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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.24K+ 5.34% |
$139K - $153K
|
24.4K
$2.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.23K+ 5.96% |
$139K - $153K
|
21.9K
$2.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.2K+ 19.5% |
$135K - $149K
|
7.36K
$891K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.19K+ 4.5% |
$133K - $147K
|
27.5K
$3.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.19K+ 3.41% |
$133K - $147K
|
36K
$4.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 7.88% |
$132K - $146K
|
16.1K
$1.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.16K+ 3.72% |
$131K - $144K
|
32.4K
$3.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.16K+ 15.28% |
$130K - $143K
|
8.72K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.14K+ 11.17% |
$128K - $142K
|
11.4K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.13K+ 2.53% |
$127K - $140K
|
45.7K
$5.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.13K+ 0.52% |
$127K - $140K
|
219K
$26.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.12K+ 11.89% |
$126K - $139K
|
10.6K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.12K+ 4.91% |
$126K - $139K
|
23.9K
$2.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.12K+ 6.12% |
$126K - $139K
|
19.4K
$2.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.12K+ 3.01% |
$126K - $139K
|
38.3K
$4.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.12K+ 4.19% |
$126K - $138K
|
27.8K
$3.36M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.11K+ 2.63% |
$125K - $138K
|
43.5K
$5.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1.11K+ 4.11% |
$125K - $138K
|
28.2K
$3.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.11K+ 17.66% |
$124K - $137K
|
7.38K
$893K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.1K+ 5.6% |
$124K - $136K
|
20.7K
$2.51M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.09K+ 34.31% |
$123K - $135K
|
4.27K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.09K+ 29.89% |
$122K - $135K
|
4.73K
$573K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.08K+ 0.03% |
$121K - $133K
|
3.48M
$421M
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.06K+ 5.13% |
$119K - $131K
|
21.7K
$2.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
1.06K+ 1.77% |
$119K - $131K
|
60.7K
$7.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.06K+ 1.61% |
$119K - $131K
|
66.6K
$8.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 2.9% |
$118K - $130K
|
37.2K
$4.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.04K+ 8.64% |
$117K - $129K
|
13.1K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.04K+ 2.02% |
$117K - $129K
|
52.4K
$6.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
1.01K+ 1.65% |
$113K - $125K
|
62.1K
$7.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
1K+ 8.0% |
$113K - $125K
|
13.6K
$1.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1K+ 18.56% |
$113K - $124K
|
6.41K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1K+ 22.4% |
$113K - $124K
|
5.47K
$662K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
993+ 7.12% |
$112K - $123K
|
14.9K
$1.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
990+ 1.66% |
$111K - $123K
|
60.6K
$7.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
971+ 1.79% |
$109K - $120K
|
55.3K
$6.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
968New |
$109K - $120K
|
968
$117K
|
|
|
Aug 12, 2025
Q2 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
960+ 5.07% |
$108K - $119K
|
19.9K
$2.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
950+ 8.17% |
$107K - $118K
|
12.6K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
950+ 2.78% |
$107K - $118K
|
35.1K
$4.25M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
948+ 3.48% |
$107K - $118K
|
28.2K
$3.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
941+ 11.88% |
$106K - $117K
|
8.86K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
937+ 5.63% |
$105K - $116K
|
17.6K
$2.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
929+ 14.16% |
$104K - $115K
|
7.49K
$907K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
915+ 391.03% |
$103K - $114K
|
1.15K
$139K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
912+ 11.03% |
$103K - $113K
|
9.18K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
905+ 5.13% |
$102K - $112K
|
18.5K
$2.25M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
903+ 13.8% |
$102K - $112K
|
7.45K
$902K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
900+ 4736.84% |
$101K - $112K
|
919
$111K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
883+ 1.67% |
$99.3K - $110K
|
53.6K
$6.5M
|