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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 %
LNWWM
1001
Laird Norton Wetherby Wealth Management
California
$1.08M +$1.08M +9,129 New
FMB
1002
Field & Main Bank
Kentucky
$1.08M -$12.4K -105 -1%
JCFM
1003
JBR Co Financial Management
Oklahoma
$1.07M -$114K -966 -10%
TTWM
1004
TCV Trust & Wealth Management
Virginia
$1.06M +$29.7K +252 +3%
FDS
1005
First Dallas Securities
Texas
$1.06M -$123K -1,041 -10%
DWM
1006
Dogwood Wealth Management
Kansas
$1.06M +$367K +3,152 +53%
BPWM
1007
BCS Private Wealth Management
New Jersey
$1.06M +$1.06M +8,970 New
CA
1008
Continuum Advisory
Idaho
$1.06M +$189K +1,601 +22%
WWM
1009
Western Wealth Management
Colorado
$1.05M +$36.7K +311 +4%
CCA
1010
Checchi Capital Advisers
California
$1.05M -$66.8K -566 -6%
MWM
1011
Maridea Wealth Management
New York
$1.05M +$1.05M +8,863 New
KIA
1012
KCM Investment Advisors
California
$1.05M +$111K +941 +12%
VCM
1013
Violich Capital Management
California
$1.04M -$118K -1,000 -10%
CWM
1014
Crowley Wealth Management
Delaware
$1.03M +$2.98K +25 +0.3%
WAM
1015
Wolverine Asset Management
Illinois
$1.03M +$1.03M +8,753 New
PFGIA
1016
Patriot Financial Group Insurance Agency
Massachusetts
$1.03M +$43.8K +371 +4%
SWM
1017
Sculati Wealth Management
Michigan
$1.03M +$136K +1,156 +15%
FCAS
1018
First Command Advisory Services
Texas
$1.03M +$45.1K +382 +5%
SAG
1019
SageView Advisory Group
California
$1.02M -$2.59K -22 -0.3%
NRS
1020
Neville Rodie & Shaw
New York
$1.02M -$5.9K -50 -0.6%
AA
1021
Ancora Advisors
Ohio
$1.02M +$31.7K +269 +3%
GWA
1022
Gratus Wealth Advisors
Virginia
$1.01M -$12.2K -103 -1%
SLI
1023
Sumitomo Life Insurance
Japan
$1.01M -$73.2K -620 -7%
CFCI
1024
Comprehensive Financial Consultants Institutional
Indiana
$1.01M -$6.84K -58 -0.7%
CCWM
1025
Cassaday & Co Wealth Management
Virginia
$1.01M +$65.8K +558 +7%
39 40
41
42 43