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
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
181+ 2.97% |
$19.2K - $22.1K
|
6.27K
$735K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
180+ 3.77% |
$19.1K - $22K
|
4.95K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
177+ 5.24% |
$18.7K - $21.6K
|
3.56K
$417K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
176+ 10.16% |
$18.6K - $21.5K
|
1.91K
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
175+ 6.01% |
$18.5K - $21.3K
|
3.09K
$362K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
175New |
$18.5K - $21.3K
|
175
$20.5K
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
173+ 8.95% |
$18.3K - $21.1K
|
2.11K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
172+ 2.11% |
$18.2K - $21K
|
8.33K
$976K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
171+ 1.66% |
$18.1K - $20.9K
|
10.5K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
170+ 5.15% |
$18K - $20.7K
|
3.47K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
168New |
$17.8K - $20.5K
|
168
$19.7K
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
168+ 0.18% |
$17.8K - $20.5K
|
91.3K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
165+ 2.15% |
$17.5K - $20.1K
|
7.84K
$919K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
162+ 3.6% |
$17.2K - $19.8K
|
4.66K
$546K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
162+ 8.25% |
$17.2K - $19.8K
|
2.13K
$249K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
161+ 0.98% |
$17K - $19.6K
|
16.6K
$1.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
159+ 2.69% |
$16.8K - $19.4K
|
6.07K
$712K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
156+ 2.49% |
$16.5K - $19K
|
6.43K
$753K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
156+ 2.1% |
$16.5K - $19K
|
7.57K
$887K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
155+ 0.5% |
$16.4K - $18.9K
|
31.4K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
155+ 0.63% |
$16.4K - $18.9K
|
24.7K
$2.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
154+ 6.56% |
$16.3K - $18.8K
|
2.5K
$293K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
152+ 3.5% |
$16.1K - $18.5K
|
4.49K
$526K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
151+ 3.76% |
$16K - $18.4K
|
4.17K
$488K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
150+ 1.23% |
$15.9K - $18.3K
|
12.4K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
150+ 3.69% |
$15.9K - $18.3K
|
4.22K
$494K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
150New |
$15.9K - $18.3K
|
150
$17.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
149+ 2.96% |
$15.8K - $18.2K
|
5.18K
$607K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
147+ 4.35% |
$15.6K - $17.9K
|
3.53K
$413K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
146+ 0.14% |
$15.5K - $17.8K
|
104K
$12.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
143+ 1.42% |
$15.1K - $17.4K
|
10.2K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
143+ 0.01% |
$15.1K - $17.4K
|
956K
$112M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
140+ 0.29% |
$14.8K - $17.1K
|
49.2K
$5.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
135+ 46.55% |
$14.3K - $16.5K
|
425
$49.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
134New |
$14.2K - $16.3K
|
134
$15.7K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
134+ 1.54% |
$14.2K - $16.3K
|
8.85K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
133+ 4.63% |
$14.1K - $16.2K
|
3K
$352K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
132+ 0.39% |
$14K - $16.1K
|
33.8K
$3.97M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
129+ 3.65% |
$13.7K - $15.7K
|
3.66K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
129+ 1.54% |
$13.7K - $15.7K
|
8.48K
$993K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
129+ 6.13% |
$13.7K - $15.7K
|
2.23K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
127+ 1.29% |
$13.4K - $15.5K
|
9.98K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
124+ 6.56% |
$13.1K - $15.1K
|
2.02K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
124+ 3.26% |
$13.1K - $15.1K
|
3.92K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
124+ 3.9% |
$13.1K - $15.1K
|
3.31K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
120+ 1.02% |
$12.7K - $14.6K
|
11.8K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
119+ 5.96% |
$12.6K - $14.5K
|
2.11K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
118+ 3.24% |
$12.5K - $14.4K
|
3.76K
$440K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
116+ 1.96% |
$12.3K - $14.1K
|
6.03K
$706K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
115+ 2.54% |
$12.2K - $14K
|
4.65K
$545K
|