Purchases and Sales Made in Q2 2025 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.8K+ 69.58% |
$1.32M - $1.46M
|
28.6K
$3.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.8K+ 6.59% |
$1.32M - $1.46M
|
190K
$22.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11.5K+ 75.1% |
$1.29M - $1.42M
|
26.7K
$3.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
11.4K+ 15.3% |
$1.29M - $1.42M
|
86.2K
$10.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
9.44K+ 346.31% |
$1.06M - $1.17M
|
12.2K
$1.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.82KNew |
$430K - $474K
|
3.82K
$448K
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.24KNew |
$251K - $277K
|
2.24K
$262K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.75KNew |
$197K - $217K
|
1.75K
$205K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38K+ 14.51% |
$156K - $172K
|
10.9K
$1.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.26K+ 36.39% |
$141K - $156K
|
4.71K
$553K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.25K+ 7.65% |
$140K - $155K
|
17.5K
$2.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.12K+ 6.12% |
$126K - $139K
|
19.4K
$2.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1.11K+ 4.11% |
$125K - $138K
|
28.2K
$3.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
831+ 4.43% |
$93.5K - $103K
|
19.6K
$2.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
506+ 8.41% |
$56.9K - $62.8K
|
6.52K
$765K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
365New |
$41K - $45.3K
|
365
$42.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
298+ 4.91% |
$33.5K - $37K
|
6.37K
$747K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
267+ 11.72% |
$30K - $33.1K
|
2.55K
$299K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
234+ 8.4% |
$26.3K - $29K
|
3.02K
$354K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
220+ 7.72% |
$24.7K - $27.3K
|
3.07K
$360K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
209+ 4.17% |
$23.5K - $25.9K
|
5.22K
$612K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
203+ 0.62% |
$22.8K - $25.2K
|
33.2K
$3.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
156+ 4.67% |
$17.5K - $19.4K
|
3.5K
$410K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
140+ 2.37% |
$15.7K - $17.4K
|
6.04K
$708K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
100New |
$11.2K - $12.4K
|
100
$11.7K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
95+ 0.8% |
$10.7K - $11.8K
|
11.9K
$1.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
87+ 3.0% |
$9.78K - $10.8K
|
2.99K
$351K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
78+ 1.96% |
$8.77K - $9.68K
|
4.06K
$476K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
62+ 2.06% |
$6.97K - $7.69K
|
3.08K
$361K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
55+ 0.53% |
$6.19K - $6.82K
|
10.4K
$1.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
51+ 6.94% |
$5.74K - $6.33K
|
786
$92.2K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
46+ 1.92% |
$5.17K - $5.71K
|
2.44K
$286K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
39+ 12.83% |
$4.39K - $4.84K
|
343
$40.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
34+ 1.39% |
$3.82K - $4.22K
|
2.49K
$292K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.73% |
$2.81K - $3.1K
|
3.47K
$407K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$112 - $124
|
1.91K
$224K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 0.43% |
$450 - $496
|
937
$110K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-5- 0.02% |
$562 - $620
|
26.6K
$3.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-5- 0.27% |
$562 - $620
|
1.82K
$214K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.53% |
$1.35K - $1.49K
|
2.27K
$266K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-16- 0.37% |
$1.8K - $1.98K
|
4.28K
$502K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-24- 1.13% |
$2.7K - $2.98K
|
2.11K
$247K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.58% |
$5.62K - $6.2K
|
8.63K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-50- 2.68% |
$5.62K - $6.2K
|
1.82K
$213K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-57- 0.71% |
$6.41K - $7.07K
|
7.97K
$935K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-63- 1.56% |
$7.08K - $7.82K
|
3.96K
$465K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-114- 0.96% |
$12.8K - $14.1K
|
11.7K
$1.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-175- 7.95% |
$19.7K - $21.7K
|
2.03K
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-184- 8.0% |
$20.7K - $22.8K
|
2.12K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-190- 0.49% |
$21.4K - $23.6K
|
38.2K
$4.48M
|