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Duke Energy

2,223 hedge funds and large institutions have $62.4B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,012 increasing their positions, 729 reducing their positions, and 114 closing their positions.

Holders
2,223
Holders Change
-12
Holders Change %
-0.54%
% of All Funds
29.85%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
152
Increased
1,012
Reduced
729
Closed
114
Calls
$580M
Puts
$353M
Net Calls
+$226M
Net Calls Change
-$309M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.93B 75,716,783 +1,154,783 +2%
BlackRock
2
BlackRock
New York
$7.88B 66,820,471 +3,674,211 +6%
State Street
3
State Street
Massachusetts
$4.92B 41,655,462 +1,145,612 +3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.21B 18,684,447 +319,001 +2%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.03B 17,174,810 -932,815 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.58B 13,372,558 -805,440 -6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.56B 13,236,918 -984,728 -7%
Morgan Stanley
8
Morgan Stanley
New York
$1.45B 12,266,728 +756,472 +7%
GQG Partners
9
GQG Partners
Florida
$1.28B 10,856,444 +606,936 +6%
Charles Schwab
10
Charles Schwab
California
$1.03B 8,691,150 +34,906 +0.4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$986M 8,354,023 -567,494 -6%
Bank of America
12
Bank of America
North Carolina
$960M 8,138,654 -568,276 -7%
Northern Trust
13
Northern Trust
Illinois
$912M 7,726,997 -426,618 -5%
Franklin Resources
14
Franklin Resources
California
$825M 6,993,487 -274,018 -4%
Legal & General Group
15
Legal & General Group
United Kingdom
$748M 6,338,489 +216,541 +4%
Raymond James Financial
16
Raymond James Financial
Florida
$629M 5,330,635 +469,326 +10%
NL
17
Nuveen LLC
North Carolina
$629M 5,327,447 -430,941 -7%
Capital Research Global Investors
18
Capital Research Global Investors
California
$592M 5,020,467 +97,601 +2%
UBS AM
19
UBS AM
Illinois
$583M 4,942,340 +1,309,685 +36%
Goldman Sachs
20
Goldman Sachs
New York
$576M 4,878,800 +518,289 +12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$573M 4,858,002 -221,806 -4%
Invesco
22
Invesco
Georgia
$550M 4,657,868 +219,433 +5%
Wells Fargo
23
Wells Fargo
California
$424M 3,594,984 +20,597 +0.6%
State Farm Mutual Automobile Insurance
24
State Farm Mutual Automobile Insurance
Illinois
$421M 3,569,308
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$411M 3,482,162 +284,278 +9%