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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 %
GLA
726
Good Life Advisors
Pennsylvania
$2.14M -$68.3K -579 -3%
SF
727
Summit Financial
New Jersey
$2.14M +$715K +6,056 +50%
PTP
728
Platform Technology Partners
New York
$2.14M +$98.8K +837 +5%
AA
729
Argent Advisors
Louisiana
$2.13M +$42.1K +357 +2%
MSA
730
Marino Stram & Associates
Massachusetts
$2.12M +$59.7K +506 +3%
IIM
731
Ipswich Investment Management
Massachusetts
$2.12M – – –
BO
732
Bank OZK
Arkansas
$2.11M +$724K +6,136 +52%
SMC
733
Smith, Moore & Co
Missouri
$2.09M -$101K -859 -5%
SFI
734
Siemens Fonds Invest
Germany
$2.08M -$50K -424 -2%
TCMG
735
TSP Capital Management Group
New Jersey
$2.08M -$2.15M -17,593 Closed
VFA
736
Valeo Financial Advisors
Indiana
$2.08M +$38K +322 +2%
MHI
737
Miller Howard Investments
New York
$2.08M +$111K +937 +6%
RWB
738
RMR Wealth Builders
New Jersey
$2.07M +$147K +1,246 +8%
CPIA
739
Cornell Pochily Investment Advisors
New York
$2.05M -$3.66K -31 -0.2%
MWA
740
MFA Wealth Advisors
Pennsylvania
$2.04M -$217K -1,836 -10%
SGCA
741
Steel Grove Capital Advisors
Tennessee
$2.03M -$150K -1,267 -7%
MSA
742
MUFG Securities Americas
New York
$2.03M +$412K +3,490 +25%
CFO
743
Callan Family Office
Pennsylvania
$2.03M +$1.06M +9,017 +110%
RA
744
RFG Advisory
Alabama
$2.03M +$34.3K +291 +2%
SIM
745
Stratos Investment Management
Ohio
$2.02M -$70.9K -601 -3%
CC
746
Courier Capital
New York
$2.02M +$212K +1,798 +12%
IWM
747
IHT Wealth Management
Illinois
$2.01M -$64.3K -545 -3%
SOAMC
748
Spirit of America Management Corp
New York
$2.01M +$171K +1,450 +9%
BCA
749
Bay Colony Advisors
Massachusetts
$2.01M +$93.3K +791 +5%
WWM
750
Wolff Wiese Magana
California
$2.01M -$16.2K -137 -0.8%
28 29
30
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