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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 %
ALAM
1351
Asahi Life Asset Management
Japan
$523K +$7.08K +60 +1%
DWM
1352
Diversify Wealth Management
Utah
$522K -$45.6K -366 -8%
BOH
1353
Bank of Hawaii
Hawaii
$521K -$385K -3,263 -42%
RMDI
1354
R.M. Davis Inc
Maine
$521K -$23K -195 -4%
CNBOF
1355
City National Bank of Florida
Florida
$520K +$154K +1,301 +42%
BAAM
1356
Baker Avenue Asset Management
California
$520K +$69.8K +592 +16%
NRC
1357
New Republic Capital
North Carolina
$520K +$14.2K +120 +3%
SCA
1358
Strathmore Capital Advisors
North Carolina
$517K +$517K +4,415 New
SEP
1359
Southland Equity Partners
Missouri
$517K +$25.3K +214 +5%
HCM
1360
Hodges Capital Management
Texas
$516K – – –
SIM
1361
Studio Investment Management
Illinois
$513K -$171K -1,453 -25%
ABC
1362
Associated Banc-Corp
Wisconsin
$511K -$26.4K -224 -5%
CIA
1363
Choate Investment Advisors
Massachusetts
$509K – – –
SWA
1364
Strategies Wealth Advisors
Michigan
$509K -$22.9K -194 -4%
SAM
1365
Shell Asset Management
Netherlands
$508K +$331K +2,806 +187%
DBRC
1366
D.B. Root & Company
Pennsylvania
$507K -$32.1K -272 -6%
SS
1367
Sunbelt Securities
Texas
$506K +$44K +408 +10%
NAS
1368
Nicolet Advisory Services
Wisconsin
$506K +$3.93K +32 +0.8%
LCM
1369
LVM Capital Management
Michigan
$505K -$1.89K -16 -0.4%
SGK
1370
Steigerwald Gordon & Koch
Virginia
$505K -$1.3K -11 -0.3%
DJSG
1371
D.J. St. Germain
Massachusetts
$504K +$129K +1,091 +34%
DWM
1372
Destination Wealth Management
California
$501K -$87.1K -738 -15%
AFG
1373
Allegheny Financial Group
Pennsylvania
$499K +$2.01K +17 +0.4%
DLA
1374
Douglas Lane & Associates
New York
$499K -$30.6K -259 -6%
TWM
1375
Trueblood Wealth Management
Ohio
$497K +$472 +4 +0.1%
53 54
55
56 57