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 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1- 0.07% |
$106 - $122
|
1.39K
$162K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1- 0.03% |
$106 - $122
|
3.29K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1- 0.01% |
$106 - $122
|
12.6K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 7.69% |
$106 - $122
|
12
$1.41K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2- 0.1% |
$212 - $244
|
1.98K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3- 0.11% |
$318 - $366
|
2.68K
$314K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-3- 0.09% |
$318 - $366
|
3.26K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-4- 0.13% |
$423 - $488
|
3.08K
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-5- 1.44% |
$529 - $610
|
343
$40.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5- 0.12% |
$529 - $610
|
4.16K
$488K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-5- 0.17% |
$529 - $610
|
2.97K
$348K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-5- 0.81% |
$529 - $610
|
611
$71.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-6- 0.03% |
$635 - $732
|
22.5K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-6- 0.12% |
$635 - $732
|
5.06K
$593K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-6- 0.05% |
$635 - $732
|
12.6K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6- 0.28% |
$635 - $732
|
2.12K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6- 0.06% |
$635 - $732
|
9.63K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6- 0.15% |
$635 - $732
|
4K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-8- 0.28% |
$847 - $976
|
2.9K
$339K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 1.58% |
$953 - $1.1K
|
562
$65.8K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9- 0.17% |
$953 - $1.1K
|
5.26K
$616K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-9- 0.06% |
$953 - $1.1K
|
16K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9- 0.39% |
$953 - $1.1K
|
2.33K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-10- 0.41% |
$1.06K - $1.22K
|
2.45K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-11- 0.42% |
$1.16K - $1.34K
|
2.62K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-11- 0.49% |
$1.16K - $1.34K
|
2.24K
$262K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-12- 0.57% |
$1.27K - $1.46K
|
2.08K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-12- 0.07% |
$1.27K - $1.46K
|
17.4K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-12- 0.15% |
$1.27K - $1.46K
|
7.79K
$912K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-12- 0.49% |
$1.27K - $1.46K
|
2.46K
$288K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-13- 0.31% |
$1.38K - $1.59K
|
4.18K
$490K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-13- 0.37% |
$1.38K - $1.59K
|
3.54K
$414K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-15- 0.17% |
$1.59K - $1.83K
|
8.68K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.65% |
$1.59K - $1.83K
|
2.28K
$267K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-15- 7.69% |
$1.59K - $1.83K
|
180
$21.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15- 18.52% |
$1.59K - $1.83K
|
66
$7.73K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-15- 0.17% |
$1.59K - $1.83K
|
8.78K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.31% |
$1.69K - $1.95K
|
5.14K
$602K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-16- 0.77% |
$1.69K - $1.95K
|
2.06K
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-16- 0.17% |
$1.69K - $1.95K
|
9.32K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-16- 42.11% |
$1.69K - $1.95K
|
22
$2.58K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-16- 0.07% |
$1.69K - $1.95K
|
22.9K
$2.69M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-17- 0.11% |
$1.8K - $2.07K
|
15.5K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-17- 0.47% |
$1.8K - $2.07K
|
3.57K
$418K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-18- 0.42% |
$1.91K - $2.2K
|
4.29K
$503K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-19- 2.12% |
$2.01K - $2.32K
|
877
$103K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-19- 0.83% |
$2.01K - $2.32K
|
2.27K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-19- 2.93% |
$2.01K - $2.32K
|
630
$73.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-20- 7.14% |
$2.12K - $2.44K
|
260
$30.5K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-20- 0.55% |
$2.12K - $2.44K
|
3.63K
$426K
|