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
|
Kingfisher Capital LLC
|
BUY
|
- |
50+ 0.99% |
$4.97K - $5.89K
|
5.08K
$588K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50New |
$4.97K - $5.89K
|
50
$5.78K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
50New |
$4.97K - $5.89K
|
50
$5.78K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
37+ 1.34% |
$3.68K - $4.36K
|
2.79K
$322K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
36+ 0.96% |
$3.58K - $4.24K
|
3.79K
$438K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
34+ 0.88% |
$3.38K - $4K
|
3.89K
$449K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
31+ 0.89% |
$3.08K - $3.65K
|
3.52K
$407K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
28+ 0.7% |
$2.78K - $3.3K
|
4.03K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28+ 8.38% |
$2.78K - $3.3K
|
362
$41.8K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
28+ 3.95% |
$2.78K - $3.3K
|
736
$85.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
27+ 0.86% |
$2.68K - $3.18K
|
3.18K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
25+ 125.0% |
$2.48K - $2.94K
|
45
$5.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
25+ 1.28% |
$2.48K - $2.94K
|
1.98K
$229K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
24+ 1.25% |
$2.38K - $2.83K
|
1.95K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
24+ 0.37% |
$2.38K - $2.83K
|
6.48K
$749K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
23+ 0.8% |
$2.29K - $2.71K
|
2.92K
$337K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
22+ 0.08% |
$2.19K - $2.59K
|
26K
$3.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
22New |
$2.19K - $2.59K
|
22
$2.54K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
22+ 0.71% |
$2.19K - $2.59K
|
3.14K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
21+ 0.02% |
$2.09K - $2.47K
|
106K
$12.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21+ 0.37% |
$2.09K - $2.47K
|
5.71K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
20+ 0.17% |
$1.99K - $2.35K
|
11.6K
$1.34M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
19+ 0.74% |
$1.89K - $2.24K
|
2.58K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
16+ 0.39% |
$1.59K - $1.88K
|
4.11K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
16+ 0.76% |
$1.59K - $1.88K
|
2.13K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
13+ 0.47% |
$1.29K - $1.53K
|
2.79K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 0.58% |
$1.29K - $1.53K
|
2.27K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
12+ 0.1% |
$1.19K - $1.41K
|
12.6K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
12+ 0.51% |
$1.19K - $1.41K
|
2.36K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
12+ 1.97% |
$1.19K - $1.41K
|
622
$71.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
12+ 12.0% |
$1.19K - $1.41K
|
112
$12.9K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
11+ 0.24% |
$1.09K - $1.29K
|
4.6K
$532K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
11+ 6.71% |
$1.09K - $1.29K
|
175
$20.2K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.36% |
$994 - $1.18K
|
2.75K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8+ 0.26% |
$795 - $942
|
3.08K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
8+ 0.21% |
$795 - $942
|
3.76K
$435K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.16% |
$795 - $942
|
5.06K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
7+ 0.19% |
$695 - $824
|
3.6K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
6+ 0.11% |
$596 - $706
|
5.63K
$651K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6+ 0.08% |
$596 - $706
|
7.4K
$855K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6+ 0.12% |
$596 - $706
|
4.82K
$557K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 0.89% |
$298 - $353
|
341
$39.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
3+ 0.1% |
$298 - $353
|
3.07K
$355K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.11% |
$298 - $353
|
2.67K
$309K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.15% |
$298 - $353
|
2.03K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.98% |
$199 - $235
|
207
$23.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 0.03% |
$199 - $235
|
7.09K
$819K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$199 - $235
|
3.66K
$423K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
2+ 0.99% |
$199 - $235
|
204
$23.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1+ 0.02% |
$99.4 - $118
|
4.84K
$560K
|