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 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1+ 0.04% |
$112 - $124
|
2.76K
$334K
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.02% |
$112 - $124
|
4.6K
$557K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.27% |
$112 - $124
|
375
$45.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 1.64% |
$112 - $124
|
62
$7.51K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1- 0.03% |
$112 - $124
|
3.03K
$367K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1- 0.05% |
$112 - $124
|
1.88K
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1- 0.05% |
$112 - $124
|
2.03K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.68% |
$112 - $124
|
147
$17.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-1- 0.05% |
$112 - $124
|
1.86K
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.05% |
$225 - $248
|
3.88K
$470K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-2- 0.94% |
$225 - $248
|
210
$25.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2- 0.11% |
$225 - $248
|
1.79K
$217K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2- 0.07% |
$225 - $248
|
2.76K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3- 0.16% |
$337 - $372
|
1.88K
$227K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 0.43% |
$450 - $496
|
937
$113K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-4- 0.12% |
$450 - $496
|
3.34K
$404K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-4- 0.5% |
$450 - $496
|
794
$96.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-4- 11.43% |
$450 - $496
|
31
$3.75K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4- 0.08% |
$450 - $496
|
5.16K
$625K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-5- 0.02% |
$562 - $620
|
26.6K
$3.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-5- 0.27% |
$562 - $620
|
1.82K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-5- 0.76% |
$562 - $620
|
649
$78.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5- 0.2% |
$562 - $620
|
2.47K
$299K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5- 0.16% |
$562 - $620
|
3.14K
$380K
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-5- 0.11% |
$562 - $620
|
4.64K
$561K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5- 0.17% |
$562 - $620
|
2.89K
$350K
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-5- 0.08% |
$562 - $620
|
6.25K
$757K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-6- 0.03% |
$675 - $744
|
19.7K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
SELL
|
- |
-6- 0.3% |
$675 - $744
|
2.01K
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 43.75% |
$787 - $868
|
9
$1.09K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-7- 0.08% |
$787 - $868
|
9.31K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-7- 0.31% |
$787 - $868
|
2.26K
$274K
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-7- 0.03% |
$787 - $868
|
24.5K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7- 0.29% |
$787 - $868
|
2.42K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-7- 0.21% |
$787 - $868
|
3.25K
$394K
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-7- 0.32% |
$787 - $868
|
2.19K
$265K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8- 0.91% |
$900 - $992
|
869
$105K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-9- 0.28% |
$1.01K - $1.12K
|
3.17K
$384K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-10- 0.52% |
$1.12K - $1.24K
|
1.9K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-10- 0.51% |
$1.12K - $1.24K
|
1.93K
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-10- 0.25% |
$1.12K - $1.24K
|
3.96K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-10- 0.52% |
$1.12K - $1.24K
|
1.93K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-11- 0.26% |
$1.24K - $1.36K
|
4.28K
$518K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-11- 0.2% |
$1.24K - $1.36K
|
5.48K
$664K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.53% |
$1.35K - $1.49K
|
2.27K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-12- 0.47% |
$1.35K - $1.49K
|
2.53K
$307K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-12- 0.32% |
$1.35K - $1.49K
|
3.73K
$451K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 3.61% |
$1.35K - $1.49K
|
320
$38.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-12- 2.79% |
$1.35K - $1.49K
|
418
$50.6K
|