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
Jul 20, 2023 Q2 2023	Ade, LLC	BUY	-	2.4K New	$211K - $239K	2.4K $258K
Aug 09, 2023 Q2 2023	Veritable, L.P. Newtown Square, PA	BUY	-	1.89K + 8.4%	$166K - $188K	24.4K $2.63M
Jul 21, 2023 Q2 2023	First Fiduciary Investment Counsel, Inc.	BUY	-	1.21K + 1.9%	$106K - $120K	64.7K $6.97M
Aug 14, 2023 Q2 2023	Lumature Wealth Partners, LLC Alpharetta, GA	BUY	-	962 + 43.1%	$84.7K - $95.9K	3.19K $344K
Jul 24, 2023 Q2 2023	Achmea Investment Management B.V.	BUY	-	759 + 91.12%	$66.8K - $75.7K	1.59K $172K
Aug 14, 2023 Q2 2023	Cantor Fitzgerald, L. P. New York, NY	BUY	-	564 + 0.37%	$49.6K - $56.3K	153K $16.5M
Aug 11, 2023 Q2 2023	V Wealth Advisors LLC	BUY	-	511 + 7.15%	$45K - $51K	7.66K $825K
Jul 27, 2023 Q2 2023	Norwood Financial Corp	BUY	-	303 New	$26.7K - $30.2K	303 $32.7K
Aug 01, 2023 Q2 2023	Bdo Wealth Advisors, LLC Jacksonville, FL	BUY	-	254 + 8.99%	$22.4K - $25.3K	3.08K $332K
Jul 26, 2023 Q2 2023	Arlington Partners LLC	BUY	-	190 + 54.44%	$16.7K - $19K	539 $58.1K
Apr 22, 2024 Q2 2023	Hoey Investments, Inc Coatesville, PA	BUY	-	150 New	$13.2K - $15K	150 $16.2K
Sep 26, 2023 Q2 2023	Intrepid Capital Management Inc Jacksonville Beach, FL	BUY	-	120 New	$10.6K - $12K	120 $12.9K
Aug 01, 2023 Q2 2023	Kistler Tiffany Companies, LLC Berwyn, PA	BUY	-	104 + 10.06%	$9.15K - $10.4K	1.14K $123K
Aug 09, 2023 Q2 2023	Endurance Wealth Management, Inc.	BUY	-	77 + 1.13%	$6.78K - $7.68K	6.89K $742K
Aug 03, 2023 Q2 2023	Southern Capital Advisors, LLC	BUY	-	74 + 3.18%	$6.51K - $7.38K	2.4K $259K
Sep 12, 2023 Q2 2023	Cgc Financial Services, LLC Lake Oswego, OR	BUY	-	66 New	$5.81K - $6.58K	66 $7.11K
Jul 11, 2023 Q2 2023	Drake & Associates, LLC Waukesha, WI	BUY	-	53 + 1.41%	$4.66K - $5.29K	3.81K $410K
Aug 10, 2023 Q2 2023	Heron Financial Group, LLC	BUY	-	45 + 0.39%	$3.96K - $4.49K	11.7K $1.26M
Aug 11, 2023 Q2 2023	Truadvice, LLC Sarasota, FL	BUY	-	37 + 1.38%	$3.26K - $3.69K	2.72K $293K
Aug 15, 2023 Q2 2023	First Capital Advisors Group, Llc. Little Silver, NJ	BUY	-	36 New	$3.17K - $3.59K	36 $3.88K
Jul 11, 2023 Q2 2023	Pasadena Private Wealth, LLC Pasadena, CA	BUY	-	31 + 1.18%	$2.73K - $3.09K	2.66K $287K
Jul 03, 2023 Q2 2023	Horizons Wealth Management Asheville, NC	BUY	-	29 + 60.42%	$2.55K - $2.89K	77 $8.3K
Aug 21, 2023 Q2 2023	Vital Stone Financial, LLC Shavano Park, TX	BUY	-	26 New	$2.29K - $2.59K	26 $2.8K
Aug 07, 2023 Q2 2023	Safeguard Financial, LLC	BUY	-	7 New	$616 - $698	7 $754
Aug 11, 2023 Q2 2023	Atlantic Private Wealth, LLC	BUY	-	6 + 1.0%	$528 - $598	605 $65.2K
Jul 20, 2023 Q2 2023	Johnson Midwest Financial, LLC	BUY	-	6 + 0.67%	$528 - $598	898 $96.8K
Jul 19, 2023 Q2 2023	25 LLC St. Louis, MO	BUY	-	5 + 62.5%	$440 - $499	13 $1.4K
