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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
441+ 22.9% |
$46.6K - $53.3K
|
2.37K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
429+ 10.76% |
$45.4K - $51.8K
|
4.42K
$553K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
388New |
$41K - $46.9K
|
388
$48.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
333+ 1.01% |
$35.2K - $40.2K
|
33.3K
$4.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
332New |
$35.1K - $40.1K
|
332
$41.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
330New |
$34.9K - $39.9K
|
330
$41.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
318+ 9.06% |
$33.6K - $38.4K
|
3.83K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
304+ 20.99% |
$32.2K - $36.7K
|
1.75K
$219K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
250New |
$26.4K - $30.2K
|
250
$31.3K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
244New |
$25.8K - $29.5K
|
244
$30.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
242+ 366.67% |
$25.6K - $29.2K
|
308
$38.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
206New |
$21.8K - $24.9K
|
206
$25.8K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
205New |
$21.7K - $24.8K
|
205
$25.7K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
200New |
$21.2K - $24.2K
|
200
$25K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
200New |
$21.2K - $24.2K
|
200
$25K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
194New |
$20.5K - $23.4K
|
194
$24.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
187New |
$19.8K - $22.6K
|
187
$23.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
182+ 0.63% |
$19.2K - $22K
|
28.9K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
134New |
$14.2K - $16.2K
|
134
$16.8K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
122New |
$12.9K - $14.7K
|
122
$15.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
122+ 0.05% |
$12.9K - $14.7K
|
224K
$28.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
111+ 3.23% |
$11.7K - $13.4K
|
3.55K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
104New |
$11K - $12.6K
|
104
$13K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
100New |
$10.6K - $12.1K
|
100
$12.5K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
100New |
$10.6K - $12.1K
|
100
$12.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
100+ 0.98% |
$10.6K - $12.1K
|
10.3K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
88New |
$9.31K - $10.6K
|
88
$11K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
81New |
$8.57K - $9.78K
|
81
$10.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
79+ 1.38% |
$8.36K - $9.54K
|
5.82K
$728K
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
69New |
$7.3K - $8.33K
|
69
$8.64K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
67New |
$7.09K - $8.09K
|
67
$8.39K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
66+ 3.5% |
$6.98K - $7.97K
|
1.95K
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
62+ 3.09% |
$6.56K - $7.49K
|
2.07K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
57+ 3.46% |
$6.03K - $6.88K
|
1.71K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
51+ 0.79% |
$5.39K - $6.16K
|
6.48K
$811K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
51+ 1.46% |
$5.39K - $6.16K
|
3.54K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
47+ 6.35% |
$4.97K - $5.68K
|
787
$98.5K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
34New |
$3.6K - $4.11K
|
34
$4.26K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
34New |
$3.6K - $4.11K
|
34
$4.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
33+ 5.62% |
$3.49K - $3.99K
|
620
$77.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
33+ 1.76% |
$3.49K - $3.99K
|
1.91K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
33+ 1.15% |
$3.49K - $3.99K
|
2.89K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
30New |
$3.17K - $3.62K
|
30
$3.76K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
24New |
$2.54K - $2.9K
|
24
$3K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
20New |
$2.12K - $2.42K
|
20
$2.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
15New |
$1.59K - $1.81K
|
15
$1.88K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
12+ 1.0% |
$1.27K - $1.45K
|
1.22K
$152K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
9+ 0.18% |
$952 - $1.09K
|
5.14K
$643K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
8+ 4.37% |
$846 - $966
|
191
$23.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
8+ 0.22% |
$846 - $966
|
3.61K
$452K
|
|