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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 %
MHIC
901
Marble Harbor Investment Counsel
Massachusetts
$1.41M -$23.6K -200 -2%
CCAM
902
Cascades Capital Asset Management
North Carolina
$1.41M +$428K +3,623 +43%
FRA
903
Frank Rimerman Advisors
California
$1.41M +$423K +3,586 +43%
BFS
904
Burkett Financial Services
South Carolina
$1.41M +$11.2K +95 +0.8%
MWM
905
Modern Wealth Management
Kansas
$1.41M +$164K +1,386 +13%
EFG
906
Everhart Financial Group
Ohio
$1.41M +$410K +3,475 +41%
LWM
907
LongView Wealth Management
Georgia
$1.4M -$112K -947 -7%
JSL
908
JT Stratford LLC
Georgia
$1.39M +$33.9K +287 +2%
GSB
909
Greenfield Savings Bank
Massachusetts
$1.38M -$13.5K -114 -1%
TG
910
TCW Group
California
$1.38M +$28.9K +245 +2%
IAIM
911
International Assets Investment Management
Florida
$1.37M -$455K -3,855 -25%
CA
912
Claro Advisors
Massachusetts
$1.37M -$99.8K -846 -7%
HSA
913
HBK Sorce Advisory
Pennsylvania
$1.36M -$25K -212 -2%
FT
914
Fiduciary Trust
Massachusetts
$1.36M +$40K +339 +3%
CAM
915
Columbia Asset Management
Michigan
$1.35M -$47K -398 -3%
BFO
916
Biltmore Family Office
North Carolina
$1.35M – – –
LC
917
LCNB Corp
Ohio
$1.35M -$11.8K -100 -0.9%
LIA
918
LS Investment Advisors
Michigan
$1.34M +$135K +1,141 +11%
BRWA
919
B. Riley Wealth Advisors
Florida
$1.33M +$1.33M +11,265 New
LWP
920
LMG Wealth Partners
Louisiana
$1.32M – – –
PIM
921
Penobscot Investment Management
Massachusetts
$1.32M +$1.07M +9,074 +431%
GS
922
GTS Securities
New York
$1.32M -$1.39M -11,822 -51%
AWM
923
Allen Wealth Management
North Carolina
$1.32M -$18.3K -155 -1%
NI
924
Nepsis Inc
Minnesota
$1.31M -$435K -3,690 -25%
1SB
925
1ST Source Bank
Indiana
$1.3M -$22.4K -190 -2%
35 36
37
38 39