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 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.28K- 37.91% |
$256K - $283K
|
3.74K
$452K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.3K- 12.63% |
$259K - $286K
|
15.9K
$1.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-2.31K- 32.74% |
$259K - $286K
|
4.74K
$574K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.37K- 5.39% |
$266K - $294K
|
41.6K
$5.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.43K- 7.07% |
$273K - $301K
|
31.9K
$3.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
SELL
|
- |
-2.47K- 15.85% |
$278K - $306K
|
13.1K
$1.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.5K- 72.55% |
$281K - $310K
|
946
$115K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.51K- 15.28% |
$282K - $311K
|
13.9K
$1.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-2.51K- 19.99% |
$282K - $312K
|
10.1K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-2.51K- 1.29% |
$283K - $312K
|
192K
$23.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.52K- 30.4% |
$283K - $312K
|
5.76K
$698K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.59K- 93.47% |
$291K - $321K
|
181
$21.9K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-2.64K- 25.9% |
$297K - $327K
|
7.55K
$914K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.65K- 14.98% |
$298K - $329K
|
15K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.67K- 31.54% |
$301K - $332K
|
5.81K
$703K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.73K- 14.08% |
$307K - $339K
|
16.7K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.92K- 26.86% |
$328K - $362K
|
7.95K
$963K
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.95K- 7.4% |
$331K - $365K
|
36.8K
$4.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.96K- 4.74% |
$333K - $367K
|
59.5K
$7.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-3.03K- 32.53% |
$341K - $376K
|
6.29K
$762K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.05K- 4.98% |
$343K - $378K
|
58.2K
$7.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.06K- 6.91% |
$344K - $379K
|
41.2K
$4.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.08K- 13.83% |
$346K - $381K
|
19.2K
$2.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.1K- 11.41% |
$349K - $385K
|
24.1K
$2.92M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.24K- 6.15% |
$364K - $402K
|
49.5K
$5.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.26K- 42.48% |
$367K - $405K
|
4.42K
$535K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-3.33K- 55.69% |
$374K - $413K
|
2.65K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.42K- 1.7% |
$384K - $424K
|
198K
$24M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.51K- 36.7% |
$395K - $436K
|
6.06K
$734K
|
|
|
Jul 14, 2025
Q2 2025
|
Nepsis Inc.
|
SELL
|
- |
-3.69K- 25.02% |
$415K - $458K
|
11.1K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.72K- 4.09% |
$418K - $461K
|
87.2K
$10.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-3.73K- 6.42% |
$419K - $462K
|
54.4K
$6.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.73K- 36.36% |
$420K - $463K
|
6.53K
$791K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.82K- 43.3% |
$429K - $473K
|
5K
$605K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.86K- 24.87% |
$434K - $478K
|
11.6K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-3.95K- 1.34% |
$444K - $490K
|
291K
$35.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.01K- 65.45% |
$451K - $498K
|
2.12K
$256K
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.06K- 9.53% |
$457K - $504K
|
38.6K
$4.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.1K- 58.57% |
$461K - $508K
|
2.9K
$351K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-4.16K- 9.69% |
$468K - $516K
|
38.8K
$4.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.19K- 9.55% |
$471K - $519K
|
39.6K
$4.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-4.49K- 62.6% |
$505K - $557K
|
2.68K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-4.49K- 3.02% |
$505K - $557K
|
144K
$17.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.5K- 32.81% |
$506K - $558K
|
9.22K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.58K- 10.86% |
$515K - $568K
|
37.6K
$4.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-4.64K- 63.2% |
$522K - $576K
|
2.7K
$327K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-4.67K- 12.41% |
$525K - $580K
|
33K
$4M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.9K- 59.68% |
$551K - $607K
|
3.31K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.92K- 13.08% |
$553K - $610K
|
32.7K
$3.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5.11K- 55.17% |
$575K - $634K
|
4.15K
$503K
|