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 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
658+ 7.16% |
$69.7K - $80.3K
|
9.85K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
657+ 17.49% |
$69.6K - $80.1K
|
4.41K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
648+ 5.54% |
$68.6K - $79K
|
12.3K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
641+ 5.86% |
$67.9K - $78.2K
|
11.6K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
641+ 3.59% |
$67.9K - $78.2K
|
18.5K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
636+ 4.37% |
$67.3K - $77.6K
|
15.2K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
630+ 0.15% |
$66.7K - $76.8K
|
423K
$49.6M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
627+ 2.75% |
$66.4K - $76.5K
|
23.4K
$2.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
615+ 3.07% |
$65.1K - $75K
|
20.7K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
614+ 5.68% |
$65K - $74.9K
|
11.4K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
597+ 10.74% |
$63.2K - $72.8K
|
6.16K
$722K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
593+ 3.76% |
$62.8K - $72.3K
|
16.4K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
592+ 2.48% |
$62.7K - $72.2K
|
24.5K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
592+ 16.03% |
$62.7K - $72.2K
|
4.29K
$502K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
590+ 0.77% |
$62.5K - $72K
|
77.1K
$9.03M
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
590+ 7.41% |
$62.5K - $72K
|
8.55K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
589+ 1.19% |
$62.4K - $71.8K
|
49.9K
$5.85M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
583+ 5.61% |
$61.7K - $71.1K
|
11K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
582+ 17.97% |
$61.6K - $71K
|
3.82K
$448K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
581+ 4.34% |
$61.5K - $70.9K
|
14K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
581+ 1.31% |
$61.5K - $70.9K
|
44.8K
$5.25M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
581+ 22.78% |
$61.5K - $70.9K
|
3.13K
$367K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
577+ 30.81% |
$61.1K - $70.4K
|
2.45K
$287K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
573+ 8.75% |
$60.7K - $69.9K
|
7.12K
$835K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
569+ 2.51% |
$60.2K - $69.4K
|
23.2K
$2.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
564+ 22.81% |
$59.7K - $68.8K
|
3.04K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
562+ 1.86% |
$59.5K - $68.5K
|
30.7K
$3.6M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
561+ 26.64% |
$59.4K - $68.4K
|
2.67K
$312K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
561+ 1.14% |
$59.4K - $68.4K
|
50K
$5.86M
|
|
|
May 15, 2025
Q1 2025
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
560+ 0.25% |
$59.3K - $68.3K
|
228K
$26.8M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
559+ 2.64% |
$59.2K - $68.2K
|
21.7K
$2.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
557+ 0.29% |
$59K - $67.9K
|
190K
$22.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
557+ 16.12% |
$59K - $67.9K
|
4.01K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
553+ 2.11% |
$58.5K - $67.4K
|
26.8K
$3.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
548+ 6.16% |
$58K - $66.8K
|
9.44K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
541+ 7.33% |
$57.3K - $66K
|
7.92K
$928K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
540+ 7.91% |
$57.2K - $65.9K
|
7.37K
$863K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
539+ 1.28% |
$57.1K - $65.7K
|
42.5K
$4.98M
|
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
535New |
$56.6K - $65.3K
|
535
$62.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
531+ 11.21% |
$56.2K - $64.8K
|
5.27K
$617K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
530+ 39.32% |
$56.1K - $64.6K
|
1.88K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
526+ 3.34% |
$55.7K - $64.2K
|
16.3K
$1.9M
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
520+ 17.27% |
$55.1K - $63.4K
|
3.53K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
514+ 5.39% |
$54.4K - $62.7K
|
10.1K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
514+ 10.6% |
$54.4K - $62.7K
|
5.36K
$628K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
510+ 3.68% |
$54K - $62.2K
|
14.4K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
500+ 13.34% |
$52.9K - $61K
|
4.25K
$498K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
500+ 5.25% |
$52.9K - $61K
|
10K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
499+ 1.05% |
$52.8K - $60.9K
|
48.2K
$5.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
498+ 4.16% |
$52.7K - $60.7K
|
12.5K
$1.46M
|