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 |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
1.74K+ 12.33% |
$150K - $166K
|
15.8K
$1.7M
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.55K+ 20.87% |
$134K - $148K
|
8.95K
$965K
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.27KNew |
$110K - $121K
|
1.27K
$136K
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.09K+ 2.01% |
$94.5K - $104K
|
55.3K
$5.96M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
988+ 9.85% |
$85.6K - $94.4K
|
11K
$1.19M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
927+ 2.59% |
$80.3K - $88.6K
|
36.7K
$3.95M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
832+ 640.0% |
$72.1K - $79.5K
|
962
$104K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
677+ 268.65% |
$58.7K - $64.7K
|
929
$100K
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
507+ 18.81% |
$43.9K - $48.4K
|
3.2K
$345K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
507New |
$43.9K - $48.4K
|
507
$54.6K
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
500+ 25.0% |
$43.3K - $47.8K
|
2.5K
$269K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
431+ 17.97% |
$37.3K - $41.2K
|
2.83K
$305K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
300+ 20.82% |
$26K - $28.7K
|
1.74K
$188K
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
288New |
$25K - $27.5K
|
288
$31K
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
275+ 16.41% |
$23.8K - $26.3K
|
1.95K
$210K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
236New |
$20.4K - $22.6K
|
236
$25.4K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
159New |
$13.8K - $15.2K
|
159
$17.1K
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
144New |
$12.5K - $13.8K
|
144
$15.5K
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
124+ 11.49% |
$10.7K - $11.8K
|
1.2K
$130K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
107New |
$9.27K - $10.2K
|
107
$11.5K
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$8.67K - $9.56K
|
100
$10.8K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
90+ 1.53% |
$7.8K - $8.6K
|
5.98K
$644K
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
90+ 0.98% |
$7.8K - $8.6K
|
9.29K
$1M
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
85+ 1.63% |
$7.37K - $8.12K
|
5.3K
$571K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
77New |
$6.67K - $7.36K
|
77
$8.3K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
65+ 46.76% |
$5.63K - $6.21K
|
204
$22K
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
42+ 1.59% |
$3.64K - $4.01K
|
2.68K
$289K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
42New |
$3.64K - $4.01K
|
42
$4.53K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
28New |
$2.43K - $2.68K
|
28
$3.02K
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
16New |
$1.39K - $1.53K
|
16
$1.72K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8New |
$693 - $764
|
8
$862
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6+ 9.84% |
$520 - $573
|
67
$7.22K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.99% |
$347 - $382
|
408
$44K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3New |
$260 - $287
|
3
$323
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2+ 1.08% |
$173 - $191
|
188
$20.3K
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1+ 0.04% |
$86.7 - $95.6
|
2.35K
$254K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
148KNew |
$13M - $14.7M
|
148K
$15.9M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
88.9K+ 3003.14% |
$7.82M - $8.86M
|
91.8K
$9.9M
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
46.2K+ 734.28% |
$4.06M - $4.6M
|
52.5K
$5.65M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
28.9KNew |
$2.54M - $2.88M
|
28.9K
$3.12M
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
25.7KNew |
$2.26M - $2.57M
|
25.7K
$2.77M
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
14.8K+ 1310.44% |
$1.3M - $1.48M
|
15.9K
$1.72M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
12.3KNew |
$1.08M - $1.23M
|
12.3K
$1.33M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.59K+ 95.88% |
$580K - $657K
|
13.5K
$1.45M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5.61K+ 35.33% |
$494K - $559K
|
21.5K
$2.32M
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.27KNew |
$464K - $526K
|
5.27K
$568K
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
4KNew |
$352K - $399K
|
4K
$431K
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
2.53KNew |
$223K - $253K
|
2.53K
$273K
|
|
Aug 11, 2023
Q2 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
2.4KNew |
$211K - $239K
|
2.4K
$259K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.4K+ 146.97% |
$211K - $239K
|
4.03K
$435K
|