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 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-49- 19.29% |
$5.19K - $5.98K
|
205
$24K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-49- 2.58% |
$5.19K - $5.98K
|
1.85K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-50- 0.65% |
$5.29K - $6.1K
|
7.66K
$898K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-50- 1.77% |
$5.29K - $6.1K
|
2.77K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50- 10.42% |
$5.29K - $6.1K
|
430
$50.4K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 1.14% |
$5.29K - $6.1K
|
4.32K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-50- 1.13% |
$5.29K - $6.1K
|
4.37K
$512K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-51- 3.98% |
$5.4K - $6.22K
|
1.23K
$144K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-51- 1.03% |
$5.4K - $6.22K
|
4.92K
$576K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-51- 1.53% |
$5.4K - $6.22K
|
3.28K
$385K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-52- 2.83% |
$5.51K - $6.34K
|
1.79K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-52- 1.85% |
$5.51K - $6.34K
|
2.76K
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-53- 0.6% |
$5.61K - $6.46K
|
8.77K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-53- 19.2% |
$5.61K - $6.46K
|
223
$26.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-54- 1.52% |
$5.72K - $6.59K
|
3.49K
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 9.41% |
$5.72K - $6.59K
|
520
$60.9K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-55- 8.77% |
$5.82K - $6.71K
|
572
$67K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-56- 2.75% |
$5.93K - $6.83K
|
1.98K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-56- 1.39% |
$5.93K - $6.83K
|
3.97K
$465K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-56- 0.39% |
$5.93K - $6.83K
|
14.5K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
SELL
|
- |
-57- 0.36% |
$6.03K - $6.95K
|
15.8K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-59- 1.56% |
$6.25K - $7.2K
|
3.73K
$437K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-60- 3.05% |
$6.35K - $7.32K
|
1.91K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-62- 1.04% |
$6.56K - $7.56K
|
5.89K
$690K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-65- 1.52% |
$6.88K - $7.93K
|
4.21K
$494K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-66- 0.82% |
$6.99K - $8.05K
|
7.98K
$935K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-70- 1.74% |
$7.41K - $8.54K
|
3.96K
$464K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-70- 0.31% |
$7.41K - $8.54K
|
22.2K
$2.61M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-70- 0.57% |
$7.41K - $8.54K
|
12.3K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-70- 1.08% |
$7.41K - $8.54K
|
6.38K
$748K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-73- 3.6% |
$7.73K - $8.9K
|
1.96K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-74- 19.79% |
$7.83K - $9.03K
|
300
$35.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-75- 1.69% |
$7.94K - $9.15K
|
4.36K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-76- 1.03% |
$8.05K - $9.27K
|
7.34K
$860K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-77- 1.28% |
$8.15K - $9.39K
|
5.95K
$697K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-80- 2.5% |
$8.47K - $9.76K
|
3.12K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-80- 1.47% |
$8.47K - $9.76K
|
5.37K
$630K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-81- 0.46% |
$8.58K - $9.88K
|
17.7K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-81- 0.59% |
$8.58K - $9.88K
|
13.6K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-82- 0.46% |
$8.68K - $10K
|
17.8K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-82- 0.94% |
$8.68K - $10K
|
8.64K
$1.01M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-82- 0.78% |
$8.68K - $10K
|
10.4K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-83- 3.34% |
$8.79K - $10.1K
|
2.4K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-83- 2.82% |
$8.79K - $10.1K
|
2.86K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-84- 2.65% |
$8.89K - $10.2K
|
3.09K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-85- 0.34% |
$9K - $10.4K
|
25.2K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-85- 0.38% |
$9K - $10.4K
|
22.4K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-86- 0.73% |
$9.1K - $10.5K
|
11.8K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-86- 1.67% |
$9.1K - $10.5K
|
5.07K
$593K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-87- 1.81% |
$9.21K - $10.6K
|
4.73K
$554K
|