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 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
61+ 8.25% |
$6.86K - $7.57K
|
800
$96.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
61New |
$6.86K - $7.57K
|
61
$7.39K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
60+ 1.37% |
$6.75K - $7.44K
|
4.44K
$537K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
59+ 2.04% |
$6.64K - $7.32K
|
2.95K
$358K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
58+ 2.53% |
$6.52K - $7.19K
|
2.35K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
56+ 1.58% |
$6.3K - $6.95K
|
3.61K
$437K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
56+ 1.09% |
$6.3K - $6.95K
|
5.2K
$630K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
56+ 254.55% |
$6.3K - $6.95K
|
78
$9.45K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
56+ 0.35% |
$6.3K - $6.95K
|
15.9K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
56+ 2.13% |
$6.3K - $6.95K
|
2.68K
$325K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
55+ 0.53% |
$6.19K - $6.82K
|
10.4K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
55+ 1.06% |
$6.19K - $6.82K
|
5.25K
$636K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
55+ 31.43% |
$6.19K - $6.82K
|
230
$27.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
55+ 0.2% |
$6.19K - $6.82K
|
26.9K
$3.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
54+ 1.07% |
$6.07K - $6.7K
|
5.1K
$618K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
52+ 0.87% |
$5.85K - $6.45K
|
6.04K
$731K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
51+ 6.94% |
$5.74K - $6.33K
|
786
$95.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
48+ 0.48% |
$5.4K - $5.95K
|
10K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
47+ 1.52% |
$5.29K - $5.83K
|
3.14K
$381K
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
47+ 0.35% |
$5.29K - $5.83K
|
13.4K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
47+ 0.96% |
$5.29K - $5.83K
|
4.97K
$601K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
46+ 1.92% |
$5.17K - $5.71K
|
2.44K
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
45+ 2.46% |
$5.06K - $5.58K
|
1.87K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
45+ 2.36% |
$5.06K - $5.58K
|
1.95K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
45+ 2.27% |
$5.06K - $5.58K
|
2.03K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
44+ 0.13% |
$4.95K - $5.46K
|
32.7K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
44+ 0.45% |
$4.95K - $5.46K
|
9.89K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
43+ 0.45% |
$4.84K - $5.33K
|
9.67K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
42+ 1.67% |
$4.72K - $5.21K
|
2.56K
$310K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
42+ 26.58% |
$4.72K - $5.21K
|
200
$24.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
42+ 0.86% |
$4.72K - $5.21K
|
4.92K
$595K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
41+ 1.76% |
$4.61K - $5.09K
|
2.37K
$286K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
41+ 1.37% |
$4.61K - $5.09K
|
3.04K
$369K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
41+ 1.23% |
$4.61K - $5.09K
|
3.36K
$407K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
40+ 0.59% |
$4.5K - $4.96K
|
6.78K
$820K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
40+ 0.43% |
$4.5K - $4.96K
|
9.4K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
40+ 0.19% |
$4.5K - $4.96K
|
20.9K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
40+ 2.99% |
$4.5K - $4.96K
|
1.38K
$167K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
39+ 12.83% |
$4.39K - $4.84K
|
343
$41.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
BUY
|
- |
39+ 0.25% |
$4.39K - $4.84K
|
15.4K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38+ 5.97% |
$4.27K - $4.71K
|
675
$81.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
36+ 0.75% |
$4.05K - $4.47K
|
4.81K
$583K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
36+ 15.86% |
$4.05K - $4.47K
|
263
$31.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
34+ 1.39% |
$3.82K - $4.22K
|
2.49K
$301K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
34+ 1.63% |
$3.82K - $4.22K
|
2.12K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
34+ 0.25% |
$3.82K - $4.22K
|
13.9K
$1.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
33+ 2.68% |
$3.71K - $4.09K
|
1.26K
$153K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
32+ 0.65% |
$3.6K - $3.97K
|
4.98K
$603K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
32+ 0.78% |
$3.6K - $3.97K
|
4.11K
$498K
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
31+ 1.22% |
$3.49K - $3.85K
|
2.58K
$313K
|