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 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.99KNew |
$448K - $494K
|
3.99K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3.96K+ 18.95% |
$445K - $491K
|
24.8K
$3.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.91K+ 15.82% |
$440K - $486K
|
28.7K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.91K+ 7.51% |
$439K - $484K
|
55.9K
$6.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
3.9KNew |
$439K - $484K
|
3.9K
$473K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.87K+ 35.22% |
$435K - $480K
|
14.9K
$1.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.82KNew |
$430K - $474K
|
3.82K
$463K
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
3.79KNew |
$427K - $471K
|
3.79K
$459K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
3.79K+ 20.54% |
$426K - $470K
|
22.2K
$2.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3.78K+ 11.3% |
$425K - $468K
|
37.2K
$4.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.76K+ 16.65% |
$423K - $467K
|
26.4K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.63K+ 194.84% |
$408K - $450K
|
5.49K
$664K
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
3.62K+ 43.49% |
$407K - $449K
|
12K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.61KNew |
$406K - $447K
|
3.61K
$437K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.59K+ 42.85% |
$403K - $445K
|
12K
$1.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.53K+ 0.85% |
$397K - $438K
|
418K
$50.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.53KNew |
$397K - $437K
|
3.53K
$427K
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
3.49K+ 25.41% |
$392K - $433K
|
17.2K
$2.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.48K+ 41.2% |
$391K - $431K
|
11.9K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.47K+ 93.8% |
$390K - $430K
|
7.16K
$867K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.47K+ 2.2% |
$390K - $430K
|
161K
$19.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.45K+ 1.08% |
$388K - $428K
|
324K
$39.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.45K+ 3.2% |
$388K - $428K
|
111K
$13.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.42K+ 2.81% |
$384K - $424K
|
125K
$15.1M
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
3.4KNew |
$382K - $422K
|
3.4K
$412K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.37K+ 7.7% |
$379K - $418K
|
47.2K
$5.71M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3.35K+ 388.63% |
$377K - $416K
|
4.21K
$510K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
3.33K+ 1120.2% |
$374K - $413K
|
3.62K
$439K
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.31K+ 20.5% |
$372K - $410K
|
19.4K
$2.35M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
3.28K+ 4.96% |
$369K - $407K
|
69.3K
$8.39M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
3.25K+ 99.69% |
$365K - $403K
|
6.51K
$788K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.25K+ 2.02% |
$365K - $403K
|
164K
$19.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
3.18K+ 1.93% |
$358K - $395K
|
168K
$20.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.18K+ 27.82% |
$358K - $394K
|
14.6K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.16K+ 77.0% |
$356K - $392K
|
7.27K
$881K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3.15K+ 52.77% |
$354K - $391K
|
9.13K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.15K+ 6.91% |
$354K - $391K
|
48.8K
$5.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.14K+ 19.03% |
$354K - $390K
|
19.7K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.06KNew |
$344K - $380K
|
3.06K
$371K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
3.04KNew |
$342K - $377K
|
3.04K
$368K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.02K+ 9.9% |
$340K - $375K
|
33.6K
$4.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.01K+ 80.62% |
$339K - $374K
|
6.75K
$817K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
2.95K+ 104.31% |
$332K - $366K
|
5.78K
$700K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.95K+ 1.41% |
$331K - $366K
|
211K
$25.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.94K+ 21.82% |
$330K - $364K
|
16.4K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.93K+ 4.96% |
$330K - $364K
|
62.1K
$7.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.93K+ 108.48% |
$330K - $364K
|
5.63K
$682K
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2.93K+ 42.08% |
$330K - $363K
|
9.89K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.93K+ 10.33% |
$329K - $363K
|
31.2K
$3.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.89KNew |
$325K - $358K
|
2.89K
$350K
|