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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 %
PFA
1276
Petra Financial Advisors
Colorado
$599K +$2.01K +17 +0.3%
SWM
1277
SeaCrest Wealth Management
New York
$598K -$134K -1,135 -18%
GWM
1278
GSB Wealth Management
Connecticut
$597K -$21.2K -180 -3%
PFA
1279
Pettinga Financial Advisors
Indiana
$596K +$322K +2,733 +118%
HVP
1280
Hudson Value Partners
Florida
$595K – – –
CBT
1281
Crews Bank & Trust
Florida
$594K +$16.5K +140 +3%
MA
1282
MJP Associates
Connecticut
$592K +$104K +879 +21%
BAM
1283
Broyhill Asset Management
North Carolina
$590K – – –
JIC
1284
Joel Isaacson & Co
New York
$590K +$67.6K +573 +13%
RC
1285
Rithm Capital
New York
$590K -$177K -1,500 -23%
FAIM
1286
Financial Advocates Investment Management
Washington
$589K -$450K -3,815 -43%
KAS
1287
KPP Advisory Services
Kentucky
$588K – – –
HI
1288
Hudock Inc
Pennsylvania
$587K +$3.78K +32 +0.6%
CWS
1289
Cypress Wealth Services
California
$586K +$11.8K +100 +2%
SSA
1290
Sierra Summit Advisors
Nevada
$586K +$5.55K +47 +1%
BHWM
1291
Bar Harbor Wealth Management
New Hampshire
$584K – – –
WIM
1292
WealthPlan Investment Management
Nebraska
$583K -$16.5K -140 -3%
BB
1293
Busey Bank
Illinois
$582K -$74.2K -629 -11%
WCM
1294
Washington Capital Management
Washington
$582K – – –
SAA
1295
Southeast Asset Advisors
Georgia
$580K +$4.96K +42 +0.9%
RC
1296
Roundview Capital
New Jersey
$580K -$12K -102 -2%
CAM
1297
Costello Asset Management
Pennsylvania
$578K +$472 +4 +0.1%
TWP
1298
Tyche Wealth Partners
Texas
$577K -$28.9K -245 -5%
PWMAG
1299
Pinnacle Wealth Management Advisory Group
New Jersey
$576K +$10.5K +89 +2%
FSA
1300
Financial Security Advisor
Virginia
$576K +$1.77K +15 +0.3%
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