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Duke Energy
DUK

Overview Fund Activity

2,223 hedge funds and large institutions have $62.4B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,012 increasing their positions, 729 reducing their positions, and 114 closing their positions.

Holders
2,223
Holders Change
-12
Holders Change %
-0.54%
% of All Funds
29.85%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
152
Increased
1,012
Reduced
729
Closed
114
Calls
$580M
Puts
$353M
Net Calls
+$226M
Net Calls Change
-$309M

Top Buyers

1
BlackRock
1
BlackRock
New York
$7.88B
2
UBS AM
2
UBS AM
Illinois
$583M
3
LWANC
3
Laurel Wealth Advisors (North Carolina)
North Carolina
$150M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.93B
5
State Street
5
State Street
Massachusetts
$4.92B

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$103M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.56B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.03B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$85.7M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$209M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
76
Jones Financial Companies
Missouri
$94.2M 805,219 +127,295 +19%
CI
77
Cincinnati Insurance
Ohio
$93.8M 794,816 – –
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$92.1M 780,714 +40,084 +5%
HighTower Advisors
79
HighTower Advisors
Illinois
$90.5M 766,610 -9,105 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
80
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$89.8M 761,006 +301,754 +66%
APG Asset Management
81
APG Asset Management
Netherlands
$87.5M 870,729 +663,756 +321%
ZP
82
Zimmer Partners
New York
$87.1M 738,429 -773,200 -51%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$86.8M 735,318 +8,480 +1%
Truist Financial
84
Truist Financial
North Carolina
$85.8M 727,119 -14,442 -2%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$85.7M 726,257 -859,975 -54%
Nordea Investment Management
86
Nordea Investment Management
Sweden
$85.7M 733,420 -278,932 -28%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$79.7M 679,597 +48,031 +8%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$78.5M 664,992 -12,783 -2%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$75.3M 638,356 -7,486 -1%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$73.7M 624,867 +280 +0%
Korea Investment Corp
91
Korea Investment Corp
South Korea
$72.2M 612,215 -27,315 -4%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$72.2M 611,913 -520,700 -46%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$70.4M 596,308 -5,489 -0.9%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$70.3M 596,080 -41,654 -7%
BCWM
95
Bartlett & Co Wealth Management
Ohio
$69.6M 589,701 -699 -0.1%
SCP
96
Soroban Capital Partners
New York
$67.3M 570,458 +84,781 +17%
Victory Capital Management
97
Victory Capital Management
Texas
$66.9M 567,259 -178,516 -24%
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$66.1M 560,021 -153,949 -22%
Marshall Wace
99
Marshall Wace
United Kingdom
$65.8M 557,625 +511,628 +1,112%
CCMG
100
Clark Capital Management Group
Pennsylvania
$63.5M 538,513 +11,980 +2%
2 3
4
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