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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.15K+ 85.4% |
$213K - $253K
|
4.66K
$502K
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.14K+ 18.1% |
$213K - $252K
|
14K
$1.51M
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.13KNew |
$211K - $250K
|
2.13K
$229K
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.12KNew |
$211K - $250K
|
2.12K
$229K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.12K+ 25.11% |
$210K - $249K
|
10.5K
$1.14M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.1K+ 64.62% |
$209K - $247K
|
5.35K
$577K
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.1K+ 0.52% |
$208K - $247K
|
408K
$44M
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.09KNew |
$208K - $246K
|
2.09K
$225K
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.09K+ 4.92% |
$208K - $246K
|
44.5K
$4.8M
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.09KNew |
$207K - $246K
|
2.09K
$225K
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.08KNew |
$207K - $245K
|
2.08K
$225K
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.08KNew |
$207K - $245K
|
2.08K
$224K
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.08KNew |
$206K - $244K
|
2.08K
$224K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.06KNew |
$204K - $242K
|
2.06K
$222K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.04KNew |
$203K - $240K
|
2.04K
$220K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.03K+ 35.49% |
$202K - $239K
|
7.75K
$836K
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.03KNew |
$201K - $238K
|
2.03K
$218K
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.02KNew |
$200K - $238K
|
2.02K
$218K
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.02KNew |
$200K - $237K
|
2.02K
$217K
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.01KNew |
$199K - $236K
|
2.01K
$216K
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.01K+ 9.94% |
$199K - $236K
|
22.2K
$2.39M
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
2KNew |
$199K - $236K
|
2K
$216K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2K+ 23.46% |
$199K - $236K
|
10.5K
$1.14M
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2KNew |
$199K - $235K
|
2K
$216K
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1.99KNew |
$198K - $234K
|
1.99K
$215K
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
1.99KNew |
$198K - $234K
|
1.99K
$214K
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.98KNew |
$197K - $233K
|
1.98K
$214K
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.96KNew |
$195K - $230K
|
1.96K
$211K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.96KNew |
$195K - $230K
|
1.96K
$211K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.96KNew |
$194K - $230K
|
1.96K
$211K
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.96KNew |
$194K - $230K
|
1.96K
$211K
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1.95KNew |
$193K - $229K
|
1.95K
$210K
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.94KNew |
$193K - $228K
|
1.94K
$209K
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.94KNew |
$193K - $228K
|
1.94K
$209K
|
|
Nov 06, 2024
Q3 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
1.94KNew |
$192K - $228K
|
1.94K
$209K
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.93KNew |
$192K - $228K
|
1.93K
$208K
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
1.92KNew |
$191K - $226K
|
1.92K
$207K
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
1.92KNew |
$191K - $226K
|
1.92K
$207K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.92KNew |
$190K - $226K
|
1.92K
$207K
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
1.92KNew |
$190K - $225K
|
1.92K
$206K
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.92K+ 24.59% |
$190K - $225K
|
9.7K
$1.05M
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.91K+ 0.78% |
$190K - $225K
|
248K
$26.8M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.91K+ 8.29% |
$190K - $225K
|
24.9K
$2.69M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.91KNew |
$190K - $225K
|
1.91K
$206K
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.91KNew |
$190K - $225K
|
1.91K
$206K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.91KNew |
$189K - $224K
|
1.91K
$206K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.9K+ 11.1% |
$189K - $224K
|
19.1K
$2.05M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.9K+ 68.07% |
$189K - $224K
|
4.7K
$507K
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.89KNew |
$188K - $222K
|
1.89K
$204K
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.89KNew |
$187K - $222K
|
1.89K
$203K
|