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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.22KNew |
$446K - $510K
|
4.22K
$494K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.2KNew |
$444K - $507K
|
4.2K
$492K
|
|
Feb 14, 2025
Q4 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
3.66KNew |
$387K - $442K
|
3.66K
$429K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.6KNew |
$380K - $434K
|
3.6K
$421K
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
3.19KNew |
$337K - $385K
|
3.19K
$374K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.17KNew |
$335K - $382K
|
3.17K
$371K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.01KNew |
$319K - $364K
|
3.01K
$353K
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
2.9KNew |
$306K - $350K
|
2.9K
$339K
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.87KNew |
$303K - $346K
|
2.87K
$336K
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
2.85KNew |
$302K - $345K
|
2.85K
$334K
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
2.79KNew |
$295K - $336K
|
2.79K
$326K
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.78KNew |
$293K - $335K
|
2.78K
$325K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.7KNew |
$286K - $326K
|
2.7K
$317K
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
2.61KNew |
$276K - $315K
|
2.61K
$305K
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
2.51K+ 69.68% |
$266K - $303K
|
6.12K
$717K
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.5K+ 26.32% |
$264K - $302K
|
12K
$1.41M
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
2.49KNew |
$263K - $301K
|
2.49K
$292K
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.39KNew |
$253K - $288K
|
2.39K
$280K
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
2.38KNew |
$252K - $288K
|
2.38K
$279K
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.34KNew |
$247K - $282K
|
2.34K
$274K
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.33KNew |
$247K - $281K
|
2.33K
$273K
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
2.3K+ 5.31% |
$243K - $278K
|
45.6K
$5.34M
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
2.23KNew |
$236K - $269K
|
2.23K
$261K
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
2.17KNew |
$229K - $262K
|
2.17K
$254K
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.1KNew |
$222K - $254K
|
2.1K
$246K
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
2.08KNew |
$220K - $252K
|
2.08K
$244K
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.04KNew |
$216K - $246K
|
2.04K
$239K
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.02KNew |
$213K - $244K
|
2.02K
$236K
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
2KNew |
$212K - $242K
|
2K
$234K
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.92KNew |
$203K - $231K
|
1.92K
$224K
|
|
Feb 12, 2025
Q4 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.9KNew |
$201K - $229K
|
1.9K
$222K
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.88KNew |
$199K - $227K
|
1.88K
$220K
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.85K+ 100.0% |
$196K - $223K
|
3.7K
$434K
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.77KNew |
$187K - $214K
|
1.77K
$208K
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.75KNew |
$185K - $211K
|
1.75K
$205K
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.67KNew |
$176K - $201K
|
1.67K
$195K
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.64K+ 61.52% |
$174K - $198K
|
4.31K
$505K
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.4KNew |
$148K - $168K
|
1.4K
$163K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.37KNew |
$144K - $165K
|
1.37K
$160K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.26KNew |
$133K - $152K
|
1.26K
$147K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.2KNew |
$127K - $145K
|
1.2K
$141K
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
993+ 34.03% |
$105K - $120K
|
3.91K
$458K
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
869+ 14.82% |
$91.9K - $105K
|
6.73K
$789K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
862New |
$91.2K - $104K
|
862
$101K
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
815+ 5.19% |
$86.2K - $98.4K
|
16.5K
$1.93M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
781+ 33.77% |
$82.6K - $94.3K
|
3.09K
$363K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
704+ 109.83% |
$74.5K - $85K
|
1.35K
$158K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
700+ 2.63% |
$74K - $84.5K
|
27.3K
$3.19M
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
600+ 3.03% |
$63.5K - $72.5K
|
20.4K
$2.39M
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
587New |
$62.1K - $70.9K
|
587
$68.8K
|