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 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3+ 0.16% |
$349 - $378
|
1.84K
$230K
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3+ 0.13% |
$349 - $378
|
2.36K
$295K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3+ 0.82% |
$349 - $378
|
370
$46.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3+ 0.13% |
$349 - $378
|
2.34K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$233 - $252
|
17.1K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
CALL |
2New |
$233 - $252
|
2
$250
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2+ 0.01% |
$233 - $252
|
31.5K
$3.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2+ 0.05% |
$233 - $252
|
3.72K
$466K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2+ 0.36% |
$233 - $252
|
559
$70K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$233 - $252
|
2.45K
$306K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.58% |
$233 - $252
|
347
$43.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 6.45% |
$233 - $252
|
33
$4.13K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
2+ 0.04% |
$233 - $252
|
4.48K
$561K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2+ 1.25% |
$233 - $252
|
162
$20.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$233 - $252
|
1.72K
$215K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.38% |
$116 - $126
|
261
$32.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.24K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.11% |
$116 - $126
|
916
$115K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1+ 0.0% |
$116 - $126
|
161K
$20.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1+ 0.01% |
$116 - $126
|
7.9K
$989K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.06% |
$116 - $126
|
1.74K
$218K
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.42% |
$116 - $126
|
238
$29.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$116 - $126
|
3.49K
$437K
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1+ 0.02% |
$116 - $126
|
4.87K
$609K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.45% |
$116 - $126
|
221
$27.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$116 - $126
|
51.7K
$6.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
1+ 0.0% |
$116 - $126
|
31.4K
$3.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1+ 0.03% |
$116 - $126
|
3.24K
$405K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.42K
$303K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 0.83% |
$116 - $126
|
122
$15.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 11.11% |
$116 - $126
|
10
$1.25K
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.05% |
$116 - $126
|
1.83K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.58K
$323K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.08% |
$116 - $126
|
1.21K
$151K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.42K
$303K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$116 - $126
|
1.79K
$224K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1+ 0.01% |
$116 - $126
|
19.4K
$2.43M
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
512K+ 1112.31% |
$57.5M - $63.5M
|
558K
$69.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Linden Advisors LP
New York, NY |
BUY
|
- |
161KNew |
$18.1M - $20M
|
161K
$20.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
150KNew |
$16.9M - $18.6M
|
150K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
144KNew |
$16.2M - $17.9M
|
144K
$18M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
CALL |
111KNew |
$12.5M - $13.8M
|
111K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Soroban Capital Partners LP
New York, NY |
BUY
|
- |
84.8K+ 17.46% |
$9.53M - $10.5M
|
570K
$71.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
51.6KNew |
$5.8M - $6.4M
|
51.6K
$6.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
44.2KNew |
$4.97M - $5.48M
|
44.2K
$5.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
36.2KNew |
$4.08M - $4.5M
|
36.2K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
35.5K+ 523.37% |
$3.99M - $4.4M
|
42.2K
$5.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
21.9KNew |
$2.46M - $2.72M
|
21.9K
$2.74M
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
19.4KNew |
$2.18M - $2.41M
|
19.4K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
11.3KNew |
$1.27M - $1.4M
|
11.3K
$1.41M
|
|