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 |
|---|---|---|---|---|---|---|---|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
35New |
$3.38K - $3.67K
|
35
$3.92K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
34New |
$3.29K - $3.57K
|
34
$3.81K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
15New |
$1.45K - $1.57K
|
15
$1.68K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
26.4K+ 53.88% |
$2.56M - $2.85M
|
75.4K
$8.44M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
10.1KNew |
$984K - $1.09M
|
10.1K
$1.14M
|
|
|
Oct 21, 2021
Q3 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
10K+ 44.12% |
$971K - $1.08M
|
32.7K
$3.66M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.2KNew |
$310K - $345K
|
3.2K
$358K
|
|
|
Nov 15, 2021
Q3 2021
|
Lsp Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.06KNew |
$297K - $330K
|
3.06K
$343K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
300New |
$29.1K - $32.4K
|
300
$33.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
140+ 105.26% |
$13.6K - $15.1K
|
273
$30.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
CALL |
100+ 50.0% |
$9.71K - $10.8K
|
300
$33.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
75New |
$7.28K - $8.09K
|
75
$8.4K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
67New |
$6.5K - $7.23K
|
67
$7.5K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 1.73% |
$388 - $432
|
235
$26.3K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
141KNew |
$13.6M - $14.7M
|
141K
$15.8M
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
28.3K+ 9772.07% |
$2.73M - $2.94M
|
28.6K
$3.21M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.07KNew |
$200K - $215K
|
2.07K
$232K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
584New |
$56.2K - $60.6K
|
584
$65.4K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
185New |
$17.8K - $19.2K
|
185
$20.7K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
32KNew |
$2.74M - $3.12M
|
32K
$3.58M
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
21.9KNew |
$1.87M - $2.14M
|
21.9K
$2.45M
|
|
|
Apr 28, 2021
Q1 2021
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
9KNew |
$770K - $878K
|
9K
$1.01M
|
|
|
May 13, 2021
Q1 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
1.35K+ 39.18% |
$116K - $132K
|
4.81K
$539K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.35KNew |
$116K - $132K
|
1.35K
$151K
|
|
|
May 25, 2021
Q1 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
400New |
$34.2K - $39K
|
400
$44.8K
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.97K+ 9.84% |
$265K - $289K
|
33.2K
$3.72M
|
|
|
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
721New |
$64.2K - $70.2K
|
721
$80.7K
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
600New |
$53.4K - $58.4K
|
600
$67.2K
|
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
BUY
|
- |
591New |
$52.6K - $57.5K
|
591
$66.2K
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
267New |
$23.8K - $26K
|
267
$29.9K
|
|
|
May 23, 2023
Q4 2020
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
151New |
$13.4K - $14.7K
|
151
$16.9K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Alliancebernstein L.P.
New York, NY |
BUY
|
CALL |
807KNew |
$63.9M - $71.5M
|
807K
$90.4M
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.18KNew |
$490K - $547K
|
6.18K
$692K
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
3.57KNew |
$283K - $316K
|
3.57K
$400K
|
|
|
Nov 09, 2020
Q3 2020
|
Shayne & Co., LLC
|
BUY
|
- |
2.5KNew |
$198K - $221K
|
2.5K
$280K
|
|
|
Dec 11, 2020
Q3 2020
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.44KNew |
$193K - $216K
|
2.44K
$273K
|
|
|
Nov 03, 2020
Q3 2020
|
Verus Financial Partners, Inc.
|
BUY
|
CALL |
200New |
$15.8K - $17.7K
|
200
$22.4K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.64K+ 16.46% |
$201K - $243K
|
18.7K
$2.09M
|
|
| Q1 2020 | |||||||
|
May 01, 2020
Q1 2020
|
Gratus Capital LLC
|
BUY
|
PUT |
71.4KNew |
$4.58M - $7.31M
|
71.4K
$8M
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
731New |
$46.9K - $74.9K
|
731
$81.9K
|
|
|
May 19, 2020
Q1 2020
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
100New |
$6.42K - $10.2K
|
100
$11.2K
|
|
| Q4 2019 | |||||||
|
Jan 27, 2020
Q4 2019
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
346New |
$30K - $33.6K
|
346
$38.7K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1KNew |
$86.5K - $96.3K
|
1K
$112K
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
2.55KNew |
$218K - $232K
|
2.55K
$286K
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
CALL |
400New |
$33.5K - $36.6K
|
400
$44.8K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.23KNew |
$335K - $384K
|
4.23K
$473K
|
|
|
Feb 08, 2019
Q4 2018
|
Foresight Wealth Management, LLC
|
BUY
|
PUT |
2.9KNew |
$230K - $264K
|
2.9K
$325K
|
|
|
Feb 07, 2019
Q4 2018
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
2.67KNew |
$212K - $243K
|
2.67K
$299K
|
|
|
Feb 06, 2019
Q4 2018
|
Telemus Capital, LLC
|
BUY
|
PUT |
2KNew |
$158K - $182K
|
2K
$224K
|
|
|
Feb 14, 2019
Q4 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
300New |
$23.8K - $27.3K
|
300
$33.6K
|
|