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, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.93K+ 3.61% |
$391K - $463K
|
113K
$13.2M
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.9K+ 2.98% |
$387K - $459K
|
135K
$15.7M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 12.4% |
$364K - $431K
|
33.2K
$3.87M
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.66KNew |
$363K - $430K
|
3.66K
$427K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.64K+ 12.16% |
$361K - $428K
|
33.5K
$3.91M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.57K+ 14.81% |
$355K - $420K
|
27.7K
$3.23M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.53K+ 50.44% |
$350K - $415K
|
10.5K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.49K+ 55.9% |
$347K - $411K
|
9.74K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
3.48K+ 21.25% |
$345K - $409K
|
19.8K
$2.31M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.43K+ 1.95% |
$340K - $403K
|
179K
$20.9M
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.36KNew |
$334K - $396K
|
3.36K
$393K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.35K+ 17.71% |
$333K - $395K
|
22.3K
$2.6M
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
3.24K+ 6.71% |
$321K - $381K
|
51.4K
$6M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.2K+ 6.63% |
$318K - $377K
|
51.5K
$6.01M
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
3.15K+ 4.57% |
$313K - $370K
|
72K
$8.4M
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.09K+ 11.73% |
$307K - $364K
|
29.5K
$3.44M
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.09K+ 4.56% |
$307K - $364K
|
70.9K
$8.27M
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
2.83KNew |
$281K - $333K
|
2.83K
$330K
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.81KNew |
$279K - $331K
|
2.81K
$328K
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.78K+ 29.08% |
$276K - $327K
|
12.3K
$1.44M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.74K+ 1.77% |
$272K - $323K
|
158K
$18.4M
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.73K+ 1.86% |
$271K - $321K
|
149K
$17.4M
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.67K+ 143.84% |
$266K - $315K
|
4.53K
$529K
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.67KNew |
$265K - $314K
|
2.67K
$311K
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.64KNew |
$262K - $311K
|
2.64K
$308K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.55KNew |
$253K - $300K
|
2.55K
$298K
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.55KNew |
$253K - $300K
|
2.55K
$297K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.5K+ 2684.95% |
$248K - $294K
|
2.59K
$302K
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$238K - $281K
|
2.39K
$279K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.39KNew |
$237K - $281K
|
2.39K
$279K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.3K+ 89.4% |
$228K - $270K
|
4.86K
$567K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.25KNew |
$223K - $265K
|
2.25K
$262K
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
2.19KNew |
$218K - $258K
|
2.19K
$256K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.17K+ 3.64% |
$216K - $256K
|
62K
$7.23M
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.15K+ 85.4% |
$213K - $253K
|
4.66K
$544K
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.14K+ 18.1% |
$213K - $252K
|
14K
$1.63M
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.13KNew |
$211K - $250K
|
2.13K
$248K
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.1K+ 64.62% |
$209K - $247K
|
5.35K
$624K
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.09KNew |
$208K - $246K
|
2.09K
$244K
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.08KNew |
$207K - $245K
|
2.08K
$243K
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.08KNew |
$206K - $244K
|
2.08K
$242K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.04KNew |
$203K - $240K
|
2.04K
$238K
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.03KNew |
$201K - $238K
|
2.03K
$236K
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
2KNew |
$199K - $236K
|
2K
$234K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2K+ 23.46% |
$199K - $236K
|
10.5K
$1.23M
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1.99KNew |
$198K - $234K
|
1.99K
$232K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.96KNew |
$195K - $230K
|
1.96K
$228K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.96KNew |
$194K - $230K
|
1.96K
$228K
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1.95KNew |
$193K - $229K
|
1.95K
$227K
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.94KNew |
$193K - $228K
|
1.94K
$226K
|