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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 %
AA
776
Advisory Alpha
Michigan
$1.88M -$8.38K -71 -0.4%
MWM
777
Mission Wealth Management
California
$1.88M +$6.61K +56 +0.4%
KTM
778
Keeler Thomas Management
Utah
$1.87M +$1.87M +15,879 New
BMSSC
779
B. Metzler seel. Sohn & Co
Germany
$1.87M – – –
WAP
780
Wealthcare Advisory Partners
Pennsylvania
$1.87M +$15.3K +130 +0.8%
PTC
781
Private Trust Company
Ohio
$1.87M +$28.1K +238 +2%
TBA
782
Tower Bridge Advisors
Pennsylvania
$1.85M +$375K +3,175 +25%
Grantham, Mayo, Van Otterloo & Co (GMO)
783
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.84M +$712K +6,030 +63%
WWM
784
Wagner Wealth Management
South Carolina
$1.83M +$64.4K +546 +4%
GIC
785
Generali Investments CEE
Czech Republic
$1.83M – – –
FNT
786
First National Trust
Pennsylvania
$1.82M -$24.8K -210 -1%
GH
787
GAM Holding
Switzerland
$1.82M +$4.6K +39 +0.3%
TC
788
TownSquare Capital
Utah
$1.81M -$12.8M -108,079 -88%
CWS
789
Confluence Wealth Services
Pennsylvania
$1.8M -$1.77K -15 -0.1%
CC
790
Cornerstone Capital
California
$1.8M -$840K -7,115 -32%
RC
791
Rahlfs Capital
Texas
$1.8M -$23.6K -200 -1%
IAN
792
Integrated Advisors Network
Texas
$1.8M -$82.6K -700 -4%
SGI
793
Summit Global Investments
Utah
$1.79M +$952K +8,068 +113%
EARNEST Partners
794
EARNEST Partners
Georgia
$1.79M +$68.2K +578 +4%
LCM
795
Landscape Capital Management
New Jersey
$1.79M +$892K +7,562 +99%
PCG
796
Prosperity Consulting Group
Maryland
$1.79M -$70.6K -598 -4%
PGF
797
Plan Group Financial
Oklahoma
$1.78M +$224K +1,899 +14%
AIA
798
AssuredPartners Investment Advisors
Florida
$1.77M -$313K -2,649 -15%
GWA
799
Gibson Wealth Advisors
Texas
$1.77M +$236K +2,000 +15%
SF
800
Symphony Financial
Texas
$1.77M +$1.77M +14,945 New
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