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 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
14+ 0.37% |
$1.57K - $1.74K
|
3.78K
$457K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
14+ 2.29% |
$1.57K - $1.74K
|
625
$75.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14New |
$1.57K - $1.74K
|
14
$1.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
14+ 2.45% |
$1.57K - $1.74K
|
586
$71K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
13New |
$1.46K - $1.61K
|
13
$1.57K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13+ 100.0% |
$1.46K - $1.61K
|
26
$3.15K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
13+ 2.5% |
$1.46K - $1.61K
|
534
$64.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
13+ 0.48% |
$1.46K - $1.61K
|
2.72K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
13+ 21.31% |
$1.46K - $1.61K
|
74
$8.96K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
12+ 0.25% |
$1.35K - $1.49K
|
4.78K
$579K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
12+ 0.27% |
$1.35K - $1.49K
|
4.54K
$550K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
12+ 0.45% |
$1.35K - $1.49K
|
2.66K
$322K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
12+ 0.23% |
$1.35K - $1.49K
|
5.33K
$646K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
12+ 0.66% |
$1.35K - $1.49K
|
1.84K
$223K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 8.33% |
$1.35K - $1.49K
|
156
$18.9K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12+ 0.01% |
$1.35K - $1.49K
|
161K
$19.5M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
11+ 0.48% |
$1.24K - $1.36K
|
2.29K
$277K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
11+ 0.29% |
$1.24K - $1.36K
|
3.83K
$464K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
10+ 0.36% |
$1.12K - $1.24K
|
2.82K
$342K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
10New |
$1.12K - $1.24K
|
10
$1.21K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
10+ 0.58% |
$1.12K - $1.24K
|
1.75K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10+ 2.76% |
$1.12K - $1.24K
|
372
$45K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
10+ 0.14% |
$1.12K - $1.24K
|
6.91K
$837K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
10+ 0.87% |
$1.12K - $1.24K
|
1.17K
$141K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
9+ 0.34% |
$1.01K - $1.12K
|
2.62K
$317K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
9+ 0.48% |
$1.01K - $1.12K
|
1.87K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 1.69% |
$1.01K - $1.12K
|
543
$65.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
9+ 0.38% |
$1.01K - $1.12K
|
2.41K
$292K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.47% |
$900 - $992
|
1.72K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8+ 0.46% |
$900 - $992
|
1.76K
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.25% |
$900 - $992
|
3.19K
$386K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
8+ 0.4% |
$900 - $992
|
2.01K
$244K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8+ 0.29% |
$900 - $992
|
2.8K
$340K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.19% |
$787 - $868
|
3.6K
$436K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7+ 0.17% |
$787 - $868
|
4.08K
$494K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7+ 0.36% |
$787 - $868
|
1.98K
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7+ 0.39% |
$787 - $868
|
1.82K
$221K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7+ 0.28% |
$787 - $868
|
2.54K
$307K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7+ 0.4% |
$787 - $868
|
1.75K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7+ 0.17% |
$787 - $868
|
4.01K
$486K
|
|
|
Aug 11, 2025
Q2 2025
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
7+ 0.04% |
$787 - $868
|
17.6K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
7+ 0.41% |
$787 - $868
|
1.7K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
7+ 0.23% |
$787 - $868
|
3.11K
$377K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6+ 0.25% |
$675 - $744
|
2.42K
$293K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
6+ 0.17% |
$675 - $744
|
3.44K
$416K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 0.83% |
$675 - $744
|
726
$87.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6+ 0.35% |
$675 - $744
|
1.74K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.14% |
$675 - $744
|
4.19K
$507K
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
6+ 0.02% |
$675 - $744
|
26K
$3.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6New |
$675 - $744
|
6
$727
|