DUK icon

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 %
BIAS
376
Beacon Investment Advisory Services
New Jersey
$6.58M +$516K +4,371 +9%
IIM
377
INTECH Investment Management
Florida
$6.54M +$2.53M +21,438 +63%
ASN
378
Advisory Services Network
Georgia
$6.52M +$107K +883 +2%
DIA
379
Dean Investment Associates
Ohio
$6.52M +$64.2K +544 +1%
KFP
380
KMG Fiduciary Partners
Ohio
$6.46M -$4.13K -35 -0.1%
GFM
381
GF Fund Management
China
$6.42M -$440K -3,728 -6%
CCM
382
Coldstream Capital Management
Washington
$6.41M -$33.9K -287 -0.5%
CIBC Private Wealth Group
383
CIBC Private Wealth Group
Georgia
$6.4M -$12.1M -102,395 -65%
SSWM
384
Smith Salley Wealth Management
North Carolina
$6.4M +$290K +2,455 +5%
BPA
385
Beacon Pointe Advisors
California
$6.35M +$191K +1,622 +3%
GWM
386
Geneos Wealth Management
Colorado
$6.35M -$6.17M -52,252 -49%
MSU
387
Mizuho Securities USA
New York
$6.34M -$994K -8,424 -14%
CCP
388
Clough Capital Partners
Massachusetts
$6.3M – – –
UM
389
UniSuper Management
Australia
$6.27M -$113K -955 -2%
HEIP
390
Hudson Edge Investment Partners
New Jersey
$6.26M +$153K +1,294 +2%
RDWM
391
Red Door Wealth Management
Tennessee
$6.21M +$594K +5,038 +11%
MCC
392
Money Concepts Capital
Florida
$6.18M +$123K +1,039 +2%
SCM
393
Sterling Capital Management
North Carolina
$6.15M +$29K +246 +0.5%
MDCM
394
Morgan Dempsey Capital Management
Wisconsin
$6.14M -$71K -602 -1%
FTC
395
Farmers Trust Company
Ohio
$6.13M -$6.84K -58 -0.1%
CA
396
Clearstead Advisors
Ohio
$6.1M +$99.8K +846 +2%
TPCW
397
TD Private Client Wealth
New York
$6.07M -$19.9K -169 -0.3%
PMG
398
ProVise Management Group
Florida
$6.07M -$133K -1,123 -2%
HI
399
Horizon Investments
North Carolina
$6.05M +$4.26M +36,094 +238%
PP
400
Prudential plc
United Kingdom
$6.04M +$29.3K +248 +0.5%
14 15
16
17 18