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 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
270+ 6.12% |
$30.4K - $33.5K
|
4.68K
$567K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
269+ 3.22% |
$30.3K - $33.4K
|
8.62K
$1.04M
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
268+ 16.13% |
$30.1K - $33.2K
|
1.93K
$234K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
267+ 11.72% |
$30K - $33.1K
|
2.55K
$308K
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
266+ 4.02% |
$29.9K - $33K
|
6.89K
$835K
|
|
Aug 12, 2025
Q2 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
265+ 1.3% |
$29.8K - $32.9K
|
20.7K
$2.51M
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
262New |
$29.5K - $32.5K
|
262
$31.7K
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
255+ 13.67% |
$28.7K - $31.6K
|
2.12K
$257K
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
252+ 2.87% |
$28.3K - $31.3K
|
9.02K
$1.09M
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
252+ 18.46% |
$28.3K - $31.3K
|
1.62K
$196K
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
252+ 1.76% |
$28.3K - $31.3K
|
14.6K
$1.76M
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
250+ 96.15% |
$28.1K - $31K
|
510
$61.8K
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
250+ 1.9% |
$28.1K - $31K
|
13.4K
$1.62M
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
250+ 7.58% |
$28.1K - $31K
|
3.55K
$430K
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
250New |
$28.1K - $31K
|
250
$30.3K
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
248+ 12.3% |
$27.9K - $30.8K
|
2.26K
$274K
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
248+ 1.84% |
$27.9K - $30.8K
|
13.7K
$1.66M
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
246+ 0.47% |
$27.7K - $30.5K
|
52.2K
$6.32M
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
245+ 2.14% |
$27.6K - $30.4K
|
11.7K
$1.41M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
240+ 13.66% |
$27K - $29.8K
|
2K
$242K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
238+ 1.53% |
$26.8K - $29.5K
|
15.8K
$1.91M
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
237+ 6.57% |
$26.7K - $29.4K
|
3.84K
$465K
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
234+ 8.4% |
$26.3K - $29K
|
3.02K
$366K
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
234+ 0.55% |
$26.3K - $29K
|
43K
$5.21M
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
233+ 1.24% |
$26.2K - $28.9K
|
19.1K
$2.31M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
233+ 3.54% |
$26.2K - $28.9K
|
6.82K
$826K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
233+ 1.66% |
$26.2K - $28.9K
|
14.3K
$1.73M
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
232+ 0.99% |
$26.1K - $28.8K
|
23.7K
$2.87M
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
232+ 0.42% |
$26.1K - $28.8K
|
55.7K
$6.75M
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
230+ 8.31% |
$25.9K - $28.5K
|
3K
$363K
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
229+ 33.38% |
$25.8K - $28.4K
|
915
$111K
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
227+ 7.69% |
$25.5K - $28.2K
|
3.18K
$385K
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
226+ 10.87% |
$25.4K - $28K
|
2.31K
$279K
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
224+ 0.45% |
$25.2K - $27.8K
|
49.9K
$6.04M
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
223+ 0.17% |
$25.1K - $27.7K
|
135K
$16.4M
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
BUY
|
- |
221+ 0.33% |
$24.9K - $27.4K
|
68.2K
$8.26M
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
220+ 7.72% |
$24.7K - $27.3K
|
3.07K
$372K
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
216+ 3.04% |
$24.3K - $26.8K
|
7.32K
$886K
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
215+ 5.48% |
$24.2K - $26.7K
|
4.14K
$501K
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
214+ 5.14% |
$24.1K - $26.5K
|
4.38K
$531K
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
212+ 1.79% |
$23.8K - $26.3K
|
12.1K
$1.46M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
209+ 4.17% |
$23.5K - $25.9K
|
5.22K
$632K
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
207+ 3.72% |
$23.3K - $25.7K
|
5.77K
$699K
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
207+ 3.93% |
$23.3K - $25.7K
|
5.47K
$662K
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
205+ 8.59% |
$23.1K - $25.4K
|
2.59K
$314K
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
205+ 3.54% |
$23.1K - $25.4K
|
6K
$726K
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
204+ 9.6% |
$22.9K - $25.3K
|
2.33K
$282K
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
204+ 35.98% |
$22.9K - $25.3K
|
771
$93.4K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
203+ 0.62% |
$22.8K - $25.2K
|
33.2K
$4.02M
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
200+ 7.46% |
$22.5K - $24.8K
|
2.88K
$349K
|