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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 %
PA
1151
Persium Advisors
Georgia
$752K +$35.2K +298 +5%
CS
1152
Crescent Sterling
Louisiana
$750K -$14.8K -125 -2%
WT
1153
Whittier Trust
California
$750K -$11.8K -100 -2%
AAG
1154
Armstrong Advisory Group
Massachusetts
$748K -$6.96K -59 -0.9%
PJSIMP
1155
P.J. Schmidt Investment Management (PJS)
Wisconsin
$748K – – –
Edgewood Management
1156
Edgewood Management
Connecticut
$744K – – –
MCM
1157
Monument Capital Management
Virginia
$743K +$743K +6,293 New
BSTWA
1158
Blake Schutter Theil Wealth Advisors
Ohio
$742K -$358K -3,033 -33%
NAS
1159
NWF Advisory Services
California
$740K -$25.8K -219 -3%
GB
1160
Goepper Burkhardt
South Carolina
$738K +$309K +2,618 +72%
FB
1161
Finward Bancorp
Indiana
$738K -$590 -5 -0.1%
PL
1162
Perpetual Ltd
Australia
$737K +$737K +6,245 New
CIM
1163
CIM Investment Management
Pennsylvania
$734K +$367K +3,249 +100%
MNBTD
1164
Moody National Bank Trust Division
Texas
$733K -$17.1K -145 -2%
FFWM
1165
Future Financial Wealth Management
Ohio
$732K +$3.07K +26 +0.4%
LFA
1166
Legacy Financial Advisors
Kentucky
$730K +$13.2K +112 +2%
CSC
1167
Caldwell Sutter Capital
California
$730K -$8.38K -71 -1%
CAS
1168
Coppell Advisory Solutions
Texas
$729K +$11.2K +96 +2%
NB
1169
Northwest Bancshares
Pennsylvania
$727K -$14.8K -125 -2%
UBG
1170
United Bank (Georgia)
Georgia
$724K -$3.07K -26 -0.4%
FMP
1171
Financial Management Professionals
Texas
$720K -$38.5K -326 -5%
CWMP
1172
Clarion Wealth Managment Partners
Virginia
$720K +$720K +6,100 New
MTC
1173
McDaniel Terry & Co
Texas
$719K -$2.83K -24 -0.4%
CCA
1174
Cobblestone Capital Advisors
New York
$718K +$102K +864 +17%
GSEP
1175
Golden State Equity Partners
California
$715K -$415K -3,513 -37%
45 46
47
48 49