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 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-57- 0.71% |
$6.41K - $7.07K
|
7.97K
$936K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-58- 0.11% |
$6.52K - $7.19K
|
52K
$6.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-59- 0.92% |
$6.64K - $7.32K
|
6.34K
$745K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-63- 1.56% |
$7.08K - $7.82K
|
3.96K
$466K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-65- 0.6% |
$7.31K - $8.06K
|
10.8K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-71- 1.13% |
$7.98K - $8.81K
|
6.19K
$727K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-72- 1.9% |
$8.1K - $8.93K
|
3.73K
$438K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-74- 3.0% |
$8.32K - $9.18K
|
2.4K
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-76- 1.3% |
$8.55K - $9.43K
|
5.76K
$676K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-76- 0.31% |
$8.55K - $9.43K
|
24.7K
$2.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-78- 3.41% |
$8.77K - $9.68K
|
2.21K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-80- 2.17% |
$9K - $9.92K
|
3.6K
$423K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-82- 1.01% |
$9.22K - $10.2K
|
8.01K
$941K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-100- 6.97% |
$11.2K - $12.4K
|
1.34K
$157K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-100- 8.71% |
$11.2K - $12.4K
|
1.05K
$123K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 4.42% |
$11.2K - $12.4K
|
2.16K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-102- 0.81% |
$11.5K - $12.7K
|
12.5K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-106- 4.38% |
$11.9K - $13.1K
|
2.31K
$272K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-110- 2.64% |
$12.4K - $13.6K
|
4.06K
$477K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-112- 1.71% |
$12.6K - $13.9K
|
6.42K
$754K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-112- 0.58% |
$12.6K - $13.9K
|
19.2K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-113- 4.98% |
$12.7K - $14K
|
2.16K
$253K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-114- 0.96% |
$12.8K - $14.1K
|
11.7K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-114- 34.13% |
$12.8K - $14.1K
|
220
$25.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-136- 2.32% |
$15.3K - $16.9K
|
5.73K
$673K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-137- 2.32% |
$15.4K - $17K
|
5.76K
$677K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-137- 0.8% |
$15.4K - $17K
|
17K
$2M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-140- 7.08% |
$15.7K - $17.4K
|
1.84K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-141- 2.09% |
$15.9K - $17.5K
|
6.61K
$777K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-141- 0.66% |
$15.9K - $17.5K
|
21.1K
$2.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-144- 1.86% |
$16.2K - $17.9K
|
7.6K
$892K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-144- 3.64% |
$16.2K - $17.9K
|
3.81K
$448K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-145- 2.28% |
$16.3K - $18K
|
6.21K
$730K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-148- 3.73% |
$16.6K - $18.4K
|
3.82K
$448K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-148- 2.71% |
$16.6K - $18.4K
|
5.31K
$624K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-150- 7.39% |
$16.9K - $18.6K
|
1.88K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-154- 4.29% |
$17.3K - $19.1K
|
3.44K
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-156- 5.77% |
$17.5K - $19.4K
|
2.55K
$299K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-160- 1.92% |
$18K - $19.8K
|
8.17K
$960K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-169- 0.33% |
$19K - $21K
|
51.5K
$6.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-173- 1.62% |
$19.5K - $21.5K
|
10.5K
$1.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-175- 7.95% |
$19.7K - $21.7K
|
2.03K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-179- 5.91% |
$20.1K - $22.2K
|
2.85K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-180- 3.44% |
$20.2K - $22.3K
|
5.06K
$594K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-184- 8.0% |
$20.7K - $22.8K
|
2.12K
$249K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-185- 0.44% |
$20.8K - $22.9K
|
41.4K
$4.86M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-190- 0.49% |
$21.4K - $23.6K
|
38.2K
$4.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-194- 1.2% |
$21.8K - $24.1K
|
16K
$1.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-200- 4.12% |
$22.5K - $24.8K
|
4.66K
$547K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-209- 0.9% |
$23.5K - $25.9K
|
23K
$2.7M
|