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 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
88+ 382.61% |
$9.32K - $10.7K
|
111
$13K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
86+ 10.39% |
$9.1K - $10.5K
|
914
$107K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
86+ 1.78% |
$9.1K - $10.5K
|
4.93K
$578K
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
86+ 0.69% |
$9.1K - $10.5K
|
12.6K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
86+ 0.7% |
$9.1K - $10.5K
|
12.4K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
86+ 3.65% |
$9.1K - $10.5K
|
2.44K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
86+ 0.61% |
$9.1K - $10.5K
|
14.1K
$1.66M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
86+ 2.96% |
$9.1K - $10.5K
|
2.99K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
85+ 0.08% |
$9K - $10.4K
|
103K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
85+ 0.31% |
$9K - $10.4K
|
27.5K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
84New |
$8.89K - $10.2K
|
84
$9.84K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
84+ 2.09% |
$8.89K - $10.2K
|
4.11K
$481K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
84+ 3.3% |
$8.89K - $10.2K
|
2.63K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
84+ 2.85% |
$8.89K - $10.2K
|
3.03K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
83+ 2.7% |
$8.79K - $10.1K
|
3.16K
$370K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
83+ 31.56% |
$8.79K - $10.1K
|
346
$40.5K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
82+ 0.46% |
$8.68K - $10K
|
17.9K
$2.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82+ 0.2% |
$8.68K - $10K
|
40.1K
$4.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
82+ 1.95% |
$8.68K - $10K
|
4.29K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
81+ 1.34% |
$8.58K - $9.88K
|
6.14K
$720K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
81+ 2.63% |
$8.58K - $9.88K
|
3.16K
$370K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
79+ 17.87% |
$8.36K - $9.64K
|
521
$61K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
79+ 11.97% |
$8.36K - $9.64K
|
739
$86.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
76+ 2.04% |
$8.05K - $9.27K
|
3.8K
$445K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
74+ 1.17% |
$7.83K - $9.03K
|
6.4K
$750K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
74+ 0.33% |
$7.83K - $9.03K
|
22.7K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
74+ 1.98% |
$7.83K - $9.03K
|
3.82K
$447K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
73+ 0.2% |
$7.73K - $8.9K
|
35.8K
$4.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
71+ 1.23% |
$7.52K - $8.66K
|
5.83K
$683K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
70+ 2.14% |
$7.41K - $8.54K
|
3.34K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
70+ 0.43% |
$7.41K - $8.54K
|
16.4K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
68+ 1.56% |
$7.2K - $8.29K
|
4.44K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
68+ 0.41% |
$7.2K - $8.29K
|
16.6K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
68+ 1.09% |
$7.2K - $8.29K
|
6.32K
$740K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
67New |
$7.09K - $8.17K
|
67
$7.85K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
64+ 23.88% |
$6.78K - $7.81K
|
332
$38.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
64+ 2.06% |
$6.78K - $7.81K
|
3.17K
$371K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
64+ 2.34% |
$6.78K - $7.81K
|
2.8K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
64+ 2.33% |
$6.78K - $7.81K
|
2.81K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
63+ 217.24% |
$6.67K - $7.68K
|
92
$10.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
63+ 1.07% |
$6.67K - $7.68K
|
5.96K
$699K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
61New |
$6.46K - $7.44K
|
61
$7.15K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
60+ 0.19% |
$6.35K - $7.32K
|
30.9K
$3.62M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
58+ 207.14% |
$6.14K - $7.07K
|
86
$10.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
58+ 1.56% |
$6.14K - $7.07K
|
3.77K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
55+ 5.24% |
$5.82K - $6.71K
|
1.11K
$129K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
54+ 0.31% |
$5.72K - $6.59K
|
17.5K
$2.05M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
51+ 2.04% |
$5.4K - $6.22K
|
2.55K
$299K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 0.4% |
$5.29K - $6.1K
|
12.6K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 6.97% |
$5.29K - $6.1K
|
767
$89.9K
|