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 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.01K- 17.48% |
$114K - $126K
|
4.79K
$562K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 21.85% |
$120K - $132K
|
3.8K
$447K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.14K- 18.29% |
$128K - $141K
|
5.07K
$596K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.42K- 35.48% |
$160K - $177K
|
2.59K
$304K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.48K- 8.26% |
$167K - $184K
|
16.5K
$1.93M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-1.5K- 10.68% |
$168K - $185K
|
12.5K
$1.47M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.56K- 16.69% |
$175K - $193K
|
7.78K
$914K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.8K- 0.56% |
$202K - $223K
|
319K
$37.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.84K- 9.59% |
$206K - $228K
|
17.3K
$2.03M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.85K- 12.46% |
$208K - $229K
|
13K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.86K- 2.17% |
$209K - $231K
|
83.8K
$9.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.88K- 6.1% |
$212K - $233K
|
28.9K
$3.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.93K- 1.42% |
$217K - $239K
|
134K
$15.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.27K- 1.2% |
$255K - $281K
|
187K
$22M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.28K- 37.91% |
$256K - $283K
|
3.74K
$439K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-2.31K- 32.74% |
$259K - $286K
|
4.74K
$556K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.37K- 5.39% |
$266K - $294K
|
41.6K
$4.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.51K- 15.28% |
$282K - $311K
|
13.9K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.52K- 30.4% |
$283K - $312K
|
5.76K
$677K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-2.64K- 25.9% |
$297K - $327K
|
7.55K
$887K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.08K- 13.83% |
$346K - $381K
|
19.2K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.51K- 36.7% |
$395K - $436K
|
6.06K
$712K
|
|
|
Jul 14, 2025
Q2 2025
|
Nepsis Inc.
|
SELL
|
- |
-3.69K- 25.02% |
$415K - $458K
|
11.1K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.72K- 4.09% |
$418K - $461K
|
87.2K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.73K- 36.36% |
$420K - $463K
|
6.53K
$767K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-4.49K- 62.6% |
$505K - $557K
|
2.68K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-6.43K- 18.92% |
$723K - $798K
|
27.5K
$3.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.49K- 1.16% |
$842K - $929K
|
638K
$75M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-9.02K- 10.3% |
$1.01M - $1.12M
|
78.6K
$9.23M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-10K- 5.64% |
$1.13M - $1.25M
|
168K
$19.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.4K- 1.95% |
$1.62M - $1.79M
|
727K
$85.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-35.6K- 60.73% |
$4M - $4.41M
|
23K
$2.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-46.7K- 84.7% |
$5.25M - $5.79M
|
8.43K
$990K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-48.6K- 8.76% |
$5.46M - $6.02M
|
506K
$59.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-472K- 75.8% |
$53M - $58.5M
|
151K
$17.7M
|