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 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
478+ 15.1% |
$53.8K - $59.3K
|
3.64K
$441K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
477+ 5.24% |
$53.6K - $59.2K
|
9.58K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
469+ 4.92% |
$52.7K - $58.2K
|
10K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
465+ 13.19% |
$52.3K - $57.7K
|
3.99K
$483K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
459+ 3.58% |
$51.6K - $56.9K
|
13.3K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
455+ 0.2% |
$51.2K - $56.4K
|
227K
$27.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
450+ 7.21% |
$50.6K - $55.8K
|
6.69K
$810K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
450+ 9.24% |
$50.6K - $55.8K
|
5.32K
$644K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
445+ 11.88% |
$50K - $55.2K
|
4.19K
$507K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
445+ 15.91% |
$50K - $55.2K
|
3.24K
$393K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
442+ 1.78% |
$49.7K - $54.8K
|
25.3K
$3.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
439+ 14.78% |
$49.4K - $54.5K
|
3.41K
$413K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
437+ 10.65% |
$49.1K - $54.2K
|
4.54K
$550K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
433+ 2.41% |
$48.7K - $53.7K
|
18.4K
$2.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
433+ 1.23% |
$48.7K - $53.7K
|
35.7K
$4.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
431+ 13.63% |
$48.5K - $53.5K
|
3.59K
$435K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
429+ 4.35% |
$48.2K - $53.2K
|
10.3K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
429+ 0.21% |
$48.2K - $53.2K
|
208K
$25.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
428+ 80.0% |
$48.1K - $53.1K
|
963
$117K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
425+ 3.51% |
$47.8K - $52.7K
|
12.5K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
424+ 8.3% |
$47.7K - $52.6K
|
5.53K
$670K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
422+ 3.6% |
$47.5K - $52.3K
|
12.1K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
420+ 10.16% |
$47.2K - $52.1K
|
4.56K
$552K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
419+ 1.7% |
$47.1K - $52K
|
25K
$3.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
414+ 2.6% |
$46.6K - $51.4K
|
16.4K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
413+ 0.88% |
$46.4K - $51.2K
|
47.3K
$5.73M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
413+ 4.11% |
$46.4K - $51.2K
|
10.5K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
408+ 9.51% |
$45.9K - $50.6K
|
4.7K
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
408+ 24.49% |
$45.9K - $50.6K
|
2.07K
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
BUY
|
- |
402+ 16.08% |
$45.2K - $49.9K
|
2.9K
$351K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
402+ 1.26% |
$45.2K - $49.9K
|
32.2K
$3.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
400+ 1.33% |
$45K - $49.6K
|
30.4K
$3.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
400+ 0.6% |
$45K - $49.6K
|
67.1K
$8.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
400+ 2.84% |
$45K - $49.6K
|
14.5K
$1.75M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
400+ 5.29% |
$45K - $49.6K
|
7.97K
$965K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
399+ 1.23% |
$44.9K - $49.5K
|
32.9K
$3.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
395+ 6.59% |
$44.4K - $49K
|
6.39K
$774K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
392+ 2.19% |
$44.1K - $48.6K
|
18.3K
$2.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
392+ 10.7% |
$44.1K - $48.6K
|
4.06K
$491K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
389+ 3.15% |
$43.7K - $48.3K
|
12.8K
$1.54M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
389New |
$43.7K - $48.3K
|
389
$47.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
387+ 1.38% |
$43.5K - $48K
|
28.5K
$3.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
386+ 15.73% |
$43.4K - $47.9K
|
2.84K
$344K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
384+ 51.89% |
$43.2K - $47.6K
|
1.12K
$136K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
382+ 4.6% |
$43K - $47.4K
|
8.69K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
380+ 0.53% |
$42.7K - $47.1K
|
71.9K
$8.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
379+ 0.25% |
$42.6K - $47K
|
153K
$18.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
377+ 3.25% |
$42.4K - $46.8K
|
12K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
375+ 3.03% |
$42.2K - $46.5K
|
12.8K
$1.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
375+ 1.02% |
$42.2K - $46.5K
|
37.2K
$4.5M
|