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 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
215+ 0.42% |
$21.4K - $25.3K
|
51.2K
$5.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
210+ 8.96% |
$20.9K - $24.7K
|
2.55K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
200New |
$19.9K - $23.5K
|
200
$23.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
195+ 1.61% |
$19.4K - $23K
|
12.3K
$1.42M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
192+ 2.03% |
$19.1K - $22.6K
|
9.64K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
191+ 10.14% |
$19K - $22.5K
|
2.08K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
175+ 6.76% |
$17.4K - $20.6K
|
2.76K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
174+ 116.0% |
$17.3K - $20.5K
|
324
$37.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
174+ 1.76% |
$17.3K - $20.5K
|
10.1K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
172+ 1.97% |
$17.1K - $20.2K
|
8.93K
$1.03M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
169+ 0.63% |
$16.8K - $19.9K
|
27.1K
$3.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
157+ 1.29% |
$15.6K - $18.5K
|
12.4K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
155New |
$15.4K - $18.2K
|
155
$17.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
134+ 0.83% |
$13.3K - $15.8K
|
16.3K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
131+ 6.14% |
$13K - $15.4K
|
2.27K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
130+ 21.74% |
$12.9K - $15.3K
|
728
$84.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
130+ 6.86% |
$12.9K - $15.3K
|
2.03K
$234K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
127+ 2.74% |
$12.6K - $14.9K
|
4.76K
$551K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
124+ 15.2% |
$12.3K - $14.6K
|
940
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
122+ 0.09% |
$12.1K - $14.4K
|
138K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
122+ 1.74% |
$12.1K - $14.4K
|
7.12K
$823K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
108+ 1.77% |
$10.7K - $12.7K
|
6.22K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
108+ 1.86% |
$10.7K - $12.7K
|
5.91K
$684K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
105+ 0.21% |
$10.4K - $12.4K
|
49.5K
$5.72M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
103+ 3.49% |
$10.2K - $12.1K
|
3.06K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
102+ 1.64% |
$10.1K - $12K
|
6.32K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
101+ 1.71% |
$10K - $11.9K
|
5.99K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
100+ 0.03% |
$9.94K - $11.8K
|
357K
$41.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
100+ 13.33% |
$9.94K - $11.8K
|
850
$98.3K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
100+ 1.24% |
$9.94K - $11.8K
|
8.17K
$944K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
97+ 30.99% |
$9.64K - $11.4K
|
410
$47.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
87+ 116.0% |
$8.64K - $10.2K
|
162
$18.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
86+ 3.92% |
$8.54K - $10.1K
|
2.28K
$263K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
86+ 1.79% |
$8.54K - $10.1K
|
4.89K
$565K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
84+ 0.26% |
$8.35K - $9.89K
|
32.1K
$3.71M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
82+ 2.54% |
$8.15K - $9.65K
|
3.31K
$383K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
81+ 109.46% |
$8.05K - $9.53K
|
155
$17.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
80+ 0.59% |
$7.95K - $9.42K
|
13.6K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
78+ 6.74% |
$7.75K - $9.18K
|
1.24K
$143K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
75+ 0.45% |
$7.45K - $8.83K
|
16.6K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
68+ 1.03% |
$6.76K - $8K
|
6.69K
$774K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
67+ 0.2% |
$6.66K - $7.89K
|
34.3K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
66+ 1.56% |
$6.56K - $7.77K
|
4.3K
$497K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
65+ 0.34% |
$6.46K - $7.65K
|
19.4K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
63New |
$6.26K - $7.42K
|
63
$7.28K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
56+ 2.13% |
$5.56K - $6.59K
|
2.69K
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
54+ 0.56% |
$5.36K - $6.36K
|
9.75K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
53+ 0.16% |
$5.27K - $6.24K
|
33.3K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
52+ 1.21% |
$5.17K - $6.12K
|
4.34K
$501K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
50+ 0.4% |
$4.97K - $5.89K
|
12.4K
$1.44M
|