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 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 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 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 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 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 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 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 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 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 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.2K+ 54.07% |
$267K - $284K
|
6.26K
$784K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.19K+ 21870.0% |
$266K - $282K
|
2.2K
$275K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
2.16KNew |
$262K - $278K
|
2.16K
$270K
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.15K+ 81.13% |
$261K - $277K
|
4.79K
$600K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.02K+ 3.25% |
$245K - $260K
|
64.1K
$8.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
2.01KNew |
$245K - $260K
|
2.01K
$252K
|
|
|
Jan 20, 2026
Q4 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.84KNew |
$224K - $237K
|
1.84K
$230K
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.8KNew |
$218K - $232K
|
1.8K
$225K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.78KNew |
$217K - $230K
|
1.78K
$223K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.78KNew |
$216K - $229K
|
1.78K
$222K
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.74K+ 2.32% |
$212K - $225K
|
76.7K
$9.61M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.7K+ 2.81% |
$206K - $219K
|
62.1K
$7.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.61K+ 4.63% |
$196K - $208K
|
36.4K
$4.56M
|
|