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 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$112 - $124
|
1.91K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$112 - $124
|
3.24K
$380K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.05% |
$225 - $248
|
3.88K
$455K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 0.43% |
$450 - $496
|
937
$110K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-5- 0.27% |
$562 - $620
|
1.82K
$214K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-5- 0.02% |
$562 - $620
|
26.6K
$3.11M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.53% |
$1.35K - $1.49K
|
2.27K
$266K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-16- 0.37% |
$1.8K - $1.98K
|
4.28K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-20- 0.24% |
$2.25K - $2.48K
|
8.4K
$985K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-24- 1.13% |
$2.7K - $2.98K
|
2.11K
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-28- 1.19% |
$3.15K - $3.47K
|
2.32K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-50- 2.68% |
$5.62K - $6.2K
|
1.82K
$213K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.58% |
$5.62K - $6.2K
|
8.63K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-57- 0.71% |
$6.41K - $7.07K
|
7.97K
$935K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-63- 1.56% |
$7.08K - $7.82K
|
3.96K
$465K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-112- 0.58% |
$12.6K - $13.9K
|
19.2K
$2.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-114- 0.96% |
$12.8K - $14.1K
|
11.7K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-141- 0.66% |
$15.9K - $17.5K
|
21.1K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-160- 1.92% |
$18K - $19.8K
|
8.17K
$959K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-173- 1.62% |
$19.5K - $21.5K
|
10.5K
$1.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-175- 7.95% |
$19.7K - $21.7K
|
2.03K
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-184- 8.0% |
$20.7K - $22.8K
|
2.12K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-190- 0.49% |
$21.4K - $23.6K
|
38.2K
$4.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-200- 4.12% |
$22.5K - $24.8K
|
4.66K
$546K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-230- 1.53% |
$25.9K - $28.5K
|
14.8K
$1.74M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-255- 7.44% |
$28.7K - $31.6K
|
3.17K
$372K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-259- 5.78% |
$29.1K - $32.1K
|
4.23K
$496K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-263- 4.89% |
$29.6K - $32.6K
|
5.11K
$599K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-277- 0.85% |
$31.2K - $34.4K
|
32.2K
$3.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-288- 18.06% |
$32.4K - $35.7K
|
1.31K
$153K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-389- 3.6% |
$43.7K - $48.3K
|
10.4K
$1.22M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-414- 3.87% |
$46.6K - $51.4K
|
10.3K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-465- 9.43% |
$52.3K - $57.7K
|
4.47K
$524K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-651- 12.11% |
$73.2K - $80.8K
|
4.73K
$554K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-675- 6.42% |
$75.9K - $83.7K
|
9.84K
$1.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-897- 4.38% |
$101K - $111K
|
19.6K
$2.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.42K- 35.48% |
$160K - $177K
|
2.59K
$304K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-1.5K- 10.68% |
$168K - $185K
|
12.5K
$1.47M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.56K- 16.69% |
$175K - $193K
|
7.78K
$912K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-2.31K- 32.74% |
$259K - $286K
|
4.74K
$556K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.37K- 5.39% |
$266K - $294K
|
41.6K
$4.88M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-2.64K- 25.9% |
$297K - $327K
|
7.55K
$886K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.73K- 36.36% |
$420K - $463K
|
6.53K
$766K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-6.43K- 18.92% |
$723K - $798K
|
27.5K
$3.23M
|