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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
716+ 4.87% |
$75.7K - $86.5K
|
15.4K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
704+ 109.83% |
$74.5K - $85K
|
1.35K
$160K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
700+ 11.56% |
$74K - $84.5K
|
6.75K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
700+ 2.63% |
$74K - $84.5K
|
27.3K
$3.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
696+ 7.32% |
$73.6K - $84K
|
10.2K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
693+ 13.2% |
$73.3K - $83.7K
|
5.94K
$709K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
688+ 9.65% |
$72.8K - $83.1K
|
7.82K
$933K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
670+ 18.84% |
$70.9K - $80.9K
|
4.23K
$504K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
668New |
$70.6K - $80.7K
|
668
$79.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
668+ 2.01% |
$70.6K - $80.7K
|
33.9K
$4.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
666+ 12.61% |
$70.4K - $80.4K
|
5.95K
$710K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
663+ 21.53% |
$70.1K - $80.1K
|
3.74K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
654+ 2.51% |
$69.2K - $79K
|
26.7K
$3.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
643+ 4.68% |
$68K - $77.6K
|
14.4K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
640New |
$67.7K - $77.3K
|
640
$76.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
639+ 34.12% |
$67.6K - $77.2K
|
2.51K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
636+ 0.68% |
$67.3K - $76.8K
|
94.7K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
634+ 8.65% |
$67.1K - $76.6K
|
7.96K
$950K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
632+ 3.14% |
$66.8K - $76.3K
|
20.7K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
631+ 7.51% |
$66.7K - $76.2K
|
9.03K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
628+ 1.96% |
$66.4K - $75.8K
|
32.6K
$3.89M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
625New |
$66.1K - $75.5K
|
625
$74.6K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
621+ 24.35% |
$65.7K - $75K
|
3.17K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
618+ 8.0% |
$65.4K - $74.6K
|
8.34K
$995K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
617+ 7.0% |
$65.3K - $74.5K
|
9.43K
$1.12M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
616New |
$65.1K - $74.4K
|
616
$73.5K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
616+ 30.74% |
$65.1K - $74.4K
|
2.62K
$313K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
616+ 5.71% |
$65.1K - $74.4K
|
11.4K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
614+ 7.42% |
$64.9K - $74.1K
|
8.89K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
610+ 3.02% |
$64.5K - $73.7K
|
20.8K
$2.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
607+ 0.53% |
$64.2K - $73.3K
|
116K
$13.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
606+ 2.01% |
$64.1K - $73.2K
|
30.8K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
601+ 6.17% |
$63.6K - $72.6K
|
10.3K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
600+ 31.58% |
$63.5K - $72.5K
|
2.5K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
600+ 3.03% |
$63.5K - $72.5K
|
20.4K
$2.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
599+ 17.14% |
$63.4K - $72.3K
|
4.09K
$488K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
597+ 19.59% |
$63.1K - $72.1K
|
3.65K
$435K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
596+ 10.5% |
$63K - $72K
|
6.27K
$749K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
594+ 0.37% |
$62.8K - $71.7K
|
161K
$19.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
593+ 1.84% |
$62.7K - $71.6K
|
32.8K
$3.91M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
587New |
$62.1K - $70.9K
|
587
$70K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
587+ 22.78% |
$62.1K - $70.9K
|
3.16K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
586New |
$62K - $70.8K
|
586
$69.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
584+ 1.22% |
$61.8K - $70.5K
|
48.4K
$5.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
584+ 10.27% |
$61.8K - $70.5K
|
6.27K
$748K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
582+ 2.46% |
$61.6K - $70.3K
|
24.3K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
579+ 2.61% |
$61.2K - $69.9K
|
22.8K
$2.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
575+ 11.48% |
$60.8K - $69.4K
|
5.58K
$666K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
574+ 1.73% |
$60.7K - $69.3K
|
33.8K
$4.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
570+ 3.61% |
$60.3K - $68.8K
|
16.3K
$1.95M
|