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 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
50+ 0.66% |
$5.29K - $6.1K
|
7.6K
$890K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
50+ 2.13% |
$5.29K - $6.1K
|
2.39K
$281K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
49New |
$5.19K - $5.98K
|
49
$5.74K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
47+ 0.06% |
$4.98K - $5.73K
|
75.2K
$8.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
47+ 1.95% |
$4.98K - $5.73K
|
2.45K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
45New |
$4.76K - $5.49K
|
45
$5.27K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
45+ 0.29% |
$4.76K - $5.49K
|
15.3K
$1.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
44+ 0.79% |
$4.66K - $5.37K
|
5.63K
$659K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
43+ 0.8% |
$4.55K - $5.24K
|
5.44K
$637K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
43+ 0.89% |
$4.55K - $5.24K
|
4.9K
$574K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
42+ 1.48% |
$4.45K - $5.12K
|
2.87K
$336K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
40+ 5.43% |
$4.23K - $4.88K
|
776
$90.9K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
40+ 1.25% |
$4.23K - $4.88K
|
3.24K
$380K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
40+ 0.35% |
$4.23K - $4.88K
|
11.6K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
39+ 0.49% |
$4.13K - $4.76K
|
8.07K
$945K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
39+ 0.67% |
$4.13K - $4.76K
|
5.87K
$687K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
38+ 0.62% |
$4.02K - $4.63K
|
6.13K
$718K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
38+ 1.47% |
$4.02K - $4.63K
|
2.62K
$307K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
38+ 0.57% |
$4.02K - $4.63K
|
6.74K
$789K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
37New |
$3.92K - $4.51K
|
37
$4.34K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
36+ 1.86% |
$3.81K - $4.39K
|
1.97K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
35+ 0.51% |
$3.71K - $4.27K
|
6.83K
$801K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
35+ 0.57% |
$3.71K - $4.27K
|
6.22K
$728K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
34+ 0.67% |
$3.6K - $4.15K
|
5.14K
$603K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
33+ 0.74% |
$3.49K - $4.03K
|
4.49K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
32New |
$3.39K - $3.9K
|
32
$3.75K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
32+ 0.86% |
$3.39K - $3.9K
|
3.76K
$441K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31+ 1.37% |
$3.28K - $3.78K
|
2.3K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
31+ 0.47% |
$3.28K - $3.78K
|
6.56K
$769K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
29+ 0.22% |
$3.07K - $3.54K
|
13.1K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
28+ 1.47% |
$2.96K - $3.42K
|
1.93K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
28+ 1.02% |
$2.96K - $3.42K
|
2.77K
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
28+ 0.85% |
$2.96K - $3.42K
|
3.32K
$389K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
27+ 61.36% |
$2.86K - $3.29K
|
71
$8.32K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27+ 23.08% |
$2.86K - $3.29K
|
144
$16.9K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
26+ 0.31% |
$2.75K - $3.17K
|
8.37K
$980K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
26+ 0.68% |
$2.75K - $3.17K
|
3.87K
$453K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
25+ 18.8% |
$2.65K - $3.05K
|
158
$18.5K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
25+ 1.01% |
$2.65K - $3.05K
|
2.51K
$294K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
25+ 1.19% |
$2.65K - $3.05K
|
2.12K
$248K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
25+ 0.27% |
$2.65K - $3.05K
|
9.17K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
25+ 0.51% |
$2.65K - $3.05K
|
4.89K
$573K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
25+ 0.41% |
$2.65K - $3.05K
|
6.18K
$724K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
24+ 0.21% |
$2.54K - $2.93K
|
11.2K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
24+ 0.45% |
$2.54K - $2.93K
|
5.4K
$633K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
24+ 0.34% |
$2.54K - $2.93K
|
7.1K
$832K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 0.1% |
$2.44K - $2.81K
|
22.5K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
23New |
$2.44K - $2.81K
|
23
$2.69K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
23+ 0.5% |
$2.44K - $2.81K
|
4.67K
$547K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
22+ 1.08% |
$2.33K - $2.68K
|
2.07K
$242K
|