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 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-222- 0.59% |
$25K - $27.5K
|
37.5K
$4.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-222- 0.1% |
$25K - $27.5K
|
229K
$26.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-229- 2.28% |
$25.8K - $28.4K
|
9.82K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-229- 1.19% |
$25.8K - $28.4K
|
19K
$2.23M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-230- 1.53% |
$25.9K - $28.5K
|
14.8K
$1.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-244- 0.75% |
$27.4K - $30.3K
|
32.4K
$3.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-248- 10.7% |
$27.9K - $30.8K
|
2.07K
$243K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-255- 7.44% |
$28.7K - $31.6K
|
3.17K
$373K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-259- 5.78% |
$29.1K - $32.1K
|
4.23K
$496K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-263- 4.89% |
$29.6K - $32.6K
|
5.11K
$600K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-277- 0.85% |
$31.2K - $34.4K
|
32.2K
$3.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-279- 35.63% |
$31.4K - $34.6K
|
504
$59.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-288- 18.06% |
$32.4K - $35.7K
|
1.31K
$154K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
SELL
|
- |
-290- 10.6% |
$32.6K - $36K
|
2.45K
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-326- 5.07% |
$36.7K - $40.4K
|
6.1K
$717K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-327- 12.33% |
$36.8K - $40.6K
|
2.33K
$273K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-340- 14.43% |
$38.2K - $42.2K
|
2.02K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-343- 1.51% |
$38.6K - $42.5K
|
22.4K
$2.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-348- 1.25% |
$39.1K - $43.2K
|
27.5K
$3.23M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-380- 6.21% |
$42.7K - $47.1K
|
5.74K
$675K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-389- 3.6% |
$43.7K - $48.3K
|
10.4K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-389- 5.16% |
$43.7K - $48.3K
|
7.15K
$840K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-398- 3.35% |
$44.8K - $49.4K
|
11.5K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-404- 1.49% |
$45.4K - $50.1K
|
26.6K
$3.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-406- 17.01% |
$45.7K - $50.4K
|
1.98K
$233K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-414- 3.87% |
$46.6K - $51.4K
|
10.3K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-418- 4.97% |
$47K - $51.9K
|
7.99K
$939K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-428- 31.29% |
$48.1K - $53.1K
|
940
$110K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-430- 11.44% |
$48.4K - $53.3K
|
3.33K
$391K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-454- 0.49% |
$51.1K - $56.3K
|
92.8K
$10.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-456- 0.61% |
$51.3K - $56.6K
|
74.8K
$8.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-464- 0.98% |
$52.2K - $57.6K
|
46.9K
$5.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-465- 9.43% |
$52.3K - $57.7K
|
4.47K
$525K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-498- 13.03% |
$56K - $61.8K
|
3.32K
$390K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-507- 17.99% |
$57K - $62.9K
|
2.31K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-511- 3.66% |
$57.5K - $63.4K
|
13.5K
$1.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-629- 11.3% |
$70.7K - $78K
|
4.94K
$580K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-651- 12.11% |
$73.2K - $80.8K
|
4.73K
$555K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-666- 8.15% |
$74.9K - $82.6K
|
7.5K
$881K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-675- 6.42% |
$75.9K - $83.7K
|
9.84K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-686- 4.09% |
$77.1K - $85.1K
|
16.1K
$1.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-699- 0.12% |
$78.6K - $86.7K
|
590K
$69.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-762- 2.29% |
$85.7K - $94.5K
|
32.5K
$3.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-795- 2.47% |
$89.4K - $98.6K
|
31.4K
$3.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-842- 1.19% |
$94.7K - $104K
|
69.7K
$8.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-897- 4.38% |
$101K - $111K
|
19.6K
$2.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-907- 7.85% |
$102K - $113K
|
10.6K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-920- 10.56% |
$103K - $114K
|
7.79K
$915K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-920- 33.17% |
$103K - $114K
|
1.85K
$218K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-947- 7.4% |
$106K - $117K
|
11.9K
$1.39M
|