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 %
SW
476
SteelPeak Wealth
California
$4.6M -$156K -1,320 -3%
PWP
477
Principle Wealth Partners
Connecticut
$4.6M -$152K -1,287 -3%
RFC
478
Regions Financial Corp
Alabama
$4.59M -$94.4K -800 -2%
CFC
479
Cincinnati Financial Corp
Ohio
$4.58M – – –
AMIM
480
Aull & Monroe Investment Management
Alabama
$4.57M -$491K -4,159 -10%
TSW
481
Thompson Siegel & Walmsley
Virginia
$4.57M +$59K +500 +1%
GWMIA
482
Global Wealth Management Investment Advisory
Florida
$4.55M -$479K -4,061 -10%
N
483
Natixis
France
$4.55M +$243K +2,063 +6%
TMAM
484
Tokio Marine Asset Management
Japan
$4.52M +$132K +1,117 +3%
AUB
485
Atlantic Union Bankshares
Virginia
$4.51M +$605K +5,128 +15%
FBT
486
First Bank & Trust
South Dakota
$4.51M -$22.4K -190 -0.5%
EAM
487
Eventide Asset Management
Massachusetts
$4.5M +$4.5M +36,199 New
MA
488
MONECO Advisors
Connecticut
$4.49M -$92.2K -781 -2%
MSRPS
489
Maryland State Retirement & Pension System
Maryland
$4.46M +$204K +1,733 +5%
Walleye Capital
490
Walleye Capital
New York
$4.46M +$4.46M +37,791 New
IA
491
IFG Advisory
Georgia
$4.44M +$176K +1,495 +4%
CGH
492
Crossmark Global Holdings
Texas
$4.44M -$540K -4,579 -11%
AHIA
493
Andrew Hill Investment Advisors
Florida
$4.43M -$26.2K -222 -0.6%
CC
494
Constitution Capital
Connecticut
$4.39M +$445K +3,775 +11%
Nisa Investment Advisors
495
Nisa Investment Advisors
Missouri
$4.38M +$124K +1,047 +3%
SFA
496
Sequoia Financial Advisors
Ohio
$4.38M +$151K +1,280 +4%
CAG
497
Csenge Advisory Group
Florida
$4.38M +$44.1K +375 +1%
VT
498
Vise Technologies
New York
$4.37M +$4.37M +37,021 New
EMPI
499
Elo Mutual Pension Insurance
Finland
$4.35M -$348K -2,945 -7%
PAM
500
Pegasus Asset Management
New York
$4.33M +$88.6K +751 +2%
18 19
20
21 22