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Duke Energy
DUK

Overview Fund Activity

2,223 hedge funds and large institutions have $62.4B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,012 increasing their positions, 729 reducing their positions, and 114 closing their positions.

Holders
2,223
Holders Change
-12
Holders Change %
-0.54%
% of All Funds
29.85%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
152
Increased
1,012
Reduced
729
Closed
114
Calls
$580M
Puts
$353M
Net Calls
+$226M
Net Calls Change
-$309M

Top Buyers

1
BlackRock
1
BlackRock
New York
$7.88B
2
UBS AM
2
UBS AM
Illinois
$583M
3
LWANC
3
Laurel Wealth Advisors (North Carolina)
North Carolina
$150M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.93B
5
State Street
5
State Street
Massachusetts
$4.92B

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$103M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.56B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.03B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$85.7M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$209M
Name Market Value Shares Shares
Change 		Shares
Change %
Federated Hermes
26
Federated Hermes
Pennsylvania
$410M 3,477,679 +1,075 +0%
UBS Group
27
UBS Group
Switzerland
$358M 3,037,105 -570,395 -16%
Barclays
28
Barclays
United Kingdom
$357M 3,024,905 +302,733 +11%
American Century Companies
29
American Century Companies
Missouri
$352M 2,980,083 +329,549 +12%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$348M 2,946,412 -507,514 -15%
Mitsubishi UFJ Trust & Banking
31
Mitsubishi UFJ Trust & Banking
Japan
$322M 2,726,823 +474,325 +21%
Mackenzie Financial
32
Mackenzie Financial
Ontario, Canada
$316M 2,681,628 +430,458 +19%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$312M 2,642,230 +13,807 +0.5%
Swiss National Bank
34
Swiss National Bank
Switzerland
$278M 2,352,141 +173,500 +8%
CWP
35
Capital Wealth Planning
Florida
$264M 2,234,634 +65,452 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
36
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$259M 2,193,603 +527,800 +32%
Deutsche Bank
37
Deutsche Bank
Germany
$255M 2,156,852 +560,199 +35%
Amundi
38
Amundi
France
$246M 2,100,706 -389,235 -16%
National Pension Service
39
National Pension Service
South Korea
$237M 2,011,627 +13,713 +0.7%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$234M 1,985,007 +445,008 +29%
LPL Financial
41
LPL Financial
California
$233M 1,974,303 +169,444 +9%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$230M 1,945,404 +5,622 +0.3%
Macquarie Group
43
Macquarie Group
Australia
$229M 1,943,100 -602,342 -24%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$226M 1,917,951 +44,982 +2%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$209M 1,771,871 -844,496 -32%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$197M 1,667,379 +389,981 +31%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$190M 1,611,317 +81,620 +5%
Cohen & Steers
48
Cohen & Steers
New York
$187M 1,585,844 +562,777 +55%
COPPSERS
49
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$177M 1,497,554 +23,541 +2%
Mitsubishi UFJ Asset Management
50
Mitsubishi UFJ Asset Management
Japan
$176M 1,491,569 +100,828 +7%
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