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 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
200+ 3.55% |
$22.5K - $24.8K
|
5.83K
$706K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
198+ 2.78% |
$22.3K - $24.6K
|
7.32K
$887K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
196+ 4.29% |
$22K - $24.3K
|
4.77K
$578K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
195+ 3.83% |
$21.9K - $24.2K
|
5.29K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
194+ 0.57% |
$21.8K - $24.1K
|
34.4K
$4.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
190New |
$21.4K - $23.6K
|
190
$23K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
189+ 5.67% |
$21.3K - $23.4K
|
3.52K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
189+ 0.63% |
$21.3K - $23.4K
|
30.2K
$3.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
187+ 11.21% |
$21K - $23.2K
|
1.86K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
183+ 10.8% |
$20.6K - $22.7K
|
1.88K
$227K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
183+ 6.51% |
$20.6K - $22.7K
|
3K
$363K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
182+ 6.85% |
$20.5K - $22.6K
|
2.84K
$344K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
181+ 23.82% |
$20.4K - $22.5K
|
941
$114K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
179+ 1.9% |
$20.1K - $22.2K
|
9.62K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
178+ 5.37% |
$20K - $22.1K
|
3.5K
$423K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
178+ 0.67% |
$20K - $22.1K
|
26.8K
$3.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
178+ 105.33% |
$20K - $22.1K
|
347
$42K
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
177+ 7.97% |
$19.9K - $22K
|
2.4K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
174+ 9.41% |
$19.6K - $21.6K
|
2.02K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
173+ 5.24% |
$19.5K - $21.5K
|
3.48K
$421K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
170+ 9.21% |
$19.1K - $21.1K
|
2.02K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
170+ 1.68% |
$19.1K - $21.1K
|
10.3K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
169+ 17.4% |
$19K - $21K
|
1.14K
$138K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
167New |
$18.8K - $20.7K
|
167
$20.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
166+ 7.81% |
$18.7K - $20.6K
|
2.29K
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
166+ 9.38% |
$18.7K - $20.6K
|
1.94K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
165+ 21.26% |
$18.6K - $20.5K
|
941
$114K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
164+ 6.41% |
$18.4K - $20.3K
|
2.72K
$330K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
164+ 0.86% |
$18.4K - $20.3K
|
19.2K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
164+ 31.36% |
$18.4K - $20.3K
|
687
$83.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
161+ 1.69% |
$18.1K - $20K
|
9.67K
$1.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
161New |
$18.1K - $20K
|
161
$19.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
161+ 2.74% |
$18.1K - $20K
|
6.04K
$731K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
161+ 3.5% |
$18.1K - $20K
|
4.77K
$577K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
160New |
$18K - $19.8K
|
160
$19.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
160+ 9.31% |
$18K - $19.8K
|
1.88K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
159+ 1.91% |
$17.9K - $19.7K
|
8.49K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
158+ 2.25% |
$17.8K - $19.6K
|
7.19K
$871K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
158+ 2.15% |
$17.8K - $19.6K
|
7.49K
$908K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
156+ 4.67% |
$17.5K - $19.4K
|
3.5K
$423K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
154+ 1.26% |
$17.3K - $19.1K
|
12.3K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
153+ 8.49% |
$17.2K - $19K
|
1.96K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
152+ 5.32% |
$17.1K - $18.9K
|
3.01K
$365K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
150+ 6.15% |
$16.9K - $18.6K
|
2.59K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
147+ 0.36% |
$16.5K - $18.2K
|
40.6K
$4.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
140+ 2.37% |
$15.7K - $17.4K
|
6.04K
$731K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
140+ 2.86% |
$15.7K - $17.4K
|
5.03K
$609K
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
138+ 0.29% |
$15.5K - $17.1K
|
48.4K
$5.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
137+ 5.59% |
$15.4K - $17K
|
2.59K
$313K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
135+ 1.38% |
$15.2K - $16.7K
|
9.94K
$1.2M
|