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 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-511- 3.66% |
$57.5K - $63.4K
|
13.5K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-516- 4.62% |
$58K - $64K
|
10.6K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-535- 3.66% |
$60.2K - $66.4K
|
14.1K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-545- 3.1% |
$61.3K - $67.6K
|
17.1K
$2.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-553- 6.4% |
$62.2K - $68.6K
|
8.09K
$979K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-557- 2.48% |
$62.6K - $69.1K
|
21.9K
$2.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-566- 5.99% |
$63.7K - $70.2K
|
8.88K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-575- 16.28% |
$64.7K - $71.3K
|
2.96K
$358K
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-579- 0.89% |
$65.1K - $71.8K
|
64.5K
$7.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-579- 3.09% |
$65.1K - $71.8K
|
18.1K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-592- 2.62% |
$66.6K - $73.4K
|
22K
$2.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-598- 3.8% |
$67.3K - $74.2K
|
15.1K
$1.83M
|
|
|
Aug 19, 2025
Q2 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-600- 1.95% |
$67.5K - $74.4K
|
30.2K
$3.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-601- 24.0% |
$67.6K - $74.6K
|
1.9K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-601- 3.39% |
$67.6K - $74.6K
|
17.1K
$2.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-602- 1.14% |
$67.7K - $74.7K
|
52.1K
$6.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-605- 5.6% |
$68K - $75.1K
|
10.2K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-608- 4.52% |
$68.4K - $75.4K
|
12.9K
$1.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-611- 24.0% |
$68.7K - $75.8K
|
1.94K
$234K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-620- 6.73% |
$69.7K - $76.9K
|
8.6K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-629- 11.3% |
$70.7K - $78K
|
4.94K
$598K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-630- 1.1% |
$70.8K - $78.2K
|
56.9K
$6.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-631- 1.26% |
$71K - $78.3K
|
49.3K
$5.97M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-651- 12.11% |
$73.2K - $80.8K
|
4.73K
$572K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-659- 1.35% |
$74.1K - $81.7K
|
48.1K
$5.82M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-661- 25.86% |
$74.3K - $82K
|
1.9K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-666- 8.15% |
$74.9K - $82.6K
|
7.5K
$909K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-668- 2.68% |
$75.1K - $82.9K
|
24.2K
$2.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-673- 9.06% |
$75.7K - $83.5K
|
6.76K
$818K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-674- 5.06% |
$75.8K - $83.6K
|
12.7K
$1.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-675- 6.42% |
$75.9K - $83.7K
|
9.84K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-676- 4.36% |
$76K - $83.9K
|
14.8K
$1.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-678- 3.28% |
$76.2K - $84.1K
|
20K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-685- 1.39% |
$77K - $85K
|
48.4K
$5.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-686- 4.09% |
$77.1K - $85.1K
|
16.1K
$1.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-695- 18.61% |
$78.2K - $86.2K
|
3.04K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-698- 4.74% |
$78.5K - $86.6K
|
14K
$1.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-699- 0.12% |
$78.6K - $86.7K
|
590K
$71.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 1.68% |
$78.7K - $86.8K
|
41K
$4.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-700- 4.4% |
$78.7K - $86.8K
|
15.2K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-703- 8.87% |
$79.1K - $87.2K
|
7.22K
$874K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-712- 4.78% |
$80.1K - $88.3K
|
14.2K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-718- 1.24% |
$80.7K - $89.1K
|
57.4K
$6.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-723- 2.34% |
$81.3K - $89.7K
|
30.2K
$3.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-724- 12.0% |
$81.4K - $89.8K
|
5.31K
$643K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-724- 0.7% |
$81.4K - $89.8K
|
102K
$12.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-725- 3.23% |
$81.5K - $89.9K
|
21.7K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-738- 14.8% |
$83K - $91.5K
|
4.25K
$514K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-746- 26.67% |
$83.9K - $92.5K
|
2.05K
$248K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-748- 1.76% |
$84.1K - $92.8K
|
41.8K
$5.06M
|