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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
563New |
$59.5K - $68K
|
563
$66K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
555+ 26.57% |
$58.7K - $67K
|
2.64K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
510+ 7.15% |
$53.9K - $61.6K
|
7.64K
$896K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
500+ 19.6% |
$52.9K - $60.4K
|
3.05K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
494New |
$52.2K - $59.7K
|
494
$57.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
441+ 22.9% |
$46.6K - $53.3K
|
2.37K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
429+ 10.76% |
$45.4K - $51.8K
|
4.42K
$517K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
425+ 263.98% |
$44.9K - $51.3K
|
586
$68.7K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
398New |
$42.1K - $48.1K
|
398
$46.6K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
388New |
$41K - $46.9K
|
388
$45.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
367New |
$38.8K - $44.3K
|
367
$43K
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
335+ 7.86% |
$35.4K - $40.5K
|
4.6K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
333New |
$35.2K - $40.2K
|
333
$39K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
333New |
$35.2K - $40.2K
|
333
$39K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
333+ 1.01% |
$35.2K - $40.2K
|
33.3K
$3.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
332New |
$35.1K - $40.1K
|
332
$38.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
330New |
$34.9K - $39.9K
|
330
$38.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
330New |
$34.9K - $39.9K
|
330
$38.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
324+ 3.14% |
$34.3K - $39.1K
|
10.7K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
318+ 9.06% |
$33.6K - $38.4K
|
3.83K
$449K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
304+ 20.99% |
$32.2K - $36.7K
|
1.75K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
284+ 118.83% |
$30K - $34.3K
|
523
$61.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
272+ 6.32% |
$28.8K - $32.8K
|
4.57K
$536K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
266+ 13.63% |
$28.1K - $32.1K
|
2.22K
$260K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
250New |
$26.4K - $30.2K
|
250
$29.3K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
244New |
$25.8K - $29.5K
|
244
$28.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
242+ 366.67% |
$25.6K - $29.2K
|
308
$36.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
206New |
$21.8K - $24.9K
|
206
$24.1K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
205New |
$21.7K - $24.8K
|
205
$24K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
202+ 8.36% |
$21.4K - $24.4K
|
2.62K
$307K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
200New |
$21.2K - $24.2K
|
200
$23.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.16% |
$21.2K - $24.2K
|
128K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
200+ 6.33% |
$21.2K - $24.2K
|
3.36K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
200New |
$21.2K - $24.2K
|
200
$23.4K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
197+ 6.6% |
$20.8K - $23.8K
|
3.18K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
194New |
$20.5K - $23.4K
|
194
$22.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
188New |
$19.9K - $22.7K
|
188
$22K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
187New |
$19.8K - $22.6K
|
187
$21.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
182+ 0.63% |
$19.2K - $22K
|
28.9K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
173+ 9.16% |
$18.3K - $20.9K
|
2.06K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
151+ 1.52% |
$16K - $18.2K
|
10.1K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
134New |
$14.2K - $16.2K
|
134
$15.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
126+ 4.13% |
$13.3K - $15.2K
|
3.18K
$372K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
122New |
$12.9K - $14.7K
|
122
$14.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
122+ 0.05% |
$12.9K - $14.7K
|
224K
$26.3M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
121New |
$12.8K - $14.6K
|
121
$14.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
118+ 6.49% |
$12.5K - $14.2K
|
1.94K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
111+ 3.23% |
$11.7K - $13.4K
|
3.55K
$416K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
104New |
$11K - $12.6K
|
104
$12.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
100New |
$10.6K - $12.1K
|
100
$11.7K
|