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 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
22+ 0.87% |
$2.33K - $2.68K
|
2.55K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
22+ 0.92% |
$2.33K - $2.68K
|
2.42K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
21+ 4.2% |
$2.22K - $2.56K
|
521
$61K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
20+ 4.29% |
$2.12K - $2.44K
|
486
$56.9K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
20+ 0.65% |
$2.12K - $2.44K
|
3.09K
$362K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
20+ 1.04% |
$2.12K - $2.44K
|
1.95K
$229K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
19+ 0.14% |
$2.01K - $2.32K
|
13.2K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
18+ 0.92% |
$1.91K - $2.2K
|
1.98K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
17+ 0.41% |
$1.8K - $2.07K
|
4.15K
$487K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
17+ 0.64% |
$1.8K - $2.07K
|
2.68K
$314K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
17+ 3.91% |
$1.8K - $2.07K
|
452
$53K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
16New |
$1.69K - $1.95K
|
16
$1.87K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
16+ 0.81% |
$1.69K - $1.95K
|
1.98K
$232K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
16+ 0.8% |
$1.69K - $1.95K
|
2K
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
16+ 0.78% |
$1.69K - $1.95K
|
2.08K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
16+ 0.78% |
$1.69K - $1.95K
|
2.07K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
16New |
$1.69K - $1.95K
|
16
$1.87K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 0.85% |
$1.69K - $1.95K
|
1.9K
$222K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
15New |
$1.59K - $1.83K
|
15
$1.76K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15+ 0.24% |
$1.59K - $1.83K
|
6.27K
$735K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
15+ 0.59% |
$1.59K - $1.83K
|
2.55K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14+ 0.57% |
$1.48K - $1.71K
|
2.45K
$287K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14+ 8.43% |
$1.48K - $1.71K
|
180
$21.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
14+ 0.5% |
$1.48K - $1.71K
|
2.82K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13New |
$1.38K - $1.59K
|
13
$1.52K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
13+ 0.6% |
$1.38K - $1.59K
|
2.2K
$257K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
13+ 0.29% |
$1.38K - $1.59K
|
4.53K
$531K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13+ 0.5% |
$1.38K - $1.59K
|
2.63K
$308K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 0.94% |
$1.38K - $1.59K
|
1.39K
$163K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
12+ 0.04% |
$1.27K - $1.46K
|
33.9K
$3.98M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12+ 0.02% |
$1.27K - $1.46K
|
51.3K
$6.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12+ 0.6% |
$1.27K - $1.46K
|
2.03K
$238K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12+ 52.17% |
$1.27K - $1.46K
|
35
$4.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11+ 0.04% |
$1.16K - $1.34K
|
25.8K
$3.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
11+ 0.42% |
$1.16K - $1.34K
|
2.65K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 3.62% |
$1.06K - $1.22K
|
286
$33.5K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$1.06K - $1.22K
|
10
$1.17K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
10+ 0.05% |
$1.06K - $1.22K
|
18.7K
$2.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 3.37% |
$1.06K - $1.22K
|
307
$36K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
9+ 0.18% |
$953 - $1.1K
|
4.99K
$584K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
9+ 0.2% |
$953 - $1.1K
|
4.56K
$535K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
9+ 0.15% |
$953 - $1.1K
|
5.9K
$691K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
9+ 0.19% |
$953 - $1.1K
|
4.81K
$564K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.18% |
$953 - $1.1K
|
4.94K
$579K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8+ 0.3% |
$847 - $976
|
2.71K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8+ 0.38% |
$847 - $976
|
2.1K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8+ 0.2% |
$847 - $976
|
3.98K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
7+ 0.04% |
$741 - $854
|
17.6K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7+ 0.29% |
$741 - $854
|
2.4K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
7+ 0.2% |
$741 - $854
|
3.59K
$421K
|