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 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
67+ 2.85% |
$7.79K - $8.44K
|
2.42K
$303K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
66New |
$7.68K - $8.31K
|
66
$8.26K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
66+ 0.84% |
$7.68K - $8.31K
|
7.95K
$996K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
65New |
$7.56K - $8.19K
|
65
$8.14K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
65New |
$7.56K - $8.19K
|
65
$8.14K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
63New |
$7.33K - $7.93K
|
63
$7.89K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
63+ 0.28% |
$7.33K - $7.93K
|
22.7K
$2.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
63+ 1.47% |
$7.33K - $7.93K
|
4.34K
$543K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
62+ 2.68% |
$7.21K - $7.81K
|
2.38K
$298K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
62+ 2.56% |
$7.21K - $7.81K
|
2.48K
$311K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
61+ 1.14% |
$7.09K - $7.68K
|
5.43K
$680K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
61+ 0.71% |
$7.09K - $7.68K
|
8.6K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
61+ 1.06% |
$7.09K - $7.68K
|
5.81K
$728K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
60+ 0.47% |
$6.98K - $7.56K
|
12.9K
$1.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
57+ 1.39% |
$6.63K - $7.18K
|
4.17K
$522K
|
|
|
Nov 14, 2025
Q3 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
56+ 0.52% |
$6.51K - $7.05K
|
10.8K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
56+ 2.88% |
$6.51K - $7.05K
|
2K
$250K
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
BUY
|
- |
54+ 2.85% |
$6.28K - $6.8K
|
1.95K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
54+ 0.43% |
$6.28K - $6.8K
|
12.6K
$1.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
54+ 3.09% |
$6.28K - $6.8K
|
1.8K
$226K
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
52+ 1.8% |
$6.05K - $6.55K
|
2.94K
$368K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
52+ 0.43% |
$6.05K - $6.55K
|
12.2K
$1.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
52+ 0.55% |
$6.05K - $6.55K
|
9.45K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
51+ 0.98% |
$5.93K - $6.42K
|
5.27K
$660K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
50+ 1.85% |
$5.82K - $6.3K
|
2.75K
$344K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
50New |
$5.82K - $6.3K
|
50
$6.26K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
50+ 1.53% |
$5.82K - $6.3K
|
3.32K
$415K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
50+ 0.17% |
$5.82K - $6.3K
|
28.7K
$3.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
47+ 12.21% |
$5.47K - $5.92K
|
432
$54.1K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
46+ 1.07% |
$5.35K - $5.79K
|
4.34K
$543K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
46+ 0.95% |
$5.35K - $5.79K
|
4.87K
$609K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
45+ 13.89% |
$5.23K - $5.67K
|
369
$46.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
45+ 1.45% |
$5.23K - $5.67K
|
3.16K
$395K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
44New |
$5.12K - $5.54K
|
44
$5.51K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
43+ 0.32% |
$5K - $5.41K
|
13.3K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
42New |
$4.89K - $5.29K
|
42
$5.26K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
40+ 0.63% |
$4.65K - $5.04K
|
6.43K
$805K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
40+ 1.31% |
$4.65K - $5.04K
|
3.1K
$388K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
40+ 0.11% |
$4.65K - $5.04K
|
34.9K
$4.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
40+ 1.47% |
$4.65K - $5.04K
|
2.76K
$346K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
39+ 1.63% |
$4.54K - $4.91K
|
2.44K
$305K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
39+ 0.43% |
$4.54K - $4.91K
|
9.17K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
37+ 1.12% |
$4.3K - $4.66K
|
3.34K
$418K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
36+ 0.04% |
$4.19K - $4.53K
|
82.3K
$10.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
36+ 0.31% |
$4.19K - $4.53K
|
11.5K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
35+ 1.37% |
$4.07K - $4.41K
|
2.59K
$324K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
35+ 63.64% |
$4.07K - $4.41K
|
90
$11.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
35+ 0.57% |
$4.07K - $4.41K
|
6.13K
$767K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
35+ 0.55% |
$4.07K - $4.41K
|
6.45K
$808K
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
34+ 0.94% |
$3.95K - $4.28K
|
3.65K
$457K
|
|