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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
53.3K+ 41.28% |
$4.62M - $5.53M
|
182K
$21.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Coann Capital LLC
Westport, CT |
BUY
|
- |
46.1K+ 64.42% |
$4M - $4.78M
|
118K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
24.1K+ 3.08% |
$2.09M - $2.5M
|
805K
$94.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
7.61KNew |
$661K - $790K
|
7.61K
$892K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
5.54KNew |
$481K - $575K
|
5.54K
$649K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
4.56KNew |
$396K - $474K
|
4.56K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.19KNew |
$364K - $435K
|
4.19K
$491K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.01KNew |
$348K - $416K
|
4.01K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.1KNew |
$269K - $322K
|
3.1K
$363K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.93KNew |
$255K - $305K
|
2.93K
$344K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
2.6KNew |
$226K - $270K
|
2.6K
$305K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.59K+ 20.76% |
$225K - $269K
|
15.1K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.18KNew |
$189K - $226K
|
2.18K
$255K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
2.15KNew |
$186K - $223K
|
2.15K
$252K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.13KNew |
$185K - $221K
|
2.13K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.09KNew |
$182K - $217K
|
2.09K
$245K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.08KNew |
$181K - $216K
|
2.08K
$244K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.08KNew |
$180K - $216K
|
2.08K
$243K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
2.05KNew |
$178K - $213K
|
2.05K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
2.02KNew |
$176K - $210K
|
2.02K
$237K
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
2.01KNew |
$174K - $209K
|
2.01K
$235K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2KNew |
$174K - $208K
|
2K
$234K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
2KNew |
$174K - $208K
|
2K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
1.92KNew |
$167K - $199K
|
1.92K
$225K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.91K+ 5.29% |
$166K - $198K
|
38K
$4.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.49K+ 18.43% |
$129K - $154K
|
9.54K
$1.12M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.25KNew |
$108K - $129K
|
1.25K
$146K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
666New |
$57.8K - $69.2K
|
666
$78K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
555+ 5.78% |
$48.2K - $57.6K
|
10.2K
$1.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
505+ 22.7% |
$43.8K - $52.4K
|
2.73K
$320K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
490New |
$42.5K - $50.9K
|
490
$57.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
453+ 17.86% |
$39.3K - $47K
|
2.99K
$350K
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
404New |
$35.1K - $42K
|
404
$47.3K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
395New |
$34.3K - $41K
|
395
$46.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
371New |
$32.2K - $38.5K
|
371
$43.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
333New |
$28.9K - $34.6K
|
333
$39K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
317New |
$27.5K - $32.9K
|
317
$37.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
315+ 166.67% |
$27.3K - $32.7K
|
504
$59.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
307+ 1.34% |
$26.7K - $31.9K
|
23.2K
$2.72M
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
283New |
$24.6K - $29.4K
|
283
$33.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
271New |
$23.5K - $28.1K
|
271
$31.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
207+ 1.6% |
$18K - $21.5K
|
13.2K
$1.54M
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
206+ 4.18% |
$17.9K - $21.4K
|
5.14K
$602K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
192New |
$16.7K - $19.9K
|
192
$22.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
172New |
$14.9K - $17.9K
|
172
$20.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
166+ 1.52% |
$14.4K - $17.2K
|
11.1K
$1.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
144New |
$12.5K - $15K
|
144
$16.9K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
142+ 0.48% |
$12.3K - $14.7K
|
30K
$3.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
129+ 3.64% |
$11.2K - $13.4K
|
3.68K
$431K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
120New |
$10.4K - $12.5K
|
120
$14.1K
|