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, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.1K+ 38.0% |
$360K - $390K
|
11.2K
$1.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.99K+ 14.78% |
$347K - $376K
|
23.2K
$2.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.96K+ 6.95% |
$344K - $372K
|
45.5K
$5.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.96K+ 86.91% |
$344K - $372K
|
6.36K
$796K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.94K+ 20.96% |
$342K - $370K
|
17K
$2.12M
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
2.89K+ 11.55% |
$336K - $364K
|
27.9K
$3.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.88K+ 20.02% |
$335K - $362K
|
17.2K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.85K+ 3.05% |
$332K - $359K
|
96.3K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.84K+ 2.7% |
$330K - $358K
|
108K
$13.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.82KNew |
$328K - $355K
|
2.82K
$353K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.82K+ 5.57% |
$328K - $355K
|
53.4K
$6.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.82K+ 2.94% |
$327K - $354K
|
98.6K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.8K+ 141.3% |
$326K - $353K
|
4.79K
$599K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.78K+ 0.67% |
$323K - $350K
|
420K
$52.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.78K+ 11.84% |
$323K - $350K
|
26.2K
$3.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
2.76KNew |
$321K - $348K
|
2.76K
$346K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.7K+ 8.22% |
$314K - $340K
|
35.6K
$4.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
2.65KNew |
$308K - $334K
|
2.65K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.65K+ 10.24% |
$308K - $333K
|
28.5K
$3.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.64KNew |
$307K - $332K
|
2.64K
$330K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
2.63KNew |
$306K - $331K
|
2.63K
$329K
|
|
|
Nov 13, 2025
Q3 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2.63K+ 18.68% |
$305K - $331K
|
16.7K
$2.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.62K+ 40.93% |
$305K - $330K
|
9.03K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
2.62KNew |
$304K - $330K
|
2.62K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
2.58KNew |
$300K - $325K
|
2.58K
$323K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.57K+ 122.16% |
$299K - $324K
|
4.68K
$586K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.57K+ 126.67% |
$298K - $323K
|
4.59K
$575K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.54K+ 12.26% |
$295K - $319K
|
23.2K
$2.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.53K+ 93.63% |
$294K - $318K
|
5.23K
$655K
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
2.52KNew |
$293K - $317K
|
2.52K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.5K+ 68.55% |
$291K - $315K
|
6.14K
$769K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.44K+ 7.8% |
$284K - $307K
|
33.7K
$4.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.43K+ 6.46% |
$283K - $307K
|
40.1K
$5.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.37K+ 15.75% |
$276K - $299K
|
17.4K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.37K+ 71.7% |
$276K - $299K
|
5.68K
$711K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.36K+ 7.71% |
$275K - $298K
|
33K
$4.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.36K+ 9.1% |
$274K - $297K
|
28.3K
$3.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.35KNew |
$274K - $296K
|
2.35K
$295K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.35KNew |
$274K - $296K
|
2.35K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.33KNew |
$271K - $294K
|
2.33K
$292K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.27KNew |
$264K - $286K
|
2.27K
$284K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.25K+ 42.53% |
$262K - $284K
|
7.55K
$946K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.24K+ 8.14% |
$261K - $282K
|
29.8K
$3.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.24K+ 11.25% |
$261K - $282K
|
22.1K
$2.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.22KNew |
$258K - $279K
|
2.22K
$278K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.21K+ 0.72% |
$258K - $279K
|
308K
$38.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.2K+ 48.53% |
$256K - $277K
|
6.74K
$844K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.2K+ 12.07% |
$255K - $276K
|
20.4K
$2.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.17K+ 29.64% |
$252K - $273K
|
9.47K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.16K+ 5.8% |
$251K - $272K
|
39.3K
$4.92M
|
|