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 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.89KNew |
$200K - $231K
|
1.89K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.89K+ 10.71% |
$200K - $231K
|
19.6K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.89K+ 1.71% |
$200K - $230K
|
112K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.89K+ 27.1% |
$200K - $230K
|
8.85K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.89KNew |
$200K - $230K
|
1.89K
$221K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.88KNew |
$199K - $229K
|
1.88K
$220K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.87K+ 6.38% |
$198K - $229K
|
31.3K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.87K+ 56.23% |
$198K - $229K
|
5.21K
$611K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.87KNew |
$198K - $228K
|
1.87K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.87KNew |
$198K - $228K
|
1.87K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.87KNew |
$198K - $228K
|
1.87K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.86K+ 30.7% |
$197K - $227K
|
7.92K
$928K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.86KNew |
$197K - $227K
|
1.86K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.86KNew |
$196K - $226K
|
1.86K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.86KNew |
$196K - $226K
|
1.86K
$218K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$217K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$217K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.85KNew |
$196K - $226K
|
1.85K
$217K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.85KNew |
$196K - $225K
|
1.85K
$217K
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
BUY
|
- |
1.85KNew |
$196K - $225K
|
1.85K
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.85KNew |
$195K - $225K
|
1.85K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.84KNew |
$195K - $225K
|
1.84K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.83KNew |
$194K - $224K
|
1.83K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
1.83K+ 0.73% |
$194K - $224K
|
252K
$29.5M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.83KNew |
$194K - $223K
|
1.83K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.83K+ 1.21% |
$194K - $223K
|
153K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.83KNew |
$194K - $223K
|
1.83K
$214K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.83KNew |
$193K - $223K
|
1.83K
$214K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.82KNew |
$193K - $222K
|
1.82K
$214K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.82KNew |
$193K - $222K
|
1.82K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.82K+ 5.2% |
$192K - $222K
|
36.8K
$4.32M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.82KNew |
$192K - $221K
|
1.82K
$213K
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
1.81KNew |
$192K - $221K
|
1.81K
$212K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.81K+ 15.03% |
$192K - $221K
|
13.8K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.81KNew |
$192K - $221K
|
1.81K
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.81KNew |
$191K - $221K
|
1.81K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.81K+ 3.63% |
$191K - $221K
|
51.6K
$6.06M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
BUY
|
- |
1.8KNew |
$191K - $220K
|
1.8K
$211K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.8KNew |
$190K - $219K
|
1.8K
$211K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.79KNew |
$190K - $219K
|
1.79K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.79K+ 3.43% |
$190K - $219K
|
54.1K
$6.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.79KNew |
$190K - $219K
|
1.79K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.79KNew |
$189K - $218K
|
1.79K
$210K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.79KNew |
$189K - $218K
|
1.79K
$210K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.79KNew |
$189K - $218K
|
1.79K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.78KNew |
$189K - $217K
|
1.78K
$209K
|