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 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
363+ 0.38% |
$38.4K - $44.3K
|
94.9K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
361+ 1.07% |
$38.2K - $44K
|
34.2K
$4.01M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
356+ 3.99% |
$37.7K - $43.4K
|
9.28K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
355+ 0.67% |
$37.6K - $43.3K
|
53.6K
$6.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
354+ 0.88% |
$37.5K - $43.2K
|
40.5K
$4.74M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
340+ 2.48% |
$36K - $41.5K
|
14K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
339+ 1.29% |
$35.9K - $41.3K
|
26.6K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
339+ 0.83% |
$35.9K - $41.3K
|
41.2K
$4.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
335+ 6.89% |
$35.5K - $40.9K
|
5.2K
$609K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
333+ 6.82% |
$35.3K - $40.6K
|
5.22K
$612K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
333+ 13.75% |
$35.3K - $40.6K
|
2.76K
$323K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
332+ 11.97% |
$35.1K - $40.5K
|
3.11K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
328+ 15.6% |
$34.7K - $40K
|
2.43K
$285K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
326+ 7.8% |
$34.5K - $39.8K
|
4.5K
$528K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
325+ 9.45% |
$34.4K - $39.6K
|
3.76K
$441K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
325+ 10.91% |
$34.4K - $39.6K
|
3.3K
$387K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
315+ 6.54% |
$33.3K - $38.4K
|
5.13K
$601K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
312+ 3.37% |
$33K - $38.1K
|
9.57K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
311+ 6.41% |
$32.9K - $37.9K
|
5.16K
$605K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
310+ 14.73% |
$32.8K - $37.8K
|
2.41K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
308+ 7.17% |
$32.6K - $37.6K
|
4.61K
$540K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
306+ 8.05% |
$32.4K - $37.3K
|
4.11K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
304New |
$32.2K - $37.1K
|
304
$35.6K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
303+ 5.17% |
$32.1K - $37K
|
6.16K
$722K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
300+ 68.97% |
$31.8K - $36.6K
|
735
$86.1K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
299+ 9.04% |
$31.7K - $36.5K
|
3.61K
$423K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
297New |
$31.4K - $36.2K
|
297
$34.8K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
294+ 0.67% |
$31.1K - $35.9K
|
43.9K
$5.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
291+ 8.92% |
$30.8K - $35.5K
|
3.55K
$416K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
291+ 1.72% |
$30.8K - $35.5K
|
17.2K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
290+ 0.72% |
$30.7K - $35.4K
|
40.8K
$4.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
288+ 3.22% |
$30.5K - $35.1K
|
9.22K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
287+ 0.89% |
$30.4K - $35K
|
32.5K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
287+ 3.82% |
$30.4K - $35K
|
7.8K
$914K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
287+ 13.28% |
$30.4K - $35K
|
2.45K
$287K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
285+ 1.36% |
$30.2K - $34.8K
|
21.2K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
282+ 1.62% |
$29.9K - $34.4K
|
17.6K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
282New |
$29.9K - $34.4K
|
282
$33K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
281+ 0.47% |
$29.7K - $34.3K
|
60.6K
$7.1M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
280+ 22.31% |
$29.6K - $34.2K
|
1.54K
$180K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
279+ 357.69% |
$29.5K - $34K
|
357
$41.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
275+ 7.99% |
$29.1K - $33.5K
|
3.72K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
274+ 4.79% |
$29K - $33.4K
|
5.99K
$702K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
270+ 0.33% |
$28.6K - $32.9K
|
81.5K
$9.55M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
269+ 4.85% |
$28.5K - $32.8K
|
5.81K
$681K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
269+ 13.26% |
$28.5K - $32.8K
|
2.3K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
268+ 14.43% |
$28.4K - $32.7K
|
2.13K
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
268+ 9.21% |
$28.4K - $32.7K
|
3.18K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
267+ 63.72% |
$28.3K - $32.6K
|
686
$80.4K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
263+ 1.42% |
$27.8K - $32.1K
|
18.8K
$2.21M
|