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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
5+ 0.19% |
$125 - $554
|
2.67K
$287K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
3+ 0.06% |
$74.7 - $333
|
5.17K
$558K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 2.08% |
$24.9 - $111
|
49
$5.28K
|
|
| Q2 2022 | |||||||
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
26.5KNew |
$2.6M - $3.06M
|
26.5K
$2.86M
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
20.5KNew |
$2.01M - $2.37M
|
20.5K
$2.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
12.5K+ 59.7% |
$1.22M - $1.44M
|
33.4K
$3.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
8.13KNew |
$795K - $939K
|
8.13K
$876K
|
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
5.62K+ 45.45% |
$550K - $648K
|
18K
$1.94M
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.39K+ 55.05% |
$527K - $622K
|
15.2K
$1.64M
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.61KNew |
$451K - $532K
|
4.61K
$497K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
3.7KNew |
$362K - $427K
|
3.7K
$399K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
3.06KNew |
$300K - $353K
|
3.06K
$330K
|
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
BUY
|
- |
2.98KNew |
$291K - $344K
|
2.98K
$321K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.7K+ 19.33% |
$264K - $312K
|
16.7K
$1.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.53KNew |
$247K - $292K
|
2.53K
$272K
|
|
|
Jul 13, 2022
Q2 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
2.31KNew |
$226K - $266K
|
2.31K
$249K
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
2.11KNew |
$207K - $244K
|
2.11K
$228K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
2.05KNew |
$200K - $236K
|
2.05K
$221K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.98K+ 9.02% |
$194K - $229K
|
24K
$2.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.93KNew |
$189K - $223K
|
1.93K
$208K
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
1.93KNew |
$188K - $222K
|
1.93K
$208K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
1.71K+ 38.41% |
$167K - $197K
|
6.16K
$664K
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 20.4% |
$106K - $125K
|
6.38K
$687K
|
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
554+ 97.36% |
$54.2K - $63.9K
|
1.12K
$121K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
485+ 7.57% |
$47.4K - $56K
|
6.89K
$743K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
341+ 4.28% |
$33.4K - $39.4K
|
8.31K
$896K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
177+ 16.45% |
$17.3K - $20.4K
|
1.25K
$135K
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
122+ 0.97% |
$11.9K - $14.1K
|
12.7K
$1.37M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
71+ 295.83% |
$6.95K - $8.2K
|
95
$10.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
60New |
$5.87K - $6.93K
|
60
$6.47K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
59New |
$5.77K - $6.81K
|
59
$6.36K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
22+ 13.02% |
$2.15K - $2.54K
|
191
$20.6K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.74% |
$293 - $346
|
406
$43.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$1.3M - $1.5M
|
13.4K
$1.45M
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
7.75KNew |
$752K - $866K
|
7.75K
$836K
|
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
4.8K+ 10.17% |
$466K - $536K
|
52K
$5.6M
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.88KNew |
$183K - $210K
|
1.88K
$203K
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
1.87KNew |
$182K - $209K
|
1.87K
$202K
|
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.25K+ 37.37% |
$121K - $140K
|
4.6K
$495K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
883New |
$85.7K - $98.6K
|
883
$95.2K
|
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
649New |
$63K - $72.5K
|
649
$69.9K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
380+ 43.68% |
$36.9K - $42.4K
|
1.25K
$135K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
178+ 7.57% |
$17.3K - $19.9K
|
2.53K
$273K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
104New |
$10.1K - $11.6K
|
104
$11.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
100New |
$9.7K - $11.2K
|
100
$10.8K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
58New |
$5.63K - $6.48K
|
58
$6.25K
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
32New |
$3.11K - $3.57K
|
32
$3.45K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
12+ 0.14% |
$1.16K - $1.34K
|
8.33K
$898K
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1+ 0.05% |
$97 - $112
|
2.02K
$218K
|
|