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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 %
RIP
351
Reliant Investment Partners
North Carolina
$7.61M -$68.3K -579 -0.9%
ZBNA
352
Zions Bancorporation, National Association
Utah
$7.6M -$33K -280 -0.4%
Holocene Advisors
353
Holocene Advisors
New York
$7.58M +$5M +42,356 +194%
FPB
354
First PREMIER Bank
South Dakota
$7.5M -$1.53K -13 -0%
PP
355
Patten & Patten
Tennessee
$7.42M -$25.6K -217 -0.3%
CIA
356
Capital Investment Advisors
Georgia
$7.33M +$374K +3,166 +5%
WF
357
Welch & Forbes
Massachusetts
$7.32M +$119K +1,005 +2%
CSP
358
Cary Street Partners
Virginia
$7.32M +$346K +2,934 +5%
AI
359
Atria Investments
North Carolina
$7.32M +$802K +6,798 +12%
VWA
360
Visionary Wealth Advisors
Illinois
$7.3M +$6.55M +55,534 +879%
BA
361
BCM Advisors
Louisiana
$7.21M – – –
Janus Henderson Group
362
Janus Henderson Group
United Kingdom
$7.19M -$5.39M -45,661 -43%
SCM
363
Sone Capital Management
New York
$7.16M -$12.3M -104,402 -63%
KBC Group
364
KBC Group
Belgium
$7.16M +$125K +1,057 +2%
TRSOTSOK
365
Teachers Retirement System of the State of Kentucky
Kentucky
$7.16M +$117K +990 +2%
PSP
366
Principal Street Partners
Tennessee
$7.05M +$646K +5,475 +10%
PFS
367
Prospera Financial Services
Texas
$7.03M -$350K -2,961 -5%
Allianz Asset Management
368
Allianz Asset Management
Germany
$6.95M +$473K +4,010 +7%
ECM
369
Estabrook Capital Management
New York
$6.94M +$711K +6,024 +11%
Brown Advisory
370
Brown Advisory
Maryland
$6.93M +$217K +1,840 +3%
GI
371
GLOBALT Investments
Georgia
$6.87M -$360K -3,051 -5%
CT
372
Colonial Trust
South Carolina
$6.77M -$84.7K -718 -1%
PFA
373
Pathway Financial Advisers
Indiana
$6.71M -$74.3K -630 -1%
ATC
374
Argent Trust Co
Tennessee
$6.59M +$461K +3,905 +8%
FFA
375
Founders Financial Alliance
North Carolina
$6.58M +$27.4K +232 +0.4%
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