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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.13K+ 1.89% |
$247K - $268K
|
114K
$14.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.07KNew |
$241K - $260K
|
2.07K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.04KNew |
$237K - $257K
|
2.04K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.01KNew |
$234K - $253K
|
2.01K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.99K+ 1.89% |
$232K - $251K
|
108K
$13.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
1.99KNew |
$231K - $251K
|
1.99K
$249K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.95K+ 12.08% |
$226K - $245K
|
18.1K
$2.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.91KNew |
$222K - $241K
|
1.91K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.91K+ 6.2% |
$222K - $240K
|
32.6K
$4.09M
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
1.88KNew |
$218K - $236K
|
1.88K
$235K
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
BUY
|
- |
1.87KNew |
$217K - $235K
|
1.87K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.86K+ 1.82% |
$217K - $235K
|
104K
$13M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.85K+ 137.78% |
$215K - $233K
|
3.19K
$399K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.84KNew |
$214K - $231K
|
1.84K
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.83KNew |
$213K - $231K
|
1.83K
$230K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
1.83K+ 0.51% |
$213K - $230K
|
357K
$44.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Revere Asset Management, Inc
Dallas, TX |
BUY
|
- |
1.83KNew |
$213K - $230K
|
1.83K
$229K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.82KNew |
$212K - $230K
|
1.82K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.81KNew |
$211K - $228K
|
1.81K
$227K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.8K+ 5.24% |
$210K - $227K
|
36.2K
$4.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
1.8KNew |
$209K - $227K
|
1.8K
$225K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.8KNew |
$209K - $227K
|
1.8K
$225K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.8KNew |
$209K - $227K
|
1.8K
$225K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.79K+ 2.03% |
$208K - $225K
|
90.1K
$11.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.78K+ 3.9% |
$207K - $224K
|
47.4K
$5.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
1.78K+ 511.82% |
$207K - $224K
|
2.12K
$266K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.78K+ 6.76% |
$207K - $224K
|
28.1K
$3.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.77KNew |
$206K - $223K
|
1.77K
$222K
|
|
|
Nov 13, 2025
Q3 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
1.77KNew |
$206K - $223K
|
1.77K
$221K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.76K+ 13.09% |
$204K - $221K
|
15.2K
$1.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.76KNew |
$204K - $221K
|
1.76K
$220K
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
1.75KNew |
$204K - $221K
|
1.75K
$219K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.74K+ 94.01% |
$203K - $219K
|
3.6K
$450K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.73KNew |
$202K - $218K
|
1.73K
$217K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.73KNew |
$202K - $218K
|
1.73K
$217K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.73K+ 16.84% |
$201K - $218K
|
12K
$1.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.72KNew |
$200K - $217K
|
1.72K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.71KNew |
$199K - $216K
|
1.71K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.71K+ 1.31% |
$199K - $216K
|
132K
$16.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.71KNew |
$199K - $216K
|
1.71K
$214K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.71KNew |
$199K - $215K
|
1.71K
$214K
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.7KNew |
$198K - $214K
|
1.7K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.7K+ 0.2% |
$198K - $214K
|
872K
$109M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$197K - $214K
|
1.7K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$197K - $213K
|
1.69K
$212K
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
$196K - $212K
|
1.69K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.69KNew |
$196K - $212K
|
1.69K
$211K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.68KNew |
$196K - $212K
|
1.68K
$211K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.68KNew |
$195K - $211K
|
1.68K
$210K
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.68KNew |
$195K - $211K
|
1.68K
$210K
|
|