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 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2KNew |
$174K - $208K
|
2K
$216K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
2KNew |
$174K - $208K
|
2K
$216K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.93KNew |
$167K - $200K
|
1.93K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
1.92KNew |
$167K - $199K
|
1.92K
$207K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.91K+ 5.29% |
$166K - $198K
|
38K
$4.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.49K+ 18.43% |
$129K - $154K
|
9.54K
$1.03M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.25KNew |
$108K - $129K
|
1.25K
$134K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
666New |
$57.8K - $69.2K
|
666
$71.8K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
555+ 5.78% |
$48.2K - $57.6K
|
10.2K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
540+ 274.11% |
$46.9K - $56.1K
|
737
$79.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
505+ 22.7% |
$43.8K - $52.4K
|
2.73K
$294K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
490New |
$42.5K - $50.9K
|
490
$52.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
453+ 17.86% |
$39.3K - $47K
|
2.99K
$322K
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
404New |
$35.1K - $42K
|
404
$43.5K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
395New |
$34.3K - $41K
|
395
$42.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
371New |
$32.2K - $38.5K
|
371
$40K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
333New |
$28.9K - $34.6K
|
333
$35.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
317New |
$27.5K - $32.9K
|
317
$34.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
315+ 166.67% |
$27.3K - $32.7K
|
504
$54.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
307+ 1.34% |
$26.7K - $31.9K
|
23.2K
$2.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
283New |
$24.6K - $29.4K
|
283
$30.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
271New |
$23.5K - $28.1K
|
271
$29.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
207+ 1.6% |
$18K - $21.5K
|
13.2K
$1.42M
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
206+ 4.18% |
$17.9K - $21.4K
|
5.14K
$553K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
192New |
$16.7K - $19.9K
|
192
$20.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
172New |
$14.9K - $17.9K
|
172
$18.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
166+ 1.52% |
$14.4K - $17.2K
|
11.1K
$1.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
144New |
$12.5K - $15K
|
144
$15.5K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
142+ 0.48% |
$12.3K - $14.7K
|
30K
$3.23M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
129+ 3.64% |
$11.2K - $13.4K
|
3.68K
$396K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
120New |
$10.4K - $12.5K
|
120
$12.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
106+ 84.8% |
$9.2K - $11K
|
231
$24.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Lipe & Dalton
|
BUY
|
- |
100+ 41.15% |
$8.68K - $10.4K
|
343
$37K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
96+ 1.07% |
$8.33K - $9.97K
|
9.1K
$981K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
93New |
$8.07K - $9.66K
|
93
$10K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
91New |
$7.9K - $9.45K
|
91
$9.81K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
64+ 2.38% |
$5.56K - $6.65K
|
2.76K
$297K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
64New |
$5.56K - $6.65K
|
64
$6.9K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
40New |
$3.47K - $4.15K
|
40
$4.31K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
39+ 1.78% |
$3.39K - $4.05K
|
2.23K
$240K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
23New |
$2K - $2.39K
|
23
$2.48K
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
20+ 0.45% |
$1.74K - $2.08K
|
4.42K
$477K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
14New |
$1.22K - $1.45K
|
14
$1.51K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
11+ 11.0% |
$955 - $1.14K
|
111
$12K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
9+ 0.36% |
$781 - $935
|
2.53K
$273K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9New |
$781 - $935
|
9
$970
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.04% |
$174 - $208
|
5.02K
$541K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 1.3% |
$86.8 - $104
|
78
$8.41K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
50KNew |
$1.25M - $5.54M
|
50K
$5.39M
|
|
|
Nov 10, 2022
Q3 2022
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
34.1K+ 0.96% |
$848K - $3.78M
|
3.57M
$385M
|
|