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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 %
CIC
876
Cornercap Investment Counsel
Georgia
$1.48M -$33.3K -282 -2%
RFA
877
ROI Financial Advisors
Oregon
$1.48M +$50.2K +425 +4%
SOS
878
Silver Oak Securities
Tennessee
$1.48M -$12K -102 -0.8%
VFA
879
Voya Financial Advisors
Connecticut
$1.48M +$35.4K +303 +2%
NSB
880
Norway Savings Bank
Maine
$1.48M -$176K -1,495 -11%
NL
881
NVWM LLC
Pennsylvania
$1.47M -$15.7K -133 -1%
NFC
882
Northeast Financial Consultants
Connecticut
$1.47M – – –
CW
883
CreativeOne Wealth
Kansas
$1.46M +$156K +1,326 +12%
RWM
884
Ritholtz Wealth Management
New York
$1.46M +$226K +1,915 +18%
WG
885
Welch Group
Alabama
$1.46M +$9.56K +81 +0.7%
PG
886
Patten Group
Tennessee
$1.46M +$18.2K +154 +1%
PIM
887
Pullen Investment Management
Florida
$1.45M -$8.5K -72 -0.6%
MFIM
888
Mesirow Financial Investment Management
Illinois
$1.45M +$2.95K +25 +0.2%
ACG
889
Allen Capital Group
Nebraska
$1.44M +$3.66K +31 +0.3%
RFN
890
RDA Financial Network
Iowa
$1.44M +$1.11M +9,444 +346%
SFA
891
Souders Financial Advisors
Ohio
$1.44M -$32.6K -276 -2%
BL
892
BFSG LLC
California
$1.43M +$66.7K +565 +5%
TPA
893
Trivium Point Advisory
Connecticut
$1.43M +$49.8K +422 +4%
MAM
894
Mystic Asset Management
Rhode Island
$1.43M +$708 +6 +0%
RCM
895
Raleigh Capital Management
North Carolina
$1.42M +$25K +212 +2%
WJWM
896
Williams Jones Wealth Management
New York
$1.42M -$23.6K -200 -2%
FAM
897
Formidable Asset Management
Ohio
$1.42M – – –
IIM
898
InTrack Investment Management
Vermont
$1.42M +$319K +2,707 +29%
EM
899
Excalibur Management
Massachusetts
$1.42M -$28.9K -245 -2%
PWG
900
Portside Wealth Group
Utah
$1.41M +$44.5K +377 +3%
34 35
36
37 38