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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 %
OCM
1401
One Capital Management
California
$473K +$826 +7 +0.2%
WIS
1402
Wright Investors Service
Connecticut
$472K +$14.2K +120 +3%
MAG
1403
Mayfair Advisory Group
Alabama
$471K -$2.26K -18 -0.5%
PP
1404
PDS Planning
Ohio
$471K +$54.9K +465 +13%
RL
1405
Rogco LP
Oklahoma
$470K +$470K +3,986 New
AFGAS
1406
Allegiance Financial Group Advisory Services
Virginia
$469K +$186K +1,579 +66%
MAM
1407
Marotta Asset Management
Virginia
$468K -$7.43K -63 -2%
CGH
1408
CMG Global Holdings
Texas
$466K -$1.18K -10 -0.3%
TIA
1409
Tiemann Investment Advisors
California
$465K -$45.2K -383 -9%
LWA
1410
Lantern Wealth Advisors
New York
$463K +$463K +3,920 New
SC
1411
Searle & Co
Connecticut
$461K – – –
LI
1412
Lafayette Investments
Maryland
$461K +$461K +3,904 New
AA
1413
Alta Advisers
United Kingdom
$460K – – –
CB
1414
Centennial Bank
Arkansas
$460K +$3.54K +30 +0.8%
AWAU
1415
Alliance Wealth Advisors (Utah)
Utah
$459K +$10.3K +87 +2%
FEM
1416
Fulcrum Equity Management
Texas
$459K +$2.95K +25 +0.6%
BCG
1417
Breakwater Capital Group
New Jersey
$458K -$236 -2 -0.1%
CGL
1418
Clarius Group LLC
Washington
$457K -$34K -288 -7%
WDA
1419
Wendell David Associates
New Hampshire
$457K +$8.38K +71 +2%
OCG
1420
Opus Capital Group
Ohio
$456K +$7.55K +64 +2%
SEIA
1421
Signature Estate & Investment Advisors
California
$454K -$3.3K -28 -0.7%
ECM
1422
Evergreen Capital Management
Washington
$453K +$28K +237 +7%
PPC
1423
Park Place Capital
Alabama
$453K -$17.1K -144 -4%
IA
1424
IFC Advisors
California
$452K +$472 +4 +0.1%
NCM
1425
NCM Capital Management
New Jersey
$452K – – –
55 56
57
58 59