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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 %
CICI
801
Capital Investment Counsel Inc
North Carolina
$1.76M +$117K +993 +7%
NWM
802
Northcape Wealth Management
New York
$1.76M -$10.7K -91 -0.6%
PMIA
803
Patrick Mauro Investment Advisor
Illinois
$1.76M -$707K -5,991 -29%
BBVA
804
Banco Bilbao Vizcaya Argentaria
Spain
$1.76M -$252K -2,135 -13%
CFG
805
Citizens Financial Group
Rhode Island
$1.75M +$456K +3,868 +35%
PNC
806
Park National Corp
Ohio
$1.75M -$27.1K -230 -2%
WA
807
WealthTrust Axiom
Pennsylvania
$1.75M -$79.8K -676 -4%
WPC
808
Wedmont Private Capital
Pennsylvania
$1.75M +$67.4K +575 +4%
BSA
809
Bull Street Advisors
Georgia
$1.75M – – –
AF
810
AGP Franklin
Tennessee
$1.75M +$148K +1,251 +9%
PPW
811
Parcion Private Wealth
Washington
$1.74M +$1.65K +14 +0.1%
NSEDCP
812
NJ State Employees Deferred Compensation Plan
New Jersey
$1.74M – – –
PWP
813
Private Wealth Partners
California
$1.73M -$6.14K -52 -0.4%
DT
814
Diversified Trust
Tennessee
$1.72M +$375K +3,180 +28%
Luther King Capital Management (LKCM)
815
Luther King Capital Management (LKCM)
Texas
$1.72M +$35.4K +300 +2%
CWM
816
Cornerstone Wealth Management
Missouri
$1.72M +$29.7K +252 +2%
BHBT
817
Burke & Herbert Bank & Trust
Virginia
$1.71M +$192K +1,629 +13%
ITC
818
Inspire Trust Company
Nevada
$1.71M +$295K +2,500 +21%
PWW
819
Pettyjohn Wood & White
Virginia
$1.71M +$47.2K +400 +3%
WDG
820
Wealth Dimensions Group
Ohio
$1.7M -$8.02K -68 -0.5%
AIA
821
Armor Investment Advisors
North Carolina
$1.7M -$94.8K -803 -5%
MWM
822
Meridian Wealth Management
Kentucky
$1.68M +$27.5K +233 +2%
EFG
823
Ethos Financial Group
Pennsylvania
$1.68M +$181K +1,534 +12%
GAM
824
Grandview Asset Management
Pennsylvania
$1.68M +$10.9K +92 +0.7%
MGWM
825
Marks Group Wealth Management
Minnesota
$1.68M -$84K -712 -5%
31 32
33
34 35