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 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.32KNew |
$140K - $161K
|
1.32K
$155K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.32K+ 48.89% |
$140K - $161K
|
4.01K
$470K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 9.59% |
$138K - $159K
|
14.9K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.3K+ 9.46% |
$137K - $158K
|
15K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.27K+ 2.34% |
$134K - $155K
|
55.5K
$6.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.26K+ 16.22% |
$134K - $154K
|
9.06K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.26K+ 4.97% |
$134K - $154K
|
26.6K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.26K+ 2.36% |
$133K - $154K
|
54.6K
$6.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.26K+ 15.15% |
$133K - $153K
|
9.54K
$1.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.25K+ 4.33% |
$132K - $152K
|
30K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.23K+ 50.45% |
$130K - $150K
|
3.67K
$430K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
1.23K+ 28.27% |
$130K - $150K
|
5.57K
$652K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.23K+ 3.08% |
$130K - $149K
|
41K
$4.81M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.23K+ 16.24% |
$130K - $149K
|
8.77K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.23K+ 0.34% |
$130K - $149K
|
360K
$42.2M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.21K+ 3.76% |
$128K - $148K
|
33.4K
$3.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.2K+ 5.39% |
$127K - $147K
|
23.5K
$2.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.2KNew |
$127K - $147K
|
1.2K
$141K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.2K+ 1.84% |
$127K - $146K
|
66.4K
$7.78M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.19K+ 3.32% |
$126K - $146K
|
37.2K
$4.35M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.19K+ 0.89% |
$126K - $145K
|
135K
$15.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 5.7% |
$125K - $144K
|
21.9K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.17K+ 10.42% |
$123K - $142K
|
12.4K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.14K+ 48.74% |
$121K - $139K
|
3.49K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.13K+ 1.98% |
$119K - $137K
|
58.1K
$6.81M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.12KNew |
$119K - $137K
|
1.12K
$131K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.11K+ 7.61% |
$117K - $135K
|
15.7K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.1K+ 31.04% |
$117K - $135K
|
4.66K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
1.09K+ 0.04% |
$116K - $133K
|
2.49M
$292M
|
|
|
May 09, 2025
Q1 2025
|
Reaves W H & CO Inc
|
BUY
|
- |
1.09K+ 15.09% |
$115K - $133K
|
8.3K
$973K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.07K+ 40.04% |
$113K - $130K
|
3.74K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
1.07K+ 0.85% |
$113K - $130K
|
126K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.06K+ 15.44% |
$112K - $129K
|
7.92K
$928K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 27.74% |
$112K - $129K
|
4.87K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.04K+ 4.71% |
$110K - $126K
|
23K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.02K+ 1.15% |
$108K - $124K
|
89.9K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1K+ 5.75% |
$106K - $122K
|
18.5K
$2.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
1K+ 40.92% |
$106K - $122K
|
3.45K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1K+ 43.48% |
$106K - $122K
|
3.3K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
996+ 4.75% |
$105K - $121K
|
22K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
971+ 6.3% |
$103K - $118K
|
16.4K
$1.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
966+ 3.01% |
$102K - $118K
|
33.1K
$3.87M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
960+ 3.65% |
$102K - $117K
|
27.2K
$3.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
956+ 12.78% |
$101K - $117K
|
8.43K
$988K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
954New |
$101K - $116K
|
954
$112K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
952+ 6.31% |
$101K - $116K
|
16K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
948+ 87.62% |
$100K - $116K
|
2.03K
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
947+ 7.27% |
$100K - $116K
|
14K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
938+ 5.01% |
$99.3K - $114K
|
19.6K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
933+ 1110.71% |
$98.8K - $114K
|
1.02K
$119K
|