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 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-418- 1.74% |
$44.3K - $51K
|
23.5K
$2.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-422- 0.95% |
$44.7K - $51.5K
|
44.2K
$5.35M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-426- 2.74% |
$45.1K - $52K
|
15.1K
$1.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-428- 1.36% |
$45.3K - $52.2K
|
30.9K
$3.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-429- 0.21% |
$45.4K - $52.3K
|
208K
$25.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-433- 4.89% |
$45.8K - $52.8K
|
8.42K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-442- 2.66% |
$46.8K - $53.9K
|
16.2K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-444- 1.09% |
$47K - $54.2K
|
40.4K
$4.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-449- 37.76% |
$47.5K - $54.8K
|
740
$89.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-449- 5.62% |
$47.5K - $54.8K
|
7.54K
$913K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-457- 12.04% |
$48.4K - $55.7K
|
3.34K
$404K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-459- 4.65% |
$48.6K - $56K
|
9.41K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-459- 4.58% |
$48.6K - $56K
|
9.56K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-464- 6.6% |
$49.1K - $56.6K
|
6.56K
$795K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-468- 5.29% |
$49.5K - $57.1K
|
8.37K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-469- 13.12% |
$49.7K - $57.2K
|
3.11K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-474- 1.51% |
$50.2K - $57.8K
|
30.9K
$3.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-475- 1.46% |
$50.3K - $57.9K
|
32.1K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-476- 0.89% |
$50.4K - $58.1K
|
52.8K
$6.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-477- 3.71% |
$50.5K - $58.2K
|
12.4K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-480- 2.52% |
$50.8K - $58.5K
|
18.6K
$2.25M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-485- 13.36% |
$51.3K - $59.2K
|
3.14K
$381K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-490- 7.23% |
$51.9K - $59.8K
|
6.29K
$762K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-492- 1.19% |
$52.1K - $60K
|
41K
$4.97M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-494- 0.78% |
$52.3K - $60.3K
|
63.1K
$7.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-496- 0.3% |
$52.5K - $60.5K
|
167K
$20.2M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-498- 1.96% |
$52.7K - $60.7K
|
24.9K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-500- 69.35% |
$52.9K - $61K
|
221
$26.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 7.18% |
$52.9K - $61K
|
6.47K
$783K
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-500- 2.01% |
$52.9K - $61K
|
24.4K
$2.95M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-500- 4.5% |
$52.9K - $61K
|
10.6K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-504- 5.31% |
$53.4K - $61.5K
|
8.99K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-505- 9.97% |
$53.5K - $61.6K
|
4.56K
$552K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-508- 4.1% |
$53.8K - $62K
|
11.9K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-510- 5.6% |
$54K - $62.2K
|
8.6K
$1.04M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-519- 3.39% |
$54.9K - $63.3K
|
14.8K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-524- 12.08% |
$55.5K - $63.9K
|
3.82K
$462K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-531- 10.6% |
$56.2K - $64.8K
|
4.48K
$542K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-532- 10.12% |
$56.3K - $64.9K
|
4.73K
$572K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-539- 5.39% |
$57.1K - $65.7K
|
9.45K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-541- 13.98% |
$57.3K - $66K
|
3.33K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-546- 2.99% |
$57.8K - $66.6K
|
17.7K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-550- 5.94% |
$58.2K - $67.1K
|
8.71K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-552- 4.5% |
$58.4K - $67.3K
|
11.7K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-555- 18.48% |
$58.8K - $67.7K
|
2.45K
$296K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-567- 19.73% |
$60K - $69.2K
|
2.31K
$279K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-567- 2.95% |
$60K - $69.2K
|
18.7K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-579- 98.81% |
$61.3K - $70.6K
|
7
$848
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-583- 6.54% |
$61.7K - $71.1K
|
8.33K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-587- 4.01% |
$62.1K - $71.6K
|
14.1K
$1.7M
|