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 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.83K+ 8.97% |
$318K - $351K
|
34.4K
$4.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.81K+ 187.19% |
$316K - $348K
|
4.31K
$521K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
2.8K+ 4.53% |
$315K - $348K
|
64.8K
$7.84M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
2.8KNew |
$315K - $347K
|
2.8K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.79K+ 2.09% |
$314K - $346K
|
136K
$16.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.78K+ 35.16% |
$313K - $345K
|
10.7K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
2.77KNew |
$311K - $343K
|
2.77K
$335K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.76KNew |
$311K - $343K
|
2.76K
$335K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.75K+ 1518.23% |
$309K - $341K
|
2.93K
$355K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.73K+ 117.95% |
$307K - $339K
|
5.05K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.71KNew |
$305K - $336K
|
2.71K
$328K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
2.71K+ 29.13% |
$304K - $336K
|
12K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.66KNew |
$299K - $330K
|
2.66K
$322K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.62K+ 6.87% |
$295K - $325K
|
40.8K
$4.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.62K+ 72.04% |
$294K - $325K
|
6.25K
$757K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.61KNew |
$293K - $323K
|
2.61K
$316K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
2.6K+ 91.94% |
$292K - $323K
|
5.43K
$657K
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
2.59KNew |
$291K - $321K
|
2.59K
$314K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.59K+ 46.62% |
$291K - $321K
|
8.14K
$985K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.56KNew |
$288K - $317K
|
2.56K
$310K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.54KNew |
$286K - $316K
|
2.54K
$308K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.52K+ 0.67% |
$283K - $312K
|
380K
$46.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.5KNew |
$281K - $310K
|
2.5K
$303K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.5K+ 2.23% |
$281K - $310K
|
114K
$13.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.5K+ 20.83% |
$281K - $310K
|
14.5K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.46K+ 4.74% |
$276K - $305K
|
54.2K
$6.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.45KNew |
$275K - $304K
|
2.45K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.44K+ 50.04% |
$274K - $302K
|
7.3K
$885K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
2.41K+ 13.11% |
$271K - $299K
|
20.8K
$2.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
2.39KNew |
$269K - $296K
|
2.39K
$289K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.39KNew |
$269K - $296K
|
2.39K
$289K
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
2.35KNew |
$264K - $292K
|
2.35K
$285K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.35K+ 3.29% |
$264K - $291K
|
73.8K
$8.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.34K+ 57.68% |
$264K - $291K
|
6.41K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
2.34KNew |
$263K - $290K
|
2.34K
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.34KNew |
$263K - $290K
|
2.34K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.32KNew |
$260K - $287K
|
2.32K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.3K+ 7.14% |
$259K - $286K
|
34.5K
$4.18M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
2.3KNew |
$258K - $285K
|
2.3K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.3KNew |
$258K - $285K
|
2.3K
$278K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.29KNew |
$258K - $284K
|
2.29K
$277K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.28KNew |
$256K - $283K
|
2.28K
$276K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.28K+ 7.59% |
$256K - $283K
|
32.3K
$3.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.27KNew |
$255K - $281K
|
2.27K
$274K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.26K+ 2.48% |
$254K - $280K
|
93.4K
$11.3M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.25K+ 29.19% |
$253K - $280K
|
9.98K
$1.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.24KNew |
$251K - $277K
|
2.24K
$271K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.21K+ 42.22% |
$249K - $274K
|
7.44K
$901K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.18KNew |
$245K - $271K
|
2.18K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.17K+ 15.55% |
$244K - $270K
|
16.1K
$1.96M
|