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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.84K+ 29.88% |
$618K - $712K
|
25.4K
$2.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
5.82K+ 263.02% |
$616K - $710K
|
8.03K
$941K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.78K+ 285.94% |
$612K - $704K
|
7.8K
$913K
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
5.6K+ 164.71% |
$593K - $683K
|
9K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.59K+ 3.35% |
$592K - $682K
|
173K
$20.2M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.55KNew |
$587K - $677K
|
5.55K
$650K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.55KNew |
$587K - $677K
|
5.55K
$650K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.39K+ 5.27% |
$571K - $658K
|
108K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
5.3K+ 8.0% |
$561K - $646K
|
71.6K
$8.39M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
5.3K+ 30.81% |
$561K - $646K
|
22.5K
$2.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5.26K+ 2.8% |
$557K - $642K
|
193K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
5.12KNew |
$542K - $625K
|
5.12K
$600K
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
5.04KNew |
$534K - $615K
|
5.04K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
5K+ 20.24% |
$529K - $610K
|
29.7K
$3.48M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.95K+ 2.16% |
$524K - $604K
|
234K
$27.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.94K+ 0.77% |
$523K - $603K
|
646K
$75.7M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4.88KNew |
$516K - $595K
|
4.88K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.78K+ 14.43% |
$506K - $583K
|
37.9K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.72K+ 14.47% |
$500K - $576K
|
37.3K
$4.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.7K+ 3.16% |
$498K - $574K
|
153K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.66K+ 131.36% |
$493K - $568K
|
8.2K
$961K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.65K+ 68.68% |
$493K - $568K
|
11.4K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.58K+ 7.49% |
$485K - $559K
|
65.8K
$7.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.57K+ 3.91% |
$484K - $558K
|
122K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.49KNew |
$475K - $547K
|
4.49K
$526K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.47K+ 79.79% |
$473K - $545K
|
10.1K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.46K+ 3.09% |
$473K - $544K
|
149K
$17.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.46K+ 160.92% |
$473K - $544K
|
7.24K
$848K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.38KNew |
$463K - $534K
|
4.38K
$513K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.33K+ 31.12% |
$458K - $528K
|
18.2K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.29K+ 2.03% |
$454K - $524K
|
216K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.27K+ 2.79% |
$452K - $521K
|
158K
$18.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.26K+ 9.84% |
$451K - $520K
|
47.6K
$5.57M
|
|
|
May 15, 2025
Q1 2025
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
4.26K+ 7.63% |
$450K - $519K
|
60K
$7.03M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.18KNew |
$442K - $510K
|
4.18K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.15K+ 17.32% |
$439K - $506K
|
28.1K
$3.29M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.09K+ 5.95% |
$433K - $498K
|
72.8K
$8.53M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.06K+ 44.63% |
$430K - $496K
|
13.2K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
4.06K+ 1.82% |
$430K - $496K
|
227K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
4K+ 6.67% |
$423K - $488K
|
64K
$7.5M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.92K+ 12.96% |
$415K - $478K
|
34.2K
$4M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.84KNew |
$407K - $469K
|
3.84K
$450K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.84K+ 8.08% |
$406K - $468K
|
51.4K
$6.02M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.84K+ 15.67% |
$406K - $468K
|
28.3K
$3.32M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.8K+ 19.61% |
$402K - $463K
|
23.2K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.62K+ 3.02% |
$383K - $442K
|
123K
$14.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
3.61K+ 46.18% |
$382K - $440K
|
11.4K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.57K+ 37.2% |
$378K - $435K
|
13.2K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.55KNew |
$376K - $433K
|
3.55K
$416K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
3.52KNew |
$372K - $429K
|
3.52K
$412K
|