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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.62K+ 992.64% |
$150K - $169K
|
1.78K
$190K
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
1.36K+ 10.32% |
$127K - $143K
|
14.6K
$1.56M
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.33KNew |
$124K - $139K
|
1.33K
$142K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.33KNew |
$124K - $139K
|
1.33K
$142K
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.33KNew |
$123K - $139K
|
1.33K
$142K
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 23.58% |
$119K - $134K
|
6.74K
$719K
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.23K+ 26.75% |
$114K - $128K
|
5.81K
$620K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.1KNew |
$102K - $115K
|
1.1K
$117K
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1KNew |
$92.9K - $105K
|
1K
$107K
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
850+ 36.17% |
$78.9K - $88.9K
|
3.2K
$342K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
795New |
$73.8K - $83.2K
|
795
$84.9K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
640New |
$59.4K - $66.9K
|
640
$68.4K
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
637+ 17.35% |
$59.2K - $66.6K
|
4.31K
$460K
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
630New |
$58.5K - $65.9K
|
630
$67.3K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
526+ 0.84% |
$48.8K - $55K
|
63.4K
$6.77M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
508New |
$47.2K - $53.1K
|
508
$54.3K
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
500+ 2.06% |
$46.4K - $52.3K
|
24.8K
$2.65M
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
500New |
$46.4K - $52.3K
|
500
$53.4K
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
450+ 13.66% |
$41.8K - $47.1K
|
3.75K
$400K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
427+ 2.51% |
$39.7K - $44.7K
|
17.5K
$1.86M
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
393+ 623.81% |
$36.5K - $41.1K
|
456
$48.7K
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
237+ 1.9% |
$22K - $24.8K
|
12.7K
$1.36M
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
205+ 7.95% |
$19K - $21.4K
|
2.78K
$297K
|
|
Aug 02, 2024
Q2 2024
|
Park Circle CO
|
BUY
|
- |
200New |
$18.6K - $20.9K
|
200
$21.4K
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
197+ 5.8% |
$18.3K - $20.6K
|
3.59K
$384K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
184+ 7.26% |
$17.1K - $19.2K
|
2.72K
$290K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
159New |
$14.8K - $16.6K
|
159
$17K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
153New |
$14.2K - $16K
|
153
$16.3K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
152+ 9.74% |
$14.1K - $15.9K
|
1.71K
$183K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
151+ 6.07% |
$14K - $15.8K
|
2.64K
$282K
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
150+ 100.0% |
$13.9K - $15.7K
|
300
$32K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
134New |
$12.4K - $14K
|
134
$14.3K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
128New |
$11.9K - $13.4K
|
128
$13.7K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
105+ 3.19% |
$9.75K - $11K
|
3.4K
$363K
|
|
Jul 18, 2024
Q2 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$9.29K - $10.5K
|
100
$10.7K
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
100+ 4.89% |
$9.29K - $10.5K
|
2.15K
$229K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
98New |
$9.1K - $10.3K
|
98
$10.5K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
88New |
$8.17K - $9.2K
|
88
$9.4K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
87New |
$8.08K - $9.1K
|
87
$9.29K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
77New |
$7.15K - $8.05K
|
77
$8.22K
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
74+ 1.48% |
$6.87K - $7.74K
|
5.06K
$540K
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
71+ 4.72% |
$6.59K - $7.43K
|
1.58K
$168K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
68+ 13.55% |
$6.32K - $7.11K
|
570
$60.9K
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
60New |
$5.57K - $6.28K
|
60
$6.41K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
50New |
$4.64K - $5.23K
|
50
$5.34K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 7.5% |
$4.64K - $5.23K
|
717
$76.6K
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
BUY
|
- |
50+ 2.29% |
$4.64K - $5.23K
|
2.23K
$238K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
42+ 13.46% |
$3.9K - $4.39K
|
354
$37.8K
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
36+ 1.15% |
$3.34K - $3.77K
|
3.16K
$337K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
30+ 0.49% |
$2.79K - $3.14K
|
6.11K
$652K
|