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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 %
OF
926
Outfitter Financial
Maine
$1.3M +$184K +1,560 +17%
PA
927
Parallel Advisors
California
$1.29M +$163K +1,384 +15%
IAS
928
Insigneo Advisory Services
Florida
$1.28M +$64.9K +550 +5%
NFSG
929
Newbridge Financial Services Group
Florida
$1.28M -$211K -1,789 -14%
Nomura Holdings
930
Nomura Holdings
Japan
$1.28M +$638K +5,403 +99%
EWM
931
Evermay Wealth Management
Virginia
$1.28M -$105K -888 -8%
TAM
932
Tocqueville Asset Management
New York
$1.28M – – –
KFGK
933
Keystone Financial Group (Kentucky)
Kentucky
$1.27M +$35.4K +300 +3%
FCCM
934
First City Capital Management
Georgia
$1.27M -$7.67K -65 -0.6%
BHA
935
Beech Hill Advisors
New York
$1.27M -$191K -1,615 -13%
ClearBridge Investments
936
ClearBridge Investments
New York
$1.27M -$130K -1,100 -9%
WFS
937
Widmann Financial Services
Maryland
$1.27M +$42.6K +361 +3%
CI
938
Cherokee Insurance
Michigan
$1.26M – – –
CIC
939
Carnegie Investment Counsel
Ohio
$1.26M +$328K +2,783 +35%
FNFDCM
940
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.26M -$60.9K -516 -5%
ILI
941
Invesco LLC (Illinois)
Illinois
$1.26M -$107K -907 -8%
FCM
942
Fourpath Capital Management
Oklahoma
$1.26M -$22.9K -194 -2%
VA
943
Valmark Advisers
Ohio
$1.25M +$133K +1,124 +12%
THCM
944
Taylor Hoffman Capital Management
Virginia
$1.24M -$20.4K -173 -2%
PWP
945
Phillips Wealth Planners
Mississippi
$1.24M +$67.3K +579 +6%
HKIM
946
Hayek Kallen Investment Management
Alabama
$1.23M +$48.7K +413 +4%
SC
947
Schulhoff & Co
Ohio
$1.23M +$24.8K +210 +2%
RFA
948
Rollins Financial Advisors
New York
$1.23M -$12.5K -106 -1%
AB
949
Atlas Brown
Kentucky
$1.23M -$45.9K -389 -4%
RF
950
Roxbury Financial
New Jersey
$1.23M +$6.49K +55 +0.5%
36 37
38
39 40