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 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
99+ 3.77% |
$11.1K - $12.3K
|
2.73K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
87+ 7.79% |
$9.78K - $10.8K
|
1.2K
$151K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
79New |
$8.88K - $9.8K
|
79
$9.89K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
74New |
$8.32K - $9.18K
|
74
$9.26K
|
|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
BUY
|
- |
71+ 1.87% |
$7.98K - $8.81K
|
3.87K
$485K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
70New |
$7.87K - $8.68K
|
70
$8.76K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
70New |
$7.87K - $8.68K
|
70
$8.76K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
60+ 1.37% |
$6.75K - $7.44K
|
4.44K
$555K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
56+ 254.55% |
$6.3K - $6.95K
|
78
$9.76K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
55+ 31.43% |
$6.19K - $6.82K
|
230
$28.8K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
42+ 26.58% |
$4.72K - $5.21K
|
200
$25K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
42+ 1.67% |
$4.72K - $5.21K
|
2.56K
$320K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
36+ 15.86% |
$4.05K - $4.47K
|
263
$32.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
30+ 0.47% |
$3.37K - $3.72K
|
6.4K
$801K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
27New |
$3.04K - $3.35K
|
27
$3.38K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
21+ 0.21% |
$2.36K - $2.61K
|
10.1K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
CALL |
20+ 21.51% |
$2.25K - $2.48K
|
113
$14.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
16New |
$1.8K - $1.98K
|
16
$2K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
14+ 2.45% |
$1.57K - $1.74K
|
586
$73.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14New |
$1.57K - $1.74K
|
14
$1.75K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
13+ 21.31% |
$1.46K - $1.61K
|
74
$9.26K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
13New |
$1.46K - $1.61K
|
13
$1.63K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12+ 0.43% |
$1.35K - $1.49K
|
2.81K
$352K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
12+ 0.66% |
$1.35K - $1.49K
|
1.84K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
10+ 0.58% |
$1.12K - $1.24K
|
1.75K
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
10New |
$1.12K - $1.24K
|
10
$1.25K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.47% |
$900 - $992
|
1.72K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7+ 0.17% |
$787 - $868
|
4.01K
$502K
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
6+ 0.21% |
$675 - $744
|
2.86K
$358K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6New |
$675 - $744
|
6
$751
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
5+ 0.14% |
$562 - $620
|
3.58K
$448K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 133.33% |
$450 - $496
|
7
$876
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3+ 0.12% |
$337 - $372
|
2.42K
$302K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 30.0% |
$337 - $372
|
13
$1.63K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3+ 1.81% |
$337 - $372
|
169
$21.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 1.64% |
$112 - $124
|
62
$7.76K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
345K+ 140.82% |
$36.5M - $42.1M
|
590K
$73.9M
|
|
|
May 12, 2025
Q1 2025
|
Maple Brown Abbott LTD
|
BUY
|
- |
181K+ 37.84% |
$19.2M - $22.1M
|
660K
$82.6M
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
93.9KNew |
$9.94M - $11.5M
|
93.9K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
62.9KNew |
$6.66M - $7.67M
|
62.9K
$7.87M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
55.7K+ 20.3% |
$5.89M - $6.79M
|
330K
$41.3M
|
|
|
May 15, 2025
Q1 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
52.3KNew |
$5.54M - $6.38M
|
52.3K
$6.55M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
32.7KNew |
$3.46M - $3.98M
|
32.7K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
25KNew |
$2.64M - $3.04M
|
25K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
21.4K+ 44.87% |
$2.27M - $2.61M
|
69.2K
$8.66M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
20.2KNew |
$2.14M - $2.47M
|
20.2K
$2.53M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18.5KNew |
$1.96M - $2.25M
|
18.5K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
16.1K+ 181.06% |
$1.7M - $1.96M
|
25K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13.1KNew |
$1.39M - $1.6M
|
13.1K
$1.64M
|
|