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, 2025
Q3 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
11+ 0.41% |
$1.28K - $1.39K
|
2.67K
$335K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
11+ 0.24% |
$1.28K - $1.39K
|
4.55K
$570K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11+ 0.13% |
$1.28K - $1.39K
|
8.76K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
10+ 0.26% |
$1.16K - $1.26K
|
3.91K
$490K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
10+ 0.14% |
$1.16K - $1.26K
|
6.92K
$866K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9+ 0.77% |
$1.05K - $1.13K
|
1.18K
$147K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8+ 0.41% |
$930 - $1.01K
|
1.98K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
8+ 0.41% |
$930 - $1.01K
|
1.97K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8+ 0.45% |
$930 - $1.01K
|
1.8K
$225K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
8+ 0.33% |
$930 - $1.01K
|
2.42K
$303K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
8+ 0.38% |
$930 - $1.01K
|
2.14K
$268K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7+ 0.96% |
$814 - $882
|
733
$91.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7+ 0.3% |
$814 - $882
|
2.38K
$298K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.24% |
$814 - $882
|
2.87K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7+ 0.3% |
$814 - $882
|
2.36K
$295K
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.1% |
$814 - $882
|
7.32K
$917K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7+ 0.32% |
$814 - $882
|
2.22K
$278K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7+ 0.03% |
$814 - $882
|
25.5K
$3.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7+ 26.92% |
$814 - $882
|
33
$4.13K
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
6+ 0.31% |
$698 - $756
|
1.93K
$241K
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
6+ 0.17% |
$698 - $756
|
3.58K
$448K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6+ 0.33% |
$698 - $756
|
1.83K
$229K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
6+ 0.11% |
$698 - $756
|
5.32K
$665K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
6+ 0.17% |
$698 - $756
|
3.44K
$431K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
6+ 0.06% |
$698 - $756
|
10.2K
$1.28M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
6+ 0.05% |
$698 - $756
|
11.7K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
5+ 0.09% |
$582 - $630
|
5.45K
$682K
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
5+ 0.08% |
$582 - $630
|
6.14K
$769K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
5+ 0.17% |
$582 - $630
|
3.03K
$380K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5New |
$582 - $630
|
5
$626
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
5New |
$582 - $630
|
5
$626
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5+ 0.4% |
$582 - $630
|
1.27K
$159K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
5+ 5.49% |
$582 - $630
|
96
$12K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4+ 0.82% |
$465 - $504
|
491
$61.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4+ 0.23% |
$465 - $504
|
1.75K
$219K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.04% |
$465 - $504
|
10.4K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
$465 - $504
|
4
$501
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4+ 0.22% |
$465 - $504
|
1.82K
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.04% |
$465 - $504
|
9.52K
$1.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 0.27% |
$465 - $504
|
1.47K
$184K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
4New |
$465 - $504
|
4
$501
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3+ 0.22% |
$349 - $378
|
1.38K
$173K
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.07% |
$349 - $378
|
4.58K
$574K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 0.89% |
$349 - $378
|
339
$42.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
3+ 0.09% |
$349 - $378
|
3.16K
$396K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.44% |
$349 - $378
|
690
$86.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.07% |
$349 - $378
|
4.6K
$576K
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3+ 0.02% |
$349 - $378
|
19.6K
$2.45M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
3+ 0.12% |
$349 - $378
|
2.47K
$309K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.02% |
$349 - $378
|
13.9K
$1.74M
|
|