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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 %
PFT
826
Providence First Trust
Arizona
$1.67M +$15.1K +128 +0.9%
AFG
827
Atomi Financial Group
New York
$1.66M -$63.1K -535 -4%
AW
828
Alaethes Wealth
Nevada
$1.66M +$1.66M +14,051 New
PWM
829
Perigon Wealth Management
California
$1.65M +$150K +1,275 +10%
PWP
830
Precedent Wealth Partners
Texas
$1.65M +$202K +1,710 +14%
QI
831
Qtron Investments
Massachusetts
$1.64M -$149K -1,260 -8%
HDIM
832
Hanson & Doremus Investment Management
Vermont
$1.64M -$296K -2,510 -15%
SAM
833
Smartleaf Asset Management
Massachusetts
$1.64M -$81.6K -698 -5%
MCA
834
MSH Capital Advisors
Arizona
$1.64M +$4.01K +34 +0.2%
BIG
835
Brooklyn Investment Group
New York
$1.64M +$218K +1,845 +15%
CFB
836
Cullen/Frost Bankers
Texas
$1.63M -$19.5K -165 -1%
TCPW
837
Twin City Private Wealth
North Carolina
$1.63M +$162K +1,375 +11%
NAM
838
NTV Asset Management
West Virginia
$1.63M -$27.7K -235 -2%
MIA
839
MainStreet Investment Advisors
Illinois
$1.63M +$1.63M +13,788 New
OTPPB
840
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.63M +$1.63M +13,773 New
JCM
841
Jacobi Capital Management
Pennsylvania
$1.62M +$29.3K +248 +2%
MFP
842
Meridian Financial Partners
Virginia
$1.61M +$9.2K +78 +0.6%
MG
843
Mather Group
Illinois
$1.61M +$2.48K +21 +0.2%
B
844
Bellecapital
Switzerland
$1.6M +$118K +1,004 +8%
AOWM
845
Alpha Omega Wealth Management
Virginia
$1.59M -$60.3K -511 -4%
TI
846
Tidal Investments
Wisconsin
$1.58M -$194K -1,645 -11%
RCM
847
RNC Capital Management
California
$1.58M +$5.55K +47 +0.4%
EWA
848
Exencial Wealth Advisors
Oklahoma
$1.57M -$211K -1,788 -12%
CI Investments Inc
849
CI Investments Inc
Ontario, Canada
$1.57M +$223K +1,886 +17%
EI
850
Ethic Inc
New York
$1.57M +$29.2K +250 +2%
32 33
34
35 36