Purchases and Sales Made in Q1 2025 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.66KNew |
$175K - $202K
|
1.66K
$194K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.66KNew |
$175K - $202K
|
1.66K
$194K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.65KNew |
$175K - $202K
|
1.65K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.65KNew |
$175K - $201K
|
1.65K
$194K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.65KNew |
$175K - $201K
|
1.65K
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.64KNew |
$174K - $200K
|
1.64K
$193K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.64K+ 79.89% |
$174K - $200K
|
3.7K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.63K+ 10.42% |
$173K - $199K
|
17.3K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.63K+ 3.49% |
$172K - $199K
|
48.3K
$5.66M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.63KNew |
$172K - $198K
|
1.63K
$190K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.6K+ 10.81% |
$170K - $196K
|
16.4K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.6K+ 7.55% |
$169K - $195K
|
22.8K
$2.67M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.59K+ 3.6% |
$168K - $194K
|
45.8K
$5.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.59K+ 43.59% |
$168K - $194K
|
5.23K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.58K+ 4.83% |
$167K - $192K
|
34.2K
$4.01M
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.57K+ 24.2% |
$167K - $192K
|
8.07K
$946K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.55K+ 19.47% |
$164K - $189K
|
9.53K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.55K+ 0.89% |
$164K - $189K
|
176K
$20.6M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.54K+ 7.86% |
$163K - $187K
|
21.1K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.51K+ 2.15% |
$159K - $184K
|
71.4K
$8.37M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.51K+ 18.65% |
$159K - $184K
|
9.57K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
1.5K+ 2.65% |
$159K - $183K
|
58.1K
$6.81M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.47K+ 10.75% |
$156K - $180K
|
15.2K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.47K+ 9.42% |
$155K - $179K
|
17K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.46K+ 8.92% |
$154K - $178K
|
17.8K
$2.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.44K+ 0.35% |
$153K - $176K
|
409K
$47.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.44K+ 3.47% |
$153K - $176K
|
42.9K
$5.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.41K+ 17.75% |
$150K - $172K
|
9.38K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.41K+ 20.4% |
$149K - $172K
|
8.31K
$974K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
1.41K+ 7.23% |
$149K - $172K
|
20.9K
$2.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.4K+ 63.99% |
$148K - $171K
|
3.59K
$421K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.4K+ 56.0% |
$148K - $171K
|
3.9K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.4K+ 44.98% |
$148K - $170K
|
4.5K
$528K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.4K+ 4.32% |
$148K - $170K
|
33.7K
$3.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.4K+ 12.23% |
$148K - $170K
|
12.8K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.39K+ 94.81% |
$147K - $169K
|
2.85K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 2.39% |
$146K - $168K
|
58.9K
$6.9M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
1.37K+ 20.02% |
$145K - $168K
|
8.24K
$965K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.37K+ 50.37% |
$145K - $167K
|
4.08K
$478K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.36K+ 3.93% |
$144K - $166K
|
35.9K
$4.21M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.36K+ 123.41% |
$143K - $165K
|
2.45K
$287K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.35K+ 8.7% |
$143K - $165K
|
16.9K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.35K+ 8.82% |
$143K - $165K
|
16.6K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$143K - $164K
|
1.35K
$158K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.35K+ 4.69% |
$143K - $164K
|
30K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.34KNew |
$142K - $163K
|
1.34K
$157K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.34K+ 10.06% |
$142K - $163K
|
14.6K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.33K+ 14.05% |
$141K - $162K
|
10.8K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.33K+ 3.19% |
$140K - $162K
|
42.9K
$5.02M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.33K+ 2.68% |
$140K - $162K
|
50.8K
$5.95M
|