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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 %
LW
301
Linscomb Wealth
Texas
$10.6M +$11.4K +97 +0.1%
MOACM
302
Mutual of America Capital Management
New York
$10.5M -$130K -1,105 -1%
JWCA
303
J.W. Cole Advisors
Florida
$10.4M -$662K -5,612 -6%
WA
304
Waverly Advisors
Alabama
$10.4M +$1.37M +11,652 +15%
SOADOR
305
State of Alaska Department of Revenue
Alaska
$10.3M -$438K -3,715 -4%
WB
306
WesBanco Bank
West Virginia
$10.2M +$1.35M +11,443 +15%
AssetMark Inc
307
AssetMark Inc
California
$9.93M +$4.35M +36,854 +78%
WP
308
Woodline Partners
California
$9.92M +$2.18M +18,514 +28%
TF
309
Tompkins Financial
New York
$9.89M -$219K -1,859 -2%
Rafferty Asset Management
310
Rafferty Asset Management
New York
$9.86M +$1.62M +13,691 +20%
GFG
311
Greystone Financial Group
Michigan
$9.82M +$9.82M +83,186 New
IIM
312
Intact Investment Management
Quebec, Canada
$9.76M -$4.06M -34,400 -29%
AIM
313
Anchor Investment Management
South Carolina
$9.71M +$91.9K +779 +1%
AFWM
314
AMJ Financial Wealth Management
Virginia
$9.62M +$2.85M +24,155 +42%
SC
315
SummitTX Capital
Texas
$9.62M +$1.22M +10,367 +15%
NAAA
316
New Age Alpha Advisors
New York
$9.47M -$853K -7,225 -8%
RC
317
Resolution Capital
Australia
$9.4M +$2.32M +19,639 +33%
CIAS
318
Capital Investment Advisory Services
North Carolina
$9.34M -$31.5K -267 -0.3%
EP
319
Edgestream Partners
New Jersey
$9.29M +$2.24M +18,951 +32%
BB
320
Bell Bank
North Dakota
$9.28M -$1.06M -9,022 -10%
RBC
321
Romano Brothers & Co
Illinois
$9.2M -$168K -1,422 -2%
AIMC
322
Alley Investment Management Company
Illinois
$9.19M +$99.5K +843 +1%
BPAMU
323
BTG Pactual Asset Management US
New York
$9.15M +$3.19M +27,046 +54%
PAG
324
Private Advisor Group
New Jersey
$9.07M +$255K +2,162 +3%
Pacer Advisors
325
Pacer Advisors
Pennsylvania
$8.94M +$2.84M +24,056 +47%
11 12
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