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 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
149New |
$15.8K - $18K
|
149
$17.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
146+ 4.31% |
$15.4K - $17.6K
|
3.53K
$422K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
144+ 0.42% |
$15.2K - $17.4K
|
34.3K
$4.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
144+ 1.46% |
$15.2K - $17.4K
|
10K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
140+ 1.12% |
$14.8K - $16.9K
|
12.7K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
138+ 3.37% |
$14.6K - $16.7K
|
4.23K
$504K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
138+ 0.66% |
$14.6K - $16.7K
|
21K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
138+ 7.35% |
$14.6K - $16.7K
|
2.02K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
138+ 2.79% |
$14.6K - $16.7K
|
5.08K
$606K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
136+ 2.89% |
$14.4K - $16.4K
|
4.85K
$578K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
136+ 2.33% |
$14.4K - $16.4K
|
5.98K
$713K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
135+ 2.89% |
$14.3K - $16.3K
|
4.81K
$574K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
135+ 3.07% |
$14.3K - $16.3K
|
4.53K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
134New |
$14.2K - $16.2K
|
134
$16K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
134+ 0.87% |
$14.2K - $16.2K
|
15.6K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
133New |
$14.1K - $16.1K
|
133
$15.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
133+ 1.69% |
$14.1K - $16.1K
|
8K
$954K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
133+ 2.65% |
$14.1K - $16.1K
|
5.15K
$615K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
132+ 4.84% |
$14K - $15.9K
|
2.86K
$341K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
132+ 1.66% |
$14K - $15.9K
|
8.07K
$963K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
130+ 3.12% |
$13.7K - $15.7K
|
4.29K
$512K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
129+ 0.84% |
$13.6K - $15.6K
|
15.5K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
129+ 2.82% |
$13.6K - $15.6K
|
4.71K
$562K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
128+ 0.79% |
$13.5K - $15.5K
|
16.3K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
127+ 4.09% |
$13.4K - $15.3K
|
3.23K
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
127+ 3.91% |
$13.4K - $15.3K
|
3.38K
$403K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
126+ 4.13% |
$13.3K - $15.2K
|
3.18K
$379K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
125+ 0.77% |
$13.2K - $15.1K
|
16.3K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
124+ 2.8% |
$13.1K - $15K
|
4.55K
$543K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
124+ 3.47% |
$13.1K - $15K
|
3.69K
$441K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
122New |
$12.9K - $14.7K
|
122
$14.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
122+ 0.05% |
$12.9K - $14.7K
|
224K
$26.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
119+ 5.06% |
$12.6K - $14.4K
|
2.47K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
118+ 6.36% |
$12.5K - $14.2K
|
1.97K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
118+ 6.49% |
$12.5K - $14.2K
|
1.94K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
115+ 1.42% |
$12.2K - $13.9K
|
8.2K
$978K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
111+ 0.91% |
$11.7K - $13.4K
|
12.3K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
111+ 3.23% |
$11.7K - $13.4K
|
3.55K
$423K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
111+ 6.08% |
$11.7K - $13.4K
|
1.94K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
110+ 3.56% |
$11.6K - $13.3K
|
3.2K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
110+ 4.55% |
$11.6K - $13.3K
|
2.53K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
110+ 1.26% |
$11.6K - $13.3K
|
8.85K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
109+ 2.41% |
$11.5K - $13.2K
|
4.64K
$554K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
108+ 4.21% |
$11.4K - $13K
|
2.68K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
106+ 7.81% |
$11.2K - $12.8K
|
1.46K
$175K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
106+ 1.8% |
$11.2K - $12.8K
|
6.01K
$717K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
106+ 2.14% |
$11.2K - $12.8K
|
5.06K
$604K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
105+ 1.48% |
$11.1K - $12.7K
|
7.22K
$861K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
104New |
$11K - $12.6K
|
104
$12.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
102+ 4.11% |
$10.8K - $12.3K
|
2.58K
$308K
|