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
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
77+ 0.74% |
$8.15K - $9.39K
|
10.5K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
76+ 2.04% |
$8.05K - $9.27K
|
3.8K
$445K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
74+ 1.98% |
$7.83K - $9.03K
|
3.82K
$447K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
74+ 0.33% |
$7.83K - $9.03K
|
22.7K
$2.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
74+ 1.17% |
$7.83K - $9.03K
|
6.4K
$750K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
73+ 0.2% |
$7.73K - $8.9K
|
35.8K
$4.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
71+ 1.23% |
$7.52K - $8.66K
|
5.83K
$683K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
70+ 0.43% |
$7.41K - $8.54K
|
16.4K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
70+ 2.14% |
$7.41K - $8.54K
|
3.34K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
68+ 1.09% |
$7.2K - $8.29K
|
6.32K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
68+ 1.56% |
$7.2K - $8.29K
|
4.44K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
68+ 0.41% |
$7.2K - $8.29K
|
16.6K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
67New |
$7.09K - $8.17K
|
67
$7.85K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
64+ 2.33% |
$6.78K - $7.81K
|
2.81K
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
64+ 2.34% |
$6.78K - $7.81K
|
2.8K
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
64+ 2.06% |
$6.78K - $7.81K
|
3.17K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
64+ 23.88% |
$6.78K - $7.81K
|
332
$38.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
63+ 1.07% |
$6.67K - $7.68K
|
5.96K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
63+ 217.24% |
$6.67K - $7.68K
|
92
$10.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
61+ 0.63% |
$6.46K - $7.44K
|
9.81K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
61New |
$6.46K - $7.44K
|
61
$7.15K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
60+ 0.19% |
$6.35K - $7.32K
|
30.9K
$3.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
58+ 1.56% |
$6.14K - $7.07K
|
3.77K
$442K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
58+ 207.14% |
$6.14K - $7.07K
|
86
$10.1K
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
55+ 5.24% |
$5.82K - $6.71K
|
1.11K
$129K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
54+ 0.31% |
$5.72K - $6.59K
|
17.5K
$2.05M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
51+ 2.04% |
$5.4K - $6.22K
|
2.55K
$299K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
50+ 2.13% |
$5.29K - $6.1K
|
2.39K
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
50+ 0.66% |
$5.29K - $6.1K
|
7.6K
$890K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 6.97% |
$5.29K - $6.1K
|
767
$89.9K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 0.4% |
$5.29K - $6.1K
|
12.6K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
49New |
$5.19K - $5.98K
|
49
$5.74K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
47+ 1.95% |
$4.98K - $5.73K
|
2.45K
$288K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
47+ 0.06% |
$4.98K - $5.73K
|
75.2K
$8.82M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
45+ 1.13% |
$4.76K - $5.49K
|
4.03K
$472K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
45+ 0.77% |
$4.76K - $5.49K
|
5.9K
$691K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
45+ 0.29% |
$4.76K - $5.49K
|
15.3K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
45New |
$4.76K - $5.49K
|
45
$5.27K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
44+ 0.79% |
$4.66K - $5.37K
|
5.63K
$659K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
43+ 0.89% |
$4.55K - $5.24K
|
4.9K
$574K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
43+ 0.8% |
$4.55K - $5.24K
|
5.44K
$637K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
42+ 1.48% |
$4.45K - $5.12K
|
2.87K
$336K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
40+ 0.35% |
$4.23K - $4.88K
|
11.6K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
40+ 1.25% |
$4.23K - $4.88K
|
3.24K
$380K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
40+ 5.43% |
$4.23K - $4.88K
|
776
$90.9K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
39+ 0.67% |
$4.13K - $4.76K
|
5.87K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
39+ 0.49% |
$4.13K - $4.76K
|
8.07K
$945K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
38+ 0.57% |
$4.02K - $4.63K
|
6.74K
$789K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
38+ 1.47% |
$4.02K - $4.63K
|
2.62K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
38+ 0.62% |
$4.02K - $4.63K
|
6.13K
$718K
|