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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 %
Man Group
326
Man Group
United Kingdom
$8.85M -$21.6M -183,074 -71%
CM
327
Churchill Management
California
$8.82M -$53.8K -456 -0.6%
HWM
328
HB Wealth Management
Georgia
$8.79M +$196K +1,660 +2%
AM
329
AGF Management
Ontario, Canada
$8.78M -$2.81M -23,786 -24%
SCTC
330
Sanibel Captiva Trust Company
Florida
$8.73M -$5.31K -45 -0.1%
KPWS
331
Kestra Private Wealth Services
Texas
$8.7M +$277K +2,347 +3%
TA
332
Tectonic Advisors
Texas
$8.6M +$843K +7,143 +11%
NEAM
333
New England Asset Management
Connecticut
$8.49M +$44.8K +380 +0.5%
AG
334
Advocate Group
Minnesota
$8.48M -$100K -849 -1%
CNB
335
Camden National Bank
Maine
$8.45M -$167K -1,413 -2%
NIM
336
NEOS Investment Management
Connecticut
$8.42M +$1.68M +14,264 +25%
CA
337
Commerzbank Aktiengesellschaft
Germany
$8.34M +$757K +6,415 +10%
MGP
338
Metis Global Partners
California
$8.27M +$554K +4,692 +7%
MHC
339
Meyer Handelman Company
New York
$8.23M -$99.4K -842 -1%
NC
340
NewSquare Capital
Pennsylvania
$8.07M +$382K +3,278 +5%
SA
341
Strategic Advisors
New York
$8.05M +$26.1K +221 +0.3%
JFG
342
Jefferies Financial Group
New York
$8.03M -$3.38M -28,618 -30%
WCM
343
Windward Capital Management
California
$7.99M -$183K -1,547 -2%
SWP
344
Strategic Wealth Partners
Ohio
$7.99M +$7.99M +67,722 New
GIM
345
Glenmede Investment Management
Pennsylvania
$7.99M +$7.99M +67,701 New
OPERF
346
Oregon Public Employees Retirement Fund
Oregon
$7.91M +$47.2K +400 +0.6%
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$7.87M +$35.8K +303 +0.5%
PAS
348
Park Avenue Securities
New York
$7.86M +$124K +1,055 +2%
CCC
349
Cincinnati Casualty Company
Ohio
$7.82M – – –
WTB
350
Washington Trust Bank
Washington
$7.64M +$331K +2,804 +5%
12 13
14
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