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Duke Energy
DUK

Overview Fund Activity

2,235 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,018 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,235
Holders Change
–
Holders Change %
0%
% of All Funds
29.96%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.31%
New
153
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 %
CCMG
101
Clark Capital Management Group
Pennsylvania
$63.5M +$1.41M +11,980 +2%
ACM
102
Advisors Capital Management
New Jersey
$61.5M +$3.07M +26,009 +5%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$60.5M +$2.51M +21,233 +4%
FWIA
104
Fort Washington Investment Advisors
Ohio
$59.7M -$5.73M -48,561 -9%
BC
105
Brookfield Corp
Ontario, Canada
$59.3M -$26.6M -225,071 -31%
ORIO
106
Old Republic International (ORI)
Illinois
$58.1M – – –
ACG
107
Aventail Capital Group
New York
$57.6M +$57.6M +488,341 New
SEI Investments
108
SEI Investments
Pennsylvania
$55.6M +$1.98M +16,798 +4%
Canada Life
109
Canada Life
Manitoba, Canada
$54.1M +$4.11M +34,834 +8%
Prudential Financial
110
Prudential Financial
New Jersey
$54M +$4.31M +36,498 +9%
Allspring Global Investments
111
Allspring Global Investments
North Carolina
$52.4M -$14M -117,727 -21%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$51.7M +$2.23M +18,910 +5%
BGIM
113
Brandywine Global Investment Management
Pennsylvania
$51.3M -$1.24M -10,540 -2%
EIP
114
Epoch Investment Partners
New York
$50.1M -$2.34M -19,818 -4%
T. Rowe Price Investment Management
115
T. Rowe Price Investment Management
Maryland
$49.5M +$1.27M +10,772 +3%
VDI
116
Vaughan David Investments
Illinois
$49.3M +$417K +3,532 +0.9%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$49.1M -$2.04M -17,330 -4%
Aberdeen Group
118
Aberdeen Group
United Kingdom
$48.9M +$3.95M +33,435 +9%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$48.8M +$562K +4,766 +1%
Jennison Associates
120
Jennison Associates
New York
$48.8M +$48.8M +413,178 New
US Bancorp
121
US Bancorp
Minnesota
$48.3M +$1.5M +12,715 +3%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$47.9M +$11.1M +94,095 +30%
Pictet Asset Management
123
Pictet Asset Management
Switzerland
$46M +$3.82M +32,405 +9%
ZIG
124
Zurich Insurance Group
Switzerland
$45.3M -$79.2M -671,195 -64%
Asset Management One
125
Asset Management One
Japan
$44.9M +$297K +2,515 +0.7%
3 4
5
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