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 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
3.15K+ 4.57% |
$313K - $370K
|
72K
$7.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.11K+ 13.24% |
$309K - $366K
|
26.6K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.09K+ 11.73% |
$307K - $364K
|
29.5K
$3.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.09K+ 4.56% |
$307K - $364K
|
70.9K
$7.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.08K+ 85.37% |
$306K - $363K
|
6.69K
$721K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.03K+ 2.23% |
$301K - $356K
|
139K
$14.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.97K+ 1.15% |
$295K - $349K
|
262K
$28.2M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.94K+ 102.55% |
$292K - $345K
|
5.8K
$625K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.92K+ 28.52% |
$290K - $344K
|
13.2K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.91K+ 2.11% |
$289K - $342K
|
140K
$15.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
2.84K+ 10.93% |
$282K - $334K
|
28.8K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
2.83KNew |
$281K - $333K
|
2.83K
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.81KNew |
$279K - $331K
|
2.81K
$303K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.8K+ 7.51% |
$278K - $329K
|
40.1K
$4.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.78K+ 29.08% |
$276K - $327K
|
12.3K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.74K+ 1.77% |
$272K - $323K
|
158K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.74KNew |
$272K - $323K
|
2.74K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.73K+ 1.86% |
$271K - $321K
|
149K
$16.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.73K+ 107.92% |
$271K - $321K
|
5.25K
$566K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.71K+ 86.19% |
$270K - $319K
|
5.86K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.67K+ 143.84% |
$266K - $315K
|
4.53K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.67KNew |
$265K - $314K
|
2.67K
$288K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.64K+ 6.64% |
$263K - $311K
|
42.5K
$4.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.64KNew |
$262K - $311K
|
2.64K
$285K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.62K+ 6.28% |
$260K - $309K
|
44.4K
$4.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.62KNew |
$260K - $308K
|
2.62K
$282K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.61K+ 36.23% |
$260K - $308K
|
9.83K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.58KNew |
$256K - $303K
|
2.58K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.55K+ 1.18% |
$253K - $300K
|
219K
$23.6M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.55KNew |
$253K - $300K
|
2.55K
$275K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.55KNew |
$253K - $300K
|
2.55K
$274K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
2.51KNew |
$249K - $295K
|
2.51K
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.5K+ 2684.95% |
$248K - $294K
|
2.59K
$279K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
2.44K+ 0.63% |
$243K - $288K
|
392K
$42.3M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.4K+ 28.44% |
$238K - $282K
|
10.8K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$238K - $281K
|
2.39K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.39KNew |
$237K - $281K
|
2.39K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.3K+ 89.4% |
$228K - $270K
|
4.86K
$524K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.29K+ 15.19% |
$228K - $270K
|
17.4K
$1.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.26KNew |
$224K - $266K
|
2.26K
$243K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.25KNew |
$223K - $265K
|
2.25K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.25K+ 20.7% |
$223K - $264K
|
13.1K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.21KNew |
$219K - $260K
|
2.21K
$238K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
2.19KNew |
$218K - $258K
|
2.19K
$236K
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
2.19K+ 16.98% |
$217K - $258K
|
15.1K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 26.1% |
$217K - $257K
|
10.6K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.18KNew |
$217K - $257K
|
2.18K
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.17K+ 3.64% |
$216K - $256K
|
62K
$6.68M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.17KNew |
$215K - $255K
|
2.17K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.16KNew |
$214K - $254K
|
2.16K
$233K
|