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 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
178+ 4.38% |
$20.7K - $22.4K
|
4.24K
$531K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
174+ 3.31% |
$20.2K - $21.9K
|
5.43K
$679K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
174+ 1.1% |
$20.2K - $21.9K
|
16K
$2M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
173+ 0.7% |
$20.1K - $21.8K
|
24.9K
$3.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
171+ 4.76% |
$19.9K - $21.5K
|
3.76K
$471K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
171New |
$19.9K - $21.5K
|
171
$21.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
170+ 1.6% |
$19.8K - $21.4K
|
10.8K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
166+ 27.76% |
$19.3K - $20.9K
|
764
$95.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
166+ 4.16% |
$19.3K - $20.9K
|
4.16K
$520K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
164New |
$19.1K - $20.7K
|
164
$20.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
164+ 1.2% |
$19.1K - $20.7K
|
13.8K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
161+ 8.35% |
$18.7K - $20.3K
|
2.09K
$262K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
161+ 3.41% |
$18.7K - $20.3K
|
4.88K
$611K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
160+ 1.65% |
$18.6K - $20.1K
|
9.83K
$1.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
159+ 0.27% |
$18.5K - $20K
|
59.7K
$7.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
155+ 2.67% |
$18K - $19.5K
|
5.97K
$747K
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
153+ 0.13% |
$17.8K - $19.3K
|
115K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
153+ 0.65% |
$17.8K - $19.3K
|
23.8K
$2.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
153+ 2.57% |
$17.8K - $19.3K
|
6.11K
$765K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
153+ 4.08% |
$17.8K - $19.3K
|
3.9K
$488K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
152+ 4.98% |
$17.7K - $19.1K
|
3.2K
$401K
|
|
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
150+ 13.86% |
$17.4K - $18.9K
|
1.23K
$154K
|
|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
150+ 1.46% |
$17.4K - $18.9K
|
10.4K
$1.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
150+ 7.66% |
$17.4K - $18.9K
|
2.11K
$264K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
148+ 7.91% |
$17.2K - $18.6K
|
2.02K
$253K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
146+ 3.03% |
$17K - $18.4K
|
4.96K
$621K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
145+ 1.45% |
$16.9K - $18.3K
|
10.2K
$1.27M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
144+ 3.07% |
$16.7K - $18.1K
|
4.84K
$606K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
144+ 0.96% |
$16.7K - $18.1K
|
15.2K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
143+ 1.7% |
$16.6K - $18K
|
8.54K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
141+ 4.89% |
$16.4K - $17.8K
|
3.02K
$378K
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
138+ 4.77% |
$16.1K - $17.4K
|
3.03K
$379K
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
137New |
$15.9K - $17.3K
|
137
$17.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
137New |
$15.9K - $17.3K
|
137
$17.1K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
136+ 4.11% |
$15.8K - $17.1K
|
3.44K
$431K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
135+ 0.6% |
$15.7K - $17K
|
22.8K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
133+ 12.25% |
$15.5K - $16.7K
|
1.22K
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
131+ 5.62% |
$15.2K - $16.5K
|
2.46K
$308K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
131+ 5.72% |
$15.2K - $16.5K
|
2.42K
$303K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
130+ 2.05% |
$15.1K - $16.4K
|
6.47K
$810K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
129+ 4.06% |
$15K - $16.2K
|
3.31K
$414K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
128+ 6.95% |
$14.9K - $16.1K
|
1.97K
$247K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
123+ 2.69% |
$14.3K - $15.5K
|
4.69K
$587K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
120+ 2.27% |
$14K - $15.1K
|
5.41K
$677K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
120+ 0.37% |
$14K - $15.1K
|
32.3K
$4.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
119+ 1.95% |
$13.8K - $15K
|
6.22K
$778K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
119New |
$13.8K - $15K
|
119
$14.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
118+ 2.15% |
$13.7K - $14.9K
|
5.6K
$701K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
118New |
$13.7K - $14.9K
|
118
$14.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
117New |
$13.6K - $14.7K
|
117
$14.6K
|
|