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 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
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
130K+ 3.51% |
$12.6M - $13.6M
|
3.83M
$413M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.02KNew |
$292K - $317K
|
3.02K
$325K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.56KNew |
$247K - $268K
|
2.56K
$275K
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2.42KNew |
$233K - $253K
|
2.42K
$260K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
2.14KNew |
$207K - $224K
|
2.14K
$230K
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
1.92KNew |
$186K - $202K
|
1.92K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
845New |
$81.6K - $88.6K
|
845
$91.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
710New |
$68.6K - $74.5K
|
710
$76.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
137New |
$13.2K - $14.4K
|
137
$14.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
116+ 39.46% |
$11.2K - $12.2K
|
410
$44.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
100New |
$9.66K - $10.5K
|
100
$10.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
BUY
|
- |
100+ 1.31% |
$9.66K - $10.5K
|
7.72K
$832K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75New |
$7.25K - $7.87K
|
75
$8.08K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
35New |
$3.38K - $3.67K
|
35
$3.77K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
34New |
$3.29K - $3.57K
|
34
$3.66K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
15New |
$1.45K - $1.57K
|
15
$1.62K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
26.4K+ 53.88% |
$2.56M - $2.85M
|
75.4K
$8.13M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
10.1KNew |
$984K - $1.09M
|
10.1K
$1.09M
|
|
|
Oct 21, 2021
Q3 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
10K+ 44.12% |
$971K - $1.08M
|
32.7K
$3.52M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.2KNew |
$310K - $345K
|
3.2K
$345K
|
|
|
Nov 15, 2021
Q3 2021
|
Lsp Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.06KNew |
$297K - $330K
|
3.06K
$330K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
300New |
$29.1K - $32.4K
|
300
$32.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
140+ 105.26% |
$13.6K - $15.1K
|
273
$29.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
CALL |
100+ 50.0% |
$9.71K - $10.8K
|
300
$32.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
75New |
$7.28K - $8.09K
|
75
$8.08K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
67New |
$6.5K - $7.23K
|
67
$7.22K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 1.73% |
$388 - $432
|
235
$25.3K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
141KNew |
$13.6M - $14.7M
|
141K
$15.2M
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
28.3K+ 9772.07% |
$2.73M - $2.94M
|
28.6K
$3.09M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.07KNew |
$200K - $215K
|
2.07K
$223K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
584New |
$56.2K - $60.6K
|
584
$62.9K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
185New |
$17.8K - $19.2K
|
185
$19.9K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
32KNew |
$2.74M - $3.12M
|
32K
$3.45M
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
21.9KNew |
$1.87M - $2.14M
|
21.9K
$2.36M
|
|
|
Apr 28, 2021
Q1 2021
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
9KNew |
$770K - $878K
|
9K
$970K
|
|
|
May 13, 2021
Q1 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
1.35K+ 39.18% |
$116K - $132K
|
4.81K
$518K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.35KNew |
$116K - $132K
|
1.35K
$146K
|
|
|
May 25, 2021
Q1 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
400New |
$34.2K - $39K
|
400
$43.1K
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.97K+ 9.84% |
$265K - $289K
|
33.2K
$3.58M
|
|
|
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
721New |
$64.2K - $70.2K
|
721
$77.7K
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
600New |
$53.4K - $58.4K
|
600
$64.7K
|
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
BUY
|
- |
591New |
$52.6K - $57.5K
|
591
$63.7K
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
267New |
$23.8K - $26K
|
267
$28.8K
|
|
|
May 23, 2023
Q4 2020
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
151New |
$13.4K - $14.7K
|
151
$16.3K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Alliancebernstein L.P.
New York, NY |
BUY
|
CALL |
807KNew |
$63.9M - $71.5M
|
807K
$87M
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.18KNew |
$490K - $547K
|
6.18K
$666K
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
3.57KNew |
$283K - $316K
|
3.57K
$385K
|
|
|
Nov 09, 2020
Q3 2020
|
Shayne & Co., LLC
|
BUY
|
- |
2.5KNew |
$198K - $221K
|
2.5K
$269K
|
|