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 |
---|---|---|---|---|---|---|---|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
927+ 2.59% |
$80.3K - $88.6K
|
36.7K
$4.3M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
832+ 640.0% |
$72.1K - $79.5K
|
962
$113K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
677+ 268.65% |
$58.7K - $64.7K
|
929
$109K
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
507+ 18.81% |
$43.9K - $48.4K
|
3.2K
$375K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
507New |
$43.9K - $48.4K
|
507
$59.4K
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
500+ 25.0% |
$43.3K - $47.8K
|
2.5K
$293K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
431+ 17.97% |
$37.3K - $41.2K
|
2.83K
$332K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
300+ 20.82% |
$26K - $28.7K
|
1.74K
$204K
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
288New |
$25K - $27.5K
|
288
$33.7K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
236New |
$20.4K - $22.6K
|
236
$27.7K
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
144New |
$12.5K - $13.8K
|
144
$16.9K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
107New |
$9.27K - $10.2K
|
107
$12.5K
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$8.67K - $9.56K
|
100
$11.7K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
90+ 1.53% |
$7.8K - $8.6K
|
5.98K
$700K
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
85+ 1.63% |
$7.37K - $8.12K
|
5.3K
$620K
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
42+ 1.59% |
$3.64K - $4.01K
|
2.68K
$314K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
42New |
$3.64K - $4.01K
|
42
$4.92K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
28New |
$2.43K - $2.68K
|
28
$3.28K
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
16New |
$1.39K - $1.53K
|
16
$1.87K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8New |
$693 - $764
|
8
$937
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6+ 9.84% |
$520 - $573
|
67
$7.85K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.99% |
$347 - $382
|
408
$47.8K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3New |
$260 - $287
|
3
$352
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2+ 1.08% |
$173 - $191
|
188
$22K
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1+ 0.04% |
$86.7 - $95.6
|
2.35K
$276K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
148KNew |
$13M - $14.7M
|
148K
$17.3M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
28.9KNew |
$2.54M - $2.88M
|
28.9K
$3.39M
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
25.7KNew |
$2.26M - $2.57M
|
25.7K
$3.01M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
12.3KNew |
$1.08M - $1.23M
|
12.3K
$1.44M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.59K+ 95.88% |
$580K - $657K
|
13.5K
$1.58M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5.61K+ 35.33% |
$494K - $559K
|
21.5K
$2.52M
|
|
Aug 11, 2023
Q2 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
2.4KNew |
$211K - $239K
|
2.4K
$281K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.4K+ 146.97% |
$211K - $239K
|
4.03K
$473K
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
2.4KNew |
$211K - $239K
|
2.4K
$281K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.89K+ 8.4% |
$166K - $188K
|
24.4K
$2.86M
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.21K+ 1.9% |
$106K - $120K
|
64.7K
$7.58M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
962+ 43.1% |
$84.7K - $95.9K
|
3.19K
$374K
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
759+ 91.12% |
$66.8K - $75.7K
|
1.59K
$187K
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
564+ 0.37% |
$49.6K - $56.3K
|
153K
$18M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
511+ 7.15% |
$45K - $51K
|
7.66K
$897K
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
303New |
$26.7K - $30.2K
|
303
$35.5K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
254+ 8.99% |
$22.4K - $25.3K
|
3.08K
$361K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
190+ 54.44% |
$16.7K - $19K
|
539
$63.2K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
120New |
$10.6K - $12K
|
120
$14.1K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
104+ 10.06% |
$9.15K - $10.4K
|
1.14K
$133K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
77+ 1.13% |
$6.78K - $7.68K
|
6.89K
$807K
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
74+ 3.18% |
$6.51K - $7.38K
|
2.4K
$282K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
45+ 0.39% |
$3.96K - $4.49K
|
11.7K
$1.37M
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
37+ 1.38% |
$3.26K - $3.69K
|
2.72K
$318K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
36New |
$3.17K - $3.59K
|
36
$4.22K
|