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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 %
IGAM
276
iA Global Asset Management
Quebec, Canada
$13.3M -$5.68M -48,175 -30%
SMDAM
277
Sumitomo Mitsui DS Asset Management
Japan
$13.3M +$550K +4,665 +4%
AAS
278
Avantax Advisory Services
Texas
$13.1M +$407K +3,447 +3%
NYLIM
279
New York Life Investment Management
New York
$12.5M +$244K +2,072 +2%
UAS
280
United Asset Strategies
New York
$12.5M +$12.2M +103,127 +4,167%
Pathstone Holdings
281
Pathstone Holdings
New Jersey
$12.4M +$486K +4,122 +4%
BL
282
BCWM LLC
Kansas
$12.4M +$1.64M +13,921 +15%
OHIS
283
Oak Harvest Investment Services
Texas
$12.2M +$5.04M +42,731 +70%
ERSOT
284
Employees Retirement System of Texas
Texas
$12.1M +$996K +8,437 +9%
FNBT
285
FineMark National Bank & Trust
Florida
$12.1M -$85.4K -724 -0.7%
Mirae Asset Global Investments
286
Mirae Asset Global Investments
South Korea
$11.9M -$3.92M -33,260 -25%
Public Employees Retirement Association of Colorado
287
Public Employees Retirement Association of Colorado
Colorado
$11.9M -$129K -1,092 -1%
BWL
288
Bogart Wealth LLC
Virginia
$11.9M +$226K +1,914 +2%
FCBT
289
First Citizens Bank & Trust
North Carolina
$11.8M +$1.32M +11,205 +13%
CIBC World Market
290
CIBC World Market
Ontario, Canada
$11.6M -$6M -50,807 -34%
CIA
291
CCM Investment Advisers
South Carolina
$11.6M +$84.4K +715 +0.7%
CWM
292
CIBC World Markets
New York
$11.5M +$515K +4,362 +5%
SC
293
Savant Capital
Illinois
$11.4M +$674K +5,708 +6%
LBC
294
Lowe Brockenbrough & Co
Virginia
$11.3M -$156K -1,323 -1%
VRS
295
Virginia Retirement Systems
Virginia
$11.1M – – –
Loomis, Sayles & Company
296
Loomis, Sayles & Company
Massachusetts
$11.1M +$2.67M +22,607 +32%
William Blair & Company
297
William Blair & Company
Illinois
$11M +$266K +2,257 +2%
JCM
298
Janney Capital Management
Pennsylvania
$11M -$53.6K -454 -0.5%
BIA
299
Biondo Investment Advisors
Pennsylvania
$10.9M +$255K +2,160 +2%
CIS
300
Connors Investor Services
Pennsylvania
$10.9M +$10.5M +89,001 +2,808%
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