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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 %
PMWMG
701
Parr McKnight Wealth Management Group
Minnesota
$2.27M +$19.4K +164 +0.9%
CAC
702
Certified Advisory Corp
Florida
$2.27M +$3.07K +26 +0.1%
HCA
703
Harbor Capital Advisors
Illinois
$2.26M -$13.2K -112 -0.6%
DWM
704
Dakota Wealth Management
Florida
$2.26M -$363K -3,075 -14%
FMWA
705
Forvis Mazars Wealth Advisors
Missouri
$2.26M -$22.3K -189 -1%
NG
706
Norden Group
Utah
$2.25M +$27.5K +233 +1%
FTWA
707
Fifth Third Wealth Advisors
Ohio
$2.24M +$651K +5,516 +41%
WS
708
Wedbush Securities
California
$2.24M +$209K +1,772 +10%
GT
709
Greenleaf Trust
Michigan
$2.24M -$27K -229 -1%
OPA
710
Old Port Advisors
Maine
$2.24M +$147K +1,244 +7%
WBC
711
Westpac Banking Corp
Australia
$2.23M +$195K +1,650 +10%
CLOS
712
Compagnie Lombard Odier SCmA
Switzerland
$2.21M – – –
UBP
713
Union Bancaire Privee
Switzerland
$2.21M -$3.41M -35,572 -61%
RCA
714
Ranch Capital Advisors
Florida
$2.2M +$103K +871 +5%
NHC
715
Nicholas Hoffman & Company
Georgia
$2.19M +$42.2K +358 +2%
S
716
SignatureFD
Georgia
$2.19M +$107K +905 +5%
VCA
717
Verdence Capital Advisors
Maryland
$2.18M +$79.8K +676 +4%
Parallax Volatility Advisers
718
Parallax Volatility Advisers
California
$2.18M +$2.18M +18,507 New
LWA
719
Ledgewood Wealth Advisors
New Hampshire
$2.17M – – –
GLLW
720
Graves Light Lenhart Wealth
Virginia
$2.17M +$51.1K +433 +2%
WA
721
Wealth Alliance
New York
$2.16M +$83K +703 +4%
MSAM
722
Moloney Securities Asset Management
Missouri
$2.16M +$46.3K +392 +2%
GI
723
GAMMA Investing
California
$2.15M +$537K +4,553 +33%
FIA
724
Foundations Investment Advisors
Arizona
$2.15M -$57.8K -490 -3%
CBTWT
725
Community Bank & Trust (Waco, Texas)
Texas
$2.14M +$34K +288 +2%
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