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 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
5.87K+ 2.63% |
$622K - $716K
|
229K
$26.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.84K+ 29.88% |
$618K - $712K
|
25.4K
$2.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
5.82K+ 263.02% |
$616K - $710K
|
8.03K
$942K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.78K+ 285.94% |
$612K - $704K
|
7.8K
$914K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.59K+ 3.35% |
$592K - $682K
|
173K
$20.3M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.55KNew |
$587K - $677K
|
5.55K
$651K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.55KNew |
$587K - $677K
|
5.55K
$651K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.39K+ 5.27% |
$571K - $658K
|
108K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
5.3K+ 8.0% |
$561K - $646K
|
71.6K
$8.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5.26K+ 2.8% |
$557K - $642K
|
193K
$22.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.16K+ 127.76% |
$547K - $630K
|
9.21K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
5.12KNew |
$542K - $625K
|
5.12K
$601K
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
5.04KNew |
$534K - $615K
|
5.04K
$591K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.95K+ 2.16% |
$524K - $604K
|
234K
$27.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.94K+ 0.77% |
$523K - $603K
|
646K
$75.8M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4.88KNew |
$516K - $595K
|
4.88K
$572K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.78K+ 14.43% |
$506K - $583K
|
37.9K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.72K+ 14.47% |
$500K - $576K
|
37.3K
$4.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.7K+ 3.16% |
$498K - $574K
|
153K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.66K+ 131.36% |
$493K - $568K
|
8.2K
$962K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.65K+ 68.68% |
$493K - $568K
|
11.4K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.58K+ 7.49% |
$485K - $559K
|
65.8K
$7.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.57K+ 3.91% |
$484K - $558K
|
122K
$14.3M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.49KNew |
$475K - $547K
|
4.49K
$526K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.47K+ 79.79% |
$473K - $545K
|
10.1K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.46K+ 160.92% |
$473K - $544K
|
7.24K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.46K+ 3.09% |
$473K - $544K
|
149K
$17.5M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.46K+ 8.39% |
$472K - $543K
|
57.5K
$6.75M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.38KNew |
$463K - $534K
|
4.38K
$513K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.33K+ 31.12% |
$458K - $528K
|
18.2K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.29K+ 2.03% |
$454K - $524K
|
216K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.27K+ 2.79% |
$452K - $521K
|
158K
$18.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.26K+ 9.84% |
$451K - $520K
|
47.6K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
4.26K+ 7.63% |
$450K - $519K
|
60K
$7.04M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.18KNew |
$442K - $510K
|
4.18K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.15K+ 17.32% |
$439K - $506K
|
28.1K
$3.29M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.09K+ 5.95% |
$433K - $498K
|
72.8K
$8.54M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
4.06K+ 1.82% |
$430K - $496K
|
227K
$26.6M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.06K+ 44.63% |
$430K - $496K
|
13.2K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.92K+ 12.96% |
$415K - $478K
|
34.2K
$4.01M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.84KNew |
$407K - $469K
|
3.84K
$451K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.84K+ 8.08% |
$406K - $468K
|
51.4K
$6.02M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.84K+ 15.67% |
$406K - $468K
|
28.3K
$3.32M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.8K+ 19.61% |
$402K - $463K
|
23.2K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.68K+ 55.93% |
$390K - $449K
|
10.3K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.62K+ 3.02% |
$383K - $442K
|
123K
$14.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
3.61K+ 46.18% |
$382K - $440K
|
11.4K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.57K+ 37.2% |
$378K - $435K
|
13.2K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.55KNew |
$376K - $433K
|
3.55K
$416K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
3.52KNew |
$372K - $429K
|
3.52K
$412K
|