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 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
630+ 13.09% |
$70.8K - $78.2K
|
5.44K
$659K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
613+ 34.04% |
$68.9K - $76K
|
2.41K
$292K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
611+ 70.23% |
$68.7K - $75.8K
|
1.48K
$179K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
600+ 6.74% |
$67.5K - $74.4K
|
9.51K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
600+ 1.32% |
$67.5K - $74.4K
|
46.2K
$5.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
599+ 7.02% |
$67.4K - $74.3K
|
9.13K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
595+ 35.65% |
$66.9K - $73.8K
|
2.26K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
592+ 1.39% |
$66.6K - $73.4K
|
43.1K
$5.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
592+ 15.52% |
$66.6K - $73.4K
|
4.41K
$534K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
591+ 20.96% |
$66.5K - $73.3K
|
3.41K
$413K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
590+ 12.49% |
$66.4K - $73.2K
|
5.32K
$644K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
580+ 0.22% |
$65.2K - $71.9K
|
266K
$32.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
579+ 5.75% |
$65.1K - $71.8K
|
10.6K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
578+ 1.72% |
$65K - $71.7K
|
34.3K
$4.15M
|
|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
578+ 3.96% |
$65K - $71.7K
|
15.2K
$1.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
575+ 4.01% |
$64.7K - $71.3K
|
14.9K
$1.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
575+ 11.74% |
$64.7K - $71.3K
|
5.47K
$663K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
574+ 74.74% |
$64.6K - $71.2K
|
1.34K
$163K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
573+ 12.94% |
$64.4K - $71.1K
|
5K
$606K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
569+ 29.41% |
$64K - $70.6K
|
2.5K
$303K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
565+ 4.88% |
$63.5K - $70.1K
|
12.2K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
563+ 8.03% |
$63.3K - $69.8K
|
7.57K
$917K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
558+ 6.99% |
$62.8K - $69.2K
|
8.54K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
554+ 22.01% |
$62.3K - $68.7K
|
3.07K
$372K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
551+ 23.88% |
$62K - $68.4K
|
2.86K
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
550+ 5.32% |
$61.9K - $68.2K
|
10.9K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
546+ 3.64% |
$61.4K - $67.7K
|
15.5K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
544+ 0.99% |
$61.2K - $67.5K
|
55.3K
$6.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
542New |
$61K - $67.2K
|
542
$65.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
539+ 4.25% |
$60.6K - $66.9K
|
13.2K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
533+ 3.25% |
$59.9K - $66.1K
|
16.9K
$2.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
531+ 2.3% |
$59.7K - $65.9K
|
23.7K
$2.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
531+ 13.06% |
$59.7K - $65.9K
|
4.6K
$557K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
523New |
$58.8K - $64.9K
|
523
$63.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Ninepoint Partners LP
|
BUY
|
- |
518+ 4.3% |
$58.3K - $64.3K
|
12.6K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
508+ 16.18% |
$57.1K - $63K
|
3.65K
$442K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
508+ 2.03% |
$57.1K - $63K
|
25.5K
$3.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
508+ 97.69% |
$57.1K - $63K
|
1.03K
$124K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
506+ 8.41% |
$56.9K - $62.8K
|
6.52K
$790K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
506+ 2.89% |
$56.9K - $62.8K
|
18K
$2.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
500+ 2.34% |
$56.2K - $62K
|
21.9K
$2.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 162.87% |
$56.2K - $62K
|
807
$97.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
500+ 1.31% |
$56.2K - $62K
|
38.7K
$4.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
500+ 1.82% |
$56.2K - $62K
|
28K
$3.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
497New |
$55.9K - $61.7K
|
497
$60.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
493+ 3.99% |
$55.4K - $61.2K
|
12.9K
$1.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
493+ 18.49% |
$55.4K - $61.2K
|
3.16K
$383K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
488+ 1.2% |
$54.9K - $60.5K
|
41.1K
$4.98M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
487+ 0.21% |
$54.8K - $60.4K
|
235K
$28.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
479+ 23.16% |
$53.9K - $59.4K
|
2.55K
$308K
|