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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
318+ 0.67% |
$28.8K - $31.6K
|
48K
$5.62M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
222+ 1.89% |
$20.1K - $22.1K
|
11.9K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
200+ 8.81% |
$18.1K - $19.9K
|
2.47K
$289K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
175New |
$15.9K - $17.4K
|
175
$20.5K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
136+ 1.4% |
$12.3K - $13.5K
|
9.85K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
131New |
$11.9K - $13K
|
131
$15.3K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
114New |
$10.3K - $11.3K
|
114
$13.4K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
78New |
$7.07K - $7.75K
|
78
$9.14K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
72+ 42.86% |
$6.53K - $7.16K
|
240
$28.1K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
58+ 1.61% |
$5.26K - $5.76K
|
3.65K
$428K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
50New |
$4.53K - $4.97K
|
50
$5.86K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 98.04% |
$4.53K - $4.97K
|
101
$11.8K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
25New |
$2.27K - $2.48K
|
25
$2.93K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
21+ 0.58% |
$1.9K - $2.09K
|
3.65K
$428K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20New |
$1.81K - $1.99K
|
20
$2.34K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
10+ 4.72% |
$907 - $994
|
222
$26K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 1.15% |
$363 - $398
|
353
$41.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
4+ 0.94% |
$363 - $398
|
429
$50.3K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1+ 0.99% |
$90.7 - $99.4
|
102
$12K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$90.7 - $99.4
|
4.16K
$488K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 12.5% |
$90.7 - $99.4
|
9
$1.05K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
628K+ 10.26% |
$53.7M - $61.8M
|
6.75M
$791M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
185KNew |
$15.8M - $18.2M
|
185K
$21.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
60.8KNew |
$5.19M - $5.98M
|
60.8K
$7.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
42.8KNew |
$3.65M - $4.2M
|
42.8K
$5.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
39.6KNew |
$3.38M - $3.89M
|
39.6K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
20KNew |
$1.71M - $1.97M
|
20K
$2.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
19.7KNew |
$1.68M - $1.93M
|
19.7K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
18.3KNew |
$1.57M - $1.8M
|
18.3K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$1.17M - $1.35M
|
13.7K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10KNew |
$854K - $983K
|
10K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
7KNew |
$598K - $688K
|
7K
$820K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.43K+ 0.89% |
$464K - $533K
|
615K
$72.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
4.69KNew |
$401K - $461K
|
4.69K
$550K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.18KNew |
$357K - $411K
|
4.18K
$490K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.47KNew |
$297K - $341K
|
3.47K
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.98KNew |
$255K - $293K
|
2.98K
$349K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.61KNew |
$223K - $257K
|
2.61K
$306K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
2.52KNew |
$215K - $247K
|
2.52K
$295K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.51KNew |
$214K - $246K
|
2.51K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.39KNew |
$204K - $234K
|
2.39K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.35KNew |
$201K - $231K
|
2.35K
$276K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.31KNew |
$198K - $227K
|
2.31K
$271K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$193K - $222K
|
2.26K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
2.2K+ 19.82% |
$188K - $216K
|
13.3K
$1.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2.19KNew |
$187K - $215K
|
2.19K
$256K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.16KNew |
$185K - $213K
|
2.16K
$253K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.14KNew |
$183K - $210K
|
2.14K
$251K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2.14KNew |
$183K - $210K
|
2.14K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
2.07KNew |
$177K - $204K
|
2.07K
$243K
|
|