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
|
Old Port Advisors
|
SELL
|
- |
-81- 0.46% |
$8.58K - $9.88K
|
17.7K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-81- 0.59% |
$8.58K - $9.88K
|
13.6K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-82- 0.46% |
$8.68K - $10K
|
17.8K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-82- 0.94% |
$8.68K - $10K
|
8.64K
$1.05M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-82- 0.78% |
$8.68K - $10K
|
10.4K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-83- 3.34% |
$8.79K - $10.1K
|
2.4K
$291K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-83- 2.82% |
$8.79K - $10.1K
|
2.86K
$347K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-84- 2.65% |
$8.89K - $10.2K
|
3.09K
$374K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-85- 0.34% |
$9K - $10.4K
|
25.2K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-85- 0.38% |
$9K - $10.4K
|
22.4K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-86- 0.73% |
$9.1K - $10.5K
|
11.8K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-86- 1.67% |
$9.1K - $10.5K
|
5.07K
$613K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-87- 1.81% |
$9.21K - $10.6K
|
4.73K
$573K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-89- 1.46% |
$9.42K - $10.9K
|
6.03K
$730K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-89- 13.19% |
$9.42K - $10.9K
|
586
$71K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-90- 0.04% |
$9.53K - $11K
|
244K
$29.6M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-91- 0.53% |
$9.63K - $11.1K
|
17K
$2.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-94- 1.76% |
$9.95K - $11.5K
|
5.24K
$634K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-94- 0.33% |
$9.95K - $11.5K
|
28.4K
$3.43M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-95- 3.12% |
$10.1K - $11.6K
|
2.95K
$357K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-98- 2.99% |
$10.4K - $12K
|
3.18K
$385K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-99- 0.07% |
$10.5K - $12.1K
|
139K
$16.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 9.34% |
$10.6K - $12.2K
|
971
$118K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-100- 5.48% |
$10.6K - $12.2K
|
1.73K
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.75% |
$10.6K - $12.2K
|
5.6K
$678K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100- 3.69% |
$10.6K - $12.2K
|
2.61K
$316K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-100- 3.64% |
$10.6K - $12.2K
|
2.65K
$321K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-100- 2.84% |
$10.6K - $12.2K
|
3.43K
$415K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-100- 20.0% |
$10.6K - $12.2K
|
400
$48.4K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-100- 3.99% |
$10.6K - $12.2K
|
2.41K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-100- 3.06% |
$10.6K - $12.2K
|
3.17K
$384K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100- 0.74% |
$10.6K - $12.2K
|
13.5K
$1.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-101- 6.17% |
$10.7K - $12.3K
|
1.54K
$186K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-102- 24.94% |
$10.8K - $12.4K
|
307
$37.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-103- 0.67% |
$10.9K - $12.6K
|
15.3K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-105- 3.48% |
$11.1K - $12.8K
|
2.91K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-105- 2.58% |
$11.1K - $12.8K
|
3.96K
$480K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-105- 1.97% |
$11.1K - $12.8K
|
5.24K
$634K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-106- 2.83% |
$11.2K - $12.9K
|
3.64K
$440K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-106- 0.86% |
$11.2K - $12.9K
|
12.2K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-106- 1.88% |
$11.2K - $12.9K
|
5.53K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-107- 3.42% |
$11.3K - $13.1K
|
3.02K
$366K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-108- 22.41% |
$11.4K - $13.2K
|
374
$45.3K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-108- 1.38% |
$11.4K - $13.2K
|
7.74K
$937K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-110- 0.42% |
$11.6K - $13.4K
|
26.2K
$3.18M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-111- 0.91% |
$11.8K - $13.5K
|
12.1K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-111- 0.98% |
$11.8K - $13.5K
|
11.2K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-111- 0.3% |
$11.8K - $13.5K
|
37.2K
$4.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-113- 3.07% |
$12K - $13.8K
|
3.57K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-113- 2.27% |
$12K - $13.8K
|
4.87K
$590K
|