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
|
Close Asset Management LTD
|
SELL
|
- |
-1.17K- 3.51% |
$131K - $145K
|
32K
$3.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-1.23K- 0.98% |
$138K - $152K
|
124K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.23K- 37.61% |
$139K - $153K
|
2.05K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.26K- 8.3% |
$142K - $156K
|
13.9K
$1.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.27K- 6.85% |
$142K - $157K
|
17.2K
$2.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.29K- 3.2% |
$145K - $160K
|
38.9K
$4.72M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-1.29K- 19.25% |
$145K - $160K
|
5.4K
$654K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.3K- 4.13% |
$146K - $161K
|
30.2K
$3.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.3K- 3.9% |
$146K - $161K
|
32K
$3.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.32K- 3.28% |
$148K - $164K
|
39K
$4.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.32K- 1.36% |
$149K - $164K
|
95.8K
$11.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-1.33K- 15.57% |
$150K - $165K
|
7.22K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.36K- 0.78% |
$153K - $169K
|
174K
$21M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.36K- 1.17% |
$153K - $169K
|
115K
$13.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.38K- 19.52% |
$156K - $172K
|
5.7K
$691K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-1.4K- 4.77% |
$158K - $174K
|
28K
$3.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.41K- 1.93% |
$159K - $175K
|
71.6K
$8.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.42K- 1.79% |
$160K - $176K
|
78K
$9.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.42K- 35.48% |
$160K - $177K
|
2.59K
$314K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.45K- 25.06% |
$163K - $180K
|
4.35K
$526K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.46K- 6.48% |
$164K - $180K
|
21K
$2.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-1.47K- 6.97% |
$165K - $182K
|
19.6K
$2.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.48K- 8.26% |
$167K - $184K
|
16.5K
$1.99M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-1.5K- 10.68% |
$168K - $185K
|
12.5K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.53K- 41.78% |
$172K - $190K
|
2.13K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Windward Capital Management CO
|
SELL
|
- |
-1.55K- 2.23% |
$174K - $192K
|
67.7K
$8.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.56K- 16.69% |
$175K - $193K
|
7.78K
$942K
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.62K- 13.05% |
$182K - $200K
|
10.8K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.64K- 0.89% |
$185K - $204K
|
183K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.65K- 10.92% |
$185K - $204K
|
13.4K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.7K- 23.71% |
$191K - $211K
|
5.47K
$662K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.75K- 46.3% |
$197K - $217K
|
2.03K
$245K
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.77K- 94.64% |
$198K - $219K
|
100
$12.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.79K- 11.84% |
$201K - $222K
|
13.3K
$1.61M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.79K- 14.13% |
$201K - $222K
|
10.9K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.8K- 0.56% |
$202K - $223K
|
319K
$38.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-1.81K- 66.84% |
$203K - $224K
|
896
$109K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.84K- 9.59% |
$206K - $228K
|
17.3K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.85K- 12.46% |
$208K - $229K
|
13K
$1.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.86K- 2.17% |
$209K - $231K
|
83.8K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.88K- 6.1% |
$212K - $233K
|
28.9K
$3.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-1.9K- 4.23% |
$213K - $235K
|
42.9K
$5.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.93K- 1.42% |
$217K - $239K
|
134K
$16.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.14K- 12.54% |
$240K - $265K
|
14.9K
$1.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.15K- 4.19% |
$242K - $266K
|
49.1K
$5.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.18K- 1.17% |
$245K - $270K
|
183K
$22.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.19K- 0.84% |
$246K - $271K
|
257K
$31.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.27K- 1.2% |
$255K - $281K
|
187K
$22.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.27K- 10.09% |
$255K - $281K
|
20.2K
$2.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-2.28K- 54.45% |
$256K - $282K
|
1.9K
$230K
|