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 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-751- 0.44% |
$84.5K - $93.2K
|
169K
$20.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-762- 2.29% |
$85.7K - $94.5K
|
32.5K
$3.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-765- 12.0% |
$86K - $94.9K
|
5.61K
$679K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-776- 9.96% |
$87.3K - $96.3K
|
7.02K
$850K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-784- 16.28% |
$88.2K - $97.3K
|
4.03K
$488K
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-794- 22.23% |
$89.3K - $98.5K
|
2.78K
$336K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-795- 2.47% |
$89.4K - $98.6K
|
31.4K
$3.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-800- 2.01% |
$90K - $99.2K
|
38.9K
$4.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-803- 5.29% |
$90.3K - $99.6K
|
14.4K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-806- 10.61% |
$90.6K - $100K
|
6.79K
$823K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-835- 3.8% |
$93.9K - $104K
|
21.1K
$2.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-842- 1.19% |
$94.7K - $104K
|
69.7K
$8.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-845- 55.67% |
$95K - $105K
|
673
$81.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-846- 6.77% |
$95.1K - $105K
|
11.6K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
SELL
|
- |
-849- 1.17% |
$95.5K - $105K
|
71.9K
$8.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-859- 4.63% |
$96.6K - $107K
|
17.7K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-860- 3.21% |
$96.7K - $107K
|
25.9K
$3.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-863- 3.67% |
$97.1K - $107K
|
22.7K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-884- 9.52% |
$99.4K - $110K
|
8.4K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-887- 5.21% |
$99.8K - $110K
|
16.1K
$1.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-888- 7.59% |
$99.9K - $110K
|
10.8K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-897- 4.38% |
$101K - $111K
|
19.6K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-907- 7.85% |
$102K - $113K
|
10.6K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
SELL
|
- |
-916- 11.56% |
$103K - $114K
|
7.01K
$849K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-920- 10.56% |
$103K - $114K
|
7.79K
$944K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-920- 33.17% |
$103K - $114K
|
1.85K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-922- 20.55% |
$104K - $114K
|
3.57K
$432K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-947- 7.4% |
$106K - $117K
|
11.9K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-955- 1.76% |
$107K - $118K
|
53.2K
$6.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-966- 9.63% |
$109K - $120K
|
9.06K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-973- 25.86% |
$109K - $121K
|
2.79K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-976- 12.37% |
$110K - $121K
|
6.91K
$837K
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-985- 22.09% |
$111K - $122K
|
3.48K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-992- 15.82% |
$112K - $123K
|
5.28K
$639K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1K- 2.07% |
$112K - $124K
|
47.3K
$5.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.01K- 9.47% |
$113K - $125K
|
9.61K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.01K- 5.72% |
$114K - $126K
|
16.7K
$2.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.01K- 17.48% |
$114K - $126K
|
4.79K
$580K
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.02K- 2.99% |
$115K - $127K
|
33.2K
$4.02M
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.04K- 10.35% |
$117K - $129K
|
9.02K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 7.39% |
$117K - $129K
|
13K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 21.85% |
$120K - $132K
|
3.8K
$460K
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.09K- 1.07% |
$123K - $135K
|
101K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.09K- 17.65% |
$123K - $136K
|
5.11K
$618K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.1K- 9.3% |
$124K - $136K
|
10.7K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.11K- 1.22% |
$124K - $137K
|
89.1K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.12K- 10.72% |
$126K - $138K
|
9.29K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.12K- 2.14% |
$126K - $139K
|
51.4K
$6.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-1.13K- 15.04% |
$127K - $140K
|
6.38K
$772K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.14K- 18.29% |
$128K - $141K
|
5.07K
$614K
|