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
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-130- 0.46% |
$14.6K - $16.1K
|
28.2K
$3.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-130- 84.97% |
$14.6K - $16.1K
|
23
$2.79K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-133- 1.06% |
$15K - $16.5K
|
12.5K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-136- 2.32% |
$15.3K - $16.9K
|
5.73K
$694K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-137- 0.8% |
$15.4K - $17K
|
17K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-137- 2.32% |
$15.4K - $17K
|
5.76K
$698K
|
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-139- 5.75% |
$15.6K - $17.2K
|
2.28K
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-140- 7.08% |
$15.7K - $17.4K
|
1.84K
$223K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-140- 2.76% |
$15.7K - $17.4K
|
4.94K
$598K
|
|
|
Aug 11, 2025
Q2 2025
|
Reaves W H & CO Inc
|
SELL
|
- |
-140- 1.69% |
$15.7K - $17.4K
|
8.16K
$989K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-141- 0.66% |
$15.9K - $17.5K
|
21.1K
$2.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-141- 2.09% |
$15.9K - $17.5K
|
6.61K
$801K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-144- 1.86% |
$16.2K - $17.9K
|
7.6K
$920K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-144- 3.64% |
$16.2K - $17.9K
|
3.81K
$462K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-144- 7.48% |
$16.2K - $17.9K
|
1.78K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-145- 2.28% |
$16.3K - $18K
|
6.21K
$752K
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-145- 2.08% |
$16.3K - $18K
|
6.83K
$827K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-146- 2.45% |
$16.4K - $18.1K
|
5.82K
$704K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-148- 2.71% |
$16.6K - $18.4K
|
5.31K
$643K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-148- 3.73% |
$16.6K - $18.4K
|
3.82K
$462K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-148- 2.39% |
$16.6K - $18.4K
|
6.05K
$732K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-150- 7.39% |
$16.9K - $18.6K
|
1.88K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-152- 35.76% |
$17.1K - $18.9K
|
273
$33.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-154- 4.29% |
$17.3K - $19.1K
|
3.44K
$416K
|
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-155- 1.37% |
$17.4K - $19.2K
|
11.2K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-156- 5.77% |
$17.5K - $19.4K
|
2.55K
$308K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-157- 74.06% |
$17.7K - $19.5K
|
55
$6.66K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-160- 1.92% |
$18K - $19.8K
|
8.17K
$990K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-163- 0.33% |
$18.3K - $20.2K
|
49K
$5.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-165- 1.18% |
$18.6K - $20.5K
|
13.8K
$1.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-165- 6.93% |
$18.6K - $20.5K
|
2.22K
$268K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-169- 0.33% |
$19K - $21K
|
51.5K
$6.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-170- 5.92% |
$19.1K - $21.1K
|
2.7K
$327K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-170- 1.96% |
$19.1K - $21.1K
|
8.5K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-172- 3.13% |
$19.3K - $21.3K
|
5.33K
$645K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-173- 1.62% |
$19.5K - $21.5K
|
10.5K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-174- 3.18% |
$19.6K - $21.6K
|
5.3K
$642K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-174- 3.48% |
$19.6K - $21.6K
|
4.82K
$584K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-174- 2.47% |
$19.6K - $21.6K
|
6.87K
$832K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-175- 7.95% |
$19.7K - $21.7K
|
2.03K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-179- 5.91% |
$20.1K - $22.2K
|
2.85K
$345K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-179- 3.34% |
$20.1K - $22.2K
|
5.17K
$626K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-179- 8.78% |
$20.1K - $22.2K
|
1.86K
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-180- 3.44% |
$20.2K - $22.3K
|
5.06K
$613K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-181- 8.87% |
$20.4K - $22.5K
|
1.86K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-181- 0.5% |
$20.4K - $22.5K
|
35.7K
$4.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-182- 2.93% |
$20.5K - $22.6K
|
6.04K
$731K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-184- 8.0% |
$20.7K - $22.8K
|
2.12K
$256K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-185- 0.44% |
$20.8K - $22.9K
|
41.4K
$5.01M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-186- 3.25% |
$20.9K - $23.1K
|
5.55K
$671K
|