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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.37K+ 6.86% |
$392K - $424K
|
52.5K
$6.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.33K+ 18.79% |
$387K - $419K
|
21K
$2.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.29K+ 6.55% |
$383K - $415K
|
53.5K
$6.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.2K+ 0.48% |
$372K - $402K
|
668K
$83.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.16K+ 17.39% |
$368K - $398K
|
21.4K
$2.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.15K+ 11.15% |
$366K - $396K
|
31.4K
$3.93M
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
3.13K+ 7.81% |
$364K - $395K
|
43.3K
$5.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
3.13K+ 39.33% |
$364K - $394K
|
11.1K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.1K+ 38.0% |
$360K - $390K
|
11.2K
$1.41M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.05K+ 87.48% |
$355K - $385K
|
6.55K
$819K
|
|
|
Nov 05, 2025
Q3 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
3.02KNew |
$351K - $380K
|
3.02K
$378K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.99K+ 14.78% |
$347K - $376K
|
23.2K
$2.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.96K+ 6.95% |
$344K - $372K
|
45.5K
$5.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.96K+ 86.91% |
$344K - $372K
|
6.36K
$796K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.94K+ 20.96% |
$342K - $370K
|
17K
$2.12M
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
2.89K+ 11.55% |
$336K - $364K
|
27.9K
$3.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.88K+ 20.02% |
$335K - $362K
|
17.2K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.85K+ 3.05% |
$332K - $359K
|
96.3K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.84K+ 2.7% |
$330K - $358K
|
108K
$13.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.82KNew |
$328K - $355K
|
2.82K
$353K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.82K+ 5.57% |
$328K - $355K
|
53.4K
$6.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.82K+ 2.94% |
$327K - $354K
|
98.6K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.8K+ 141.3% |
$326K - $353K
|
4.79K
$599K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.78K+ 0.67% |
$323K - $350K
|
420K
$52.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.78K+ 11.84% |
$323K - $350K
|
26.2K
$3.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
2.76KNew |
$321K - $348K
|
2.76K
$346K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.74K+ 58.25% |
$319K - $346K
|
7.46K
$933K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.74K+ 22.06% |
$318K - $345K
|
15.1K
$1.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.7K+ 8.22% |
$314K - $340K
|
35.6K
$4.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.69K+ 16.7% |
$313K - $339K
|
18.8K
$2.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2.65K+ 15.54% |
$308K - $334K
|
19.7K
$2.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
2.65KNew |
$308K - $334K
|
2.65K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.65K+ 10.24% |
$308K - $333K
|
28.5K
$3.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.64KNew |
$307K - $332K
|
2.64K
$330K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
2.63KNew |
$306K - $331K
|
2.63K
$329K
|
|
|
Nov 13, 2025
Q3 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2.63K+ 18.68% |
$305K - $331K
|
16.7K
$2.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.62K+ 40.93% |
$305K - $330K
|
9.03K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
2.62KNew |
$304K - $330K
|
2.62K
$328K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.61K+ 13.76% |
$303K - $329K
|
21.6K
$2.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.6K+ 4.93% |
$302K - $327K
|
55.2K
$6.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.59KNew |
$301K - $326K
|
2.59K
$324K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
2.58KNew |
$300K - $325K
|
2.58K
$323K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.57K+ 122.16% |
$299K - $324K
|
4.68K
$586K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.57KNew |
$298K - $323K
|
2.57K
$321K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.57K+ 126.67% |
$298K - $323K
|
4.59K
$575K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.54K+ 12.26% |
$295K - $319K
|
23.2K
$2.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.53K+ 93.63% |
$294K - $318K
|
5.23K
$655K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.53K+ 13.28% |
$294K - $318K
|
21.6K
$2.7M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
2.52KNew |
$293K - $317K
|
2.52K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.5K+ 68.55% |
$291K - $315K
|
6.14K
$769K
|
|