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 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
8.87K+ 35.38% |
$939K - $1.08M
|
33.9K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
8.74K+ 8.92% |
$925K - $1.07M
|
107K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.71K+ 5.74% |
$922K - $1.06M
|
160K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.66K+ 12.76% |
$916K - $1.06M
|
76.5K
$8.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.64KNew |
$915K - $1.05M
|
8.64K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.55K+ 8.95% |
$905K - $1.04M
|
104K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
8.3K+ 3.46% |
$879K - $1.01M
|
248K
$29.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.28K+ 19.45% |
$877K - $1.01M
|
50.9K
$5.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
8.23KNew |
$871K - $1M
|
8.23K
$965K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
8.09KNew |
$856K - $986K
|
8.09K
$949K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.06K+ 335.29% |
$853K - $983K
|
10.5K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
8.02K+ 73.48% |
$849K - $978K
|
18.9K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
7.92KNew |
$839K - $966K
|
7.92K
$929K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
7.87K+ 15.51% |
$833K - $959K
|
58.6K
$6.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.77K+ 17.46% |
$822K - $947K
|
52.2K
$6.13M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.7K+ 13.62% |
$815K - $939K
|
64.2K
$7.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
7.64K+ 27.96% |
$809K - $931K
|
35K
$4.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.6K+ 127.14% |
$805K - $927K
|
13.6K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.6KNew |
$805K - $927K
|
7.6K
$892K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.58K+ 6.03% |
$802K - $924K
|
133K
$15.6M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.56K+ 9.03% |
$801K - $922K
|
91.3K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
7.52K+ 12.99% |
$796K - $917K
|
65.4K
$7.67M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.4K+ 124.24% |
$783K - $902K
|
13.3K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
7.36K+ 2.33% |
$780K - $898K
|
324K
$38M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
7.27K+ 9314.1% |
$769K - $886K
|
7.34K
$861K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
7.14K+ 113.77% |
$756K - $871K
|
13.4K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.05K+ 8.67% |
$746K - $860K
|
88.4K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
7.04KNew |
$746K - $859K
|
7.04K
$826K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
7K+ 51.93% |
$741K - $854K
|
20.5K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
6.99K+ 153.06% |
$740K - $852K
|
11.6K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.98K+ 33.69% |
$739K - $851K
|
27.7K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
6.96KNew |
$737K - $849K
|
6.96K
$817K
|
|
|
May 15, 2025
Q1 2025
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
6.9K+ 2.05% |
$731K - $842K
|
343K
$40.2M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
6.84KNew |
$724K - $834K
|
6.84K
$802K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
6.78KNew |
$717K - $826K
|
6.78K
$795K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.72K+ 124.45% |
$711K - $820K
|
12.1K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.7K+ 92.09% |
$709K - $817K
|
14K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.69KNew |
$709K - $816K
|
6.69K
$785K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
6.5K+ 1.52% |
$688K - $793K
|
433K
$50.8M
|
|
|
May 15, 2025
Q1 2025
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
6.5K+ 13.87% |
$688K - $792K
|
53.4K
$6.26M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.49K+ 6.86% |
$687K - $791K
|
101K
$11.9M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.46K+ 155.29% |
$684K - $788K
|
10.6K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
6.41K+ 27.99% |
$678K - $781K
|
29.3K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6.33K+ 326.78% |
$670K - $772K
|
8.27K
$970K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.12KNew |
$648K - $747K
|
6.12K
$718K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.12K+ 48.27% |
$648K - $746K
|
18.8K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.07K+ 24.81% |
$643K - $740K
|
30.5K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.01K+ 19.02% |
$636K - $733K
|
37.6K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.99KNew |
$634K - $731K
|
5.99K
$703K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5.97KNew |
$632K - $729K
|
5.97K
$701K
|