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 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-133- 5.22% |
$14.1K - $16.2K
|
2.41K
$283K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-134- 0.84% |
$14.2K - $16.3K
|
15.9K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-134- 4.05% |
$14.2K - $16.3K
|
3.17K
$372K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-134- 3.38% |
$14.2K - $16.3K
|
3.83K
$449K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-134- 1.18% |
$14.2K - $16.3K
|
11.2K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-135- 32.07% |
$14.3K - $16.5K
|
286
$33.5K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-135- 5.21% |
$14.3K - $16.5K
|
2.46K
$288K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-136- 2.46% |
$14.4K - $16.6K
|
5.4K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-137- 4.06% |
$14.5K - $16.7K
|
3.24K
$379K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-138- 6.41% |
$14.6K - $16.8K
|
2.02K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-139- 2.85% |
$14.7K - $17K
|
4.73K
$554K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-139- 0.78% |
$14.7K - $17K
|
17.7K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-140- 29.72% |
$14.8K - $17.1K
|
331
$38.8K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-140- 1.84% |
$14.8K - $17.1K
|
7.45K
$873K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-141- 0.28% |
$14.9K - $17.2K
|
49.6K
$5.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-142- 1.17% |
$15K - $17.3K
|
12K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-142- 5.87% |
$15K - $17.3K
|
2.28K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-143- 1.05% |
$15.1K - $17.4K
|
13.5K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-145- 0.1% |
$15.4K - $17.7K
|
148K
$17.3M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-147- 2.7% |
$15.6K - $17.9K
|
5.3K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-147- 0.59% |
$15.6K - $17.9K
|
24.8K
$2.91M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-149- 1.57% |
$15.8K - $18.2K
|
9.33K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-150- 1.71% |
$15.9K - $18.3K
|
8.62K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-150- 4.55% |
$15.9K - $18.3K
|
3.15K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-152- 0.79% |
$16.1K - $18.5K
|
19.2K
$2.25M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-153- 0.44% |
$16.2K - $18.7K
|
34.5K
$4.04M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-153- 1.25% |
$16.2K - $18.7K
|
12.1K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-155- 3.22% |
$16.4K - $18.9K
|
4.65K
$545K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-157- 6.55% |
$16.6K - $19.1K
|
2.24K
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-157- 5.97% |
$16.6K - $19.1K
|
2.47K
$290K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-157- 2.62% |
$16.6K - $19.1K
|
5.83K
$684K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-157- 2.18% |
$16.6K - $19.1K
|
7.05K
$825K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-157- 16.44% |
$16.6K - $19.1K
|
798
$93.5K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-158- 6.03% |
$16.7K - $19.3K
|
2.46K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-158- 0.15% |
$16.7K - $19.3K
|
102K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-159- 2.04% |
$16.8K - $19.4K
|
7.62K
$893K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-166- 5.73% |
$17.6K - $20.2K
|
2.73K
$320K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-171- 5.76% |
$18.1K - $20.9K
|
2.8K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-172- 2.02% |
$18.2K - $21K
|
8.33K
$976K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-173- 2.64% |
$18.3K - $21.1K
|
6.37K
$747K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-174- 2.88% |
$18.4K - $21.2K
|
5.87K
$688K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-175- 6.29% |
$18.5K - $21.3K
|
2.61K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-175- 1.97% |
$18.5K - $21.3K
|
8.7K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-176- 3.68% |
$18.6K - $21.5K
|
4.61K
$540K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-178- 8.16% |
$18.8K - $21.7K
|
2K
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-179- 9.29% |
$19K - $21.8K
|
1.75K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-181- 3.18% |
$19.2K - $22.1K
|
5.5K
$645K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-185- 16.43% |
$19.6K - $22.6K
|
941
$110K
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-185- 1.92% |
$19.6K - $22.6K
|
9.44K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-186- 7.21% |
$19.7K - $22.7K
|
2.4K
$281K
|