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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 %
AIA
1426
Arbor Investment Advisors
North Carolina
$452K +$1.3K +11 +0.3%
PFA
1427
Peak Financial Advisors
Colorado
$451K +$451K +3,821 New
OFG
1428
OmniStar Financial Group
North Carolina
$451K +$2.36K +20 +0.5%
CAM
1429
Campion Asset Management
Virginia
$450K -$17.5K -148 -4%
CI
1430
Conning Inc
Connecticut
$449K -$25.7K -218 -5%
OWA
1431
Octavia Wealth Advisors
Ohio
$449K -$125K -1,063 -22%
UOTTAIMCU
1432
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$448K +$448K +3,794 New
AGA
1433
Arkos Global Advisors
Texas
$446K +$12.5K +106 +3%
BTWM
1434
Brass Tax Wealth Management
Ohio
$446K +$1.65K +14 +0.4%
KWMG
1435
King Wealth Management Group
Florida
$445K – – –
BOPW
1436
Brandywine Oak Private Wealth
Pennsylvania
$444K +$3.54K +30 +0.8%
QC
1437
Quent Capital
New York
$442K +$89.2K +756 +25%
FWCM
1438
Ferguson Wellman Capital Management
Oregon
$441K -$269K -2,280 -38%
FBC
1439
Fairfield, Bush & Co
Connecticut
$441K -$11.8K -100 -3%
BCMLT
1440
Beacon Capital Management LLC (Tennessee)
Tennessee
$440K -$8.5K -72 -2%
GPW
1441
Genesis Private Wealth
Virginia
$440K -$1.42K -12 -0.3%
OS
1442
Objectivity Squared
South Carolina
$439K +$236 +2 +0.1%
CCM
1443
Chiron Capital Management
Florida
$439K -$29.5K -250 -6%
LSPW
1444
Lake Street Private Wealth
Illinois
$439K – – –
BMCM
1445
Bryn Mawr Capital Management
Pennsylvania
$438K +$211K +1,784 +93%
AWM
1446
Absher Wealth Management
North Carolina
$435K -$9.44K -80 -2%
TCBWMS
1447
Texas Capital Bank Wealth Management Services
Texas
$434K +$15.1K +128 +4%
WA
1448
Waddell & Associates
Tennessee
$433K -$6.25K -53 -1%
FWTB
1449
First Western Trust Bank
Colorado
$431K – – –
SMA
1450
Sage Mountain Advisors
Georgia
$430K -$23.1K -196 -5%
56 57
58
59 60