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 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.17K+ 15.76% |
$244K - $270K
|
16K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.17KNew |
$244K - $269K
|
2.17K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.16K+ 2.89% |
$243K - $268K
|
76.9K
$9.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.16K+ 2.38% |
$243K - $268K
|
92.8K
$11.2M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.07K+ 2.0% |
$233K - $257K
|
106K
$12.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.06KNew |
$232K - $256K
|
2.06K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
2.06K+ 5.66% |
$232K - $256K
|
38.5K
$4.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.06KNew |
$231K - $255K
|
2.06K
$249K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.05K+ 10.61% |
$231K - $255K
|
21.4K
$2.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.03K+ 50.84% |
$228K - $251K
|
6.01K
$728K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.02KNew |
$227K - $250K
|
2.02K
$244K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
2.02KNew |
$227K - $250K
|
2.02K
$244K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.01KNew |
$226K - $249K
|
2.01K
$243K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2K+ 9.12% |
$225K - $248K
|
23.9K
$2.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
2K+ 15.38% |
$225K - $248K
|
15K
$1.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2K+ 9.31% |
$225K - $248K
|
23.5K
$2.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.99KNew |
$224K - $247K
|
1.99K
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.98K+ 1.43% |
$223K - $246K
|
141K
$17M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.98KNew |
$223K - $246K
|
1.98K
$240K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.98KNew |
$223K - $246K
|
1.98K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.96KNew |
$221K - $243K
|
1.96K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
1.96KNew |
$220K - $243K
|
1.96K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.95KNew |
$220K - $242K
|
1.95K
$237K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.94KNew |
$218K - $241K
|
1.94K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.93K+ 41.49% |
$216K - $239K
|
6.57K
$795K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.92K+ 4.09% |
$216K - $238K
|
48.9K
$5.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.92K+ 4.68% |
$215K - $238K
|
42.8K
$5.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.92K+ 18.26% |
$215K - $238K
|
12.4K
$1.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.91K+ 1.93% |
$215K - $237K
|
101K
$12.2M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.91K+ 137.26% |
$215K - $237K
|
3.31K
$400K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.91K+ 33.57% |
$215K - $237K
|
7.6K
$921K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.91K+ 25.93% |
$215K - $237K
|
9.28K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.9K+ 14.42% |
$214K - $236K
|
15.1K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.9K+ 0.66% |
$213K - $235K
|
289K
$34.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.89K+ 49.66% |
$212K - $234K
|
5.69K
$689K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.89K+ 16.5% |
$212K - $234K
|
13.3K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.85K+ 15.33% |
$207K - $229K
|
13.9K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.84K+ 3.24% |
$207K - $228K
|
58.7K
$7.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.84KNew |
$207K - $228K
|
1.84K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.83KNew |
$206K - $227K
|
1.83K
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
1.8K+ 11.75% |
$202K - $223K
|
17.1K
$2.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.78K+ 92.58% |
$201K - $221K
|
3.71K
$449K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.78KNew |
$200K - $221K
|
1.78K
$216K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.77K+ 10.28% |
$199K - $220K
|
19K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.77K+ 1765.0% |
$198K - $219K
|
1.87K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
1.76KNew |
$198K - $218K
|
1.76K
$213K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.75KNew |
$197K - $217K
|
1.75K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.75KNew |
$197K - $217K
|
1.75K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.75K+ 2.64% |
$196K - $216K
|
67.7K
$8.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.74KNew |
$196K - $216K
|
1.74K
$211K
|