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Duke Energy
DUK

Overview Fund Activity

2,235 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,018 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,235
Holders Change
–
Holders Change %
0%
% of All Funds
29.96%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.31%
New
153
Increased
1,018
Reduced
734
Closed
114
Calls
$691M
Puts
$450M
Net Calls
+$241M
Net Calls Change
-$295M

Top Buyers

1
BlackRock
BlackRock
New York
+$434M
2
UBS AM
UBS AM
Illinois
+$155M
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$148M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$136M
5
State Street
State Street
Massachusetts
+$135M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$140M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$116M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$101M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$99.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAA Trust, National Association
226
TIAA Trust, National Association
North Carolina
$18.8M +$537K +4,548 +3%
Verition Fund Management
227
Verition Fund Management
Connecticut
$18.6M -$1.67M -14,187 -8%
AB
228
Amalgamated Bank
New York
$18.1M +$44.7K +379 +0.2%
IMCOOI
229
Investment Management Corp of Ontario (IMCO)
Canada
$18M +$5.7M +48,264 +46%
GAM
230
Gotham Asset Management
New York
$17.9M +$3.88M +32,880 +28%
Assenagon Asset Management
231
Assenagon Asset Management
Luxembourg
$17.8M -$55.6M -471,607 -76%
CIC
232
Canal Insurance Company
South Carolina
$17.7M – – –
ADEF
233
Adams Diversified Equity Fund
Maryland
$17.7M +$17.7M +150,000 New
WIC
234
Willis Investment Counsel
Georgia
$17.7M +$2.09M +17,750 +13%
NAM
235
Nissay Asset Management
Japan
$17M -$530K -4,489 -3%
UOC
236
UBS O'Connor
Illinois
$17M +$17M +144,040 New
SF
237
Synovus Financial
Georgia
$16.7M +$103K +876 +0.6%
AWAG
238
ARS Wealth Advisors Group
Florida
$16.6M +$234K +1,983 +1%
SCM
239
SIR Capital Management
New York
$16.4M +$2.24M +19,024 +16%
ProShare Advisors
240
ProShare Advisors
Maryland
$16.3M +$1.88M +15,942 +13%
OC
241
Oppenheimer & Co
New York
$16.3M +$4.99M +42,307 +44%
Envestnet Portfolio Solutions
242
Envestnet Portfolio Solutions
Illinois
$16.2M -$3.39M -28,748 -17%
CTA
243
Colonial Trust Advisors
South Carolina
$16M +$329K +2,788 +2%
CC
244
Cadinha & Co
Hawaii
$16M +$15.5M +131,772 +3,411%
SDIC
245
South Dakota Investment Council
South Dakota
$16M – – –
IAA
246
Independent Advisor Alliance
North Carolina
$16M +$26.3K +223 +0.2%
CAMG
247
CWA Asset Management Group
Florida
$15.8M -$227K -1,927 -1%
VI
248
Vestcor Inc
New Brunswick, Canada
$15.8M +$2.13M +18,057 +16%
DILIC
249
Dai-ichi Life Insurance Company
Japan
$15.4M -$2.93M -24,800 -16%
Fayez Sarofim & Co
250
Fayez Sarofim & Co
Texas
$15.4M +$9.19M +77,880 +148%
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