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 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-41- 1.15% |
$4.61K - $5.09K
|
3.52K
$426K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-42- 2.27% |
$4.72K - $5.21K
|
1.81K
$219K
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-44- 1.92% |
$4.95K - $5.46K
|
2.25K
$272K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-45- 0.6% |
$5.06K - $5.58K
|
7.49K
$907K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-45- 0.06% |
$5.06K - $5.58K
|
73.9K
$8.96M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-47- 0.29% |
$5.29K - $5.83K
|
16.3K
$1.97M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-48- 3.66% |
$5.4K - $5.95K
|
1.26K
$153K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-48- 60.76% |
$5.4K - $5.95K
|
31
$3.75K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.58% |
$5.62K - $6.2K
|
8.63K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-50- 2.68% |
$5.62K - $6.2K
|
1.82K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-50- 6.34% |
$5.62K - $6.2K
|
739
$89.5K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-50- 0.62% |
$5.62K - $6.2K
|
8.03K
$972K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-50- 1.91% |
$5.62K - $6.2K
|
2.57K
$311K
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-52- 0.35% |
$5.85K - $6.45K
|
14.7K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-52- 2.81% |
$5.85K - $6.45K
|
1.8K
$218K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-53- 2.14% |
$5.96K - $6.57K
|
2.42K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-53- 1.42% |
$5.96K - $6.57K
|
3.67K
$445K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-54- 0.33% |
$6.07K - $6.7K
|
16.5K
$2M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-56- 2.28% |
$6.3K - $6.95K
|
2.4K
$290K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-57- 0.71% |
$6.41K - $7.07K
|
7.97K
$965K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-57- 0.17% |
$6.41K - $7.07K
|
34.2K
$4.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-57- 1.77% |
$6.41K - $7.07K
|
3.17K
$384K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-57- 38.0% |
$6.41K - $7.07K
|
93
$11.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-57- 3.1% |
$6.41K - $7.07K
|
1.78K
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-58- 0.11% |
$6.52K - $7.19K
|
52K
$6.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-58- 0.67% |
$6.52K - $7.19K
|
8.58K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-58- 0.87% |
$6.52K - $7.19K
|
6.63K
$803K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-58- 2.89% |
$6.52K - $7.19K
|
1.95K
$236K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-59- 0.92% |
$6.64K - $7.32K
|
6.34K
$768K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-63- 1.56% |
$7.08K - $7.82K
|
3.96K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-63- 6.6% |
$7.08K - $7.82K
|
891
$108K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-65- 0.6% |
$7.31K - $8.06K
|
10.8K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-65- 1.32% |
$7.31K - $8.06K
|
4.87K
$589K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-68- 0.26% |
$7.65K - $8.44K
|
26.2K
$3.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-68- 0.47% |
$7.65K - $8.44K
|
14.4K
$1.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-71- 1.13% |
$7.98K - $8.81K
|
6.19K
$749K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-71- 0.44% |
$7.98K - $8.81K
|
15.9K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-72- 1.9% |
$8.1K - $8.93K
|
3.73K
$451K
|
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-72- 0.58% |
$8.1K - $8.93K
|
12.3K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-72- 6.55% |
$8.1K - $8.93K
|
1.03K
$124K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-72- 2.82% |
$8.1K - $8.93K
|
2.48K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-74- 3.0% |
$8.32K - $9.18K
|
2.4K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-75- 18.75% |
$8.43K - $9.3K
|
325
$39.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-75- 0.6% |
$8.43K - $9.3K
|
12.5K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-76- 1.3% |
$8.55K - $9.43K
|
5.76K
$697K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-76- 0.31% |
$8.55K - $9.43K
|
24.7K
$2.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-78- 3.41% |
$8.77K - $9.68K
|
2.21K
$268K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-78- 0.07% |
$8.77K - $9.68K
|
116K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-80- 2.17% |
$9K - $9.92K
|
3.6K
$436K
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-80- 2.12% |
$9K - $9.92K
|
3.69K
$447K
|