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Duke Energy
DUK

Overview Fund Activity

2,235 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,018 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,235
Holders Change
–
Holders Change %
0%
% 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
153
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 %
Jones Financial Companies
76
Jones Financial Companies
Missouri
$94.2M +$14.9M +127,295 +19%
CI
77
Cincinnati Insurance
Ohio
$93.8M – – –
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$92.1M +$4.73M +40,084 +5%
HighTower Advisors
79
HighTower Advisors
Illinois
$90.5M -$1.07M -9,105 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
80
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$89.8M +$35.6M +301,754 +66%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$89.3M -$11.2M -94,581 -11%
APG Asset Management
82
APG Asset Management
Netherlands
$87.5M +$66.7M +663,756 +321%
ZP
83
Zimmer Partners
New York
$87.1M -$91.2M -773,200 -51%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$86.8M +$1M +8,480 +1%
Truist Financial
85
Truist Financial
North Carolina
$85.8M -$1.7M -14,442 -2%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$85.7M -$101M -859,975 -54%
Nordea Investment Management
87
Nordea Investment Management
Sweden
$85.7M -$32.6M -278,932 -28%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$79.7M +$5.63M +48,031 +8%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$78.5M -$1.51M -12,783 -2%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$75.3M -$883K -7,486 -1%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$73.7M +$33K +280 +0%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$72.2M -$3.22M -27,315 -4%
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$72.2M -$61.4M -520,700 -46%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$70.4M -$648K -5,489 -0.9%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$70.3M -$4.92M -41,654 -7%
BCWM
96
Bartlett & Co Wealth Management
Ohio
$69.6M -$82.5K -699 -0.1%
SCP
97
Soroban Capital Partners
New York
$67.3M +$10M +84,781 +17%
Victory Capital Management
98
Victory Capital Management
Texas
$66.9M -$21.1M -178,516 -24%
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$66.1M -$18.2M -153,949 -22%
Marshall Wace
100
Marshall Wace
United Kingdom
$65.8M +$60.4M +511,628 +1,112%
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4
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