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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 %
ATPW
851
Ashton Thomas Private Wealth
Arizona
$1.57M -$741K -6,282 -32%
CF
852
Convergence Financial
Missouri
$1.57M +$54.2K +459 +4%
LAM
853
LOM Asset Management
$1.56M +$1.56M +13,237 New
WWA
854
WCG Wealth Advisors
Nevada
$1.56M +$1.56M +13,234 New
Aviva
855
Aviva
United Kingdom
$1.56M +$63.6K +539 +4%
AAP
856
Arax Advisory Partners
Colorado
$1.56M +$521K +4,414 +50%
TIA
857
Trust Investment Advisors
Indiana
$1.55M -$291K -2,470 -16%
FFN
858
Focus Financial Network
Minnesota
$1.54M +$123K +1,039 +9%
CAM
859
Cresset Asset Management
Illinois
$1.54M -$123K -1,041 -7%
ZIC
860
ZWJ Investment Counsel
Georgia
$1.53M -$11.4K -97 -0.7%
FCB
861
First County Bank
Connecticut
$1.53M -$218K -1,846 -12%
BMA
862
Brooks Moore & Associates
Tennessee
$1.52M -$9.12K -75 -0.6%
MIM
863
MTM Investment Management
South Carolina
$1.52M -$40.4K -342 -3%
KCM
864
Kennondale Capital Management
Virginia
$1.52M – – –
WCM
865
Weaver Capital Management
Georgia
$1.52M -$71.7K -608 -5%
NCM
866
Novare Capital Management
North Carolina
$1.52M +$58.2K +493 +4%
MYIA
867
Mount Yale Investment Advisors
Colorado
$1.51M +$38.7K +328 +3%
TCOV
868
Trust Company of Vermont
Vermont
$1.51M +$44.3K +375 +3%
VIA
869
Victrix Investment Advisors
Florida
$1.51M +$45.9K +389 +3%
OWM
870
Orca Wealth Management
Florida
$1.5M +$9.56K +81 +0.6%
EGM
871
Engineers Gate Manager
New York
$1.49M -$964K -8,172 -39%
A
872
AlphaQuest
New York
$1.49M -$79.5K -674 -5%
GWM
873
Gibbs Wealth Management
Georgia
$1.49M +$1.49M +12,643 New
HCM
874
Highview Capital Management
Illinois
$1.48M +$112K +950 +8%
NP
875
Ninepoint Partners
Ontario, Canada
$1.48M +$61.1K +518 +4%
33 34
35
36 37