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 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-245- 4.77% |
$27.6K - $30.4K
|
4.89K
$592K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-245- 2.0% |
$27.6K - $30.4K
|
12K
$1.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-246- 0.78% |
$27.7K - $30.5K
|
31.5K
$3.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-247- 33.65% |
$27.8K - $30.6K
|
487
$59K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-248- 10.7% |
$27.9K - $30.8K
|
2.07K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-250- 6.3% |
$28.1K - $31K
|
3.72K
$450K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-255- 7.44% |
$28.7K - $31.6K
|
3.17K
$384K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-255- 90.43% |
$28.7K - $31.6K
|
27
$3.27K
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-258- 70.11% |
$29K - $32K
|
110
$13.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-258- 7.8% |
$29K - $32K
|
3.05K
$369K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-259- 5.78% |
$29.1K - $32.1K
|
4.23K
$512K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-263- 4.89% |
$29.6K - $32.6K
|
5.11K
$619K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-266- 3.97% |
$29.9K - $33K
|
6.43K
$778K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-267- 0.34% |
$30K - $33.1K
|
79.1K
$9.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-267- 12.28% |
$30K - $33.1K
|
1.91K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-272- 5.96% |
$30.6K - $33.7K
|
4.29K
$520K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-273- 11.88% |
$30.7K - $33.9K
|
2.03K
$245K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-276- 2.22% |
$31K - $34.2K
|
12.2K
$1.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-277- 0.85% |
$31.2K - $34.4K
|
32.2K
$3.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-279- 35.63% |
$31.4K - $34.6K
|
504
$61K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-279- 6.16% |
$31.4K - $34.6K
|
4.25K
$515K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-281- 0.56% |
$31.6K - $34.9K
|
49.7K
$6.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-282- 2.19% |
$31.7K - $35K
|
12.6K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-287- 0.53% |
$32.3K - $35.6K
|
54.3K
$6.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-288- 18.06% |
$32.4K - $35.7K
|
1.31K
$158K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-288- 6.92% |
$32.4K - $35.7K
|
3.88K
$469K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
SELL
|
- |
-290- 10.6% |
$32.6K - $36K
|
2.45K
$296K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-291- 8.19% |
$32.7K - $36.1K
|
3.26K
$395K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-292- 4.18% |
$32.8K - $36.2K
|
6.7K
$811K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-297- 0.61% |
$33.4K - $36.8K
|
48.4K
$5.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-300- 12.05% |
$33.7K - $37.2K
|
2.19K
$265K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-305- 1.33% |
$34.3K - $37.8K
|
22.6K
$2.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-309- 9.76% |
$34.8K - $38.3K
|
2.86K
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-310- 4.59% |
$34.9K - $38.5K
|
6.45K
$781K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-310- 14.76% |
$34.9K - $38.5K
|
1.79K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-314- 3.55% |
$35.3K - $39K
|
8.53K
$1.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-316- 1.25% |
$35.5K - $39.2K
|
24.9K
$3.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-318- 9.59% |
$35.8K - $39.4K
|
3K
$363K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-326- 5.07% |
$36.7K - $40.4K
|
6.1K
$739K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-326- 0.76% |
$36.7K - $40.4K
|
42.5K
$5.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-327- 12.33% |
$36.8K - $40.6K
|
2.33K
$282K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-330- 1.52% |
$37.1K - $40.9K
|
21.4K
$2.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-330- 5.66% |
$37.1K - $40.9K
|
5.5K
$667K
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-332- 4.9% |
$37.3K - $41.2K
|
6.45K
$781K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-335- 0.19% |
$37.7K - $41.6K
|
172K
$20.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-340- 14.43% |
$38.2K - $42.2K
|
2.02K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-342- 2.59% |
$38.5K - $42.4K
|
12.9K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-343- 1.51% |
$38.6K - $42.5K
|
22.4K
$2.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-348- 1.25% |
$39.1K - $43.2K
|
27.5K
$3.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-362- 1.04% |
$40.7K - $44.9K
|
34.6K
$4.19M
|