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 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.07K+ 31.48% |
$683K - $753K
|
25.4K
$3.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.06K+ 50.18% |
$681K - $751K
|
18.1K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
6.03K+ 63.15% |
$678K - $748K
|
15.6K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
6.02K+ 11.42% |
$677K - $747K
|
58.8K
$7.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
5.88K+ 5.23% |
$661K - $729K
|
118K
$14.3M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
5.81KNew |
$654K - $721K
|
5.81K
$704K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.8K+ 12.87% |
$652K - $719K
|
50.8K
$6.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.75K+ 12.69% |
$647K - $714K
|
51.1K
$6.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.71K+ 6.25% |
$642K - $708K
|
97K
$11.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.68K+ 22.24% |
$639K - $704K
|
31.2K
$3.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
5.62K+ 0.29% |
$632K - $697K
|
1.95M
$236M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
5.61KNew |
$630K - $695K
|
5.61K
$679K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.52K+ 40.84% |
$620K - $684K
|
19K
$2.3M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
5.29K+ 18.08% |
$595K - $657K
|
34.6K
$4.19M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.29K+ 10.91% |
$595K - $656K
|
53.8K
$6.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
5.22K+ 212.02% |
$587K - $648K
|
7.68K
$930K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.13K+ 15.48% |
$577K - $636K
|
38.3K
$4.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.12K+ 29.31% |
$576K - $636K
|
22.6K
$2.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.04K+ 10.59% |
$567K - $625K
|
52.6K
$6.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.03K+ 263.97% |
$566K - $624K
|
6.94K
$841K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.9K+ 2.9% |
$551K - $608K
|
174K
$21.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.83K+ 13.38% |
$543K - $599K
|
40.9K
$4.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.82KNew |
$543K - $598K
|
4.82K
$584K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4.77K+ 1.17% |
$536K - $591K
|
413K
$50.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.75KNew |
$534K - $589K
|
4.75K
$575K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.72K+ 1.45% |
$530K - $585K
|
330K
$40M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.71K+ 11.73% |
$529K - $584K
|
44.8K
$5.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
4.69K+ 7.17% |
$528K - $582K
|
70.1K
$8.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.67K+ 4.33% |
$525K - $579K
|
112K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
4.61K+ 15.19% |
$519K - $572K
|
35K
$4.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.55K+ 33.39% |
$512K - $565K
|
18.2K
$2.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.55K+ 2.94% |
$511K - $564K
|
159K
$19.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
4.43K+ 215.12% |
$498K - $549K
|
6.48K
$785K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.41K+ 50.35% |
$496K - $548K
|
13.2K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
4.4K+ 1.77% |
$495K - $546K
|
253K
$30.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.37K+ 8.51% |
$492K - $542K
|
55.7K
$6.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
4.36K+ 4.67% |
$491K - $541K
|
97.8K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
4.33K+ 20.73% |
$487K - $537K
|
25.2K
$3.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.31K+ 2.08% |
$484K - $534K
|
212K
$25.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.26K+ 11.41% |
$479K - $528K
|
41.6K
$5.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.22K+ 103.73% |
$475K - $524K
|
8.29K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4.2K+ 13.73% |
$472K - $521K
|
34.8K
$4.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
4.19K+ 69.56% |
$472K - $520K
|
10.2K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.12K+ 4.08% |
$464K - $511K
|
105K
$12.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.11K+ 232.75% |
$462K - $510K
|
5.87K
$711K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
4.09KNew |
$460K - $507K
|
4.09K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.08K+ 14.08% |
$459K - $507K
|
33.1K
$4.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.08K+ 14.54% |
$459K - $506K
|
32.1K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.07K+ 18.73% |
$458K - $505K
|
25.8K
$3.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4.01K+ 7.31% |
$451K - $497K
|
58.9K
$7.13M
|