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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 %
LCOV
751
London Company of Virginia
Virginia
$2M – – –
CRC
752
Curi RMB Capital
Illinois
$2M +$62.9K +533 +3%
EFS
753
Essex Financial Services
Connecticut
$1.97M +$80.9K +686 +4%
SW
754
Simplicity Wealth
New Jersey
$1.97M +$1.12M +9,455 +131%
HWMO
755
Heritage Wealth Management (Ohio)
Ohio
$1.97M -$120K -1,013 -6%
AAS
756
Ameritas Advisory Services
Nebraska
$1.97M -$322K -2,732 -14%
YIH
757
Y-Intercept (HK)
Hong Kong
$1.97M +$1.97M +16,661 New
MMPW
758
Mitchell McLeod Pugh & Williams
Alabama
$1.95M -$6.37K -54 -0.3%
First Manhattan
759
First Manhattan
New York
$1.95M +$42K +356 +2%
MBTD
760
Mechanics Bank - Trust Department
California
$1.94M -$175K -1,482 -8%
HIP
761
HUB Investment Partners
Texas
$1.93M +$347K +2,937 +22%
BFS
762
Bradley Foster & Sargent
Connecticut
$1.93M +$48.9K +414 +3%
SG
763
StoneX Group
New York
$1.93M -$114K -968 -6%
D.E. Shaw & Co
764
D.E. Shaw & Co
New York
$1.93M -$3.66M -30,981 -66%
CHC
765
City Holding Co
West Virginia
$1.92M -$5.55K -47 -0.3%
CK
766
Cohen Klingenstein
New York
$1.91M – – –
QCG
767
Quadrant Capital Group
Ohio
$1.9M +$256K +2,173 +16%
OHWP
768
Oak Harbor Wealth Partners
North Carolina
$1.9M -$105K -887 -5%
HFM
769
Hartford Funds Management
Pennsylvania
$1.9M +$68.9K +584 +4%
LWA
770
Lineweaver Wealth Advisors
Ohio
$1.9M +$139K +1,177 +8%
MAS
771
Meeder Advisory Services
Ohio
$1.9M +$171K +1,446 +10%
SP
772
SWS Partners
Ohio
$1.9M -$81K -686 -4%
JWM
773
Jeppson Wealth Management
California
$1.88M -$22.9K -194 -1%
AO
774
Advisor OS
Illinois
$1.88M +$256K +2,173 +16%
DCM
775
Donaldson Capital Management
Indiana
$1.88M -$272K -2,303 -13%
29 30
31
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