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 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.46KNew |
$366K - $422K
|
3.46K
$405K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.4KNew |
$360K - $415K
|
3.4K
$399K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.39K+ 20.8% |
$359K - $414K
|
19.7K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.39K+ 107.45% |
$359K - $413K
|
6.54K
$767K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.33K+ 5.35% |
$353K - $407K
|
65.6K
$7.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.28K+ 45.5% |
$347K - $400K
|
10.5K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.28KNew |
$347K - $400K
|
3.28K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.26K+ 37.09% |
$345K - $397K
|
12K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
3.25KNew |
$344K - $397K
|
3.25K
$382K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
3.24K+ 31.34% |
$343K - $395K
|
13.6K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.23KNew |
$342K - $394K
|
3.23K
$378K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.21K+ 3.07% |
$340K - $391K
|
108K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.18K+ 0.77% |
$337K - $388K
|
414K
$48.6M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.14K+ 10.55% |
$333K - $383K
|
32.9K
$3.86M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.11K+ 0.79% |
$329K - $379K
|
396K
$46.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
3.1K+ 3.67% |
$329K - $378K
|
87.6K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.1K+ 8.2% |
$328K - $378K
|
40.9K
$4.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.03K+ 45.53% |
$321K - $370K
|
9.7K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.01K+ 25.48% |
$319K - $368K
|
14.8K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3KNew |
$318K - $366K
|
3K
$352K
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
3K+ 2.19% |
$318K - $366K
|
140K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.99K+ 65.36% |
$317K - $365K
|
7.57K
$887K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.99KNew |
$316K - $364K
|
2.99K
$350K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2.94K+ 3.07% |
$312K - $359K
|
99K
$11.6M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.94KNew |
$311K - $358K
|
2.94K
$345K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.93K+ 6.05% |
$310K - $357K
|
51.3K
$6.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.92KNew |
$309K - $356K
|
2.92K
$342K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.91KNew |
$308K - $354K
|
2.91K
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.91K+ 6.85% |
$308K - $354K
|
45.3K
$5.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.86K+ 7.16% |
$303K - $349K
|
42.8K
$5.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.85K+ 19.16% |
$302K - $347K
|
17.7K
$2.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.84K+ 29.56% |
$300K - $346K
|
12.4K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.82K+ 1.61% |
$299K - $344K
|
178K
$20.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
2.81K+ 110.25% |
$297K - $342K
|
5.36K
$628K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.81K+ 3.18% |
$297K - $342K
|
90.9K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.77KNew |
$294K - $338K
|
2.77K
$325K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.75K+ 9.58% |
$291K - $336K
|
31.5K
$3.69M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2.74K+ 53.85% |
$290K - $334K
|
7.82K
$917K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.73K+ 19.83% |
$289K - $333K
|
16.5K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.73K+ 11.99% |
$289K - $333K
|
25.5K
$2.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
2.73KNew |
$289K - $333K
|
2.73K
$320K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.72K+ 5.21% |
$287K - $331K
|
54.8K
$6.43M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.7KNew |
$286K - $330K
|
2.7K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.68K+ 7.24% |
$283K - $326K
|
39.6K
$4.65M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.66K+ 22.06% |
$282K - $324K
|
14.7K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.65KNew |
$281K - $323K
|
2.65K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.65KNew |
$280K - $323K
|
2.65K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.64K+ 5.11% |
$280K - $322K
|
54.3K
$6.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.61K+ 10.68% |
$276K - $318K
|
27.1K
$3.17M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.59K+ 55.86% |
$274K - $316K
|
7.23K
$848K
|