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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
12.2K+ 254.64% |
$304K - $1.35M
|
17K
$1.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
10.5K+ 40.45% |
$261K - $1.16M
|
36.4K
$3.92M
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
8.56KNew |
$213K - $949K
|
8.56K
$922K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.09KNew |
$201K - $897K
|
8.09K
$872K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.03KNew |
$175K - $779K
|
7.03K
$757K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
6.98K+ 79.73% |
$174K - $774K
|
15.7K
$1.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
5.86KNew |
$146K - $650K
|
5.86K
$632K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.23K+ 202.87% |
$130K - $579K
|
7.8K
$841K
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
4.75KNew |
$118K - $527K
|
4.75K
$512K
|
|
|
Nov 09, 2022
Q3 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
4.38KNew |
$109K - $486K
|
4.38K
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
4.2KNew |
$105K - $466K
|
4.2K
$453K
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.03KNew |
$100K - $447K
|
4.03K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
3.78KNew |
$94.2K - $419K
|
3.78K
$408K
|
|
|
Nov 07, 2022
Q3 2022
|
Samson Rock Capital LLP
|
BUY
|
- |
3.55KNew |
$88.3K - $393K
|
3.55K
$382K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.45KNew |
$86K - $383K
|
3.45K
$372K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.56KNew |
$63.6K - $283K
|
2.56K
$275K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
2.38K+ 183.23% |
$59.3K - $264K
|
3.68K
$397K
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.35KNew |
$58.5K - $261K
|
2.35K
$253K
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
2.3KNew |
$57.3K - $255K
|
2.3K
$248K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.02KNew |
$50.3K - $224K
|
2.02K
$218K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2KNew |
$49.8K - $222K
|
2K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.98K+ 10.0% |
$49.3K - $219K
|
21.8K
$2.35M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.9KNew |
$47.3K - $211K
|
1.9K
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.27K+ 1.09% |
$31.6K - $141K
|
118K
$12.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.27K+ 18.21% |
$31.6K - $141K
|
8.25K
$889K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1.24K+ 8.93% |
$30.9K - $137K
|
15.1K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.23KNew |
$30.6K - $136K
|
1.23K
$132K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.12KNew |
$28K - $125K
|
1.12K
$121K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.05K+ 0.09% |
$26.1K - $116K
|
1.14M
$123M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
781+ 38.72% |
$19.4K - $86.6K
|
2.8K
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
780+ 6.81% |
$19.4K - $86.5K
|
12.2K
$1.32M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
757+ 3.35% |
$18.8K - $83.9K
|
23.3K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
738New |
$18.4K - $81.8K
|
738
$79.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
583New |
$14.5K - $64.6K
|
583
$62.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
450New |
$11.2K - $49.9K
|
450
$48.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
384+ 1.47% |
$9.56K - $42.6K
|
26.6K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
352+ 14.33% |
$8.76K - $39K
|
2.81K
$303K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
332+ 1.4% |
$8.27K - $36.8K
|
24K
$2.58M
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
260+ 4.44% |
$6.47K - $28.8K
|
6.12K
$659K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
248+ 2.81% |
$6.18K - $27.5K
|
9.09K
$980K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
207+ 6.48% |
$5.15K - $23K
|
3.4K
$367K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
167+ 7.45% |
$4.16K - $18.5K
|
2.41K
$260K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
155New |
$3.86K - $17.2K
|
155
$16.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
140New |
$3.49K - $15.5K
|
140
$15.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
133New |
$3.31K - $14.7K
|
133
$14.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
93+ 3.28% |
$2.32K - $10.3K
|
2.93K
$316K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
75+ 3.53% |
$1.87K - $8.32K
|
2.2K
$237K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
74+ 1.01% |
$1.84K - $8.21K
|
7.41K
$799K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
72+ 3.02% |
$1.79K - $7.98K
|
2.46K
$265K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
43New |
$1.07K - $4.77K
|
43
$4.63K
|