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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 %
KCPG
976
Kavar Capital Partners Group
Kansas
$1.14M – – –
CIAS
977
CFS Investment Advisory Services
New Jersey
$1.14M +$5.08K +43 +0.4%
CG
978
Corundum Group
Colorado
$1.14M +$19K +161 +2%
OKSA
979
O'Keefe Stevens Advisory
New York
$1.14M +$189K +1,598 +20%
BWP
980
Balboa Wealth Partners
Arizona
$1.13M +$21.1K +179 +2%
DFA
981
Delta Financial Advisors
Louisiana
$1.13M -$46.5K -394 -4%
ISL
982
Ingalls & Snyder LLC
New York
$1.13M -$119K -1,005 -9%
MW
983
MBL Wealth
North Carolina
$1.13M +$56.3K +477 +5%
FPL
984
Fortress Private Ledger
North Carolina
$1.13M +$1.89K +16 +0.2%
UBV
985
United Bank (Virginia)
Virginia
$1.13M – – –
KWA
986
Kellett Wealth Advisors
Ohio
$1.12M +$472 +4 +0%
PA
987
Procyon Advisors
Connecticut
$1.12M +$70.8K +600 +7%
SCM
988
Sollinda Capital Management
Florida
$1.11M +$354 +3 +0%
GC
989
Grimes & Company
Massachusetts
$1.11M +$4.72K +40 +0.4%
JAG
990
Journey Advisory Group
Kentucky
$1.11M -$1.77K -15 -0.2%
FNA
991
First National Advisers
Nebraska
$1.1M +$32.5K +275 +3%
PFSC
992
Peoples Financial Services Corp
Pennsylvania
$1.1M -$826 -7 -0.1%
BAM
993
Belpointe Asset Management
Nevada
$1.1M -$132K -1,116 -11%
NP
994
NorthRock Partners
Minnesota
$1.09M +$225K +1,910 +26%
SCI
995
Stableford Capital II
Arizona
$1.09M +$15.8K +132 +1%
KFS
996
Keynote Financial Services
Connecticut
$1.09M – – –
EWA
997
EverSource Wealth Advisors
Alabama
$1.09M -$531K -4,502 -33%
SWM
998
Segment Wealth Management
Texas
$1.09M +$8.61K +73 +0.8%
GHA
999
GW Henssler & Associates
Georgia
$1.08M +$108K +912 +11%
EPM
1000
Elm Partners Management
Pennsylvania
$1.08M +$1.08M +9,132 New
38 39
40
41 42