Purchases and Sales Made in Q1 2025 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q1 2025. The information is specifically focused on institutions that hold shares of Duke Energy CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
115+ 2.54% |
$12.2K - $14K
|
4.65K
$546K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
112+ 5.17% |
$11.9K - $13.7K
|
2.28K
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
110+ 5.21% |
$11.6K - $13.4K
|
2.22K
$261K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
110+ 3.79% |
$11.6K - $13.4K
|
3.02K
$354K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
110+ 0.96% |
$11.6K - $13.4K
|
11.6K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
106+ 0.85% |
$11.2K - $12.9K
|
12.6K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
105+ 98.13% |
$11.1K - $12.8K
|
212
$24.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
104+ 4.31% |
$11K - $12.7K
|
2.52K
$296K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
103+ 3.54% |
$10.9K - $12.6K
|
3.01K
$354K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
102+ 3.71% |
$10.8K - $12.4K
|
2.85K
$335K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
102+ 0.8% |
$10.8K - $12.4K
|
12.8K
$1.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
100+ 2.52% |
$10.6K - $12.2K
|
4.07K
$478K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100+ 14.97% |
$10.6K - $12.2K
|
768
$90.2K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.24% |
$10.6K - $12.2K
|
41.7K
$4.9M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
100New |
$10.6K - $12.2K
|
100
$11.7K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$10.6K - $12.2K
|
100
$11.7K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
100+ 20.53% |
$10.6K - $12.2K
|
587
$68.9K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
99+ 0.41% |
$10.5K - $12.1K
|
24.3K
$2.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
98+ 1.52% |
$10.4K - $12K
|
6.53K
$767K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
98+ 9.44% |
$10.4K - $12K
|
1.14K
$133K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
98+ 22.48% |
$10.4K - $12K
|
534
$62.7K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
94+ 3.43% |
$9.95K - $11.5K
|
2.83K
$333K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
93+ 155.0% |
$9.85K - $11.3K
|
153
$18K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
91+ 4.04% |
$9.63K - $11.1K
|
2.34K
$275K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
90+ 4.13% |
$9.53K - $11K
|
2.27K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
89New |
$9.42K - $10.9K
|
89
$10.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
88+ 382.61% |
$9.32K - $10.7K
|
111
$13K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
88+ 1.76% |
$9.32K - $10.7K
|
5.09K
$598K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
86+ 2.96% |
$9.1K - $10.5K
|
2.99K
$352K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
86+ 0.61% |
$9.1K - $10.5K
|
14.1K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
86+ 3.65% |
$9.1K - $10.5K
|
2.44K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
86+ 0.7% |
$9.1K - $10.5K
|
12.4K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
86+ 0.69% |
$9.1K - $10.5K
|
12.6K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
86+ 1.78% |
$9.1K - $10.5K
|
4.93K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
86+ 10.39% |
$9.1K - $10.5K
|
914
$107K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
85+ 0.31% |
$9K - $10.4K
|
27.5K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
85+ 0.08% |
$9K - $10.4K
|
103K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
84+ 2.85% |
$8.89K - $10.2K
|
3.03K
$356K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
84+ 3.3% |
$8.89K - $10.2K
|
2.63K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
84New |
$8.89K - $10.2K
|
84
$9.87K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
84+ 2.09% |
$8.89K - $10.2K
|
4.11K
$483K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
83+ 31.56% |
$8.79K - $10.1K
|
346
$40.6K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
83+ 4.76% |
$8.79K - $10.1K
|
1.83K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
83+ 2.7% |
$8.79K - $10.1K
|
3.16K
$371K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
82+ 1.95% |
$8.68K - $10K
|
4.29K
$504K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82+ 0.2% |
$8.68K - $10K
|
40.1K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
82+ 0.46% |
$8.68K - $10K
|
17.9K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
81+ 2.63% |
$8.58K - $9.88K
|
3.16K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
81+ 1.34% |
$8.58K - $9.88K
|
6.14K
$721K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
79+ 11.97% |
$8.36K - $9.64K
|
739
$86.8K
|