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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 %
UFF
951
USA Financial Formulas
Michigan
$1.22M +$1.22M +10,302 New
WPP
952
Whalerock Point Partners
Rhode Island
$1.22M +$20.1K +170 +2%
FNC
953
First National Corp
Massachusetts
$1.21M -$48.9K -414 -4%
BP
954
Ballentine Partners
Massachusetts
$1.21M +$50.6K +429 +4%
CC
955
Chicago Capital
Illinois
$1.21M – – –
CTA
956
Chesley Taft & Associates
Illinois
$1.21M +$191K +1,615 +19%
CT
957
Chicago Trust
Illinois
$1.21M +$495K +4,193 +70%
HTC
958
Haverford Trust Company
Pennsylvania
$1.2M -$71.4K -605 -6%
MLA
959
My Legacy Advisors
Oregon
$1.2M +$2.48K +21 +0.2%
NFC
960
Northstar Financial Companies
Pennsylvania
$1.19M +$326K +2,760 +38%
SFI
961
SPC Financial Inc
Maryland
$1.19M +$11.9K +101 +1%
GCM
962
Gables Capital Management
Florida
$1.19M -$296K -2,512 -20%
WCM
963
Winthrop Capital Management
Indiana
$1.18M +$5.66K +48 +0.5%
OFS
964
OneAscent Financial Services
Alabama
$1.18M +$267K +2,254 +29%
LF
965
LifePlan Financial
Minnesota
$1.18M +$55.3K +469 +5%
MAM
966
Martingale Asset Management
Massachusetts
$1.17M +$346K +2,930 +42%
CWM
967
Challenger Wealth Management
California
$1.17M +$5.19K +44 +0.4%
PWM
968
Pines Wealth Management
North Carolina
$1.17M +$15.8K +135 +1%
RA
969
Ransom Advisory
Rhode Island
$1.16M -$79.7K -675 -6%
RGF
970
Retirement Guys Formula
Ohio
$1.16M +$91.6K +776 +9%
CCP
971
Cassia Capital Partners
North Carolina
$1.16M -$27K -229 -2%
HAM
972
Harmony Asset Management
Arizona
$1.16M -$774K -6,558 -40%
VAM
973
Verity Asset Management
North Carolina
$1.15M +$13.3K +113 +1%
FC
974
FCA Corp
Texas
$1.15M +$14.8K +125 +1%
APG
975
Abacus Planning Group
South Carolina
$1.15M +$39.9K +338 +4%
37 38
39
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