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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
106+ 84.8% |
$9.2K - $11K
|
231
$27.1K
|
|
Feb 03, 2023
Q4 2022
|
Lipe & Dalton
|
BUY
|
- |
100+ 41.15% |
$8.68K - $10.4K
|
343
$40.2K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
96+ 1.07% |
$8.33K - $9.97K
|
9.1K
$1.07M
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
93New |
$8.07K - $9.66K
|
93
$10.9K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
91New |
$7.9K - $9.45K
|
91
$10.7K
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
64+ 2.38% |
$5.56K - $6.65K
|
2.76K
$323K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
64New |
$5.56K - $6.65K
|
64
$7.5K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
40New |
$3.47K - $4.15K
|
40
$4.69K
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
39+ 1.78% |
$3.39K - $4.05K
|
2.23K
$261K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
23New |
$2K - $2.39K
|
23
$2.69K
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
20+ 0.45% |
$1.74K - $2.08K
|
4.42K
$518K
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
14New |
$1.22K - $1.45K
|
14
$1.64K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
11+ 11.0% |
$955 - $1.14K
|
111
$13K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
9+ 0.36% |
$781 - $935
|
2.53K
$297K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9New |
$781 - $935
|
9
$1.05K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.04% |
$174 - $208
|
5.02K
$588K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 1.3% |
$86.8 - $104
|
78
$9.14K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
50KNew |
$1.25M - $5.54M
|
50K
$5.86M
|
|
Nov 10, 2022
Q3 2022
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
34.1K+ 0.96% |
$848K - $3.78M
|
3.57M
$418M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
12.2K+ 254.64% |
$304K - $1.35M
|
17K
$1.99M
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
10.5K+ 40.45% |
$261K - $1.16M
|
36.4K
$4.26M
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
8.56KNew |
$213K - $949K
|
8.56K
$1M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.03KNew |
$175K - $779K
|
7.03K
$823K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
6.98K+ 79.73% |
$174K - $774K
|
15.7K
$1.84M
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
5.86KNew |
$146K - $650K
|
5.86K
$687K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.23K+ 202.87% |
$130K - $579K
|
7.8K
$914K
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
4.75KNew |
$118K - $527K
|
4.75K
$557K
|
|
Nov 09, 2022
Q3 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
4.38KNew |
$109K - $486K
|
4.38K
$513K
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
4.2KNew |
$105K - $466K
|
4.2K
$492K
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.03KNew |
$100K - $447K
|
4.03K
$472K
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
3.78KNew |
$94.2K - $419K
|
3.78K
$443K
|
|
Nov 07, 2022
Q3 2022
|
Samson Rock Capital LLP
|
BUY
|
- |
3.55KNew |
$88.3K - $393K
|
3.55K
$415K
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.45KNew |
$86K - $383K
|
3.45K
$405K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.56KNew |
$63.6K - $283K
|
2.56K
$299K
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
2.38K+ 183.23% |
$59.3K - $264K
|
3.68K
$431K
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.35KNew |
$58.5K - $261K
|
2.35K
$275K
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
2.3KNew |
$57.3K - $255K
|
2.3K
$269K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.02KNew |
$50.3K - $224K
|
2.02K
$237K
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2KNew |
$49.8K - $222K
|
2K
$234K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.98K+ 10.0% |
$49.3K - $219K
|
21.8K
$2.55M
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.27K+ 1.09% |
$31.6K - $141K
|
118K
$13.9M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.27K+ 18.21% |
$31.6K - $141K
|
8.25K
$967K
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1.24K+ 8.93% |
$30.9K - $137K
|
15.1K
$1.77M
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.23KNew |
$30.6K - $136K
|
1.23K
$144K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.12KNew |
$28K - $125K
|
1.12K
$132K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.05K+ 0.09% |
$26.1K - $116K
|
1.14M
$133M
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
781+ 38.72% |
$19.4K - $86.6K
|
2.8K
$328K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
780+ 6.81% |
$19.4K - $86.5K
|
12.2K
$1.43M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
757+ 3.35% |
$18.8K - $83.9K
|
23.3K
$2.74M
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
738New |
$18.4K - $81.8K
|
738
$86.5K
|