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 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
398New |
$42.1K - $48.1K
|
398
$47.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
395+ 14.18% |
$41.8K - $47.7K
|
3.18K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
393+ 3.4% |
$41.6K - $47.5K
|
12K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
392+ 5.35% |
$41.5K - $47.3K
|
7.71K
$920K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
390+ 1.12% |
$41.2K - $47.1K
|
35.2K
$4.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
386+ 2.73% |
$40.8K - $46.6K
|
14.5K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
381+ 6.27% |
$40.3K - $46K
|
6.45K
$770K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
377+ 1.6% |
$39.9K - $45.5K
|
23.9K
$2.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
375+ 4.05% |
$39.7K - $45.3K
|
9.63K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
375+ 16.79% |
$39.7K - $45.3K
|
2.61K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
374New |
$39.6K - $45.2K
|
374
$44.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
374+ 16.94% |
$39.6K - $45.2K
|
2.58K
$308K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
368+ 50.41% |
$38.9K - $44.4K
|
1.1K
$131K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
367New |
$38.8K - $44.3K
|
367
$43.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
364+ 3.31% |
$38.5K - $44K
|
11.4K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
362+ 4.76% |
$38.3K - $43.7K
|
7.97K
$951K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
359+ 8.0% |
$38K - $43.4K
|
4.85K
$579K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
359+ 14.53% |
$38K - $43.4K
|
2.83K
$338K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
357+ 9.03% |
$37.8K - $43.1K
|
4.31K
$514K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
348+ 1.44% |
$36.8K - $42K
|
24.4K
$2.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
347+ 3.82% |
$36.7K - $41.9K
|
9.42K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
347+ 4.08% |
$36.7K - $41.9K
|
8.84K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
345+ 2.11% |
$36.5K - $41.7K
|
16.7K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
343+ 0.17% |
$36.3K - $41.4K
|
202K
$24.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
339+ 1.05% |
$35.9K - $40.9K
|
32.6K
$3.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
339+ 0.87% |
$35.9K - $40.9K
|
39.3K
$4.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
335+ 7.86% |
$35.4K - $40.5K
|
4.6K
$549K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
334+ 37.11% |
$35.3K - $40.3K
|
1.23K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
333New |
$35.2K - $40.2K
|
333
$39.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
333New |
$35.2K - $40.2K
|
333
$39.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
333+ 1.01% |
$35.2K - $40.2K
|
33.3K
$3.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
332New |
$35.1K - $40.1K
|
332
$39.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
330New |
$34.9K - $39.9K
|
330
$39.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
330New |
$34.9K - $39.9K
|
330
$39.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
324+ 3.14% |
$34.3K - $39.1K
|
10.7K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
320+ 12.86% |
$33.8K - $38.6K
|
2.81K
$335K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
319+ 12.83% |
$33.7K - $38.5K
|
2.81K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
318+ 9.06% |
$33.6K - $38.4K
|
3.83K
$457K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
317+ 2.11% |
$33.5K - $38.3K
|
15.3K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
317+ 4.62% |
$33.5K - $38.3K
|
7.19K
$857K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
314+ 9.14% |
$33.2K - $37.9K
|
3.75K
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
313+ 25.59% |
$33.1K - $37.8K
|
1.54K
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
311+ 1.4% |
$32.9K - $37.6K
|
22.5K
$2.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
304+ 20.99% |
$32.2K - $36.7K
|
1.75K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
304+ 0.76% |
$32.2K - $36.7K
|
40.1K
$4.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
303+ 3.59% |
$32K - $36.6K
|
8.74K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
301+ 2.47% |
$31.8K - $36.3K
|
12.5K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
300+ 3.18% |
$31.7K - $36.2K
|
9.74K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
300+ 15.0% |
$31.7K - $36.2K
|
2.3K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
290New |
$30.7K - $35K
|
290
$34.6K
|