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 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.73K+ 4.8% |
$195K - $215K
|
37.8K
$4.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.72K+ 92.76% |
$193K - $213K
|
3.57K
$432K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.72K+ 45.66% |
$193K - $213K
|
5.47K
$663K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.71K+ 13.97% |
$192K - $212K
|
14K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.68K+ 4.47% |
$189K - $209K
|
39.3K
$4.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 48.95% |
$189K - $208K
|
5.1K
$618K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.68K+ 25.27% |
$189K - $208K
|
8.31K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.68K+ 170.74% |
$188K - $208K
|
2.66K
$322K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.66K+ 2.28% |
$187K - $206K
|
74.5K
$9.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.66K+ 6.36% |
$186K - $205K
|
27.7K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.64K+ 4.92% |
$185K - $204K
|
35K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.63K+ 44.83% |
$183K - $202K
|
5.27K
$638K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.63K+ 12.65% |
$183K - $202K
|
14.5K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.62K+ 3.11% |
$182K - $201K
|
53.8K
$6.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.62K+ 18.75% |
$182K - $200K
|
10.2K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.6K+ 21.75% |
$180K - $199K
|
8.96K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.6K+ 19.8% |
$180K - $198K
|
9.67K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.58K+ 65.87% |
$178K - $196K
|
3.98K
$481K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.57K+ 7.48% |
$177K - $195K
|
22.6K
$2.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Outfitter Financial LLC
|
BUY
|
- |
1.56K+ 16.53% |
$175K - $194K
|
11K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.56K+ 83.85% |
$175K - $193K
|
3.42K
$414K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.54K+ 3.45% |
$173K - $190K
|
46.1K
$5.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.53K+ 12.07% |
$173K - $190K
|
14.2K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.5K+ 33.97% |
$169K - $186K
|
5.91K
$716K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.5K+ 4.13% |
$168K - $185K
|
37.7K
$4.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.45K+ 9.29% |
$163K - $180K
|
17.1K
$2.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.45K+ 9.86% |
$163K - $179K
|
16.1K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.41KNew |
$158K - $175K
|
1.41K
$171K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.39KNew |
$157K - $173K
|
1.39K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.39K+ 13.15% |
$156K - $172K
|
11.9K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.39K+ 13850.0% |
$156K - $172K
|
1.4K
$169K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38K+ 14.51% |
$156K - $172K
|
10.9K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.38K+ 11.04% |
$155K - $171K
|
13.8K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.34K+ 38.63% |
$150K - $166K
|
4.79K
$580K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.33K+ 41.57% |
$150K - $165K
|
4.54K
$550K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 11.97% |
$149K - $164K
|
12.4K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.3K+ 41.89% |
$146K - $161K
|
4.41K
$534K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.3K+ 19.81% |
$146K - $161K
|
7.86K
$952K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.3K+ 4.77% |
$146K - $161K
|
28.6K
$3.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.3K+ 39.72% |
$146K - $161K
|
4.57K
$553K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.3K+ 28.53% |
$146K - $161K
|
5.84K
$708K
|
|
|
Jul 21, 2025
Q2 2025
|
Hgk Asset Management Inc
|
BUY
|
- |
1.29K+ 2.5% |
$146K - $161K
|
53.1K
$6.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.29K+ 5.01% |
$146K - $161K
|
27.1K
$3.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 3.57% |
$144K - $159K
|
37.1K
$4.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 10.01% |
$143K - $158K
|
14K
$1.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.26K+ 36.39% |
$141K - $156K
|
4.71K
$571K
|
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
1.25K+ 9.22% |
$141K - $155K
|
14.8K
$1.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.25K+ 7.65% |
$140K - $155K
|
17.5K
$2.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
1.24K+ 7.03% |
$140K - $154K
|
18.9K
$2.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.24K+ 2.7% |
$139K - $153K
|
47K
$5.69M
|