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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 %
PCA
1201
Prosperity Capital Advisors
Ohio
$683K -$2.83K -24 -0.4%
OL
1202
Optas LLC
Texas
$682K +$348K +2,952 +104%
VIPI
1203
Vista Investment Partners II
Indiana
$681K +$24.4K +207 +4%
CPSAC
1204
Chas P. Smith & Associates (CPS)
Florida
$680K -$16.2K -137 -2%
FPGT
1205
Financial Partners Group (Tennessee)
Tennessee
$680K -$297K -2,516 -30%
IBOK
1206
Independence Bank of Kentucky
Kentucky
$679K -$8.97K -76 -1%
CA
1207
Cornerstone Advisory
Maryland
$679K -$23.5K -199 -3%
NP
1208
Nilsine Partners
Colorado
$678K +$13.8K +117 +2%
SLWA
1209
San Luis Wealth Advisors
California
$678K -$44.9K -380 -6%
BIM
1210
Bridges Investment Management
Nebraska
$677K -$56.6K -480 -8%
MMG
1211
Monetary Management Group
Missouri
$676K – – –
GIA
1212
Guyasuta Investment Advisors
Pennsylvania
$676K -$16K -136 -2%
Fisher Asset Management
1213
Fisher Asset Management
Washington
$673K -$163K -1,383 -20%
SAI
1214
Savvy Advisors Inc
New York
$671K +$223K +1,887 +50%
KCIC
1215
Kuhn & Co Investment Counsel
Illinois
$670K – – –
GWAG
1216
Garrett Wealth Advisory Group
Texas
$669K +$5.43K +46 +0.8%
BA
1217
Bridgewater Advisors
New York
$666K +$347K +2,931 +108%
TA
1218
TFG Advisers
Michigan
$665K +$32.2K +273 +5%
SIMG
1219
Sonora Investment Management Group
Arizona
$663K +$42K +356 +7%
SS
1220
SBI Securities
Japan
$662K -$90.3K -765 -12%
WA
1221
WESPAC Advisors
California
$661K +$661K +5,605 New
EGA
1222
E&G Advisors
Texas
$661K – – –
FFG
1223
First Financial Group
North Carolina
$660K +$236 +2 +0%
IAS
1224
Investment Advisory Services
Texas
$660K – – –
VCP
1225
Verus Capital Partners
Arizona
$658K +$38.8K +329 +6%
47 48
49
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