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 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-881- 25.0% |
$93.3K - $107K
|
2.64K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-896- 4.29% |
$94.9K - $109K
|
20K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-911- 12.81% |
$96.4K - $111K
|
6.2K
$751K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-919- 23.31% |
$97.3K - $112K
|
3.02K
$366K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-920- 2.34% |
$97.4K - $112K
|
38.4K
$4.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-924- 21.71% |
$97.8K - $113K
|
3.33K
$404K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-929- 2.63% |
$98.4K - $113K
|
34.4K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-944- 8.75% |
$99.9K - $115K
|
9.84K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-958- 16.09% |
$101K - $117K
|
5K
$605K
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-968- 4.43% |
$102K - $118K
|
20.9K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-968- 29.24% |
$102K - $118K
|
2.34K
$284K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-970- 5.67% |
$103K - $118K
|
16.1K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-986- 1.84% |
$104K - $120K
|
52.6K
$6.37M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-989- 4.56% |
$105K - $121K
|
20.7K
$2.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1K- 5.06% |
$106K - $122K
|
18.8K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1K- 16.08% |
$106K - $122K
|
5.22K
$632K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.03K- 23.99% |
$109K - $126K
|
3.26K
$395K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.03K- 23.59% |
$109K - $126K
|
3.35K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.04K- 58.07% |
$110K - $127K
|
753
$91.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-1.06K- 10.9% |
$112K - $129K
|
8.66K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.06K- 17.82% |
$113K - $130K
|
4.91K
$594K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.07K- 2.62% |
$113K - $130K
|
39.7K
$4.81M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 34.41% |
$116K - $133K
|
2.08K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.11K- 22.71% |
$117K - $135K
|
3.78K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.12K- 10.62% |
$118K - $136K
|
9.39K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.12K- 3.27% |
$118K - $136K
|
33.1K
$4.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.14K- 32.26% |
$120K - $139K
|
2.39K
$289K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.15K- 14.08% |
$121K - $140K
|
6.99K
$846K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.16K- 6.8% |
$122K - $141K
|
15.8K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.22K- 1.6% |
$129K - $148K
|
74.7K
$9.05M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.22K- 22.72% |
$129K - $148K
|
4.14K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-1.23K- 11.39% |
$130K - $150K
|
9.55K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-1.25K- 15.58% |
$132K - $152K
|
6.76K
$818K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.26K- 21.97% |
$133K - $153K
|
4.46K
$540K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.26K- 2.53% |
$134K - $154K
|
48.7K
$5.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.28K- 8.33% |
$135K - $156K
|
14.1K
$1.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-1.28K- 7.82% |
$135K - $156K
|
15.1K
$1.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.28K- 9.37% |
$136K - $156K
|
12.4K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.28K- 4.44% |
$136K - $157K
|
27.6K
$3.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-1.32K- 15.81% |
$140K - $161K
|
7.05K
$853K
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-1.33K- 7.4% |
$141K - $162K
|
16.6K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.34K- 3.58% |
$142K - $164K
|
36.1K
$4.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.35K- 1.15% |
$143K - $164K
|
116K
$14.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.37K- 0.49% |
$145K - $166K
|
280K
$33.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.38K- 3.28% |
$146K - $168K
|
40.6K
$4.92M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.38K- 5.7% |
$146K - $168K
|
22.8K
$2.76M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.39K- 2.22% |
$147K - $169K
|
61.1K
$7.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.41K- 3.99% |
$149K - $172K
|
34K
$4.11M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.44K- 3.12% |
$152K - $175K
|
44.5K
$5.39M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.44K- 31.14% |
$152K - $175K
|
3.18K
$385K
|