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
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
259+ 3.03% |
$27.4K - $31.6K
|
8.81K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
254+ 7.22% |
$26.9K - $31K
|
3.77K
$442K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
250+ 3.45% |
$26.5K - $30.5K
|
7.51K
$879K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
248+ 4.65% |
$26.3K - $30.2K
|
5.59K
$655K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
247+ 1.29% |
$26.1K - $30.1K
|
19.4K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
246+ 8.84% |
$26K - $30K
|
3.03K
$355K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
246+ 3.8% |
$26K - $30K
|
6.73K
$788K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
242+ 0.13% |
$25.6K - $29.5K
|
184K
$21.6M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
242+ 8.46% |
$25.6K - $29.5K
|
3.1K
$364K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
241+ 2.56% |
$25.5K - $29.4K
|
9.67K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
241+ 0.03% |
$25.5K - $29.4K
|
920K
$108M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
237+ 2.43% |
$25.1K - $28.9K
|
9.98K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
237+ 0.51% |
$25.1K - $28.9K
|
46.9K
$5.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
235+ 0.77% |
$24.9K - $28.7K
|
30.8K
$3.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
233+ 1.12% |
$24.7K - $28.4K
|
21K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
233+ 10.64% |
$24.7K - $28.4K
|
2.42K
$284K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
232+ 0.45% |
$24.6K - $28.3K
|
51.8K
$6.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
230+ 3.85% |
$24.4K - $28.1K
|
6.21K
$727K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
229+ 1.55% |
$24.2K - $27.9K
|
15K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
227New |
$24K - $27.7K
|
227
$26.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
224+ 1.59% |
$23.7K - $27.3K
|
14.3K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
223New |
$23.6K - $27.2K
|
223
$26.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
221+ 8.47% |
$23.4K - $27K
|
2.83K
$332K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
221+ 7.14% |
$23.4K - $27K
|
3.32K
$389K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
220+ 0.53% |
$23.3K - $26.8K
|
41.6K
$4.87M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
219+ 0.42% |
$23.2K - $26.7K
|
52K
$6.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
216+ 10.55% |
$22.9K - $26.3K
|
2.26K
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
215+ 1.21% |
$22.8K - $26.2K
|
18K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
214+ 0.39% |
$22.7K - $26.1K
|
55.2K
$6.47M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
211+ 5.42% |
$22.3K - $25.7K
|
4.1K
$481K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
210+ 1.43% |
$22.2K - $25.6K
|
14.9K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
210+ 1.71% |
$22.2K - $25.6K
|
12.5K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
208+ 2.21% |
$22K - $25.4K
|
9.62K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
207+ 6.29% |
$21.9K - $25.2K
|
3.5K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
207New |
$21.9K - $25.2K
|
207
$24.3K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
206+ 1.18% |
$21.8K - $25.1K
|
17.6K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
204+ 7.51% |
$21.6K - $24.9K
|
2.92K
$342K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
204+ 2.82% |
$21.6K - $24.9K
|
7.43K
$871K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
200+ 6.65% |
$21.2K - $24.4K
|
3.21K
$376K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
200+ 4.55% |
$21.2K - $24.4K
|
4.59K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
199+ 4.56% |
$21.1K - $24.3K
|
4.56K
$535K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
198+ 360.0% |
$21K - $24.2K
|
253
$29.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
193+ 6.28% |
$20.4K - $23.5K
|
3.27K
$383K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
192+ 11.9% |
$20.3K - $23.4K
|
1.81K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
188+ 3.19% |
$19.9K - $22.9K
|
6.08K
$712K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
187+ 3.27% |
$19.8K - $22.8K
|
5.91K
$692K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
187+ 0.49% |
$19.8K - $22.8K
|
38.5K
$4.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
186+ 6.07% |
$19.7K - $22.7K
|
3.25K
$381K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
183New |
$19.4K - $22.3K
|
183
$21.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
182+ 3.01% |
$19.3K - $22.2K
|
6.22K
$729K
|