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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 %
GEA
1176
Glen Eagle Advisors
New Jersey
$715K +$37.5K +318 +6%
MSS
1177
Mitchell Sinkler & Starr
Pennsylvania
$714K -$28.4K -241 -4%
CAM
1178
Cidel Asset Management
Ontario, Canada
$714K -$17.5K -148 -2%
LF
1179
Lantz Financial
Illinois
$713K +$6.14K +52 +0.9%
BJL
1180
Brighton Jones LLC
Washington
$713K +$19K +161 +3%
HBT
1181
Hills Bank & Trust
Iowa
$713K -$21.5K -182 -3%
BONH
1182
Bank of New Hampshire
New Hampshire
$712K +$16.5K +140 +2%
WPC
1183
Waters Parkerson & Co
Louisiana
$711K – – –
AC
1184
Avestar Capital
New York
$710K +$239K +2,027 +51%
SACTSONJ
1185
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$708K – – –
IC
1186
Iconiq Capital
California
$708K +$15.2K +129 +2%
P
1187
Pitcairn
Pennsylvania
$707K -$868K -7,352 -55%
AWM
1188
Aegis Wealth Management
Maryland
$704K – – –
PFBT
1189
Parkside Financial Bank & Trust
Missouri
$703K +$15K +127 +2%
AC
1190
AlphaCore Capital
California
$698K +$177K +1,499 +34%
ATS
1191
Ashton Thomas Securities
New York
$697K -$10.3K -87 -1%
EB
1192
Eastern Bank
Massachusetts
$694K – – –
WTC
1193
WhitTier Trust Company
Nevada
$692K – – –
Acadian Asset Management
1194
Acadian Asset Management
Massachusetts
$692K +$484K +4,108 +233%
CA
1195
Calton & Associates
Florida
$689K +$153K +1,297 +29%
NFG
1196
Nations Financial Group
Iowa
$688K +$35.9K +304 +5%
WSC
1197
Wellington Shields & Co
New York
$688K +$23.6K +200 +4%
AWS
1198
Aspen Wealth Strategies
Colorado
$686K -$17.2K -146 -2%
NDBT
1199
North Dallas Bank & Trust
Texas
$686K +$686K +5,814 New
EWM
1200
EPG Wealth Management
Georgia
$685K -$316K -2,674 -32%
46 47
48
49 50