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 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 0.85% |
$1.69K - $1.95K
|
1.9K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
16New |
$1.69K - $1.95K
|
16
$1.87K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
16+ 0.78% |
$1.69K - $1.95K
|
2.07K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
16+ 0.78% |
$1.69K - $1.95K
|
2.08K
$243K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
16+ 0.8% |
$1.69K - $1.95K
|
2K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
16+ 0.81% |
$1.69K - $1.95K
|
1.98K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
15+ 0.59% |
$1.59K - $1.83K
|
2.55K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15+ 0.24% |
$1.59K - $1.83K
|
6.27K
$735K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
15New |
$1.59K - $1.83K
|
15
$1.76K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.61% |
$1.48K - $1.71K
|
2.32K
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
14+ 0.5% |
$1.48K - $1.71K
|
2.82K
$330K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14+ 8.43% |
$1.48K - $1.71K
|
180
$21.1K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14+ 0.57% |
$1.48K - $1.71K
|
2.45K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 0.94% |
$1.38K - $1.59K
|
1.39K
$163K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13+ 0.5% |
$1.38K - $1.59K
|
2.63K
$308K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
13+ 0.57% |
$1.38K - $1.59K
|
2.29K
$268K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
13+ 0.29% |
$1.38K - $1.59K
|
4.53K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13New |
$1.38K - $1.59K
|
13
$1.52K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
13+ 0.6% |
$1.38K - $1.59K
|
2.2K
$257K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12+ 52.17% |
$1.27K - $1.46K
|
35
$4.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12+ 0.6% |
$1.27K - $1.46K
|
2.03K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12+ 0.02% |
$1.27K - $1.46K
|
51.3K
$6.01M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
12+ 0.04% |
$1.27K - $1.46K
|
33.9K
$3.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
11+ 0.06% |
$1.16K - $1.34K
|
18.8K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
11+ 0.42% |
$1.16K - $1.34K
|
2.65K
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11+ 0.04% |
$1.16K - $1.34K
|
25.8K
$3.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 3.37% |
$1.06K - $1.22K
|
307
$36K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
10+ 0.05% |
$1.06K - $1.22K
|
18.7K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$1.06K - $1.22K
|
10
$1.17K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 3.62% |
$1.06K - $1.22K
|
286
$33.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9+ 0.26% |
$953 - $1.1K
|
3.45K
$404K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 0.93% |
$953 - $1.1K
|
981
$115K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.18% |
$953 - $1.1K
|
4.94K
$579K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
9+ 0.19% |
$953 - $1.1K
|
4.81K
$564K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
9+ 0.15% |
$953 - $1.1K
|
5.9K
$691K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
9+ 0.2% |
$953 - $1.1K
|
4.56K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
9+ 0.18% |
$953 - $1.1K
|
4.99K
$584K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8+ 0.2% |
$847 - $976
|
3.98K
$466K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8+ 0.38% |
$847 - $976
|
2.1K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8+ 0.3% |
$847 - $976
|
2.71K
$317K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.2% |
$741 - $854
|
3.6K
$421K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7+ 0.28% |
$741 - $854
|
2.53K
$297K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7New |
$741 - $854
|
7
$820
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
7+ 0.2% |
$741 - $854
|
3.59K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7+ 0.29% |
$741 - $854
|
2.4K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
7+ 0.04% |
$741 - $854
|
17.6K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 0.45% |
$635 - $732
|
1.35K
$158K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
6+ 0.12% |
$635 - $732
|
4.87K
$570K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 0.84% |
$635 - $732
|
720
$84.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
5+ 0.77% |
$529 - $610
|
654
$76.6K
|