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
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-366- 8.03% |
$41.2K - $45.4K
|
4.19K
$508K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-367- 11.02% |
$41.3K - $45.5K
|
2.96K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-380- 6.21% |
$42.7K - $47.1K
|
5.74K
$696K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-383- 8.86% |
$43.1K - $47.5K
|
3.94K
$477K
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-385- 9.68% |
$43.3K - $47.8K
|
3.59K
$435K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-387- 16.77% |
$43.5K - $48K
|
1.92K
$233K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-389- 3.6% |
$43.7K - $48.3K
|
10.4K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-389- 5.16% |
$43.7K - $48.3K
|
7.15K
$866K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-389- 11.61% |
$43.7K - $48.3K
|
2.96K
$359K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-390- 88.44% |
$43.9K - $48.4K
|
51
$6.18K
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-394- 3.94% |
$44.3K - $48.9K
|
9.61K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-398- 3.35% |
$44.8K - $49.4K
|
11.5K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-400- 15.1% |
$45K - $49.6K
|
2.25K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-400- 0.32% |
$45K - $49.6K
|
126K
$15.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-404- 1.49% |
$45.4K - $50.1K
|
26.6K
$3.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-406- 17.01% |
$45.7K - $50.4K
|
1.98K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-410- 13.02% |
$46.1K - $50.9K
|
2.74K
$332K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-410- 1.0% |
$46.1K - $50.9K
|
40.7K
$4.93M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-414- 3.87% |
$46.6K - $51.4K
|
10.3K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-414- 10.85% |
$46.6K - $51.4K
|
3.4K
$412K
|
|
|
Aug 06, 2025
Q2 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
SELL
|
- |
-414- 15.3% |
$46.6K - $51.4K
|
2.29K
$277K
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-416- 1.59% |
$46.8K - $51.6K
|
25.8K
$3.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-418- 14.41% |
$47K - $51.9K
|
2.48K
$301K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-418- 4.97% |
$47K - $51.9K
|
7.99K
$968K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-423- 1.66% |
$47.6K - $52.5K
|
25.1K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-424- 2.35% |
$47.7K - $52.6K
|
17.6K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-426- 8.28% |
$47.9K - $52.8K
|
4.72K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-427- 0.33% |
$48K - $53K
|
127K
$15.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-428- 31.29% |
$48.1K - $53.1K
|
940
$114K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-430- 11.44% |
$48.4K - $53.3K
|
3.33K
$403K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-442- 8.5% |
$49.7K - $54.8K
|
4.76K
$577K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-448- 1.16% |
$50.4K - $55.6K
|
38K
$4.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-454- 0.49% |
$51.1K - $56.3K
|
92.8K
$11.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-456- 0.61% |
$51.3K - $56.6K
|
74.8K
$9.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-458- 2.04% |
$51.5K - $56.8K
|
22K
$2.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-464- 0.98% |
$52.2K - $57.6K
|
46.9K
$5.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-465- 9.43% |
$52.3K - $57.7K
|
4.47K
$541K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-466- 15.14% |
$52.4K - $57.8K
|
2.61K
$316K
|
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-466- 8.73% |
$52.4K - $57.8K
|
4.87K
$590K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-469- 5.61% |
$52.7K - $58.2K
|
7.9K
$956K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-480- 7.72% |
$54K - $59.5K
|
5.74K
$695K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-481- 1.56% |
$54.1K - $59.7K
|
30.4K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-485- 18.29% |
$54.5K - $60.2K
|
2.17K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-490- 2.62% |
$55.1K - $60.8K
|
18.2K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-496- 20.24% |
$55.8K - $61.5K
|
1.95K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-498- 13.03% |
$56K - $61.8K
|
3.32K
$402K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-498- 0.23% |
$56K - $61.8K
|
215K
$26M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-501- 10.77% |
$56.3K - $62.1K
|
4.15K
$503K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-507- 17.99% |
$57K - $62.9K
|
2.31K
$280K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-508- 1.24% |
$57.1K - $63K
|
40.5K
$4.91M
|