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 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-81- 3.65% |
$9.11K - $10K
|
2.14K
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-82- 1.01% |
$9.22K - $10.2K
|
8.01K
$970K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-82- 1.8% |
$9.22K - $10.2K
|
4.48K
$543K
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-86- 1.28% |
$9.67K - $10.7K
|
6.65K
$805K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-87- 1.45% |
$9.78K - $10.8K
|
5.91K
$715K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-90- 1.37% |
$10.1K - $11.2K
|
6.47K
$784K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-91- 0.61% |
$10.2K - $11.3K
|
14.9K
$1.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-93- 0.36% |
$10.5K - $11.5K
|
25.8K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Delta Global Management LP
New York, NY |
SELL
|
- |
-93- 0.44% |
$10.5K - $11.5K
|
20.8K
$2.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-95- 3.89% |
$10.7K - $11.8K
|
2.35K
$284K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-95- 16.21% |
$10.7K - $11.8K
|
491
$59.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-95- 3.87% |
$10.7K - $11.8K
|
2.36K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-96- 4.3% |
$10.8K - $11.9K
|
2.14K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-97- 0.74% |
$10.9K - $12K
|
13K
$1.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-97- 5.02% |
$10.9K - $12K
|
1.84K
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-99- 2.12% |
$11.1K - $12.3K
|
4.57K
$553K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 4.42% |
$11.2K - $12.4K
|
2.16K
$262K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-100- 6.97% |
$11.2K - $12.4K
|
1.34K
$162K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-100- 8.71% |
$11.2K - $12.4K
|
1.05K
$127K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-100- 1.85% |
$11.2K - $12.4K
|
5.3K
$641K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-100- 1.55% |
$11.2K - $12.4K
|
6.35K
$769K
|
|
|
Aug 01, 2025
Q2 2025
|
Lipe & Dalton
|
SELL
|
- |
-100- 29.15% |
$11.2K - $12.4K
|
243
$29.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-100- 0.36% |
$11.2K - $12.4K
|
27.5K
$3.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 0.87% |
$11.2K - $12.4K
|
11.5K
$1.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-100- 2.61% |
$11.2K - $12.4K
|
3.73K
$452K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-102- 0.81% |
$11.5K - $12.7K
|
12.5K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-102- 2.03% |
$11.5K - $12.7K
|
4.92K
$595K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-103- 1.18% |
$11.6K - $12.8K
|
8.6K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-105- 1.14% |
$11.8K - $13K
|
9.12K
$1.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-105- 2.53% |
$11.8K - $13K
|
4.05K
$490K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-106- 4.38% |
$11.9K - $13.1K
|
2.31K
$280K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-106- 1.01% |
$11.9K - $13.1K
|
10.4K
$1.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-108- 57.45% |
$12.1K - $13.4K
|
80
$9.69K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-110- 2.64% |
$12.4K - $13.6K
|
4.06K
$492K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-112- 0.58% |
$12.6K - $13.9K
|
19.2K
$2.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-112- 1.71% |
$12.6K - $13.9K
|
6.42K
$777K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-112- 5.45% |
$12.6K - $13.9K
|
1.94K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-113- 4.98% |
$12.7K - $14K
|
2.16K
$261K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-113- 5.78% |
$12.7K - $14K
|
1.84K
$223K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-114- 0.96% |
$12.8K - $14.1K
|
11.7K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-114- 34.13% |
$12.8K - $14.1K
|
220
$26.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-114- 1.35% |
$12.8K - $14.1K
|
8.31K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-115- 3.44% |
$12.9K - $14.3K
|
3.23K
$391K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-118- 3.38% |
$13.3K - $14.6K
|
3.37K
$408K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-118- 1.46% |
$13.3K - $14.6K
|
7.95K
$963K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-119- 2.56% |
$13.4K - $14.8K
|
4.54K
$549K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-124- 2.94% |
$13.9K - $15.4K
|
4.09K
$495K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-125- 5.24% |
$14.1K - $15.5K
|
2.26K
$274K
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-125- 1.93% |
$14.1K - $15.5K
|
6.35K
$769K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-125- 1.99% |
$14.1K - $15.5K
|
6.16K
$746K
|