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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.46K+ 1.74% |
$286K - $309K
|
143K
$17.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.44K+ 7.8% |
$284K - $307K
|
33.7K
$4.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.43K+ 6.46% |
$283K - $307K
|
40.1K
$5.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.41K+ 7.42% |
$280K - $303K
|
34.8K
$4.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.38K+ 1.11% |
$277K - $299K
|
217K
$27.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.37K+ 15.75% |
$276K - $299K
|
17.4K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.37K+ 71.7% |
$276K - $299K
|
5.68K
$711K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.36KNew |
$275K - $298K
|
2.36K
$296K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.36K+ 7.71% |
$275K - $298K
|
33K
$4.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.36K+ 9.1% |
$274K - $297K
|
28.3K
$3.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.35KNew |
$274K - $296K
|
2.35K
$295K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.35KNew |
$274K - $296K
|
2.35K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.33KNew |
$271K - $294K
|
2.33K
$292K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.33KNew |
$271K - $294K
|
2.33K
$292K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.27KNew |
$264K - $286K
|
2.27K
$284K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.25K+ 42.53% |
$262K - $284K
|
7.55K
$946K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.24K+ 8.14% |
$261K - $282K
|
29.8K
$3.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.24K+ 11.25% |
$261K - $282K
|
22.1K
$2.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.22KNew |
$258K - $279K
|
2.22K
$278K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.21K+ 0.72% |
$258K - $279K
|
308K
$38.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.2K+ 48.53% |
$256K - $277K
|
6.74K
$844K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.2K+ 12.07% |
$255K - $276K
|
20.4K
$2.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.17K+ 8.22% |
$252K - $273K
|
28.5K
$3.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.17K+ 29.64% |
$252K - $273K
|
9.47K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.16K+ 5.8% |
$251K - $272K
|
39.3K
$4.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.14K+ 56.69% |
$249K - $270K
|
5.92K
$741K
|
|
|
Nov 12, 2025
Q3 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
2.14K+ 9.1% |
$249K - $270K
|
25.7K
$3.21M
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.14KNew |
$248K - $269K
|
2.14K
$267K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.13K+ 4.32% |
$248K - $268K
|
51.4K
$6.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.13KNew |
$247K - $268K
|
2.13K
$266K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.13K+ 1.89% |
$247K - $268K
|
114K
$14.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.1K+ 3.76% |
$244K - $264K
|
57.8K
$7.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.07KNew |
$241K - $260K
|
2.07K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.04KNew |
$237K - $257K
|
2.04K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.01KNew |
$234K - $253K
|
2.01K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.99K+ 1.89% |
$232K - $251K
|
108K
$13.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
1.99KNew |
$231K - $251K
|
1.99K
$249K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.95K+ 12.08% |
$226K - $245K
|
18.1K
$2.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.92K+ 15.34% |
$224K - $242K
|
14.4K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.91KNew |
$222K - $241K
|
1.91K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.91K+ 6.2% |
$222K - $240K
|
32.6K
$4.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.88K+ 10.15% |
$219K - $237K
|
20.4K
$2.56M
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
1.88KNew |
$218K - $236K
|
1.88K
$235K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.87K+ 1.12% |
$218K - $236K
|
170K
$21.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
BUY
|
- |
1.87KNew |
$217K - $235K
|
1.87K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.86K+ 1.82% |
$217K - $235K
|
104K
$13M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.85K+ 137.78% |
$215K - $233K
|
3.19K
$399K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.84KNew |
$214K - $231K
|
1.84K
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.83KNew |
$213K - $231K
|
1.83K
$230K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
BUY
|
- |
1.83KNew |
$213K - $231K
|
1.83K
$229K
|
|