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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
635New |
$57.6K - $63.1K
|
635
$73.4K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
600+ 3.28% |
$54.4K - $59.6K
|
18.9K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
468New |
$42.4K - $46.5K
|
468
$54.1K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
433New |
$39.3K - $43K
|
433
$50.1K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
375New |
$34K - $37.3K
|
375
$43.4K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
365+ 10.09% |
$33.1K - $36.3K
|
3.98K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
318+ 0.67% |
$28.8K - $31.6K
|
48K
$5.54M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
266+ 4.28% |
$24.1K - $26.4K
|
6.48K
$749K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
236+ 6.22% |
$21.4K - $23.5K
|
4.03K
$466K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
222+ 1.89% |
$20.1K - $22.1K
|
11.9K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
213+ 5.79% |
$19.3K - $21.2K
|
3.89K
$450K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
200+ 8.81% |
$18.1K - $19.9K
|
2.47K
$285K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
175New |
$15.9K - $17.4K
|
175
$20.2K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
136+ 1.4% |
$12.3K - $13.5K
|
9.85K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
133+ 1.76% |
$12.1K - $13.2K
|
7.68K
$887K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
131New |
$11.9K - $13K
|
131
$15.1K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
114New |
$10.3K - $11.3K
|
114
$13.2K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
78New |
$7.07K - $7.75K
|
78
$9.02K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
72+ 42.86% |
$6.53K - $7.16K
|
240
$27.7K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
58+ 1.61% |
$5.26K - $5.76K
|
3.65K
$422K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
50+ 1.73% |
$4.53K - $4.97K
|
2.95K
$340K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
50New |
$4.53K - $4.97K
|
50
$5.78K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 98.04% |
$4.53K - $4.97K
|
101
$11.7K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
25New |
$2.27K - $2.48K
|
25
$2.89K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24New |
$2.18K - $2.39K
|
24
$2.77K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
21+ 0.58% |
$1.9K - $2.09K
|
3.65K
$422K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20New |
$1.81K - $1.99K
|
20
$2.31K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
10+ 4.72% |
$907 - $994
|
222
$25.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
7+ 0.31% |
$635 - $696
|
2.26K
$262K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 1.15% |
$363 - $398
|
353
$40.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
4+ 0.94% |
$363 - $398
|
429
$49.6K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1+ 0.99% |
$90.7 - $99.4
|
102
$11.8K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$90.7 - $99.4
|
4.16K
$481K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 12.5% |
$90.7 - $99.4
|
9
$1.04K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
185KNew |
$15.8M - $18.2M
|
185K
$21.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
60.8KNew |
$5.19M - $5.98M
|
60.8K
$7.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
42.8KNew |
$3.65M - $4.2M
|
42.8K
$4.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
39.6KNew |
$3.38M - $3.89M
|
39.6K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
20KNew |
$1.71M - $1.97M
|
20K
$2.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
19.7KNew |
$1.68M - $1.93M
|
19.7K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
18.3KNew |
$1.57M - $1.8M
|
18.3K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$1.17M - $1.35M
|
13.7K
$1.59M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
11.1K+ 45.52% |
$948K - $1.09M
|
35.5K
$4.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10KNew |
$854K - $983K
|
10K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
7KNew |
$598K - $688K
|
7K
$809K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.43K+ 0.89% |
$464K - $533K
|
615K
$71.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
4.69KNew |
$401K - $461K
|
4.69K
$542K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.18KNew |
$357K - $411K
|
4.18K
$483K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.47KNew |
$297K - $341K
|
3.47K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.36KNew |
$287K - $331K
|
3.36K
$389K
|
|