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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 %
OAC
51
OMERS Administration Corp
Ontario, Canada
$174M +$68M +576,674 +64%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$162M +$32.3M +273,693 +25%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$160M +$4.41M +37,353 +3%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$151M -$986K -8,355 -0.6%
LWANC
55
Laurel Wealth Advisors (North Carolina)
North Carolina
$150M +$148M +17,515,383 +11,418%
Empower Advisory Group
56
Empower Advisory Group
Colorado
$148M +$6.88M +58,282 +5%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$147M +$15.7M +132,688 +12%
Bessemer Group
58
Bessemer Group
New Jersey
$146M +$1.27M +10,787 +0.9%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$143M -$9M -76,257 -6%
Mariner
60
Mariner
Kansas
$128M +$1.72M +14,620 +1%
AQR Capital Management
61
AQR Capital Management
Connecticut
$126M -$11.1M -95,203 -8%
DPIM
62
Duff & Phelps Investment Management
Illinois
$123M +$5.03M +42,664 +4%
Principal Financial Group
63
Principal Financial Group
Iowa
$120M +$7.12M +60,355 +6%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$116M +$5.18M +43,928 +5%
Point72 Asset Management
65
Point72 Asset Management
Connecticut
$115M +$37.8M +320,421 +49%
Ameriprise
66
Ameriprise
Minnesota
$111M -$16.2M -137,477 -13%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$110M +$1.39M +11,775 +1%
First Trust Advisors
68
First Trust Advisors
Illinois
$103M -$140M -1,186,502 -58%
Citigroup
69
Citigroup
New York
$103M -$27.2M -230,205 -21%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102M -$3.18M -26,947 -3%
AllianceBernstein
71
AllianceBernstein
Tennessee
$102M -$2.02M -17,081 -2%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$100M +$8.73M +73,973 +10%
GLA
73
Great Lakes Advisors
Illinois
$96.5M -$8.72M -75,905 -8%
Stifel Financial
74
Stifel Financial
Missouri
$95.1M +$5.08M +43,062 +6%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$94.6M -$975K -8,260 -1%
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