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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.08KNew |
$190K - $220K
|
2.08K
$224K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.79KNew |
$164K - $189K
|
1.79K
$193K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 30.91% |
$158K - $182K
|
7.29K
$786K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.1KNew |
$101K - $116K
|
1.1K
$119K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
944New |
$86.4K - $99.7K
|
944
$102K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
806New |
$73.8K - $85.2K
|
806
$86.9K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
CALL |
800+ 2.34% |
$73.2K - $84.5K
|
35K
$3.77M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
535New |
$49K - $56.5K
|
535
$57.7K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
512New |
$46.9K - $54.1K
|
512
$55.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
400+ 48.02% |
$36.6K - $42.3K
|
1.23K
$133K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
251+ 12.85% |
$23K - $26.5K
|
2.21K
$238K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
160+ 4.34% |
$14.6K - $16.9K
|
3.85K
$415K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
160+ 7.14% |
$14.6K - $16.9K
|
2.4K
$259K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
157+ 1.75% |
$14.4K - $16.6K
|
9.15K
$987K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
146New |
$13.4K - $15.4K
|
146
$15.7K
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
131+ 2.6% |
$12K - $13.8K
|
5.17K
$557K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
118+ 16.01% |
$10.8K - $12.5K
|
855
$92.2K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
46+ 7.8% |
$4.21K - $4.86K
|
636
$68.5K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
42+ 0.61% |
$3.85K - $4.44K
|
6.89K
$742K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
6+ 0.28% |
$549 - $634
|
2.17K
$234K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 1.3% |
$183 - $211
|
156
$16.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
CALL |
127KNew |
$11M - $13.2M
|
127K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
78.1K+ 8.13% |
$6.78M - $8.11M
|
1.04M
$112M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
66.8K+ 167.0% |
$5.8M - $6.94M
|
107K
$11.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
53.3K+ 41.28% |
$4.62M - $5.53M
|
182K
$19.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Coann Capital LLC
Westport, CT |
BUY
|
- |
46.1K+ 64.42% |
$4M - $4.78M
|
118K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
26.3KNew |
$2.28M - $2.73M
|
26.3K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
24.1K+ 3.08% |
$2.09M - $2.5M
|
805K
$86.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
7.61KNew |
$661K - $790K
|
7.61K
$820K
|
|
|
Feb 09, 2023
Q4 2022
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
7.2KNew |
$625K - $748K
|
7.2K
$776K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
5.54KNew |
$481K - $575K
|
5.54K
$597K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
4.56KNew |
$396K - $474K
|
4.56K
$492K
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.19KNew |
$364K - $435K
|
4.19K
$451K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.01KNew |
$348K - $416K
|
4.01K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.1KNew |
$269K - $322K
|
3.1K
$334K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
PUT |
3KNew |
$260K - $312K
|
3K
$323K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.93KNew |
$255K - $305K
|
2.93K
$316K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
2.6KNew |
$226K - $270K
|
2.6K
$280K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.59K+ 20.76% |
$225K - $269K
|
15.1K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.36KNew |
$204K - $245K
|
2.36K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.18KNew |
$189K - $226K
|
2.18K
$235K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
2.15KNew |
$186K - $223K
|
2.15K
$231K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.13KNew |
$185K - $221K
|
2.13K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.09KNew |
$182K - $217K
|
2.09K
$226K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.08KNew |
$181K - $216K
|
2.08K
$225K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.08KNew |
$180K - $216K
|
2.08K
$224K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
2.05KNew |
$178K - $213K
|
2.05K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
2.02KNew |
$176K - $210K
|
2.02K
$218K
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
2.01KNew |
$174K - $209K
|
2.01K
$217K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.01KNew |
$174K - $208K
|
2.01K
$216K
|
|