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 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
37New |
$3.92K - $4.51K
|
37
$4.34K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
36+ 1.86% |
$3.81K - $4.39K
|
1.97K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
35+ 0.57% |
$3.71K - $4.27K
|
6.22K
$728K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
35+ 0.51% |
$3.71K - $4.27K
|
6.83K
$801K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
34+ 0.32% |
$3.6K - $4.15K
|
10.8K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
34+ 0.67% |
$3.6K - $4.15K
|
5.14K
$603K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
33+ 0.74% |
$3.49K - $4.03K
|
4.49K
$526K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
32+ 0.86% |
$3.39K - $3.9K
|
3.76K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
32New |
$3.39K - $3.9K
|
32
$3.75K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
31+ 0.47% |
$3.28K - $3.78K
|
6.56K
$769K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31+ 1.37% |
$3.28K - $3.78K
|
2.3K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
29+ 0.22% |
$3.07K - $3.54K
|
13.1K
$1.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
28+ 0.85% |
$2.96K - $3.42K
|
3.32K
$389K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
28+ 1.02% |
$2.96K - $3.42K
|
2.77K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
28+ 1.47% |
$2.96K - $3.42K
|
1.93K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27+ 23.08% |
$2.86K - $3.29K
|
144
$16.9K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
27+ 61.36% |
$2.86K - $3.29K
|
71
$8.32K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
26+ 0.68% |
$2.75K - $3.17K
|
3.87K
$453K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
26+ 0.31% |
$2.75K - $3.17K
|
8.37K
$980K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
25+ 1.11% |
$2.65K - $3.05K
|
2.29K
$268K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
25+ 0.41% |
$2.65K - $3.05K
|
6.18K
$724K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
25+ 0.51% |
$2.65K - $3.05K
|
4.89K
$573K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 1.09% |
$2.65K - $3.05K
|
2.32K
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
25+ 0.27% |
$2.65K - $3.05K
|
9.17K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
25+ 0.63% |
$2.65K - $3.05K
|
3.98K
$466K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
25+ 1.19% |
$2.65K - $3.05K
|
2.12K
$248K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
25+ 1.01% |
$2.65K - $3.05K
|
2.51K
$294K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
25+ 18.8% |
$2.65K - $3.05K
|
158
$18.5K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
24+ 0.34% |
$2.54K - $2.93K
|
7.1K
$832K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
24+ 0.21% |
$2.54K - $2.93K
|
11.2K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
24+ 0.45% |
$2.54K - $2.93K
|
5.4K
$633K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
23+ 0.5% |
$2.44K - $2.81K
|
4.67K
$547K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
23New |
$2.44K - $2.81K
|
23
$2.69K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 0.1% |
$2.44K - $2.81K
|
22.5K
$2.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
22+ 0.72% |
$2.33K - $2.68K
|
3.09K
$363K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
22+ 0.92% |
$2.33K - $2.68K
|
2.42K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
22+ 0.87% |
$2.33K - $2.68K
|
2.55K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
22+ 1.08% |
$2.33K - $2.68K
|
2.07K
$242K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
22+ 7.8% |
$2.33K - $2.68K
|
304
$35.6K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
21+ 4.2% |
$2.22K - $2.56K
|
521
$61K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
20+ 1.04% |
$2.12K - $2.44K
|
1.95K
$229K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
20+ 0.65% |
$2.12K - $2.44K
|
3.09K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
20+ 4.29% |
$2.12K - $2.44K
|
486
$56.9K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
19+ 0.14% |
$2.01K - $2.32K
|
13.2K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
18+ 0.92% |
$1.91K - $2.2K
|
1.98K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18+ 0.86% |
$1.91K - $2.2K
|
2.11K
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
17+ 0.21% |
$1.8K - $2.07K
|
8.03K
$941K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
17+ 3.91% |
$1.8K - $2.07K
|
452
$53K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
17+ 0.64% |
$1.8K - $2.07K
|
2.68K
$314K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
17+ 0.41% |
$1.8K - $2.07K
|
4.15K
$487K
|