Purchases and Sales Made in Q2 2025 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
506+ 2.89% |
$56.9K - $62.8K
|
18K
$2.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 162.87% |
$56.2K - $62K
|
807
$94.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
500+ 2.34% |
$56.2K - $62K
|
21.9K
$2.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
469+ 4.92% |
$52.7K - $58.2K
|
10K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
445+ 11.88% |
$50K - $55.2K
|
4.19K
$492K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
439+ 14.78% |
$49.4K - $54.5K
|
3.41K
$400K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
433+ 2.41% |
$48.7K - $53.7K
|
18.4K
$2.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
429+ 4.35% |
$48.2K - $53.2K
|
10.3K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
422+ 3.6% |
$47.5K - $52.3K
|
12.1K
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
400+ 1.33% |
$45K - $49.6K
|
30.4K
$3.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
389+ 3.15% |
$43.7K - $48.3K
|
12.8K
$1.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
375+ 3.03% |
$42.2K - $46.5K
|
12.8K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
366+ 5.56% |
$41.2K - $45.4K
|
6.95K
$817K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
365New |
$41K - $45.3K
|
365
$42.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
356+ 6.76% |
$40K - $44.2K
|
5.62K
$660K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
353+ 5.44% |
$39.7K - $43.8K
|
6.85K
$804K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
322+ 1.03% |
$36.2K - $39.9K
|
31.7K
$3.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
314+ 13.03% |
$35.3K - $39K
|
2.72K
$320K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
303+ 0.46% |
$34.1K - $37.6K
|
66.7K
$7.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
298+ 4.91% |
$33.5K - $37K
|
6.37K
$748K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
291+ 0.73% |
$32.7K - $36.1K
|
39.9K
$4.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
288+ 1.61% |
$32.4K - $35.7K
|
18.2K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
285+ 5.63% |
$32.1K - $35.4K
|
5.35K
$628K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
267+ 11.72% |
$30K - $33.1K
|
2.55K
$299K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
255+ 13.67% |
$28.7K - $31.6K
|
2.12K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
252+ 2.87% |
$28.3K - $31.3K
|
9.02K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
248+ 12.3% |
$27.9K - $30.8K
|
2.26K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
240+ 13.66% |
$27K - $29.8K
|
2K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
234+ 8.4% |
$26.3K - $29K
|
3.02K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
233+ 1.24% |
$26.2K - $28.9K
|
19.1K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
227+ 7.69% |
$25.5K - $28.2K
|
3.18K
$373K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
220+ 7.72% |
$24.7K - $27.3K
|
3.07K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
214+ 5.14% |
$24.1K - $26.5K
|
4.38K
$515K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
212+ 1.79% |
$23.8K - $26.3K
|
12.1K
$1.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
209+ 4.17% |
$23.5K - $25.9K
|
5.22K
$613K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
203+ 0.62% |
$22.8K - $25.2K
|
33.2K
$3.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
198+ 2.78% |
$22.3K - $24.6K
|
7.32K
$860K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
187+ 11.21% |
$21K - $23.2K
|
1.86K
$218K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
183+ 10.8% |
$20.6K - $22.7K
|
1.88K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
169+ 17.4% |
$19K - $21K
|
1.14K
$134K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
156+ 4.67% |
$17.5K - $19.4K
|
3.5K
$411K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
152+ 5.32% |
$17.1K - $18.9K
|
3.01K
$354K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
150+ 6.15% |
$16.9K - $18.6K
|
2.59K
$304K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
140+ 2.37% |
$15.7K - $17.4K
|
6.04K
$709K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
135+ 1.38% |
$15.2K - $16.7K
|
9.94K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
123+ 3.85% |
$13.8K - $15.3K
|
3.32K
$390K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
120+ 3.1% |
$13.5K - $14.9K
|
4K
$469K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
117+ 0.52% |
$13.2K - $14.5K
|
22.7K
$2.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
114+ 5.73% |
$12.8K - $14.1K
|
2.11K
$247K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
104+ 2.39% |
$11.7K - $12.9K
|
4.46K
$524K
|