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 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.03K- 23.99% |
$109K - $126K
|
3.26K
$382K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.03K- 23.59% |
$109K - $126K
|
3.35K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.04K- 58.07% |
$110K - $127K
|
753
$88.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-1.06K- 10.9% |
$112K - $129K
|
8.66K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.06K- 17.82% |
$113K - $130K
|
4.91K
$575K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.07K- 2.62% |
$113K - $130K
|
39.7K
$4.66M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 34.41% |
$116K - $133K
|
2.08K
$244K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.11K- 22.71% |
$117K - $135K
|
3.78K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.12K- 10.62% |
$118K - $136K
|
9.39K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.12K- 3.27% |
$118K - $136K
|
33.1K
$3.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.14K- 32.26% |
$120K - $139K
|
2.39K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.15K- 14.08% |
$121K - $140K
|
6.99K
$819K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.16K- 6.8% |
$122K - $141K
|
15.8K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.22K- 1.6% |
$129K - $148K
|
74.7K
$8.75M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.22K- 22.72% |
$129K - $148K
|
4.14K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-1.23K- 11.39% |
$130K - $150K
|
9.55K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-1.25K- 15.58% |
$132K - $152K
|
6.76K
$792K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.26K- 21.97% |
$133K - $153K
|
4.46K
$523K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.26K- 2.53% |
$134K - $154K
|
48.7K
$5.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.28K- 8.33% |
$135K - $156K
|
14.1K
$1.65M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-1.28K- 7.82% |
$135K - $156K
|
15.1K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.28K- 9.37% |
$136K - $156K
|
12.4K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.28K- 4.44% |
$136K - $157K
|
27.6K
$3.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-1.32K- 15.81% |
$140K - $161K
|
7.05K
$826K
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-1.33K- 7.4% |
$141K - $162K
|
16.6K
$1.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.34K- 3.58% |
$142K - $164K
|
36.1K
$4.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.35K- 1.15% |
$143K - $164K
|
116K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.37K- 0.49% |
$145K - $166K
|
280K
$32.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.38K- 3.28% |
$146K - $168K
|
40.6K
$4.76M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.38K- 5.7% |
$146K - $168K
|
22.8K
$2.67M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.39K- 2.22% |
$147K - $169K
|
61.1K
$7.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.41K- 3.99% |
$149K - $172K
|
34K
$3.98M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.44K- 3.12% |
$152K - $175K
|
44.5K
$5.22M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.44K- 31.14% |
$152K - $175K
|
3.18K
$373K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-1.44K- 27.44% |
$152K - $175K
|
3.8K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-1.5K- 7.34% |
$159K - $183K
|
18.9K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.52K- 16.52% |
$160K - $185K
|
7.66K
$898K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.52K- 33.38% |
$161K - $185K
|
3.03K
$355K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.55K- 19.33% |
$164K - $189K
|
6.45K
$756K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.55K- 3.08% |
$164K - $189K
|
48.7K
$5.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.55K- 3.88% |
$165K - $190K
|
38.5K
$4.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.57K- 2.08% |
$167K - $192K
|
74K
$8.67M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.58K- 3.77% |
$167K - $192K
|
40.2K
$4.71M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.6K- 4.58% |
$169K - $195K
|
33.3K
$3.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.62K- 6.67% |
$171K - $197K
|
22.6K
$2.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-1.63K- 6.14% |
$172K - $199K
|
24.9K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 8.59% |
$175K - $202K
|
17.6K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.68K- 2.25% |
$178K - $205K
|
73K
$8.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.69K- 8.03% |
$179K - $206K
|
19.3K
$2.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.7K- 37.62% |
$180K - $207K
|
2.82K
$330K
|