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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
820+ 17.33% |
$92.2K - $102K
|
5.55K
$695K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
710+ 43.91% |
$79.8K - $88.1K
|
2.33K
$291K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
634New |
$71.3K - $78.6K
|
634
$79.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
630+ 13.09% |
$70.8K - $78.2K
|
5.44K
$681K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
630+ 157.89% |
$70.8K - $78.2K
|
1.03K
$129K
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
600+ 1.32% |
$67.5K - $74.4K
|
46.2K
$5.78M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
563+ 8.03% |
$63.3K - $69.8K
|
7.57K
$948K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
551+ 23.88% |
$62K - $68.4K
|
2.86K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
542New |
$61K - $67.2K
|
542
$67.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
539+ 4.25% |
$60.6K - $66.9K
|
13.2K
$1.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
508+ 97.69% |
$57.1K - $63K
|
1.03K
$129K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
508+ 16.18% |
$57.1K - $63K
|
3.65K
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
498New |
$56K - $61.8K
|
498
$62.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
497New |
$55.9K - $61.7K
|
497
$62.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
450+ 7.21% |
$50.6K - $55.8K
|
6.69K
$837K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
445+ 11.88% |
$50K - $55.2K
|
4.19K
$525K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
429+ 0.21% |
$48.2K - $53.2K
|
208K
$26.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
428+ 80.0% |
$48.1K - $53.1K
|
963
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
408+ 24.49% |
$45.9K - $50.6K
|
2.07K
$260K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
392+ 10.7% |
$44.1K - $48.6K
|
4.06K
$508K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
389New |
$43.7K - $48.3K
|
389
$48.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
386+ 15.73% |
$43.4K - $47.9K
|
2.84K
$356K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
365New |
$41K - $45.3K
|
365
$45.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
359+ 16.16% |
$40.4K - $44.5K
|
2.58K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
326+ 15.89% |
$36.7K - $40.4K
|
2.38K
$298K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
315+ 1.02% |
$35.4K - $39.1K
|
31.2K
$3.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
313+ 2608.33% |
$35.2K - $38.8K
|
325
$40.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
291New |
$32.7K - $36.1K
|
291
$36.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
285+ 5.63% |
$32.1K - $35.4K
|
5.35K
$670K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
273+ 5.09% |
$30.7K - $33.9K
|
5.64K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
270+ 6.12% |
$30.4K - $33.5K
|
4.68K
$586K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
268+ 16.13% |
$30.1K - $33.2K
|
1.93K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
262New |
$29.5K - $32.5K
|
262
$32.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
252+ 18.46% |
$28.3K - $31.3K
|
1.62K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
250New |
$28.1K - $31K
|
250
$31.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
245+ 2.14% |
$27.6K - $30.4K
|
11.7K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
200+ 3.55% |
$22.5K - $24.8K
|
5.83K
$730K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
190New |
$21.4K - $23.6K
|
190
$23.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
167New |
$18.8K - $20.7K
|
167
$20.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
166+ 7.81% |
$18.7K - $20.6K
|
2.29K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
165+ 21.26% |
$18.6K - $20.5K
|
941
$118K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
161New |
$18.1K - $20K
|
161
$20.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
153+ 8.49% |
$17.2K - $19K
|
1.96K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
150+ 6.15% |
$16.9K - $18.6K
|
2.59K
$324K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
140+ 2.37% |
$15.7K - $17.4K
|
6.04K
$755K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
129+ 2.2% |
$14.5K - $16K
|
6K
$751K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
121New |
$13.6K - $15K
|
121
$15.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
114+ 5.73% |
$12.8K - $14.1K
|
2.11K
$264K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
100+ 4.48% |
$11.2K - $12.4K
|
2.33K
$292K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
99+ 3.77% |
$11.1K - $12.3K
|
2.73K
$341K
|
|