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 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.07K+ 22.83% |
$504K - $597K
|
27.3K
$2.94M
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
5.02K+ 49.34% |
$499K - $591K
|
15.2K
$1.64M
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5KNew |
$496K - $588K
|
5K
$539K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.94K+ 3922.22% |
$491K - $582K
|
5.07K
$546K
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
4.93K+ 11.05% |
$490K - $580K
|
49.5K
$5.34M
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
4.85K+ 9.03% |
$482K - $571K
|
58.5K
$6.31M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.73K+ 19.94% |
$470K - $557K
|
28.4K
$3.06M
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
4.72KNew |
$469K - $555K
|
4.72K
$508K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.7K+ 4.1% |
$467K - $553K
|
119K
$12.9M
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
4.7K+ 52.15% |
$467K - $553K
|
13.7K
$1.48M
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.63K+ 9.53% |
$460K - $545K
|
53.2K
$5.74M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.54K+ 7.58% |
$451K - $534K
|
64.4K
$6.94M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.5K+ 55.98% |
$447K - $530K
|
12.5K
$1.35M
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
4.39KNew |
$436K - $517K
|
4.39K
$473K
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
4.32K+ 1.95% |
$429K - $509K
|
226K
$24.4M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.27K+ 2.18% |
$425K - $503K
|
201K
$21.6M
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.27K+ 8.94% |
$424K - $503K
|
52K
$5.61M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.18K+ 12.36% |
$415K - $492K
|
38K
$4.09M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.12K+ 10.51% |
$410K - $485K
|
43.4K
$4.67M
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
4.1K+ 4.52% |
$407K - $483K
|
94.8K
$10.2M
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.09KNew |
$406K - $481K
|
4.09K
$441K
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.05K+ 95.95% |
$403K - $477K
|
8.28K
$892K
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.04K+ 5.08% |
$401K - $475K
|
83.5K
$9M
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.04KNew |
$401K - $475K
|
4.04K
$435K
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
4.02KNew |
$400K - $474K
|
4.02K
$434K
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.99KNew |
$397K - $470K
|
3.99K
$430K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.97K+ 45.83% |
$395K - $468K
|
12.6K
$1.36M
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
3.96K+ 9.29% |
$393K - $466K
|
46.6K
$5.02M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.94K+ 6.97% |
$392K - $464K
|
60.5K
$6.52M
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.93K+ 3.61% |
$391K - $463K
|
113K
$12.2M
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.9K+ 2.98% |
$387K - $459K
|
135K
$14.5M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 12.4% |
$364K - $431K
|
33.2K
$3.57M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.66K+ 27.39% |
$363K - $430K
|
17K
$1.83M
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.66KNew |
$363K - $430K
|
3.66K
$394K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.64K+ 12.16% |
$361K - $428K
|
33.5K
$3.61M
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
3.63KNew |
$360K - $427K
|
3.63K
$391K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.57K+ 14.81% |
$355K - $420K
|
27.7K
$2.98M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.53K+ 50.44% |
$350K - $415K
|
10.5K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.49KNew |
$347K - $411K
|
3.49K
$377K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.49K+ 55.9% |
$347K - $411K
|
9.74K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
3.48K+ 21.25% |
$345K - $409K
|
19.8K
$2.14M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.43K+ 1.95% |
$340K - $403K
|
179K
$19.3M
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.43KNew |
$340K - $403K
|
3.43K
$369K
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.36KNew |
$334K - $396K
|
3.36K
$363K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.35K+ 17.71% |
$333K - $395K
|
22.3K
$2.4M
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.35K+ 26.93% |
$333K - $394K
|
15.8K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
3.24K+ 6.71% |
$321K - $381K
|
51.4K
$5.54M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.21K+ 10.16% |
$319K - $378K
|
34.8K
$3.75M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.2K+ 6.63% |
$318K - $377K
|
51.5K
$5.55M
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.19K+ 74.85% |
$317K - $376K
|
7.45K
$803K
|