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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 %
OAC
51
OMERS Administration Corp
Ontario, Canada
$174M 1,472,321 +576,674 +64%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$162M 1,376,503 +273,693 +25%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$160M 1,354,829 +37,353 +3%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$151M 1,282,585 -8,355 -0.6%
LWANC
55
Laurel Wealth Advisors (North Carolina)
North Carolina
$150M 17,668,789 +17,515,383 +11,418%
Empower Advisory Group
56
Empower Advisory Group
Colorado
$148M 1,254,496 +58,282 +5%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$147M 1,246,937 +132,688 +12%
Bessemer Group
58
Bessemer Group
New Jersey
$146M 1,241,431 +10,787 +0.9%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$143M 1,208,414 -76,257 -6%
Mariner
60
Mariner
Kansas
$128M 1,085,637 +14,620 +1%
AQR Capital Management
61
AQR Capital Management
Connecticut
$126M 1,082,384 -95,203 -8%
DPIM
62
Duff & Phelps Investment Management
Illinois
$123M 1,043,069 +42,664 +4%
Principal Financial Group
63
Principal Financial Group
Iowa
$120M 1,016,077 +60,355 +6%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$116M 986,253 +43,928 +5%
Point72 Asset Management
65
Point72 Asset Management
Connecticut
$115M 978,236 +320,421 +49%
Ameriprise
66
Ameriprise
Minnesota
$111M 943,747 -137,477 -13%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$110M 931,644 +11,775 +1%
First Trust Advisors
68
First Trust Advisors
Illinois
$103M 873,445 -1,186,502 -58%
Citigroup
69
Citigroup
New York
$103M 870,780 -230,205 -21%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102M 867,662 -26,947 -3%
AllianceBernstein
71
AllianceBernstein
Tennessee
$102M 861,874 -17,081 -2%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$100M 851,580 +73,973 +10%
GLA
73
Great Lakes Advisors
Illinois
$96.5M 839,312 -75,905 -8%
Stifel Financial
74
Stifel Financial
Missouri
$95.1M 806,277 +43,062 +6%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$94.6M 801,576 -8,260 -1%
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