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 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
102+ 2.48% |
$11.5K - $12.7K
|
4.21K
$494K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
101+ 28.45% |
$11.4K - $12.5K
|
456
$53.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
100New |
$11.2K - $12.4K
|
100
$11.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
95+ 5.68% |
$10.7K - $11.8K
|
1.77K
$208K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
95+ 0.8% |
$10.7K - $11.8K
|
11.9K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
92+ 0.65% |
$10.3K - $11.4K
|
14.2K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
92+ 2.96% |
$10.3K - $11.4K
|
3.2K
$375K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
87+ 3.0% |
$9.78K - $10.8K
|
2.99K
$351K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
83+ 2.44% |
$9.33K - $10.3K
|
3.49K
$410K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
78+ 1.96% |
$8.77K - $9.68K
|
4.06K
$477K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
76+ 3.04% |
$8.55K - $9.43K
|
2.58K
$303K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
71+ 3.14% |
$7.98K - $8.81K
|
2.34K
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
71+ 3.64% |
$7.98K - $8.81K
|
2.02K
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
71+ 5.25% |
$7.98K - $8.81K
|
1.42K
$167K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
70+ 2.02% |
$7.87K - $8.68K
|
3.54K
$416K
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
64+ 0.16% |
$7.2K - $7.94K
|
39.2K
$4.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
62+ 2.06% |
$6.97K - $7.69K
|
3.08K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
61+ 3.4% |
$6.86K - $7.57K
|
1.86K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
61+ 0.22% |
$6.86K - $7.57K
|
27.6K
$3.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
58+ 2.53% |
$6.52K - $7.19K
|
2.35K
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
56+ 1.58% |
$6.3K - $6.95K
|
3.61K
$424K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
55+ 0.53% |
$6.19K - $6.82K
|
10.4K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
55+ 1.06% |
$6.19K - $6.82K
|
5.25K
$617K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
52+ 0.87% |
$5.85K - $6.45K
|
6.04K
$709K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
51+ 6.94% |
$5.74K - $6.33K
|
786
$92.3K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
46+ 1.92% |
$5.17K - $5.71K
|
2.44K
$287K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
45+ 2.46% |
$5.06K - $5.58K
|
1.87K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
45+ 2.36% |
$5.06K - $5.58K
|
1.95K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
42+ 1.67% |
$4.72K - $5.21K
|
2.56K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
41+ 1.76% |
$4.61K - $5.09K
|
2.37K
$278K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
40+ 0.59% |
$4.5K - $4.96K
|
6.78K
$796K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
39+ 12.83% |
$4.39K - $4.84K
|
343
$40.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38+ 5.97% |
$4.27K - $4.71K
|
675
$79.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
36+ 0.75% |
$4.05K - $4.47K
|
4.81K
$565K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
34+ 1.39% |
$3.82K - $4.22K
|
2.49K
$292K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.77% |
$3.04K - $3.35K
|
3.52K
$413K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
25+ 0.29% |
$2.81K - $3.1K
|
8.68K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.73% |
$2.81K - $3.1K
|
3.47K
$408K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
23+ 0.74% |
$2.59K - $2.85K
|
3.12K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
22+ 0.61% |
$2.47K - $2.73K
|
3.62K
$425K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21+ 0.15% |
$2.36K - $2.61K
|
13.6K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
21+ 0.21% |
$2.36K - $2.61K
|
10.1K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
20+ 0.89% |
$2.25K - $2.48K
|
2.26K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
20+ 0.64% |
$2.25K - $2.48K
|
3.17K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
19+ 1.02% |
$2.14K - $2.36K
|
1.88K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18+ 16.22% |
$2.02K - $2.23K
|
129
$15.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
16+ 0.48% |
$1.8K - $1.98K
|
3.38K
$397K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
15+ 0.31% |
$1.69K - $1.86K
|
4.83K
$567K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
13New |
$1.46K - $1.61K
|
13
$1.53K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
12+ 0.25% |
$1.35K - $1.49K
|
4.78K
$562K
|