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 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-186- 1.62% |
$19.7K - $22.7K
|
11.3K
$1.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-187- 3.7% |
$19.8K - $22.8K
|
4.87K
$570K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-187- 5.6% |
$19.8K - $22.8K
|
3.15K
$369K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-188- 0.96% |
$19.9K - $22.9K
|
19.3K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-189- 6.88% |
$20K - $23.1K
|
2.56K
$300K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-189- 4.53% |
$20K - $23.1K
|
3.98K
$466K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-190- 2.68% |
$20.1K - $23.2K
|
6.9K
$808K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-191- 4.19% |
$20.2K - $23.3K
|
4.37K
$512K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-193- 2.69% |
$20.4K - $23.5K
|
6.99K
$819K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-193- 7.79% |
$20.4K - $23.5K
|
2.28K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-195- 5.76% |
$20.6K - $23.8K
|
3.19K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-195- 1.37% |
$20.6K - $23.8K
|
14.1K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-198- 4.91% |
$21K - $24.2K
|
3.83K
$449K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-199- 6.32% |
$21.1K - $24.3K
|
2.95K
$345K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-200- 76.63% |
$21.2K - $24.4K
|
61
$7.15K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-200- 0.6% |
$21.2K - $24.4K
|
33.2K
$3.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-201- 1.67% |
$21.3K - $24.5K
|
11.8K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-203- 6.57% |
$21.5K - $24.8K
|
2.89K
$338K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-204- 1.87% |
$21.6K - $24.9K
|
10.7K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-207- 10.13% |
$21.9K - $25.2K
|
1.84K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-207- 4.63% |
$21.9K - $25.2K
|
4.26K
$500K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-209- 72.57% |
$22.1K - $25.5K
|
79
$9.26K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-209- 3.01% |
$22.1K - $25.5K
|
6.74K
$789K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-210- 11.48% |
$22.2K - $25.6K
|
1.62K
$190K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-212- 11.0% |
$22.4K - $25.9K
|
1.72K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-213- 9.92% |
$22.6K - $26K
|
1.94K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-214- 3.6% |
$22.7K - $26.1K
|
5.73K
$672K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-215- 1.1% |
$22.8K - $26.2K
|
19.4K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-216- 4.45% |
$22.9K - $26.3K
|
4.64K
$544K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-216- 3.57% |
$22.9K - $26.3K
|
5.83K
$683K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-217- 13.14% |
$23K - $26.5K
|
1.44K
$168K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-217- 0.69% |
$23K - $26.5K
|
31.4K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-217- 16.27% |
$23K - $26.5K
|
1.12K
$131K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-218- 1.97% |
$23.1K - $26.6K
|
10.8K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-220- 8.73% |
$23.3K - $26.8K
|
2.3K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-220- 3.52% |
$23.3K - $26.8K
|
6.03K
$707K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-220- 1.85% |
$23.3K - $26.8K
|
11.7K
$1.37M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-221- 11.13% |
$23.4K - $27K
|
1.77K
$207K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-222- 0.79% |
$23.5K - $27.1K
|
27.8K
$3.26M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-222- 35.52% |
$23.5K - $27.1K
|
403
$47.2K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-222- 0.98% |
$23.5K - $27.1K
|
22.4K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-223- 3.08% |
$23.6K - $27.2K
|
7.01K
$821K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-228- 20.77% |
$24.1K - $27.8K
|
870
$102K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-229- 7.94% |
$24.2K - $27.9K
|
2.66K
$311K
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-230- 4.13% |
$24.4K - $28.1K
|
5.34K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-230- 4.89% |
$24.4K - $28.1K
|
4.48K
$525K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-231- 11.71% |
$24.5K - $28.2K
|
1.74K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-239- 0.61% |
$25.3K - $29.2K
|
39.1K
$4.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-239- 0.58% |
$25.3K - $29.2K
|
40.6K
$4.76M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-240- 4.27% |
$25.4K - $29.3K
|
5.38K
$630K
|