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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
31+ 1.18% |
$2.73K - $3.09K
|
2.66K
$312K
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
29+ 60.42% |
$2.55K - $2.89K
|
77
$9.02K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
26New |
$2.29K - $2.59K
|
26
$3.05K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7New |
$616 - $698
|
7
$820
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6+ 1.0% |
$528 - $598
|
605
$70.9K
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.67% |
$528 - $598
|
898
$105K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5+ 62.5% |
$440 - $499
|
13
$1.52K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.57% |
$264 - $299
|
526
$61.6K
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
2New |
$176 - $199
|
2
$234
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.04% |
$176 - $199
|
5.16K
$604K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.09% |
$88 - $99.7
|
1.06K
$124K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.08MNew |
$557M - $642M
|
6.08M
$712M
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
93.8KNew |
$8.58M - $9.91M
|
93.8K
$11M
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
19.1KNew |
$1.75M - $2.01M
|
19.1K
$2.23M
|
|
May 08, 2023
Q1 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
13.6K+ 272.0% |
$1.25M - $1.44M
|
18.6K
$2.18M
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
11.8KNew |
$1.08M - $1.25M
|
11.8K
$1.39M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
9.35K+ 45.75% |
$856K - $987K
|
29.8K
$3.49M
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.56KNew |
$417K - $481K
|
4.56K
$534K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.61KNew |
$331K - $382K
|
3.61K
$423K
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.89KNew |
$264K - $305K
|
2.89K
$338K
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.7KNew |
$247K - $285K
|
2.7K
$316K
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
2.56KNew |
$234K - $270K
|
2.56K
$300K
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
2.36KNew |
$216K - $249K
|
2.36K
$277K
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.24K+ 3.65% |
$205K - $237K
|
63.5K
$7.44M
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.2KNew |
$202K - $233K
|
2.2K
$258K
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.11KNew |
$193K - $223K
|
2.11K
$247K
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.08KNew |
$190K - $220K
|
2.08K
$244K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.79KNew |
$164K - $189K
|
1.79K
$210K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 30.91% |
$158K - $182K
|
7.29K
$854K
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.1KNew |
$101K - $116K
|
1.1K
$129K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
944New |
$86.4K - $99.7K
|
944
$111K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
806New |
$73.8K - $85.2K
|
806
$94.4K
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
CALL |
800+ 2.34% |
$73.2K - $84.5K
|
35K
$4.1M
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
535New |
$49K - $56.5K
|
535
$62.7K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
512New |
$46.9K - $54.1K
|
512
$60K
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
400+ 48.02% |
$36.6K - $42.3K
|
1.23K
$144K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
251+ 12.85% |
$23K - $26.5K
|
2.21K
$258K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
160+ 4.34% |
$14.6K - $16.9K
|
3.85K
$451K
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
160+ 7.14% |
$14.6K - $16.9K
|
2.4K
$281K
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
157+ 1.75% |
$14.4K - $16.6K
|
9.15K
$1.07M
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
146New |
$13.4K - $15.4K
|
146
$17.1K
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
131+ 2.6% |
$12K - $13.8K
|
5.17K
$605K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
118+ 16.01% |
$10.8K - $12.5K
|
855
$100K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
46+ 7.8% |
$4.21K - $4.86K
|
636
$74.5K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
42+ 0.61% |
$3.85K - $4.44K
|
6.89K
$807K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
6+ 0.28% |
$549 - $634
|
2.17K
$254K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 1.3% |
$183 - $211
|
156
$18.3K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
CALL |
127KNew |
$11M - $13.2M
|
127K
$14.9M
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
78.1K+ 8.13% |
$6.78M - $8.11M
|
1.04M
$122M
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
66.8K+ 167.0% |
$5.8M - $6.94M
|
107K
$12.5M
|