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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 %
KFA
1101
Kapstone Financial Advisors
Ohio
$840K +$89.6K +759 +12%
MFGM
1102
Marshall Financial Group (Maryland)
Maryland
$839K -$45.6K -389 -5%
AFG
1103
Albion Financial Group
Utah
$831K – – –
CAI
1104
Capital Advisors Inc
Oklahoma
$828K -$91.6K -776 -10%
AV
1105
Alamea Verwaltungs
New Jersey
$827K -$108K -916 -12%
CI
1106
CX Institutional
Indiana
$821K +$43.2K +366 +6%
SIS
1107
Sound Income Strategies
Florida
$819K +$594K +5,034 +264%
FCP
1108
Fidelis Capital Partners
Florida
$818K +$16.4K +131 +2%
AWA
1109
Arete Wealth Advisors
Illinois
$816K -$115K -976 -12%
AIC
1110
Archer Investment Corporation
Indiana
$815K +$1.18K +10 +0.1%
WT
1111
Washington Trust
Rhode Island
$813K +$31.4K +266 +4%
PA
1112
Prossimo Advisors
California
$811K -$20.5K -174 -2%
VVP
1113
Venture Visionary Partners
Ohio
$808K +$41.7K +353 +5%
WFG
1114
Wills Financial Group
Virginia
$807K +$472 +4 +0.1%
JGUA
1115
John G. Ullman & Associates
New York
$806K -$17.1K -145 -2%
PCMN
1116
Paradigm Capital Management (Nevada)
Nevada
$806K – – –
MCM
1117
Manchester Capital Management
Vermont
$805K +$11.8K +100 +1%
SWA
1118
Stratos Wealth Advisors
Ohio
$805K +$27.5K +233 +4%
AFP
1119
Ausdal Financial Partners
Iowa
$802K -$95.1K -806 -11%
PAG
1120
Powers Advisory Group
Illinois
$799K +$4.72K +40 +0.6%
BLFG
1121
Brian Low Financial Group
Louisiana
$799K +$799K +6,769 New
KMWM
1122
Keudell/Morrison Wealth Management
Oregon
$797K -$79.4K -673 -9%
AA
1123
ALPS Advisors
Colorado
$796K +$355K +3,011 +81%
LMKC
1124
L.M. Kohn & Company
Ohio
$791K -$34.5K -292 -4%
CAM
1125
Carret Asset Management
New York
$789K +$53.1K +450 +7%
43 44
45
46 47