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 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
835K+ 13817.68% |
$101M - $108M
|
841K
$105M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
56K+ 912.28% |
$6.81M - $7.23M
|
62.2K
$7.78M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
51.5K+ 13.06% |
$6.26M - $6.65M
|
446K
$55.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
BUY
|
- |
51.1K+ 187.79% |
$6.21M - $6.59M
|
78.3K
$9.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
41.3KNew |
$5.02M - $5.33M
|
41.3K
$5.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.1K+ 3.39% |
$2.93M - $3.11M
|
735K
$92M
|
|
|
Jan 21, 2026
Q4 2025
|
Jefferson Bridge Capital, LLC
Nashville, TN |
BUY
|
- |
21.1KNew |
$2.56M - $2.72M
|
21.1K
$2.64M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
16.8KNew |
$2.04M - $2.16M
|
16.8K
$2.1M
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
14.9K+ 182.61% |
$1.82M - $1.93M
|
23.1K
$2.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
14.1K+ 4.09% |
$1.72M - $1.82M
|
360K
$45M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12K+ 2.62% |
$1.46M - $1.55M
|
470K
$58.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.49K+ 37.51% |
$1.15M - $1.22M
|
34.8K
$4.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
9.41K+ 3.2% |
$1.14M - $1.21M
|
303K
$38M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8.76K+ 24.68% |
$1.07M - $1.13M
|
44.3K
$5.54M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.67K+ 3.99% |
$1.05M - $1.12M
|
226K
$28.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
7.89K+ 423.58% |
$959K - $1.02M
|
9.75K
$1.22M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
7.62K+ 98.08% |
$927K - $984K
|
15.4K
$1.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
7.55K+ 3.82% |
$918K - $974K
|
205K
$25.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.52K+ 40.89% |
$914K - $970K
|
25.9K
$3.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.79K+ 42.41% |
$825K - $876K
|
22.8K
$2.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
6.29K+ 23.27% |
$764K - $811K
|
33.3K
$4.17M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6K+ 334.43% |
$730K - $775K
|
7.8K
$976K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.89K+ 26.39% |
$716K - $760K
|
28.2K
$3.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.71K+ 298.74% |
$694K - $737K
|
7.62K
$954K
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.56K+ 57.84% |
$554K - $588K
|
12.4K
$1.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.32K+ 58.47% |
$525K - $557K
|
11.7K
$1.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.16KNew |
$505K - $536K
|
4.16K
$520K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.13K+ 147.55% |
$502K - $533K
|
6.92K
$867K
|
|
|
Jan 20, 2026
Q4 2025
|
Advocate Group LLC
|
BUY
|
- |
4.1K+ 5.78% |
$499K - $530K
|
75.1K
$9.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.1KNew |
$499K - $530K
|
4.1K
$514K
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
4.1KNew |
$498K - $529K
|
4.1K
$513K
|
|
|
Jan 21, 2026
Q4 2025
|
Asio Capital, LLC
|
BUY
|
- |
4.01K+ 15.81% |
$487K - $517K
|
29.4K
$3.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.99KNew |
$485K - $515K
|
3.99K
$499K
|
|
|
Jan 12, 2026
Q4 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
3.88K+ 3.89% |
$472K - $501K
|
104K
$13M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
3.85KNew |
$468K - $497K
|
3.85K
$482K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.64K+ 34.74% |
$443K - $470K
|
14.1K
$1.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.58K+ 7.39% |
$435K - $461K
|
51.9K
$6.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.45K+ 8.14% |
$420K - $446K
|
45.9K
$5.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
3.21KNew |
$390K - $414K
|
3.21K
$402K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.97K+ 2.08% |
$362K - $384K
|
146K
$18.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2.69K+ 63.39% |
$327K - $347K
|
6.94K
$869K
|
|
|
Jan 14, 2026
Q4 2025
|
Sky Investment Group LLC
|
BUY
|
- |
2.67K+ 6.45% |
$325K - $345K
|
44.1K
$5.52M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.65K+ 3.33% |
$322K - $342K
|
82.2K
$10.3M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.41K+ 36.84% |
$293K - $311K
|
8.96K
$1.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2.35K+ 11.93% |
$286K - $303K
|
22.1K
$2.76M
|
|
|
Jan 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.35K+ 1.53% |
$285K - $303K
|
155K
$19.5M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
2.3K+ 125.55% |
$280K - $297K
|
4.13K
$517K
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2.25KNew |
$273K - $290K
|
2.25K
$281K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.2K+ 22.46% |
$268K - $284K
|
12K
$1.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.2K+ 54.07% |
$267K - $284K
|
6.26K
$784K
|
|