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 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
373+ 22.03% |
$41.9K - $46.3K
|
2.07K
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
371+ 4.43% |
$41.7K - $46K
|
8.75K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
366+ 5.56% |
$41.2K - $45.4K
|
6.95K
$842K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
365New |
$41K - $45.3K
|
365
$44.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
361+ 3.48% |
$40.6K - $44.8K
|
10.7K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
359+ 16.16% |
$40.4K - $44.5K
|
2.58K
$313K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
358+ 13.35% |
$40.3K - $44.4K
|
3.04K
$368K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
358+ 1.96% |
$40.3K - $44.4K
|
18.6K
$2.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
357+ 2.02% |
$40.1K - $44.3K
|
18.1K
$2.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
356+ 6.76% |
$40K - $44.2K
|
5.62K
$681K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
356+ 2.21% |
$40K - $44.2K
|
16.5K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
353+ 5.44% |
$39.7K - $43.8K
|
6.85K
$829K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
343+ 7.66% |
$38.6K - $42.5K
|
4.82K
$584K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
339+ 3.03% |
$38.1K - $42.1K
|
11.5K
$1.39M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
335+ 1.35% |
$37.7K - $41.6K
|
25.2K
$3.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
329+ 6.27% |
$37K - $40.8K
|
5.58K
$675K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
328+ 2.63% |
$36.9K - $40.7K
|
12.8K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
326+ 15.89% |
$36.7K - $40.4K
|
2.38K
$288K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
323+ 0.94% |
$36.3K - $40.1K
|
34.8K
$4.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
322+ 1.03% |
$36.2K - $39.9K
|
31.7K
$3.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
322+ 1.86% |
$36.2K - $39.9K
|
17.6K
$2.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
319+ 0.98% |
$35.9K - $39.6K
|
32.9K
$3.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
319+ 0.97% |
$35.9K - $39.6K
|
33.3K
$4.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
318+ 5.54% |
$35.8K - $39.4K
|
6.06K
$734K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
315+ 1.02% |
$35.4K - $39.1K
|
31.2K
$3.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
314+ 13.03% |
$35.3K - $39K
|
2.72K
$330K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
313+ 2608.33% |
$35.2K - $38.8K
|
325
$39.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
311+ 15.22% |
$35K - $38.6K
|
2.35K
$285K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
311+ 3.62% |
$35K - $38.6K
|
8.91K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
307+ 6.82% |
$34.5K - $38.1K
|
4.81K
$583K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
304+ 5.5% |
$34.2K - $37.7K
|
5.83K
$706K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
303+ 0.46% |
$34.1K - $37.6K
|
66.7K
$8.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
303+ 2.46% |
$34.1K - $37.6K
|
12.6K
$1.53M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
300+ 2.1% |
$33.7K - $37.2K
|
14.6K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
300+ 2.86% |
$33.7K - $37.2K
|
10.8K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
299+ 8.94% |
$33.6K - $37.1K
|
3.64K
$441K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
298+ 4.91% |
$33.5K - $37K
|
6.37K
$772K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
297+ 2284.62% |
$33.4K - $36.8K
|
310
$37.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
294+ 3.64% |
$33.1K - $36.5K
|
8.38K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
291+ 0.73% |
$32.7K - $36.1K
|
39.9K
$4.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
291+ 11.36% |
$32.7K - $36.1K
|
2.85K
$345K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
291+ 1.72% |
$32.7K - $36.1K
|
17.2K
$2.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
291New |
$32.7K - $36.1K
|
291
$35.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
291+ 11.31% |
$32.7K - $36.1K
|
2.87K
$347K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
288+ 1.61% |
$32.4K - $35.7K
|
18.2K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
287+ 2.49% |
$32.3K - $35.6K
|
11.8K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
285+ 5.63% |
$32.1K - $35.4K
|
5.35K
$648K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
280+ 0.04% |
$31.5K - $34.7K
|
625K
$75.7M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
275+ 3.03% |
$30.9K - $34.1K
|
9.34K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
273+ 5.09% |
$30.7K - $33.9K
|
5.64K
$682K
|