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Duke Energy
DUK

Overview Fund Activity

2,236 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 1,018 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,236
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
29.97%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.31%
New
154
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 %
WANY
651
Wealthspire Advisors (New York)
New York
$2.68M -$3.78K -32 -0.1%
BTC
652
Bank & Trust Company
Illinois
$2.68M +$13.8K +117 +0.5%
BBA
653
BLB&B Advisors
Pennsylvania
$2.68M -$102K -863 -4%
CWG
654
Cornerstone Wealth Group
North Carolina
$2.67M +$186K +1,574 +7%
RMC
655
Resources Management Corp
Connecticut
$2.67M -$36K -305 -1%
CAMV
656
Concord Asset Management (Virginia)
Virginia
$2.67M +$605K +5,124 +29%
CWP
657
Concord Wealth Partners
Virginia
$2.67M +$1.09M +9,197 +69%
DA
658
Drake & Associates
Wisconsin
$2.65M +$1.19M +10,047 +81%
KTC
659
Kentucky Trust Company
Kentucky
$2.65M -$40.5K -343 -2%
ANTB
660
AMG National Trust Bank
Colorado
$2.62M +$447K +3,789 +21%
BCM
661
Birmingham Capital Management
Alabama
$2.61M -$618K -5,240 -19%
ISB
662
Iowa State Bank
Iowa
$2.6M -$69.9K -592 -3%
SVWAG
663
Sound View Wealth Advisors Group
Georgia
$2.59M -$54K -458 -2%
CFD
664
Creative Financial Designs
Indiana
$2.59M -$65.7K -557 -2%
MWM
665
Modera Wealth Management
New Jersey
$2.59M +$146K +1,234 +6%
AA
666
Armis Advisers
Georgia
$2.57M +$58.8K +500 +2%
MA
667
Mutual Advisors
Nebraska
$2.57M +$246K +2,052 +11%
LDB
668
Lee, Danner & Bass
Tennessee
$2.56M -$85.5K -725 -3%
AW
669
Apricus Wealth
South Carolina
$2.56M +$125K +1,060 +5%
HI
670
Harbour Investments
Wisconsin
$2.52M -$38.9K -330 -2%
VC
671
Vestor Capital
Illinois
$2.51M +$2.22M +10,565 +762%
HCP
672
Hardin Capital Partners
South Carolina
$2.51M -$16.8K -141 -0.7%
BCP
673
Berkeley Capital Partners
Georgia
$2.49M -$98.5K -835 -4%
KRSITF
674
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.48M -$172K -1,455 -6%
TT
675
TI-Trust
Illinois
$2.46M +$4.72K +40 +0.2%
25 26
27
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