
$15.5K - $17.8K
|
104K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
143+ 0.01% |
$15.1K - $17.4K
|
956K
$112M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
140+ 0.29% |
$14.8K - $17.1K
|
49.2K
$5.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
135+ 46.55% |
$14.3K - $16.5K
|
425
$49.8K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
134+ 1.54% |
$14.2K - $16.3K
|
8.85K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
134New |
$14.2K - $16.3K
|
134
$15.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
133+ 4.63% |
$14.1K - $16.2K
|
3K
$352K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
132+ 0.39% |
$14K - $16.1K
|
33.8K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
129+ 6.13% |
$13.7K - $15.7K
|
2.23K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
129+ 1.54% |
$13.7K - $15.7K
|
8.48K
$993K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
129+ 3.65% |
$13.7K - $15.7K
|
3.66K
$429K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
127+ 1.29% |
$13.4K - $15.5K
|
9.98K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
124+ 3.9% |
$13.1K - $15.1K
|
3.31K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
124+ 3.26% |
$13.1K - $15.1K
|
3.92K
$460K
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
124+ 6.56% |
$13.1K - $15.1K
|
2.02K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
120+ 1.02% |
$12.7K - $14.6K
|
11.8K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
119+ 5.96% |
$12.6K - $14.5K
|
2.11K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
116+ 1.96% |
$12.3K - $14.1K
|
6.03K
$706K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
115+ 2.54% |
$12.2K - $14K
|
4.65K
$545K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
110+ 0.96% |
$11.6K - $13.4K
|
11.6K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
110+ 5.21% |
$11.6K - $13.4K
|
2.22K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
106+ 0.85% |
$11.2K - $12.9K
|
12.6K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
105+ 98.13% |
$11.1K - $12.8K
|
212
$24.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
104+ 4.31% |
$11K - $12.7K
|
2.52K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
103+ 3.54% |
$10.9K - $12.6K
|
3.01K
$353K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
100+ 20.53% |
$10.6K - $12.2K
|
587
$68.8K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$10.6K - $12.2K
|
100
$11.7K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100New |
$10.6K - $12.2K
|
100
$11.7K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
100New |
$10.6K - $12.2K
|
100
$11.7K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.24% |
$10.6K - $12.2K
|
41.7K
$4.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100+ 14.97% |
$10.6K - $12.2K
|
768
$90K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
100+ 2.52% |
$10.6K - $12.2K
|
4.07K
$477K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
99+ 0.41% |
$10.5K - $12.1K
|
24.3K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
98+ 22.48% |
$10.4K - $12K
|
534
$62.6K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
98+ 9.44% |
$10.4K - $12K
|
1.14K
$133K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
98+ 1.52% |
$10.4K - $12K
|
6.53K
$765K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
93+ 155.0% |
$9.85K - $11.3K
|
153
$17.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
90+ 4.13% |
$9.53K - $11K
|
2.27K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
89New |
$9.42K - $10.9K
|
89
$10.4K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
88+ 1.76% |
$9.32K - $10.7K
|
5.09K
$596K
|