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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 %
VSQM
1076
V-Square Quantitative Management
Illinois
$894K +$66.4K +563 +8%
T
1077
Tableaux
Massachusetts
$892K +$892K +10,593 New
TCOTS
1078
Trust Company of the South
North Carolina
$891K -$311K -2,639 -26%
HNWAG
1079
High Net Worth Advisory Group
Florida
$885K -$78.6K -666 -8%
OHWA
1080
Oak Hill Wealth Advisors
Virginia
$884K +$222K +1,911 +34%
CB
1081
Cadence Bank
Mississippi
$884K +$18.6K +158 +2%
KCM
1082
Kanawha Capital Management
Virginia
$884K +$110K +929 +14%
BIM
1083
Baldwin Investment Management
Pennsylvania
$884K -$5.31K -45 -0.6%
VCM
1084
Voleon Capital Management
California
$882K +$882K +7,478 New
WMA
1085
West Michigan Advisors
Michigan
$879K +$107K +903 +14%
SQA
1086
Simon Quick Advisors
New Jersey
$878K +$261K +2,210 +42%
BHCM
1087
Brevan Howard Capital Management
Jersey
$873K +$873K +7,401 New
AFA
1088
AA Financial Advisors
Ohio
$870K +$131K +1,107 +18%
GFP
1089
Gryphon Financial Partners
Ohio
$868K +$142K +1,201 +20%
BIA
1090
Bigelow Investment Advisors
Maine
$864K +$23.4K +198 +3%
ACGA
1091
Atlanta Consulting Group Advisors
Georgia
$863K -$2.71K -23 -0.3%
MFA
1092
Mayflower Financial Advisors
Massachusetts
$863K +$25.5K +216 +3%
SC
1093
Syon Capital
California
$862K +$287K +2,436 +50%
ZIM
1094
Zacks Investment Management
Illinois
$858K +$373K +3,163 +77%
PAI
1095
Pittenger & Anderson Inc
Nebraska
$856K – – –
MGIA
1096
Moneta Group Investment Advisors
Missouri
$854K +$101K +856 +13%
KA
1097
KLCM Advisors
Wisconsin
$852K -$157K -1,332 -16%
MS
1098
Madden Securities
Texas
$852K -$83K -703 -9%
MA
1099
McGrath & Associates
North Carolina
$849K +$18.6K +158 +2%
RWM
1100
Revisor Wealth Management
Ohio
$846K +$410K +3,466 +94%
42 43
44
45 46