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
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
492+ 17.51% |
$52.1K - $60K
|
3.3K
$387K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
491+ 18.34% |
$52K - $59.9K
|
3.17K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
490+ 15.1% |
$51.9K - $59.8K
|
3.74K
$438K
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
487New |
$51.6K - $59.4K
|
487
$57.1K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
484+ 3.73% |
$51.2K - $59K
|
13.5K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
475+ 18.4% |
$50.3K - $57.9K
|
3.06K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
471+ 1.95% |
$49.9K - $57.4K
|
24.6K
$2.88M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
467+ 2.78% |
$49.4K - $57K
|
17.3K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
464+ 1.63% |
$49.1K - $56.6K
|
29K
$3.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
458+ 2.45% |
$48.5K - $55.9K
|
19.2K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
457+ 4.04% |
$48.4K - $55.7K
|
11.8K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
456+ 1.82% |
$48.3K - $55.6K
|
25.5K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
452+ 2.71% |
$47.9K - $55.1K
|
17.1K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
450+ 2.97% |
$47.6K - $54.9K
|
15.6K
$1.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
445+ 1.38% |
$47.1K - $54.3K
|
32.6K
$3.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
443New |
$46.9K - $54K
|
443
$51.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
441New |
$46.7K - $53.8K
|
441
$51.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
440+ 9.24% |
$46.6K - $53.7K
|
5.2K
$610K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
440+ 0.66% |
$46.6K - $53.7K
|
66.7K
$7.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
439+ 2.35% |
$46.5K - $53.5K
|
19.2K
$2.24M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
438+ 1.67% |
$46.4K - $53.4K
|
26.6K
$3.12M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
435+ 0.72% |
$46.1K - $53.1K
|
61.3K
$7.18M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
433+ 9.71% |
$45.8K - $52.8K
|
4.89K
$573K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
428+ 45.53% |
$45.3K - $52.2K
|
1.37K
$160K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
427+ 23.35% |
$45.2K - $52.1K
|
2.26K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
425+ 8.63% |
$45K - $51.8K
|
5.35K
$627K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
424New |
$44.9K - $51.7K
|
424
$49.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
424+ 2.11% |
$44.9K - $51.7K
|
20.5K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
421+ 8.18% |
$44.6K - $51.3K
|
5.57K
$652K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
418+ 4.63% |
$44.3K - $51K
|
9.45K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
415+ 16.73% |
$43.9K - $50.6K
|
2.9K
$339K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
415+ 19.33% |
$43.9K - $50.6K
|
2.56K
$300K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
412+ 19.02% |
$43.6K - $50.3K
|
2.58K
$302K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
411+ 8.12% |
$43.5K - $50.1K
|
5.47K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
410+ 12.69% |
$43.4K - $50K
|
3.64K
$426K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
402+ 11.83% |
$42.6K - $49K
|
3.8K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
401+ 5.76% |
$42.5K - $48.9K
|
7.36K
$863K
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
400+ 11.65% |
$42.3K - $48.8K
|
3.83K
$449K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
387+ 4.31% |
$41K - $47.2K
|
9.36K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
384+ 25.21% |
$40.7K - $46.8K
|
1.91K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
381+ 3.56% |
$40.3K - $46.5K
|
11.1K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
380+ 4.26% |
$40.2K - $46.3K
|
9.29K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
379+ 3.59% |
$40.1K - $46.2K
|
10.9K
$1.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
377+ 2.87% |
$39.9K - $46K
|
13.5K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
376+ 0.73% |
$39.8K - $45.9K
|
52.2K
$6.12M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
376New |
$39.8K - $45.9K
|
376
$44.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
373+ 3.26% |
$39.5K - $45.5K
|
11.8K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
369+ 3.79% |
$39.1K - $45K
|
10.1K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
367+ 4.51% |
$38.9K - $44.8K
|
8.51K
$997K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
363+ 2.09% |
$38.4K - $44.3K
|
17.7K
$2.08M
|