DUK icon

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 %
SL
1376
Salomon & Ludwin
Virginia
$497K -$32.7K -279 -6%
BOJHT
1377
Bank of Jackson Hole Trust
Wyoming
$497K +$395K +3,350 +389%
AWA
1378
Aaron Wealth Advisors
Illinois
$497K +$12K +102 +2%
MIC
1379
Meridian Investment Counsel
California
$494K +$52.5K +445 +12%
SCM
1380
Saxony Capital Management
Missouri
$494K +$708 +6 +0.1%
IPAM
1381
Investment Partners Asset Management
New Jersey
$493K – – –
BAM
1382
Blueshift Asset Management
New Jersey
$490K -$603K -5,113 -55%
AP
1383
Americana Partners
Texas
$490K -$59.1K -501 -11%
MCM
1384
McDonough Capital Management
Florida
$489K -$27K -229 -5%
KIA
1385
Knollwood Investment Advisory
Maryland
$489K – – –
AGC
1386
Aspen Grove Capital
Colorado
$488K +$25.4K +215 +5%
APWA
1387
Atlas Private Wealth Advisors
New Jersey
$483K +$98.3K +833 +26%
T
1388
Transce3nd
Texas
$483K -$14.6K -124 -3%
MM
1389
MQS Management
New York
$482K +$482K +4,087 New
VP
1390
Verum Partners
North Carolina
$481K +$826 +7 +0.2%
WA
1391
WBH Advisory
Maryland
$479K -$23.7K -201 -5%
ATC
1392
Adirondack Trust Company
New York
$479K -$13K -110 -3%
WP
1393
Westmount Partners
California
$479K +$9.21K +78 +2%
HS
1394
Horan Securities
United States
$479K +$46.3K +392 +11%
RMCM
1395
Reynders McVeigh Capital Management
Massachusetts
$478K -$12.4K -105 -3%
PWMG
1396
Pinnacle Wealth Management Group
Michigan
$478K -$23.6K -200 -5%
RIG
1397
RiverFront Investment Group
Virginia
$478K +$11.7K +99 +3%
FWP
1398
Firethorn Wealth Partners
Georgia
$476K -$92.5K -784 -16%
TC
1399
Truvestments Capital
Florida
$476K +$1.89K +16 +0.4%
BFC
1400
Bedel Financial Consulting
Indiana
$475K – – –
54 55
56
57 58