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 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.3K+ 3.72% |
$1.15M - $1.27M
|
286K
$34.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
10.2K+ 2.88% |
$1.15M - $1.26M
|
363K
$44M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
10K+ 80.81% |
$1.13M - $1.25M
|
22.5K
$2.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
9.72KNew |
$1.09M - $1.21M
|
9.72K
$1.18M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.61K+ 4.64% |
$1.08M - $1.19M
|
217K
$26.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.46K+ 130.63% |
$1.06M - $1.17M
|
16.7K
$2.02M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
9.44K+ 346.31% |
$1.06M - $1.17M
|
12.2K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.32K+ 91.53% |
$1.05M - $1.16M
|
19.5K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.25K+ 47.64% |
$1.04M - $1.15M
|
28.7K
$3.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
9.2K+ 68.57% |
$1.03M - $1.14M
|
22.6K
$2.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
9.13KNew |
$1.03M - $1.13M
|
9.13K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
9.07K+ 430.86% |
$1.02M - $1.13M
|
11.2K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.02K+ 109.98% |
$1.01M - $1.12M
|
17.2K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
8.97KNew |
$1.01M - $1.11M
|
8.97K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
8.86KNew |
$997K - $1.1M
|
8.86K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
8.84KNew |
$994K - $1.1M
|
8.84K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.75KNew |
$984K - $1.09M
|
8.75K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
8.51K+ 27.84% |
$957K - $1.06M
|
39.1K
$4.73M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
8.48K+ 1.17% |
$954K - $1.05M
|
735K
$89M
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
8.44K+ 8.94% |
$949K - $1.05M
|
103K
$12.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
8.39K+ 39.63% |
$944K - $1.04M
|
29.6K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
8.14KNew |
$916K - $1.01M
|
8.14K
$986K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.11K+ 18.99% |
$912K - $1.01M
|
50.8K
$6.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.08KNew |
$909K - $1M
|
8.08K
$979K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.07K+ 113.22% |
$907K - $1M
|
15.2K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.92K+ 20.88% |
$890K - $982K
|
45.8K
$5.55M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.87K+ 66.91% |
$885K - $976K
|
19.6K
$2.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.74KNew |
$870K - $960K
|
7.74K
$937K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.56K+ 99.47% |
$850K - $938K
|
15.2K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
7.48KNew |
$841K - $928K
|
7.48K
$906K
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.43K+ 39.26% |
$835K - $921K
|
26.4K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
7.4KNew |
$832K - $918K
|
7.4K
$896K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.14K+ 10.86% |
$803K - $886K
|
72.9K
$8.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
6.82K+ 29.07% |
$767K - $846K
|
30.3K
$3.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.8K+ 12.31% |
$765K - $843K
|
62K
$7.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
6.79K+ 17.48% |
$763K - $842K
|
45.6K
$5.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
6.77KNew |
$761K - $840K
|
6.77K
$820K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.43KNew |
$723K - $797K
|
6.43K
$778K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
6.42K+ 9.99% |
$721K - $796K
|
70.6K
$8.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.38K+ 14.53% |
$717K - $791K
|
50.3K
$6.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
6.33K+ 359.42% |
$712K - $786K
|
8.1K
$980K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
6.29KNew |
$708K - $781K
|
6.29K
$762K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
6.25KNew |
$702K - $775K
|
6.25K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Cobler Capital Management, LLC
Silver Lake, KS |
BUY
|
- |
6.24KNew |
$702K - $774K
|
6.24K
$756K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
6.2K+ 2.18% |
$697K - $769K
|
291K
$35.2M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6.16K+ 33.86% |
$693K - $765K
|
24.4K
$2.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
6.14K+ 52.2% |
$690K - $761K
|
17.9K
$2.17M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
6.1KNew |
$686K - $757K
|
6.1K
$739K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.1K+ 23.82% |
$685K - $756K
|
31.7K
$3.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
6.09KNew |
$685K - $756K
|
6.09K
$738K
|