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 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-241- 4.77% |
$25.5K - $29.4K
|
4.82K
$564K
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-241- 1.62% |
$25.5K - $29.4K
|
14.6K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-241- 4.46% |
$25.5K - $29.4K
|
5.17K
$606K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-246- 2.32% |
$26K - $30K
|
10.3K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-246- 6.07% |
$26K - $30K
|
3.81K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-246- 1.97% |
$26K - $30K
|
12.3K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-248- 4.63% |
$26.3K - $30.2K
|
5.11K
$599K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-250- 4.97% |
$26.5K - $30.5K
|
4.78K
$560K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-250- 12.25% |
$26.5K - $30.5K
|
1.79K
$210K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-250- 20.99% |
$26.5K - $30.5K
|
941
$110K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-250- 7.01% |
$26.5K - $30.5K
|
3.32K
$389K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-255- 6.26% |
$27K - $31.1K
|
3.82K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-257- 1.23% |
$27.2K - $31.3K
|
20.7K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-258- 4.89% |
$27.3K - $31.5K
|
5.02K
$588K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-258- 8.45% |
$27.3K - $31.5K
|
2.8K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-259- 7.7% |
$27.4K - $31.6K
|
3.11K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-262- 13.52% |
$27.7K - $32K
|
1.68K
$196K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-263- 8.59% |
$27.8K - $32.1K
|
2.8K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-266- 0.56% |
$28.2K - $32.4K
|
47.3K
$5.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-272- 0.64% |
$28.8K - $33.2K
|
42.2K
$4.94M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-273- 11.81% |
$28.9K - $33.3K
|
2.04K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-274- 2.01% |
$29K - $33.4K
|
13.4K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-278- 8.4% |
$29.4K - $33.9K
|
3.03K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-278- 3.49% |
$29.4K - $33.9K
|
7.68K
$900K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-279- 3.46% |
$29.5K - $34K
|
7.8K
$913K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-283- 2.54% |
$30K - $34.5K
|
10.9K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-284- 13.15% |
$30.1K - $34.6K
|
1.88K
$220K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-286- 4.41% |
$30.3K - $34.9K
|
6.2K
$726K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-289- 12.74% |
$30.6K - $35.2K
|
1.98K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-292- 3.26% |
$30.9K - $35.6K
|
8.67K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-293- 6.04% |
$31K - $35.7K
|
4.56K
$534K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-294- 10.99% |
$31.1K - $35.9K
|
2.38K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-295- 2.57% |
$31.2K - $36K
|
11.2K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-296- 4.33% |
$31.3K - $36.1K
|
6.54K
$767K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-297- 2.87% |
$31.4K - $36.2K
|
10K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-298- 5.87% |
$31.5K - $36.3K
|
4.78K
$560K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-298- 14.52% |
$31.5K - $36.3K
|
1.75K
$206K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-299- 4.74% |
$31.7K - $36.5K
|
6.01K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-299- 1.89% |
$31.7K - $36.5K
|
15.5K
$1.82M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-300- 7.21% |
$31.8K - $36.6K
|
3.86K
$453K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-300- 8.26% |
$31.8K - $36.6K
|
3.33K
$390K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-305- 2.34% |
$32.3K - $37.2K
|
12.7K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-308- 15.05% |
$32.6K - $37.6K
|
1.74K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-309- 11.87% |
$32.7K - $37.7K
|
2.29K
$269K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-310- 3.31% |
$32.8K - $37.8K
|
9.07K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-320- 2.46% |
$33.9K - $39K
|
12.7K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-321- 12.02% |
$34K - $39.2K
|
2.35K
$275K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-323- 5.72% |
$34.2K - $39.4K
|
5.32K
$623K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-331- 2.8% |
$35K - $40.4K
|
11.5K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-332- 11.83% |
$35.1K - $40.5K
|
2.48K
$290K
|