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 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
CALL |
400New |
$34.2K - $39.3K
|
400
$50.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
398+ 1.85% |
$34K - $39.1K
|
21.9K
$2.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
251New |
$21.4K - $24.7K
|
251
$31.4K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
250New |
$21.4K - $24.6K
|
250
$31.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
150+ 5.1% |
$12.8K - $14.7K
|
3.09K
$387K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
87New |
$7.43K - $8.55K
|
87
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
85New |
$7.26K - $8.36K
|
85
$10.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
77New |
$6.58K - $7.57K
|
77
$9.64K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
75+ 0.66% |
$6.41K - $7.37K
|
11.4K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
67+ 3.71% |
$5.72K - $6.59K
|
1.87K
$235K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42New |
$3.59K - $4.13K
|
42
$5.26K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
37New |
$3.16K - $3.64K
|
37
$4.63K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
34+ 0.71% |
$2.9K - $3.34K
|
4.8K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
21New |
$1.79K - $2.06K
|
21
$2.63K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
19+ 0.67% |
$1.62K - $1.87K
|
2.87K
$359K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
204KNew |
$17.7M - $19.5M
|
204K
$25.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
92.6KNew |
$8.03M - $8.85M
|
92.6K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
66KNew |
$5.72M - $6.31M
|
66K
$8.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
65.6KNew |
$5.68M - $6.27M
|
65.6K
$8.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
17.8KNew |
$1.54M - $1.7M
|
17.8K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
15.4KNew |
$1.34M - $1.47M
|
15.4K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
10.4KNew |
$901K - $994K
|
10.4K
$1.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
8.5KNew |
$737K - $812K
|
8.5K
$1.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.39K+ 31.19% |
$640K - $706K
|
31.1K
$3.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
4.61KNew |
$399K - $440K
|
4.61K
$577K
|
|
|
Nov 07, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
4.05KNew |
$351K - $387K
|
4.05K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.81KNew |
$330K - $364K
|
3.81K
$476K
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.05K+ 124.49% |
$264K - $291K
|
5.5K
$688K
|
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.86KNew |
$248K - $274K
|
2.86K
$359K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
1.74K+ 12.33% |
$150K - $166K
|
15.8K
$1.98M
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.27KNew |
$110K - $121K
|
1.27K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.09K+ 2.01% |
$94.5K - $104K
|
55.3K
$6.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
988+ 9.85% |
$85.6K - $94.4K
|
11K
$1.38M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
927+ 2.59% |
$80.3K - $88.6K
|
36.7K
$4.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
832+ 640.0% |
$72.1K - $79.5K
|
962
$120K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
677+ 268.65% |
$58.7K - $64.7K
|
929
$116K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
507+ 18.81% |
$43.9K - $48.4K
|
3.2K
$401K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
507New |
$43.9K - $48.4K
|
507
$63.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
500+ 25.0% |
$43.3K - $47.8K
|
2.5K
$313K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
431+ 17.97% |
$37.3K - $41.2K
|
2.83K
$354K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
300+ 20.82% |
$26K - $28.7K
|
1.74K
$218K
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
288New |
$25K - $27.5K
|
288
$36.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
236New |
$20.4K - $22.6K
|
236
$29.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
144New |
$12.5K - $13.8K
|
144
$18K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
107New |
$9.27K - $10.2K
|
107
$13.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$8.67K - $9.56K
|
100
$12.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
90+ 1.53% |
$7.8K - $8.6K
|
5.98K
$748K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
85+ 1.63% |
$7.37K - $8.12K
|
5.3K
$663K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
42+ 1.59% |
$3.64K - $4.01K
|
2.68K
$336K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
42New |
$3.64K - $4.01K
|
42
$5.26K
|
|