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 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
223New |
$23.6K - $27.2K
|
223
$27.9K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
207New |
$21.9K - $25.2K
|
207
$25.9K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
198+ 360.0% |
$21K - $24.2K
|
253
$31.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
187+ 3.27% |
$19.8K - $22.8K
|
5.91K
$740K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
183New |
$19.4K - $22.3K
|
183
$22.9K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
175New |
$18.5K - $21.3K
|
175
$21.9K
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
173+ 8.95% |
$18.3K - $21.1K
|
2.11K
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
168New |
$17.8K - $20.5K
|
168
$21K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
134New |
$14.2K - $16.3K
|
134
$16.8K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
100+ 20.53% |
$10.6K - $12.2K
|
587
$73.5K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$10.6K - $12.2K
|
100
$12.5K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100New |
$10.6K - $12.2K
|
100
$12.5K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
100New |
$10.6K - $12.2K
|
100
$12.5K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
98+ 9.44% |
$10.4K - $12K
|
1.14K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
63+ 217.24% |
$6.67K - $7.68K
|
92
$11.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 6.97% |
$5.29K - $6.1K
|
767
$96K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
50+ 0.66% |
$5.29K - $6.1K
|
7.6K
$951K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
49New |
$5.19K - $5.98K
|
49
$6.13K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
40+ 1.25% |
$4.23K - $4.88K
|
3.24K
$406K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
39+ 0.67% |
$4.13K - $4.76K
|
5.87K
$734K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
37New |
$3.92K - $4.51K
|
37
$4.63K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
32New |
$3.39K - $3.9K
|
32
$4.01K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31+ 1.37% |
$3.28K - $3.78K
|
2.3K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
28+ 1.47% |
$2.96K - $3.42K
|
1.93K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
27+ 61.36% |
$2.86K - $3.29K
|
71
$8.89K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
23New |
$2.44K - $2.81K
|
23
$2.88K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
21+ 4.2% |
$2.22K - $2.56K
|
521
$65.2K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
20+ 4.29% |
$2.12K - $2.44K
|
486
$60.8K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
20+ 0.65% |
$2.12K - $2.44K
|
3.09K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
18+ 0.92% |
$1.91K - $2.2K
|
1.98K
$248K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
17+ 3.91% |
$1.8K - $2.07K
|
452
$56.6K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
16New |
$1.69K - $1.95K
|
16
$2K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
16+ 0.81% |
$1.69K - $1.95K
|
1.98K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
16+ 0.78% |
$1.69K - $1.95K
|
2.08K
$260K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
15New |
$1.59K - $1.83K
|
15
$1.88K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 3.62% |
$1.06K - $1.22K
|
286
$35.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 3.37% |
$1.06K - $1.22K
|
307
$38.4K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7New |
$741 - $854
|
7
$876
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.93% |
$318 - $366
|
324
$40.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3+ 0.08% |
$318 - $366
|
3.54K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2+ 0.09% |
$212 - $244
|
2.29K
$286K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
1New |
$106 - $122
|
1
$125
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$106 - $122
|
1
$125
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1New |
$106 - $122
|
1
$125
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.52MNew |
$161M - $184M
|
1.52M
$190M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
625K+ 14.83% |
$66.1M - $75.5M
|
4.84M
$606M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
600KNew |
$63.5M - $72.5M
|
600K
$75.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
354K+ 1109.61% |
$37.5M - $42.8M
|
386K
$48.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
179K+ 732.33% |
$19M - $21.7M
|
204K
$25.5M
|
|