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 %
NGA
626
Naples Global Advisors
Florida
$2.91M -$8.97K -76 -0.3%
SIC
627
Shoker Investment Counsel
Ohio
$2.89M -$826 -7 -0%
GPWM
628
Grant Private Wealth Management
California
$2.88M +$2.25M +19,060 +356%
OCM
629
Orleans Capital Management
Louisiana
$2.88M +$15.3K +130 +0.5%
EF
630
Empowered Funds
Pennsylvania
$2.88M +$146K +1,237 +5%
JFL
631
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.88M – – –
1832 Asset Management
632
1832 Asset Management
Ontario, Canada
$2.88M +$727K +6,164 +34%
APC
633
Aspire Private Capital
North Carolina
$2.86M -$22.9K -194 -0.8%
CA
634
Cullinan Associates
Kentucky
$2.86M -$78.8K -668 -3%
PCIA
635
Prime Capital Investment Advisors
Kansas
$2.84M -$366K -3,102 -11%
WG
636
Wealth Group
North Carolina
$2.83M -$335K -2,840 -11%
SB
637
Strategic Blueprint
Georgia
$2.82M +$236K +2,000 +9%
WCAMG
638
Woodard & Company Asset Management Group
North Carolina
$2.82M +$132K +1,119 +5%
DW30
639
Drucker Wealth 3.0
New Jersey
$2.82M -$807K -6,891 -22%
HCM
640
Hall Capital Management
Rhode Island
$2.79M +$27.4K +232 +1%
HFBOT
641
Home Federal Bank of Tennessee
Tennessee
$2.78M – – –
SBH
642
Segall Bryant & Hamill
Illinois
$2.78M – – –
FDCDDQ
643
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.77M +$89.2K +756 +3%
SFS
644
Stiles Financial Services
Minnesota
$2.77M +$94.1K +797 +4%
WIA
645
World Investment Advisors
California
$2.77M +$236K +1,997 +9%
RB
646
Rodgers Brothers
Pennsylvania
$2.77M – – –
MMHP
647
Murphy Middleton Hinkle & Parker
Georgia
$2.75M – – –
SIG
648
Sargent Investment Group
Maryland
$2.75M +$1.64M +13,074 +148%
O
649
Ossiam
France
$2.75M +$2M +16,944 +268%
FC
650
Forte Capital
New York
$2.71M -$24.7K -209 -0.9%
24 25
26
27 28