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 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-20- 80.0% |
$2.12K - $2.44K
|
5
$586
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-21- 5.92% |
$2.22K - $2.56K
|
334
$39.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-22- 0.59% |
$2.33K - $2.68K
|
3.74K
$438K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-23- 0.38% |
$2.44K - $2.81K
|
5.99K
$702K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-23- 1.55% |
$2.44K - $2.81K
|
1.46K
$171K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-23- 0.71% |
$2.44K - $2.81K
|
3.2K
$375K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-23- 0.56% |
$2.44K - $2.81K
|
4.07K
$477K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-24- 0.13% |
$2.54K - $2.93K
|
18K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-24- 0.31% |
$2.54K - $2.93K
|
7.65K
$896K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-24- 0.38% |
$2.54K - $2.93K
|
6.37K
$746K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-25- 0.91% |
$2.65K - $3.05K
|
2.74K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-25- 0.4% |
$2.65K - $3.05K
|
6.28K
$736K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-26- 1.04% |
$2.75K - $3.17K
|
2.49K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-26- 0.24% |
$2.75K - $3.17K
|
10.8K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-27- 1.2% |
$2.86K - $3.29K
|
2.23K
$261K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-27- 0.85% |
$2.86K - $3.29K
|
3.15K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-27- 1.04% |
$2.86K - $3.29K
|
2.57K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-27- 0.02% |
$2.86K - $3.29K
|
125K
$14.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-28- 0.52% |
$2.96K - $3.42K
|
5.36K
$628K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-29- 0.04% |
$3.07K - $3.54K
|
68K
$7.97M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-29- 0.57% |
$3.07K - $3.54K
|
5.08K
$595K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-30- 0.13% |
$3.18K - $3.66K
|
22.8K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-30- 1.52% |
$3.18K - $3.66K
|
1.94K
$228K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-30- 2.53% |
$3.18K - $3.66K
|
1.16K
$135K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-30- 0.52% |
$3.18K - $3.66K
|
5.77K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-30- 0.19% |
$3.18K - $3.66K
|
15.4K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-31- 1.25% |
$3.28K - $3.78K
|
2.45K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-32- 0.75% |
$3.39K - $3.9K
|
4.22K
$494K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-33- 13.64% |
$3.49K - $4.03K
|
209
$24.5K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-33- 0.14% |
$3.49K - $4.03K
|
23.4K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.69% |
$3.6K - $4.15K
|
4.87K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-35- 1.37% |
$3.71K - $4.27K
|
2.52K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-36- 1.08% |
$3.81K - $4.39K
|
3.3K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-38- 2.7% |
$4.02K - $4.63K
|
1.37K
$161K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-40- 5.17% |
$4.23K - $4.88K
|
734
$86K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-41- 2.84% |
$4.34K - $5K
|
1.4K
$165K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-41- 6.41% |
$4.34K - $5K
|
599
$70.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-43- 0.51% |
$4.55K - $5.24K
|
8.41K
$986K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-44- 0.28% |
$4.66K - $5.37K
|
15.5K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-45- 0.8% |
$4.76K - $5.49K
|
5.59K
$655K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-45- 2.91% |
$4.76K - $5.49K
|
1.5K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-45- 0.71% |
$4.76K - $5.49K
|
6.26K
$733K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-46- 1.7% |
$4.87K - $5.61K
|
2.65K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-47- 0.93% |
$4.98K - $5.73K
|
5.01K
$587K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-47- 14.2% |
$4.98K - $5.73K
|
284
$33.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-48- 0.24% |
$5.08K - $5.85K
|
20.2K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-48- 0.68% |
$5.08K - $5.85K
|
6.98K
$817K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-48- 0.42% |
$5.08K - $5.85K
|
11.5K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-48- 0.83% |
$5.08K - $5.85K
|
5.74K
$673K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-49- 0.86% |
$5.19K - $5.98K
|
5.63K
$660K
|