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 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-333- 5.05% |
$35.3K - $40.6K
|
6.26K
$733K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-333- 3.83% |
$35.3K - $40.6K
|
8.37K
$980K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-334- 4.01% |
$35.4K - $40.7K
|
7.99K
$936K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-336- 51.38% |
$35.6K - $41K
|
318
$37.3K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-337- 2.98% |
$35.7K - $41.1K
|
11K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-342- 5.93% |
$36.2K - $41.7K
|
5.43K
$636K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-344- 0.52% |
$36.4K - $42K
|
66K
$7.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-345- 1.39% |
$36.5K - $42.1K
|
24.5K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-348- 11.73% |
$36.8K - $42.4K
|
2.62K
$307K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-352- 7.78% |
$37.3K - $42.9K
|
4.17K
$489K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-356- 0.67% |
$37.7K - $43.4K
|
52.7K
$6.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-359- 2.25% |
$38K - $43.8K
|
15.6K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-360- 8.51% |
$38.1K - $43.9K
|
3.87K
$453K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-366- 2.55% |
$38.7K - $44.6K
|
14K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-368- 13.36% |
$39K - $44.9K
|
2.39K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-370- 19.81% |
$39.2K - $45.1K
|
1.5K
$176K
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-371- 8.73% |
$39.3K - $45.3K
|
3.88K
$454K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-372- 15.07% |
$39.4K - $45.4K
|
2.1K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-375- 2.49% |
$39.7K - $45.7K
|
14.7K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-377- 19.26% |
$39.9K - $46K
|
1.58K
$185K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-380- 2.44% |
$40.2K - $46.3K
|
15.2K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-384- 7.41% |
$40.7K - $46.8K
|
4.8K
$562K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-384- 99.74% |
$40.7K - $46.8K
|
1
$117
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-385- 11.06% |
$40.8K - $47K
|
3.1K
$363K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-385- 14.77% |
$40.8K - $47K
|
2.22K
$260K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-387- 5.51% |
$41K - $47.2K
|
6.64K
$778K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-399- 0.75% |
$42.2K - $48.7K
|
52.5K
$6.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-400- 4.11% |
$42.3K - $48.8K
|
9.34K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-406- 2.53% |
$43K - $49.5K
|
15.6K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-408- 8.69% |
$43.2K - $49.8K
|
4.29K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-408- 42.46% |
$43.2K - $49.8K
|
553
$64.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-412- 5.85% |
$43.6K - $50.3K
|
6.63K
$776K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-414- 1.76% |
$43.8K - $50.5K
|
23.1K
$2.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-416- 15.05% |
$44K - $50.7K
|
2.35K
$275K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-418- 1.74% |
$44.3K - $51K
|
23.5K
$2.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-422- 0.95% |
$44.7K - $51.5K
|
44.2K
$5.18M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-426- 2.74% |
$45.1K - $52K
|
15.1K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-428- 1.36% |
$45.3K - $52.2K
|
30.9K
$3.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-429- 0.21% |
$45.4K - $52.3K
|
208K
$24.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-433- 4.89% |
$45.8K - $52.8K
|
8.42K
$986K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-442- 2.66% |
$46.8K - $53.9K
|
16.2K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-444- 1.09% |
$47K - $54.2K
|
40.4K
$4.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-449- 37.76% |
$47.5K - $54.8K
|
740
$86.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-449- 5.62% |
$47.5K - $54.8K
|
7.54K
$884K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-457- 12.04% |
$48.4K - $55.7K
|
3.34K
$391K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-459- 4.65% |
$48.6K - $56K
|
9.41K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-459- 4.58% |
$48.6K - $56K
|
9.56K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-464- 6.6% |
$49.1K - $56.6K
|
6.56K
$769K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-468- 5.29% |
$49.5K - $57.1K
|
8.37K
$981K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-469- 13.12% |
$49.7K - $57.2K
|
3.11K
$364K
|