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 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-1.44K- 27.44% |
$152K - $175K
|
3.8K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-1.5K- 7.34% |
$159K - $183K
|
18.9K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.52K- 16.52% |
$160K - $185K
|
7.66K
$928K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.52K- 33.38% |
$161K - $185K
|
3.03K
$367K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.55K- 19.33% |
$164K - $189K
|
6.45K
$781K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.55K- 3.08% |
$164K - $189K
|
48.7K
$5.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.55K- 3.88% |
$165K - $190K
|
38.5K
$4.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.57K- 2.08% |
$167K - $192K
|
74K
$8.96M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.58K- 3.77% |
$167K - $192K
|
40.2K
$4.87M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.6K- 4.58% |
$169K - $195K
|
33.3K
$4.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.62K- 6.67% |
$171K - $197K
|
22.6K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-1.63K- 6.14% |
$172K - $199K
|
24.9K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 8.59% |
$175K - $202K
|
17.6K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.68K- 2.25% |
$178K - $205K
|
73K
$8.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.69K- 8.03% |
$179K - $206K
|
19.3K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.7K- 37.62% |
$180K - $207K
|
2.82K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.7K- 5.21% |
$180K - $207K
|
30.9K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.71K- 5.92% |
$181K - $209K
|
27.2K
$3.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.72K- 2.93% |
$182K - $209K
|
56.9K
$6.89M
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-1.74K- 25.85% |
$185K - $213K
|
5K
$606K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.75K- 33.93% |
$185K - $214K
|
3.41K
$413K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.76K- 8.94% |
$186K - $214K
|
17.9K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 14.91% |
$190K - $218K
|
10.2K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.8K- 0.55% |
$191K - $220K
|
327K
$39.6M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.82K- 30.94% |
$193K - $222K
|
4.06K
$492K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.01K- 10.08% |
$213K - $245K
|
17.9K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.03K- 0.27% |
$215K - $248K
|
742K
$89.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-2.05K- 6.07% |
$217K - $250K
|
31.7K
$3.84M
|
|
|
May 08, 2025
Q1 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-2.05K- 50.0% |
$217K - $250K
|
2.05K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.07K- 10.69% |
$219K - $252K
|
17.3K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.11K- 42.13% |
$224K - $258K
|
2.9K
$351K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 24.6% |
$228K - $262K
|
6.59K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.21K- 1.4% |
$234K - $269K
|
155K
$18.8M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.21K- 13.58% |
$234K - $270K
|
14.1K
$1.71M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.24K- 7.57% |
$237K - $273K
|
27.4K
$3.31M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.26K- 97.84% |
$240K - $276K
|
50
$6.06K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.27K- 5.07% |
$240K - $277K
|
42.5K
$5.15M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.29K- 10.61% |
$243K - $280K
|
19.3K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.3K- 4.94% |
$243K - $280K
|
44.2K
$5.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.3K- 28.39% |
$243K - $280K
|
5.8K
$702K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.3K- 2.49% |
$244K - $281K
|
90.2K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-2.33K- 1.04% |
$246K - $284K
|
222K
$26.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-2.33K- 40.17% |
$247K - $284K
|
3.47K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.35K- 2.51% |
$248K - $286K
|
91.2K
$11M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 17.1% |
$254K - $293K
|
11.7K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.45K- 33.93% |
$259K - $299K
|
4.77K
$578K
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-2.5K- 8.33% |
$265K - $305K
|
27.5K
$3.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.56K- 10.23% |
$271K - $312K
|
22.4K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.63K- 2.6% |
$278K - $320K
|
98.2K
$11.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-2.63K- 4.83% |
$278K - $321K
|
51.8K
$6.27M
|