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 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
879+ 21.23% |
$98.9K - $109K
|
5.02K
$608K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
876+ 0.62% |
$98.5K - $109K
|
142K
$17.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
871+ 4.89% |
$98K - $108K
|
18.7K
$2.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
864+ 16.55% |
$97.2K - $107K
|
6.08K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
856+ 13.41% |
$96.3K - $106K
|
7.24K
$877K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
851+ 3.07% |
$95.7K - $106K
|
28.5K
$3.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
846+ 1.66% |
$95.1K - $105K
|
51.7K
$6.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
845+ 17.86% |
$95K - $105K
|
5.58K
$675K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
843+ 1.09% |
$94.8K - $105K
|
77.9K
$9.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
837+ 4.84% |
$94.1K - $104K
|
18.1K
$2.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
833+ 25.52% |
$93.7K - $103K
|
4.1K
$496K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
831+ 4.43% |
$93.5K - $103K
|
19.6K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
825+ 20.65% |
$92.8K - $102K
|
4.82K
$584K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
825+ 17.7% |
$92.8K - $102K
|
5.49K
$664K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
820+ 17.33% |
$92.2K - $102K
|
5.55K
$672K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
802+ 1.98% |
$90.2K - $99.5K
|
41.3K
$5M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
800+ 0.38% |
$90K - $99.2K
|
211K
$25.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
797+ 3.52% |
$89.6K - $98.9K
|
23.5K
$2.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
795+ 2.57% |
$89.4K - $98.6K
|
31.7K
$3.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
791+ 4.87% |
$89K - $98.1K
|
17K
$2.06M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
779+ 0.96% |
$87.6K - $96.6K
|
82.3K
$9.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
776+ 8.57% |
$87.3K - $96.3K
|
9.83K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
774New |
$87K - $96K
|
774
$93.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
764+ 37.05% |
$85.9K - $94.8K
|
2.83K
$342K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
763+ 1.66% |
$85.8K - $94.7K
|
46.7K
$5.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
759+ 11.94% |
$85.4K - $94.2K
|
7.12K
$862K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
756+ 25.26% |
$85K - $93.8K
|
3.75K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
756+ 3.32% |
$85K - $93.8K
|
23.5K
$2.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
751+ 2.09% |
$84.5K - $93.2K
|
36.7K
$4.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
750+ 0.23% |
$84.3K - $93K
|
325K
$39.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
747+ 2.26% |
$84K - $92.7K
|
33.8K
$4.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
736+ 1.79% |
$82.8K - $91.3K
|
41.7K
$5.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
734+ 10.51% |
$82.5K - $91.1K
|
7.72K
$935K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
730+ 28.32% |
$82.1K - $90.6K
|
3.31K
$401K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
715+ 0.73% |
$80.4K - $88.7K
|
98.4K
$11.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
715+ 17.96% |
$80.4K - $88.7K
|
4.7K
$569K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
714+ 2.51% |
$80.3K - $88.6K
|
29.2K
$3.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
713+ 19.26% |
$80.2K - $88.4K
|
4.42K
$535K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
710+ 43.91% |
$79.8K - $88.1K
|
2.33K
$282K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
707+ 28.17% |
$79.5K - $87.7K
|
3.22K
$390K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
703+ 3.99% |
$79.1K - $87.2K
|
18.3K
$2.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
697+ 3.49% |
$78.4K - $86.5K
|
20.7K
$2.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
696+ 27.48% |
$78.3K - $86.3K
|
3.23K
$391K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
686+ 4.28% |
$77.1K - $85.1K
|
16.7K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
680+ 38.1% |
$76.5K - $84.4K
|
2.47K
$299K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
676+ 3.79% |
$76K - $83.9K
|
18.5K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
667+ 1.55% |
$75K - $82.7K
|
43.6K
$5.28M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
658+ 23.23% |
$74K - $81.6K
|
3.49K
$423K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
634New |
$71.3K - $78.6K
|
634
$76.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
630+ 157.89% |
$70.8K - $78.2K
|
1.03K
$125K
|