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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
215+ 1.03% |
$26.1K - $27.7K
|
21.1K
$2.65M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
206+ 4.92% |
$25K - $26.6K
|
4.39K
$550K
|
|
|
Jan 16, 2026
Q4 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
200+ 12.26% |
$24.3K - $25.8K
|
1.83K
$229K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
197+ 0.97% |
$23.9K - $25.4K
|
20.4K
$2.56M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
179+ 3.26% |
$21.8K - $23.1K
|
5.68K
$710K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
175+ 2.6% |
$21.3K - $22.6K
|
6.92K
$866K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
150+ 2.2% |
$18.2K - $19.4K
|
6.97K
$872K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
147+ 3.07% |
$17.9K - $19K
|
4.93K
$617K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
140+ 7.62% |
$17K - $18.1K
|
1.98K
$247K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
134+ 7.18% |
$16.3K - $17.3K
|
2K
$250K
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
130+ 2.02% |
$15.8K - $16.8K
|
6.55K
$820K
|
|
|
Jan 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
120+ 1.07% |
$14.6K - $15.5K
|
11.3K
$1.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
120+ 3.32% |
$14.6K - $15.5K
|
3.74K
$468K
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
117+ 1.28% |
$14.2K - $15.1K
|
9.28K
$1.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
116+ 6.9% |
$14.1K - $15K
|
1.8K
$225K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
102+ 3.38% |
$12.4K - $13.2K
|
3.12K
$391K
|
|
|
Jan 15, 2026
Q4 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
101+ 0.41% |
$12.3K - $13K
|
24.9K
$3.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
90+ 4.51% |
$10.9K - $11.6K
|
2.09K
$261K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
88+ 0.84% |
$10.7K - $11.4K
|
10.5K
$1.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
80+ 3.32% |
$9.73K - $10.3K
|
2.49K
$312K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
75+ 2.23% |
$9.12K - $9.68K
|
3.43K
$430K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
66+ 1.64% |
$8.02K - $8.52K
|
4.1K
$513K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
66+ 1.0% |
$8.02K - $8.52K
|
6.68K
$836K
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
66+ 2.34% |
$8.02K - $8.52K
|
2.89K
$362K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
65+ 8.76% |
$7.9K - $8.39K
|
807
$101K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
63+ 1.0% |
$7.66K - $8.13K
|
6.37K
$797K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
60+ 0.5% |
$7.29K - $7.74K
|
12K
$1.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
58+ 0.26% |
$7.05K - $7.48K
|
22.8K
$2.85M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
55+ 1.71% |
$6.69K - $7.1K
|
3.27K
$409K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
54+ 1.03% |
$6.56K - $6.97K
|
5.3K
$664K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.29% |
$5.35K - $5.68K
|
15.3K
$1.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
40+ 1.12% |
$4.86K - $5.16K
|
3.61K
$452K
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
39+ 0.84% |
$4.74K - $5.03K
|
4.68K
$586K
|
|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
38+ 0.78% |
$4.62K - $4.9K
|
4.89K
$612K
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
38+ 0.95% |
$4.62K - $4.9K
|
4.02K
$503K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
34+ 3.64% |
$4.13K - $4.39K
|
969
$121K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
34+ 0.12% |
$4.13K - $4.39K
|
28.6K
$3.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
30+ 9.38% |
$3.65K - $3.87K
|
350
$43.8K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
28+ 0.71% |
$3.4K - $3.61K
|
3.95K
$494K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
26+ 0.15% |
$3.16K - $3.35K
|
17.4K
$2.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
26+ 0.22% |
$3.16K - $3.35K
|
11.9K
$1.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
25+ 1.47% |
$3.04K - $3.23K
|
1.72K
$215K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
25+ 0.41% |
$3.04K - $3.23K
|
6.12K
$766K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
22+ 0.85% |
$2.67K - $2.84K
|
2.62K
$328K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
22+ 0.6% |
$2.67K - $2.84K
|
3.68K
$460K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
22+ 1.26% |
$2.67K - $2.84K
|
1.76K
$221K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
21+ 0.92% |
$2.55K - $2.71K
|
2.3K
$288K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
21+ 0.52% |
$2.55K - $2.71K
|
4.07K
$510K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
20+ 0.71% |
$2.43K - $2.58K
|
2.85K
$357K
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
17+ 0.77% |
$2.07K - $2.19K
|
2.24K
$280K
|
|