Jul 26, 2023 Q2 2023	Time Scale Financial, Inc.	BUY	-	3 + 0.57%	$264 - $299	526 $56.7K
Aug 10, 2023 Q2 2023	Belmont Capital, LLC	BUY	-	2 New	$176 - $199	2 $216
Aug 08, 2023 Q2 2023	Financial Partners Group, Inc Overland Park, KS	BUY	-	2 + 0.04%	$176 - $199	5.16K $556K
Nov 06, 2023 Q2 2023	Buck Wealth Strategies, LLC Denver, CO	BUY	-	1 + 1.43%	$88 - $99.7	71 $7.65K
Jul 10, 2023 Q2 2023	Disciplined Investments, LLC Tulsa, OK	BUY	-	1 + 0.09%	$88 - $99.7	1.06K $114K
Q1 2023
May 09, 2023 Q1 2023	Bank Of New York Mellon Corp New York, NY	BUY	-	6.08M New	$557M - $642M	6.08M $655M
May 15, 2023 Q1 2023	Point72 Middle East Fze Stamford, CT	BUY	-	93.8K New	$8.58M - $9.91M	93.8K $10.1M
May 15, 2023 Q1 2023	Cipher Capital LP New York, NY	BUY	-	19.1K New	$1.75M - $2.01M	19.1K $2.05M
May 08, 2023 Q1 2023	Xy Capital LTD Central, K3	BUY	PUT	13.6K + 272.0%	$1.25M - $1.44M	18.6K $2M
May 15, 2023 Q1 2023	Acrisure Capital Management, LLC Austin, TX	BUY	-	11.8K New	$1.08M - $1.25M	11.8K $1.28M
Apr 06, 2023 Q1 2023	Parsec Financial Management, Inc.	BUY	-	9.35K + 45.75%	$856K - $987K	29.8K $3.21M
Apr 27, 2023 Q1 2023	Oak Thistle LLC	BUY	-	8.13K New	$744K - $859K	8.13K $876K
May 15, 2023 Q1 2023	Petrus Trust Company, Lta Dallas, TX	BUY	-	4.56K New	$417K - $481K	4.56K $491K
May 15, 2023 Q1 2023	Boothbay Fund Management, LLC New York, NY	BUY	-	3.65K New	$334K - $386K	3.65K $393K
May 15, 2023 Q1 2023	Kula Investments, LLC Chicago, IL	BUY	-	3.61K New	$331K - $382K	3.61K $390K
May 05, 2023 Q1 2023	Bellwether Advisors, LLC	BUY	-	3.54K New	$324K - $374K	3.54K $382K
May 15, 2023 Q1 2023	Delphia (Usa) Inc. Toronto, A6	BUY	-	2.89K New	$264K - $305K	2.89K $311K
Dec 19, 2024 Q1 2023	Pearl River Capital, LLC Niles, MI	BUY	-	2.7K New	$247K - $285K	2.7K $291K
Apr 25, 2023 Q1 2023	Strategic Equity Management	BUY	-	2.56K New	$234K - $270K	2.56K $276K
May 10, 2023 Q1 2023	Garda Capital Partners LP Wayzata, MN	BUY	-	2.36K New	$216K - $249K	2.36K $254K
May 15, 2023 Q1 2023	Alerus Financial Na Grand Forks, ND	BUY	-	2.24K + 3.65%	$205K - $237K	63.5K $6.85M
Apr 18, 2023 Q1 2023	Eagle Ridge Investment Management	BUY	-	2.2K New	$202K - $233K	2.2K $237K
May 15, 2023 Q1 2023	Mairs & Power Inc St Paul, MN	BUY	-	2.11K New	$193K - $223K	2.11K $227K

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Account

Latest Institutional Purchases of Duke Energy Corp (DUK)

2.4K

1.89K

1.21K

962

759

564

511

303

254

190

150

120

104

77

74

66

53

45

37

36

31

29

26

7

6

6

5

3

2

2

1

1

6.08M

93.8K

19.1K

13.6K

11.8K

9.35K

8.13K

4.56K

3.65K

3.61K

3.54K

2.89K

2.7K

2.56K

2.36K

2.24K

2.2K

2.11K

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