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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 %
HCM
1126
Hengehold Capital Management
Ohio
$789K – – –
CCM
1127
Cobler Capital Management
Kansas
$788K +$788K +6,241 New
AWA
1128
Adapt Wealth Advisors
Georgia
$785K -$10.1K -86 -1%
LWAM
1129
Legacy Wealth Asset Management
Minnesota
$782K -$6.84K -58 -0.9%
AF
1130
Advisornet Financial
Minnesota
$780K -$16.6K -141 -2%
LFG
1131
Larson Financial Group
Missouri
$775K +$227K +1,925 +41%
WBCM
1132
Wilson & Boucher Capital Management
California
$772K – – –
SC
1133
Sapient Capital
Indiana
$771K -$440K -3,732 -36%
SSA
1134
Schonfeld Strategic Advisors
New York
$770K -$2.01M -17,037 -72%
AIMA
1135
Ables Iannone Moore & Associates
Georgia
$769K +$59.7K +506 +8%
WMA
1136
Wealth Management Associates
New Jersey
$768K -$23.6K -200 -3%
STA
1137
Smith Thornton Advisors
Alabama
$768K -$26.6K -225 -3%
MFC
1138
Mechanics Financial Corp
Ohio
$765K +$522K +4,425 +215%
DI
1139
Diligent Investors
California
$764K -$10.6K -90 -1%
OIA
1140
Optimum Investment Advisors
Illinois
$763K – – –
CSI
1141
Cross Staff Investments
New York
$761K -$39.2K -332 -5%
VH
1142
Visionary Horizons
Tennessee
$761K -$36.6K -310 -5%
3IP
1143
3Chopt Investment Partners
Virginia
$759K -$31.4K -266 -4%
I
1144
InceptionR
California
$759K +$759K +6,428 New
SWM
1145
Stockman Wealth Management
Montana
$757K -$13.2K -112 -2%
MSFS
1146
Main Street Financial Solutions
Pennsylvania
$756K +$277K +2,344 +58%
CAG
1147
Crestwood Advisors Group
Massachusetts
$756K +$118K +1,003 +19%
DP
1148
Dearborn Partners
Illinois
$755K +$3.54K +30 +0.5%
DWT
1149
Dorsey & Whitney Trust
South Dakota
$754K +$46.6K +395 +7%
BPC
1150
Bearing Point Capital
Minnesota
$752K -$133K -1,129 -15%
44 45
46
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