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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
932New |
$98.7K - $114K
|
932
$109K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
929+ 11.34% |
$98.4K - $113K
|
9.12K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
920+ 3.52% |
$97.4K - $112K
|
27K
$3.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
919+ 19.25% |
$97.3K - $112K
|
5.69K
$667K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
915+ 21.64% |
$96.9K - $112K
|
5.14K
$603K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
912+ 2.93% |
$96.6K - $111K
|
32K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
912+ 2.82% |
$96.6K - $111K
|
33.3K
$3.9M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
911+ 2.03% |
$96.4K - $111K
|
45.9K
$5.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
909+ 2.68% |
$96.2K - $111K
|
34.8K
$4.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
907+ 697.69% |
$96K - $111K
|
1.04K
$122K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
900+ 30.18% |
$95.3K - $110K
|
3.88K
$455K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
900+ 0.43% |
$95.3K - $110K
|
211K
$24.7M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
884+ 2.51% |
$93.6K - $108K
|
36.1K
$4.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
872New |
$92.3K - $106K
|
872
$102K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
868+ 6.75% |
$91.9K - $106K
|
13.7K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
866+ 3.5% |
$91.7K - $106K
|
25.6K
$3M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
831+ 23.1% |
$88K - $101K
|
4.43K
$519K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
827+ 2.18% |
$87.6K - $101K
|
38.8K
$4.55M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
BUY
|
- |
821+ 7.31% |
$86.9K - $100K
|
12.1K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
813+ 3.52% |
$86.1K - $99.2K
|
23.9K
$2.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
809+ 13.61% |
$85.6K - $98.7K
|
6.75K
$791K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
805+ 8.42% |
$85.2K - $98.2K
|
10.4K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
800New |
$84.7K - $97.6K
|
800
$93.7K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
767+ 5.89% |
$81.2K - $93.6K
|
13.8K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
767+ 2.08% |
$81.2K - $93.6K
|
37.6K
$4.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
764+ 36.47% |
$80.9K - $93.2K
|
2.86K
$335K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
760+ 17.98% |
$80.5K - $92.7K
|
4.99K
$584K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
744+ 3.28% |
$78.8K - $90.7K
|
23.5K
$2.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
742+ 6.81% |
$78.6K - $90.5K
|
11.6K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
741+ 21.79% |
$78.4K - $90.4K
|
4.14K
$485K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
736+ 19.64% |
$77.9K - $89.8K
|
4.48K
$525K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
735+ 6.18% |
$77.8K - $89.6K
|
12.6K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
733+ 18.59% |
$77.6K - $89.4K
|
4.68K
$548K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
729+ 0.77% |
$77.2K - $88.9K
|
95.4K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
714+ 10.78% |
$75.6K - $87.1K
|
7.34K
$860K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
714+ 22.59% |
$75.6K - $87.1K
|
3.88K
$454K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
706+ 7.18% |
$74.7K - $86.1K
|
10.5K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
701+ 10.84% |
$74.2K - $85.5K
|
7.17K
$840K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
694+ 4.45% |
$73.5K - $84.6K
|
16.3K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
688+ 1.64% |
$72.8K - $83.9K
|
42.6K
$4.99M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
688+ 10.05% |
$72.8K - $83.9K
|
7.53K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
686+ 18.14% |
$72.6K - $83.7K
|
4.47K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
685+ 0.21% |
$72.5K - $83.5K
|
320K
$37.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
673+ 11.38% |
$71.3K - $82.1K
|
6.59K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
669+ 10.05% |
$70.8K - $81.6K
|
7.33K
$859K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
663+ 3.6% |
$70.2K - $80.9K
|
19.1K
$2.24M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
662+ 11.62% |
$70.1K - $80.7K
|
6.36K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
662+ 8.8% |
$70.1K - $80.7K
|
8.19K
$959K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
661+ 3.18% |
$70K - $80.6K
|
21.4K
$2.51M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
659+ 1.58% |
$69.8K - $80.4K
|
42.3K
$4.96M
|